Export (0) Print
Expand All

Projects (form) [AX 2012]

Updated: October 6, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Project management and accounting > Common > Projects > All projects. Select a project, and then, on the Action Pane, on the Project tab, in the Maintain group, click Edit. Alternatively, in the All projects list, double-click a project line.

Use this form to create and maintain base data for projects. This form includes information about the project number, name, project contract, group, project status, resource scheduling, and other base data. In the Projects form, you can perform the following tasks:

  • Review project transactions and invoice information.

  • Set up projects for posting.

  • Set up project sales prices and cost prices.

  • Set up and review project forecasting.

  • Enable project budgeting and forecasting, define budgeting settings, and compare actual project data to forecasts.

  • In Microsoft Dynamics AX 2012 R2: Set up requirements for skills and attributes for a project, and identify and schedule skilled workers on a project.

  • Create an invoice to request an advance payment from a customer.

  • Manage amounts that are retained by a customer.

  • Specify retention terms for customer payments for a project.

  • Specify retention terms for vendor payments for a project.

The following tables provide descriptions for the controls in this form.

Tab

Description

Project

Create, edit, or delete a project. You can also enter beginning balances for the selected project, and create project groups and subprojects.

Plan

Create project budgets, and enter hour, item, expense, fee, and on-account forecast transactions.

Manage

Create and view project transactions, and enter invoice proposals.

Control

View project analytical information, including project balance reports and project statements.

Tab

Description

General

View and configure details about an individual project, such as customer details, the workers who are responsible for sales and project management, and dates.

Setup

Select the parameters to use to set up the selected project.

Project hierarchy

View information about the parent project or subprojects for the selected project.

Revenue recognition

Select options for an estimate project ID, cost template, and period code to define how revenue is recognized in a Fixed-price or Investment project.

Scheduling and resource assignment

View the following information about the scheduling requirements for the project:

  • The project status

  • The start date and end date

  • The project duration

  • The number of worker hours that are required to complete the project

  • Calendar options for the project

NoteNote

This control is available only in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

Project team and scheduling

View and update information about the scheduling requirements for the project, such as the scheduling status, project start and end dates, and scheduling calendar that is used for the project.

In addition, you can perform the following scheduling tasks for the project:

  • Define one or more required roles for the project.

  • Specify the dates when work for a project role will begin and end.

  • Reserve a worker for a project role.

  • View the number of hours that a worker is assigned to the project, and the number of hours that a worker is reserved for in the project’s work breakdown structure.

  • Cancel a worker’s reservation for a project role, and delete a role from the project requirements.

NoteNote

This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

Budget and forecast

Select budgeting and forecasting options for the selected project.

Address

View or edit delivery name and address information for the project. You can also view the address location on an online map.

Integration

Integrate the selected project with Microsoft Project Server. Write project data from Microsoft Dynamics AX to Project Server. Write project data from Project Server to Microsoft Dynamics AX.

NoteNote

This FastTab is available only after integration has been set up between Project Server and Microsoft Dynamics AX.

Financial dimensions

View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures.

Vendor agreements

View information about the terms of the vendor agreements that are specified for the project contract.

Payment retention terms

View information about the funding sources for the project contract, and enter information about the retention terms by funding source for the project.

NoteNote

This FastTab is available only if the funding source is a customer.

Report sorting

Select or modify criteria, such as project balances or project statements, that define how information is displayed or filtered on project reports.

Collaboration workspace

Enter or edit internal or external website locations where users can collaborate on the project.

You can access Action Pane buttons either by selecting a project in the All projects list or by opening the Projects form.

Button

Description

Edit

Activate the fields in the form so you can make changes to the selected project.

Project stage

Change the stage of the project.

Delete

Delete the project.

Project

Create a new project.

Subproject

Create a subproject for the selected project.

Copy project

Create a new project by copying a project template.

Project group

Change the project group that a project belongs to.

Beginning balances

Enter beginning balances for the selected project.

Collaboration workspace

Create an online workspace, or link to an existing online workspace, where team members can collaborate on documents, lists, and discussions that are related to a project.

Line properties

Define the projects, project groups, categories, or category groups that a line property applies to. You can select different line properties for a transaction in the entry form.

Ledger posting

Specify the ledger accounts to which project transactions should be posted.

Letter of guarantee

Open the Letter of guarantee form, where you can create a letter of guarantee request for a new project.

NoteNote

The Letter of guarantee option is available only if the Enable letter of guarantee check box is selected in the General ledger parameters form, and if the bank document type is Letter of guarantee.

Hour 
(In the Journals group)

Create, maintain, validate, post, print, approve, or reject project hour journals.

Expense 
(In the Journals group)

Create, maintain, validate, post, print, approve, or reject project expense journals.

Item 
(In the Journals group)

Create, maintain, validate, post, print, approve, or reject project item journals.

Fee 
(In the Journals group)

Create, maintain, validate, post, print, approve, or reject project fee journals.

Export to Microsoft Excel

Export information from the form into Microsoft Excel.

Attachments

Open or view the documents that are attached to the current record.

Work breakdown structure

View or modify activities for the selected project in a hierarchy.

Open in Microsoft Project

This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

Open the project in Microsoft Project, where you can manage the work breakdown structure and worker assignments for a project in more detail.

Hours 
(In the Cost prices Field group)

Define the cost price for project hour transactions.

Expenses 
(In the Cost prices field group)

Define the cost price for project expense transactions.

Intercompany hours

Define the cost price for intercompany timesheet hours.

Hours 
(In the Sales prices field group)

Define the sales price for project hour transactions.

Expenses 
(In the Sales prices field group)

Define the sales price for project expense transactions.

Fees

Define the sales price for project fee transactions.

Subscriptions

Define the sales price for project subscription transactions.

Transfer forecasts

Copy lines from a project quotation that is associated with the selected project to a target forecast model.

Transfer item requirements

Copy lines from a confirmed project quotation that is associated with the selected project to an item requirement.

Hour forecasts

Enter, edit, or view the expected number of hours that will be spent on a project.

Expense forecasts

Enter, edit, or view the expected expenses that will be spent on a project.

Item forecasts

Enter, edit, or view expected item transactions for the selected project.

Fee forecasts

Enter, edit, or view future fees that the company expects to invoice to customers.

On-account forecasts

Enter, edit, or view on-account transactions that are expected for the selected project.

Copy forecasts

Copy a project forecast model to another model, or copy specific transaction types from one model to another.

Copy forecasts to ledger

Transfer a project forecast model or specific transaction types from a project forecast model to a General ledger budget model.

Delete forecasts

Delete a project forecast model, or delete specific transaction types from a project forecast model.

Project budget

Enter, review, or revise a budget for the selected project.

Carry forward

At the end of the year, carry forward any remaining project budget amounts to future years, and optionally transfer those amounts to the associated General ledger accounts.

Assign workers

Select workers who can enter transactions for the selected project. Validation is controlled by settings in the Project management and accounting parameters form.

Assign categories

Define categories that can be entered on project transactions. Validation is controlled by settings in the Project management and accounting parameters form.

Item task

Open a menu that contains the following items:

NoteNote

Item requirement and Sales order are not available if the project contract that is associated with the selected project has multiple external funding sources.

  • Item requirement – Reserve an amount or number of items for the selected project in one item requirement, and then consume the items when they are needed.

  • Sales order – Create a new sales order.

  • Purchase order – Create a new purchase order.

  • Production order – Create a new production order.

  • Purchase requisition – Create a new purchase requisition.

  • Request for quotation – Create a new request for quotation.

  • Sales agreement – Create a new sales agreement.

  • Purchase agreement – Create a new purchase agreement.

Project quotation

Create a new sales quotation for a customer or a prospect.

Service

Open a menu that contains the following items:

  • Service agreement – View service agreements that are attached to the selected project contract.

  • Service order – View service orders that are attached to the selected project contract.

  • Service subscription – View service subscriptions that are attached to the selected project contract.

  • Service orders – Create, view, and change information for a service order and the service order lines.

  • Subscription fees – Create subscription fee transactions.

Case

Enter, track, and resolve issues for the selected project that are raised by your customers or workers.

Adjustments

Adjust transactions for the selected project.

Estimates

Create a new estimate for the selected project.

Accrue revenue

Open a menu that contains the following items:

  • Time and material – Accrue revenue in Time and material projects.

  • Accrue subscription revenue – Post accrued revenue for fee transactions, or reverse accrued revenue.

Post costs

Transfer costs from hour, expense, and item transactions that are posted to Profit and loss and Balance ledger accounts, but that are not invoiced.

Post service orders

Transfer and post the transactions of selected service orders to the project ledger accounts.

Index subscription

Update the base price and indexes for subscriptions.

Invoice proposals

View project invoice proposals that have not been posted, or create new project or on-account invoice proposals.

Customer advance

Open the Customer advance form, where you can create an invoice to request a payment from a customer before work is started on a project.

Invoice journals

View historical information about invoicing for the selected project.

On-account transactions

Enter or view on-account transactions for projects.

Request retained amount

Open the Request for customer retained amount form, where you can view the total amount that was retained by each funding source. You can also create an invoice proposal for amounts that are withheld by a customer or other funding source when a project reaches an agreed-upon status.

Item tasks

View item requirements, purchase requisitions, purchase orders, production orders, sales orders, requests for quotations, sales agreements, or purchase agreements that are associated with the selected project.

NoteNote

Sales orders and item requirements cannot be accessed if the project contract that is associated with the selected project specifies multiple external funding sources.

Pending transactions

Open a menu that you can use to view related hour, expense, item, fee, or on-account transactions for the selected project that are not yet posted.

Posted transactions

Open a list of hour, expense, item, fee, and on-account transactions that are related to the selected project.

Service

Open a menu that you can use to view listings of service agreements, service orders, or service subscriptions for the selected project.

Cases

View cases that are associated with the selected project.

Project statements

View project statements for a defined combination of project types and transaction types.

Invoice control

Calculate and display information that is related to posted invoice transactions. This information includes an overview of the amounts that have been invoiced, the amounts that remain to be invoiced, and the amounts that are to be invoiced that exceed the quotation amount.

Project budget balances

View balances of budgeted and actual revenues and costs for the selected project.

Hour utilization

Calculate the hour utilization rate for workers who are assigned to the selected project.

Cash flow

Calculate the forecasted and actual cash flow for the selected project.

Customer retained payments

Open the Inquire customer retained payments form, where you can view a summary of retention amounts and invoices that are related to customer retention amounts.

Cost control

Calculate and analyze the costs of a project or a set of projects.

Payments retained from vendors

Open a menu that contains the following items:

  • by purchase order – Open the Inquiry for vendor retained payments form, where you can view and filter a list of purchase orders for which you have retained amounts from vendor payments.

  • by vendor invoice – Open the Vendor invoice retention - vendor invoice form, where you can view and filter a list of vendor invoices for which you have retained amounts from payments to the vendor.

Committed cost

View committed costs for the selected project. You can enable committed costs in the Project parameters form.

Cost tracking

Open the Work breakdown structure form, where you can view the actual and estimated costs for projects tasks.

This control is available only if Microsoft Dynamics AX 2012 R3 is installed.

Effort tracking

Open the Work breakdown structure form, where you can view the actual and estimated effort in hours for project tasks.

This control is available only if Microsoft Dynamics AX 2012 R3 is installed.

Resource utilization

Open a menu that contains the following items:

  • Resource assignments – Open the Resource assignments form, where you can assign workers to a project.

  • Resource assignment analysis - worker – Open the Resource assignment analysis - worker form, where you can review the projects that a worker has been assigned to.

  • Resource assignment analysis - Project – Open the Resource assignment analysis - Project form, where you can review the worker assignments that have been made for a project.

Button

Description

Assign 
(On the Scheduling and resource assignment FastTab)

This control is available only if Microsoft Dynamics AX 2012 R2 is installed, but it is not available if cumulative update 7 or later for AX 2012 R2 is installed.

Open the Assign resources form, where you can schedule workers for a project or an activity. You can also match the skills and education of workers to the requirements for the project.

Release 
(On the Scheduling and resource assignment FastTab)

This control is available only if Microsoft Dynamics AX 2012 R2 is installed, but it is not available if cumulative update 7 or later for AX 2012 R2 is installed.

Release all of the worker’s soft-booked hours and hard-booked hours from the selected project or activity.

Assignment details 
(On the Scheduling and resource assignment FastTab)

This control is available only if Microsoft Dynamics AX 2012 R2 is installed, but it is not available if cumulative update 7 or later for AX 2012 R2 is installed.

View the hard or soft commitment by a worker for project activities.

NoteNote

This control is available only if workers are scheduled for the project.

Add roles 
(On the Project team and scheduling FastTab)

This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

Add one or more project role requirements to the project, and specify whether workers should be immediately reserved.

Role details 
(On the Project team and scheduling FastTab)

This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

View or modify the required skills, education, and certification requirements for a project role.

Reserve worker 
(In cumulative update 7 for Microsoft Dynamics AX 2012 R2)

Book worker 
(In Microsoft Dynamics AX 2012 R3)
(On the Project team and scheduling FastTab)

Open the Worker reservation form, where you can schedule workers for a project or activity. You can also match the skills, project experience, certifications, education, and previous project roles of workers to the requirements for the project.

This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

View booking details 
(On the Project team and scheduling FastTab)

Open the View booking details form, where you can review the current bookings for the selected worker.

This control is available only if Microsoft Dynamics AX 2012 R3 is installed.

Cancel reservation 
(In cumulative update 7 for Microsoft Dynamics AX 2012 R2)

Cancel booking 
(In Microsoft Dynamics AX 2012 R3)
(On the Project team and scheduling FastTab)

Remove a selected worker from a project role, but preserve the role that has been added to the project.

This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

Confirm hours 
(On the Project team and scheduling FastTab)

Convert soft-booked hours in the selected lines to hard-booked hours.

This control is available only if Microsoft Dynamics AX 2012 R3 is installed

Delete role 
(On the Project team and scheduling FastTab)

This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

Remove a selected worker from a project role, and delete the role that has been added to the project.

Settings 
(On the Budget and forecast FastTab)

Set up project budgeting user rights by user group for a single project or project group, or for all projects or project groups. Select whether to allow or disallow overruns, and whether the system displays an overrun warning message.

Edit 
(On the Address FastTab)

Modify the address for the project.

Clear 
(On the Address FastTab)

Delete the address for the project.

Map 
(On the Address FastTab)

View the physical location of the project address on an online map.

Overwrite 
(On the Integration FastTab)

Open a menu that contains the following items:

  • Overwrite on Microsoft Project Server – Update the project data in Project Server to reflect the latest changes in Microsoft Dynamics AX project data.

  • Overwrite from Microsoft Project Server – Update the project data in Microsoft Dynamics AX to reflect the latest changes in Project Server project data.

Field

Description

Project ID

The project number. You can enter this number manually, or you can have the system generate a number automatically from the number sequence if you select this option in the Project management and accounting parameters form.

Project name

Enter a name for the project.

Project group

The project group that the current project belongs to.

Project type

The project type. You select the project type when you create the project.

Project stage

The status of the current project.

TipTip

To change the status of the project, on the Action Pane, on the Project tab, in the Maintain group, click Project stage, and then select a new status.

Project contract ID

Select the project contract ID that the project is attached to.

Account

Select the customer account for the project. The customer account is automatically inserted when you select an invoice project.

E-mail

Enter the customer’s email address.

TipTip

If you have Microsoft Outlook installed, click the button to the right of the field to send the customer an email message.

Sales manager

Select the sales worker who is in charge of the project.

Project manager

Select the worker who is in charge of the project.

Project controller

Select the worker who is financially responsible for the project.

Date of creation

The date that the project was created.

Projected start date

Enter the date that you expect the project to start.

Actual start date

Select or enter the project start date.

Projected end date

Enter the date that you expect the project to end.

Extension date

If the project was extended, enter the date that you expect the project to end.

Actual end date

Select or enter the project end date.

Bank document type

Select the bank document type from the following options:

  • None – Create a project without a bank document type.

  • Letter of guarantee – Create a project that uses a letter of guarantee.

NoteNote

The Bank document type field is available only if the Enable letter of guarantee check box is selected in the General ledger parameters form.

Parent project

The parent project of a child project. If the current project is at the top level, this field is empty.

Subproject ID format

Change the format for subproject IDs. Use a character as a separator and the number sign (#) as a placeholder for numbers. For example, if you enter -##, subproject IDs are created in the format 1001-01, 1001-02, and so on.

Header

Select this check box to set the selected parent project as a header project.

Project template

Select this check box if the current project should be applied as a template for projects that are set up with the Copy project wizard.

Estimate project ID

The identifier of the estimate project that is associated with this project. An estimate project is assigned to a Fixed-price project or Investment project when the project is created.

Cost template

The default cost template for the project group that the project is assigned to. A cost template controls cost estimates for an estimate project and specifies how the percentage of completion is defined in projects that are posted according to the percent-complete revenue recognition accounting rule.

Period code

The period code that is specified for the project group that the project is assigned to. The period code specifies how frequently the estimate is calculated. The frequency can be a fiscal calendar or a period, such as weekly, monthly, or quarterly, or it can have no set limits.

Schedule status 
(In Microsoft Dynamics AX 2012 R2)

Scheduling status 
(In cumulative update 7 for Microsoft Dynamics AX 2012 R2)

Staffing status 
(In Microsoft Dynamics AX 2012 R3)

A value that indicates how much of the project has been scheduled.

Project start date 
(In Microsoft Dynamics AX 2012 R2)

Schedule start date 
(In Microsoft Dynamics AX 2012 R3)

The scheduled start date for a project.

Project end date 
(In Microsoft Dynamics AX 2012 R2)

Schedule end date 
(In Microsoft Dynamics AX 2012 R3)

The scheduled end date for a project.

Scheduling ignores the calendar of the resource 
(In Microsoft Dynamics AX 2012 R2)

Disregard the workers' calendar 
(In Microsoft Dynamics AX 2012 R3)

A selected check box indicates that the worker is considered for assignment to the project, even if the worker is already assigned to another project.

Scheduling calendar

The working time calendar that is used to enter hours for the project.

Duration in days

The time, in days, that is required to complete the project.

Total effort in hours 
(In Microsoft Dynamics AX 2012 R2)

Total planned effort in hours 
(In Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2)

The estimated number of worker hours that are required to complete the project.

Role

This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

A type of role or function that you have added to the project requirements. Role types are created for your legal entity’s project in the Project roles form.

The project roles that you define and use depend on the requirements of your project. For example, a remodeling project might include roles such as Electrician, Framer, Drywall hanger, Painter, and Carpet installer. A software-related project might include Business analyst, Interface designer, C++ developer, Database administrator, Tester, and Technical writer.

Start date

This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

The date when the work that is assigned to a project role is scheduled to begin.

End date

This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

The date when the work that is assigned to a project role is scheduled to end.

Worker ID

This control is available only if Microsoft Dynamics AX 2012 R2 is installed, but it is not available if cumulative update 7 or later for AX 2012 R2 is installed.

The personnel identifier of a worker who has been assigned to the project.

Worker name 
(In Microsoft Dynamics AX 2012 R2

Worker 
(In Microsoft Dynamics AX 2012 R3

This control is available only if Microsoft Dynamics AX 2012 R2 is installed.

The name of a worker who has been assigned to the project.

Soft-booked hours

This control is available only if Microsoft Dynamics AX 2012 R2 is installed, but it is not available if cumulative update 7 or later for AX 2012 R2 is installed.

The number of hours that the worker has been assigned, but not fully committed, to the project.

Hard-booked hours

The number of hours that the worker has been fully committed to the project.

NoteNote

This control is available only if Microsoft Dynamics AX 2012 R2 is installed, but it is not available if cumulative update 7 or later for AX 2012 R2 is installed.

Hours reserved 
(In cumulative update 7 for Microsoft Dynamics AX 2012 R2)

Hours booked 
(In Microsoft Dynamics AX 2012 R3)

The number of hours that the worker who is assigned to a role is reserved for in the project.

This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

Hours assigned

The number of hours that the worker who is assigned to a role is assigned in the work breakdown structure.

This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

Require activity on forecast

Select any of the following check boxes to require an activity when those forecast types are created:

  • Hour

  • Expense

  • Item

Require activity on journals

Select any of the following check boxes to require an activity when those types of journals are created:

  • Hour

  • Expense

  • Item

Search priority

Select whether transactions on the current project are posted according to the project or according to the category.

Default

Select the default line property for project transactions.

Minimum time increment

Enter the smallest time increment, in fractions of an hour, for which workers can enter time in their timesheets. For example, enter .25 for 15-minute increments.

NoteNote

Any value that you specify here overrides the entry that is made in the Project management and accounting parameters form.

Ledger posting sort priority

Select whether project transactions are sorted by category or by project for posting to the ledger.

Sales tax group

Select a tax group for transactions on the project.

Sales price group

Select a sales price group for transactions on the project.

Enable category validation

Select this check box to apply the validation setup created in the Project/category validation groups form to the current project.

NoteNote

If the Project/category option in the Project management and accounting parameters form is set to Lookup or Mandatory, this option is selected by default when a project is created.

Estimate project ID

The reference ID for posting estimates. Any project in the project hierarchy can be specified as an estimate project.

Fixed asset number

Select the number of a fixed asset to associate the project with an asset.

Manufacturing execution job

The identifier of the manufacturing execution job that is associated with the project.

Subject

Enter a description for the project.
NoteNote

(SAU) This control is available only to legal entities whose primary address is in Saudi Arabia.

Contract date

Enter a contract date.
NoteNote

(SAU) This control is available only to legal entities whose primary address is in Saudi Arabia.

Contract period

Enter the period for which the contract is valid.
NoteNote

(SAU) This control is available only to legal entities whose primary address is in Saudi Arabia.

Project value

Enter the project value.
NoteNote

(SAU) This control is available only to legal entities whose primary address is in Saudi Arabia.

Contract amendment

Enter the value that is added to or deducted from the original contract value.
NoteNote

(SAU) This control is available only to legal entities whose primary address is in Saudi Arabia.

Use budget control

Select this check box to enable budget control for the selected project. Use budget control to verify transactions against the project budget.

NoteNote

If you select this check box, the Transaction types controlled and Budget overrun default fields become available.

Transaction types controlled

Select the types of transactions that are subject to budget control.

Budget overrun default

Specify the default action that occurs when a user attempts to enter a transaction that causes the project budget to be exceeded:

  • Disallow overruns – The user cannot enter the transaction.

  • Warn of overruns – The user receives a warning message, but the transaction is processed.

  • Allow overruns – The transaction is processed without a warning message.

NoteNote

The selection in this field applies to the current project, unless a different action is specified in the User group override form. If a user is a member of two groups that have different options for the same project or project group, the user is granted the more permissive option.

User group override

Click Settings to open the Project budget settings for user groups form. Use this form to set up budget overrun actions for specific user groups, projects, and project groups. The settings in this form define exceptions to the default outcome when a user transaction causes a project budget to be exceeded.

Verify cost against remaining forecast

Select this check box to compare project costs to the forecast for the specified transaction type.

Use alternate project budget for budget verification

Select this check box to compare actual transactions for the selected project to the budgeted transactions for a different project.

NoteNote

If you select this check box, all other options on the Budget and forecast FastTab are unavailable.

Alternate project

Select the project to use for budget verification.

NoteNote

This field is available only if the Use alternate project budget for budget verification check box is selected.

Budget control interval

Select the default range of periods to use when budget control is being set up for new projects.

Carry forward remaining budgets

Select this check box if you want amounts that remain in this project budget at the end of the year to be carried forward to the following year.

Allow negative budgets to be carried forward

Select this check box if you want any amounts by which this project exceeds its budget at the end of a year to be carried forward to the following year. When these negative amounts are carried forward, they reduce the budget amount available for the project in the following year.

NoteNote

Negative budgets can only occur if budget overruns are allowed.

Delivery name

The name of the invoice account.

NoteNote

If you have specified an invoice account for the current project in the Project contracts form, the name of the invoice account is automatically displayed in this field.

Address

View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format.

Integrate to Microsoft Project Server

Integrate the selected project with Project Server.

Sort field 1

Select a sorting criterion. Sorting criteria are defined in the Project report sort fields form.

Sort field 2

Select a sorting criterion. Sorting criteria are defined in the Project report sort fields form.

Sort field 3

Select a sorting criterion. Sorting criteria are defined in the Project report sort fields form.

Default financial dimensions

The financial dimensions that were set up in the Financial dimensions form.

Account code

Select the vendor or group of vendors for vendor agreement terms:

  • Table – Select a specific vendor account in the Vendor/Vendor group field.

  • Group – Select a vendor group in the Vendor/Vendor group field.

  • All – Select all vendors.

Vendor/Vendor group

Select a vendor group or a specific vendor, depending on what you selected in the Vendor agreements field.

Vendor retention terms

Select a vendor retention rule for the project.

PWP threshold percentage

Enter the percentage of a line item that the customer must pay you before you pay the selected vendor or vendor group.

Funding source

The identification number of the customer who retained an amount from a payment to you.

Funding source name

The full name of the funding source.

Customer retention terms

Select a customer retention rule for the project. The customer retention terms are specified in the project contract.

Internal URL

Enter the local network home page for the collaboration workspace to associate with the project.

External URL

Enter the external network home page for the collaboration workspace to associate with the project.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
Was this page helpful?
(1500 characters remaining)
Thank you for your feedback

Community Additions

Show:
© 2014 Microsoft