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Estimate projects (form) [AX 2012]

Updated: August 6, 2014

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

Note Note

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Depending on your version of the program, do one of the following:

  • In Microsoft Dynamics AX 2012 R2: Click Project management and accounting > Common > Projects > All projects. Double-click a Fixed-price or Investment project. In the Projects form, on the Revenue recognition FastTab, right-click the Estimate project ID field, and then click View details on the shortcut menu.

  • Otherwise: Click Project management and accounting > Common > Projects > All projects. On the Action Pane, click Estimate project to create a new Estimate project, or click Edit to change an existing Estimate project.

Use this form to define which projects should be categorized as Estimate projects and associate projects with Estimate projects.

Only Fixed-price projects and Investment projects can be defined as Estimate projects.

NoteNote

Estimates are calculated in the accounting currency that is defined in the Ledger form. (Click General ledger > Setup > Ledger.)

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

Tab

Description

General

Enter or view details about individual Estimate projects.

Projects

Associate projects with the Estimate project or remove projects from the Estimate project. The projects that are listed in the Remaining projects pane are in the same project group as the Estimate project.

Button

Description

Edit

Modify the selections for an Estimate project.

Delete

Delete an Estimate project.

Estimate project

Create an Estimate project.

Estimates

Open the Estimate form to process revenue recognition for Fixed-price and Investment projects that are associated with an Estimate project.

Projects

View a list of all projects that are associated with the selected Estimate project.

Attachments

View documents that are already attached to a selected record, or attach documents to the selected record.

Fields

Description

Estimate project ID

Select the identification number for the Estimate project.

Description

Enter a brief description of the Estimate project.

Eliminated

This check box is selected automatically when the estimate is eliminated.

Cost template

Select a cost template. Cost templates are mandatory for Estimate projects. Cost templates are maintained in the Cost template form.

Period code

Select the period code that is used to determine the intervals at which estimates are posted.

Project group

The project group for the project.

Selected projects

View projects that are associated with the Estimate project or move projects that are not associated with the Estimate project to the Remaining projects pane.

Remaining projects

View projects that are not associated with the Estimate project or add projects to the Selected projects pane to associate them with the Estimate project.

Project ID

The identification number for the project.

Project name

The name of the project.

Project stage

The status of the current project


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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