Category groups (form)

Article
10/09/2018

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 > Setup > Categories > Category groups.

Use this form to set up category groups for projects.

Tasks that use this form

Create categories and category groups for projects

Navigating the form

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

Tabs

Note

If an account applies for a specific posting type for all projects, you can select the account in one of the account type fields on the Cost accounts tab or Revenue accounts tab.

Tab	Description
Cost accounts	The accounts that are listed on the Cost accounts tab correspond to the accounts that are listed on the Cost accounts tab in the Ledger posting setup form. Select the ledger account that applies to the selected category group for each cost account.
Revenue accounts	The accounts that are listed on the Revenue accounts tab correspond to the accounts that are listed on the Revenue accounts tab in the Ledger posting setup form. Select the ledger account that applies to the selected category group for each revenue account.

Buttons

Button	Description
Setup	Open a menu that contains the following items: Ledger posting setup – Open the Ledger posting setup form, where you can set up an account for individual projects or project groups. Project/group line properties – Open the Line property setup form, where you can set up line properties for the active category group. You can also view the posting account setup for the category group.
Project categories	Open the Project categories form, which is filtered to display only the categories that are attached to the active category group.
Project control	Open a menu that contains the following items: Project statements – Open the Project statements form, where you can view statements for a defined combination of project types and transaction types. Cost control – Open the Cost control form, where you can calculate and analyze the costs of a project or a set of projects. Invoice control – Open the Invoice control form, where you can calculate and view posted transactions. Hour utilization – Open the Utilization hours form, where you can calculate the hour utilization rate within your organization. Cash flow – Open the Cash flow form, where you can calculate forecasted cash flow and actual cash flow.

Setup

Open a menu that contains the following items:

Ledger posting setup – Open the Ledger posting setup form, where you can set up an account for individual projects or project groups.
Project/group line properties – Open the Line property setup form, where you can set up line properties for the active category group. You can also view the posting account setup for the category group.

Project categories

Open the Project categories form, which is filtered to display only the categories that are attached to the active category group.

Project control