Project validation worker assignments (form) [AX 2012]

Updated: December 8, 2011

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

This is preliminary documentation and is subject to change.

Click Project management and accounting > Common > Projects > All projects. Select or open a project. On the Action Pane, on the Plan tab, in the Validation group, click Assign workers.

Use this form to define validation assignments for the selected project. The validation assignments control access limitations that are applied when users register entries in the hour, cost, and inventory journals, and when they enter timesheets. The assignments that you set up in this form make the project available for selected workers or through worker/project groups.

You can add workers from other legal entities to the validation list if these borrowed workers will be performing work in one or more of your legal entity’s projects.

You can enable or disable validation assignments when you set up validation parameter in the Project management and accounting parameters form.

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

Filter

Description

Legal entity

Select the legal entity for which you want to see a list of workers.

NoteNote
Workers can select different legal entities when they create timesheets only if intercompany timesheet support has been enabled in the legal entity by which they are employed. For more information, see Set up parameters for a timesheet system.
NoteNote

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

Tab

Description

Overview

Displays an overview of the validation assignments for the project.

Validation group

Add the selected project to existing Worker/project validation groups by selecting the group in the Remaining groups area and then clicking the left arrow button. The group is moved to the Selected groups list. Remove a project from a validation group by selecting the group in the Selected groups list and then clicking the right arrow button. The group is moved to the Remaining groups list.

Worker

Define which workers can access the current project by selecting the workers in the Remaining workers list and then clicking the left arrow button. The workers will be moved to the Selected workers list.

Remove a worker from the group who can access the current project by selecting the worker in the Selected workers list and then clicking the right arrow button. The worker is moved to the Remaining workers list.

Field

Description

Legal entity

The legal entity by which the selected worker is employed.

NoteNote

Workers can select different legal entities when they create timesheets only if intercompany timesheet support has been enabled in the legal entity by which they are employed. For more information, see Set up parameters for a timesheet system.

Worker

The personnel number of the worker.

Worker name

The name of the worker.

Worker/project

The name of the worker/project validation group.


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

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