Cost estimate (form) [AX 2012]

Updated: August 27, 2012

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 or open a Fixed-price or Investment project that is attached to an Estimate project. On the Action Pane, on the Manage tab, in the Process group, click Estimates. In the Estimate form, select an estimate line, and then click Edit.

Use this form to maintain the expected costs for the current period on individual cost lines. Costs are entered on the cost line, and the cost lines that are displayed in this form are defined on the cost estimate.

Amounts or quantities that are posted to the project are displayed, depending on your selection in the Unit field in the Control types form.

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

Tab

Description

Amount

Enter and maintain cost amounts, in the accounting currency, for cost lines.

Quantity

Enter and maintain quantities for cost lines.

General tab

View details about individual cost lines.

Button

Description

Forecast

View the forecasts that are associated with the cost estimate lines.

Actual

View the transactions that are associated with the selected estimate line. You can view lines for the current estimate or previous estimates that are associated with this transaction.

Committed cost

View the committed costs that are associated with the cost estimate line. You can view lines for the current estimate or previous estimates that are associated with this cost.

Check

Update the view with any transaction changes.

Update

Update changes to any transaction data.

Error text

View error text, if any.

Field

Description

Cost line

The unique ID for the cost estimate line, which is defined in the cost template for the Estimate project.

Transaction type

The transaction type of the cost estimate line.

Cost to complete method

Choose a method for calculating the cost to complete.

Actual cost

The amount of costs, in the standard currency, calculated on the cost estimate line for the current period.

Cost to complete

The expected cost to complete the project.

Total cost

The total costs, in the standard currency, for the estimate line.

Actual quantity

The current number of transaction units that are entered on the estimate line for the project.

Quantity to complete

The amount of units remaining if the actual quantity is deducted from the total quantity.

Total quantity

The total number of transaction units that are estimated for the project.

Estimate project

The Estimate project ID number.

Estimate date

The end date of the estimate period. This date is used to filter transactions that are included in the estimate.

Version

The version number of the estimate.

When you create a new estimate, version number 1 is automatically entered in this field. The version number changes only if an existing estimate is revised.

Cost template

The cost template selected for the project.


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

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