Period status (form)

Article
05/05/2014

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

Click Human resources > Common > Workers > Workers. On the Action Pane, on the Project management tab, in the View group, click Period status.

–or–

Click Organization administration > Common > Calendars > Period types. On the menu bar, click Periods. In the Period transactions form, click the Period status button.

–or–

In Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2: Click Project management and accounting > Common > Project resources > Resources. On the Action Pane, on the Project resource tab, in the Maintain group, click Period status.

–or–

In Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2: Click Project management and accounting > Common > Project resources > Resource availability. On the Action Pane, on the Project resource tab, in the Maintain group, click Period status.

Use this form to review how fully a worker was utilized in a given period.

If you open the form from the Worker form in the Human resources module, the utilization hours for the current worker are shown.
If you open the form from the Periods form in the Organization administration module, the utilization hours for all workers are shown.

Note

If a worker has been loaned to another legal entity for project work, the project hours that they enter for its projects are reflected in this period status report. Workers can be loaned to other legal entities only if intercompany timesheet support has been enabled for your legal entity.

Tasks that use this form

Assign and maintain worker periods

Navigating the form

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

Tabs

Tab	Description
Overview	View the start and end dates for each period and the last date that transactions were posted to the period.
General	View the number of work hours that are estimated for the period and how much of the work has been completed.
Utilization	View the billable and efficiency rates on workers.

Buttons

Button	Description
Update worker periods	Update changes that you made to worker periods. You can apply this feature only when you open the form from the Worker form.
Hour	View the transactions entered for the selected period.

Fields

Field	Description
End date	The end date of the period.
Worker	The names of workers for whom the selected period is defined.
Posted on	The date on which the last voucher was posted.
Calendar	The number of hours based on the worker period.
Realized finish	All posted hours for the worker period.
Consumed hours	All billable and efficient hours that are posted to the calculation.
Not included hours	All hours that are not included in the Consumed hours totals. Hours are excluded based on settings made in the Hour utilization section of the Project parameters form.
Burden hours	All hours that are included in the total hours calculation as burden hours. Burden hours are included based on settings made in the Hour utilization section of the Project parameters form.
Norm hours	The norm hours that are entered on the worker’s individual period status. Note Norm hours are determined by the company as the acceptable utilization hours for a given period. When calculating the utilization rate from the worker view, you can use the norm hours.
Utilization hours	All hours that are included in the total hours calculation as utilization hours. Utilization hours are included based on settings made in the Hour utilization section of the Project parameters form.
Utilization rate percentage	The worker’s overall utilization rate, which indicates what percentage of a worker's overall time has been utilized effectively.

Period status (form)

Tasks that use this form

Navigating the form

Tabs

Buttons

Fields

See also

Additional resources