Cost template (form)

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 > Estimates > Cost template.

Use this form to set up the project cost template.

A cost template is a method for outlining the following estimate information about fixed-price projects:

Cost estimates for a particular estimate project
Percentage of completion for projects that are posted according to the percent-complete revenue recognition accounting rule.

Tasks that use this form

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

Tab	Description
General	View information about a selected cost template or enter information about a new cost template.

Button	Description
Cost lines	Open the Cost lines form and specify cost lines.

Field	Description
Cost template ID	Enter a short, unique ID for the cost template that is no longer than 10 characters.
Name	Enter a descriptive name for the control type that is no longer than 30 characters.
Hour cost line ID Expense cost line ID Item cost line ID	Enter a name for the cost line for each expense type. You must define at least one estimate line each for hour, expense, and item transaction types on the Cost lines form.
Completion method	Specify whether to maintain a percentage of completion automatically or manually. Automatic – Percentage of completion is calculated automatically on a project. The resulting value cannot be changed. Manual – Percentage of completion is calculated automatically on a project. The resulting value can be changed. Note For manual calculations, the percentage of completion is maintained in the Manual calculation field on the General tab in the Estimate form.
Completion based on	The calculation unit is used to follow up on fixed-price projects. Amount – The amount in accounting currency is used when calculating a percentage of completion. Unit – The quantity is used when calculating percentage of completion.