Transfer work breakdown estimates to project forecasts [AX 2012]

Updated: April 29, 2014

Applies To: Microsoft Dynamics AX 2012 R3

This topic describes how to create item requirements that derive from product or category estimates in a work breakdown structure (WBS) in AX 2012 R3. These product estimates can be for items, services, or category purchases.

When you create item requirements for projects by using the procedures in this topic, the requested receipt date of the items in the requirements is set to be the same as the start date of the related activity. For example, if a project activity is created for the task of hanging drywall, the requested receipt date for the required items is the same as the scheduled start of the activity. This ensures that the drywall is delivered to the work site on the date that the workers need to install it.

NoteNote

If you don’t want to set the receipt date of the items in the requirement to match the start date of a related activity, you can change the value in the Delivery date control field in the Item requirements form.

The steps that you follow to transfer WBS estimates to item requirements depend on where you begin the process. You can begin the transfer directly from a list of all item requirements, or you can begin from a work breakdown structure or project.

Transfer WBS estimates to project forecasts directly from item requirements

  1. Click Project management and accounting > Common > Item tasks > Item requirements. In the menu bar, click Transfer WBS item estimates.

    –or–

    Click Project management and accounting > Common > Projects > All projects. Select a project, and then, on the Action Pane, on the Plan tab, in the Item requirements group, click Transfer from WBS estimates.

    –or–

    Click Project management and accounting > Common > Projects > Project contracts. On the Action Pane, on the Maintain tab, in the Related information group, click Item tasks, and then click Item requirements. In the Item requirements form, in the menu bar, click Transfer WBS item estimates.

  2. In the Transfer WBS item estimates form, in the Activity number filter, select the activity that you want to view item estimates for, or select All to view estimates for all activities.

    You can select an activity either from a list of all activities or from a tree view that groups activities according to their types.

  3. Select the check box of each item estimate that you want to transfer.

    TipTip

    To sort the results, click the name of a column header in the results list, such as Item number.

  4. Click OK.

Transfer WBS estimates to project forecasts from a WBS or project

  1. Click Project management and accounting > Common > Projects > All projects. Select a project, and then, on the Action Pane, on the Plan tab, in the Activities group, click Work breakdown structure. In the Work breakdown structure form, on the Action Pane, on the WBS tab, click Transfer WBS estimates to forecasts.

    –or–

    Click Project management and accounting > Common > Projects > All projects. Select a project, and then, on the Action Pane, on the Plan tab, in the Maintain forecast group, click Transfer from WBS.

  2. In the Transfer WBS estimates form, in the Transaction type filter, select the type of transaction that you want to transfer, or select All to view estimates of all types.

  3. In the list of estimates, select the check box of each estimate that you want to convert to an item requirement in a forecast.

    TipTip

    To sort the results, click the name of a column header in the results list, such as Activity number.

  4. In the Forecast model list, select the name of the forecast that you want to transfer estimates to.

  5. If you want to the estimates to transfer to project forecasts as a batch job, select the Batch processing check box.

  6. Click OK.


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

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