Introduction to Microsoft Dynamics AX Project Management and Accounting Add-in [AX 2012]

Updated: November 16, 2012

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

The Project Management and Accounting Add-in integrates with Project management and accounting and Human resources, so that you can manage projects that consist primarily of worker services. You can use the features for project management and accounting, such as contract management, quotations, budgeting, project policies, and project parameters and categories, together with the Project Management and Accounting Add-in.

Use the Project Management and Accounting Add-in to identify and schedule workers who have specific project experience, and to manage direct and indirect costs for service projects. You can also use the Project Management and Accounting Add-in to invoice customers for billing scenarios that are specific to the service industry, and to manage payments to vendors who are subcontractors on your projects.

The Project Management and Accounting Add-in includes the following features:

Before you begin to work in the Project Management and Accounting Add-in, set up parameters for project management and accounting. For more information, see Project management and accounting parameters (form). By presetting these values, you can automate some of the data entry when you create documents for Project Management and Accounting Add-in transactions. You can override some of the default values when you create documents. For more information, see About Project management and accounting parameters.


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

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