Project categories (form) (Project Management and Accounting Add-in) [AX 2012]

Updated: September 28, 2012

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

Click Project management and accounting > Setup > Categories > Project categories.

Use this form to define a category that can be used for indirect costs for a project. A category defines how costs are posted to financial accounts.


This control is available only if the Project Management and Accounting Add-in is installed.

The following table provides descriptions for the controls in this form.



Indirect cost component, on the Project FastTab

Select this check box to set up a project category for indirect costs. An indirect cost is not directly attributable to the production of an item or the performance of a service for the project. When you assign the category to a project, the expenses associated with the category are allocated as indirect costs to the project.


If you set up the category for indirect costs, you cannot associate the category with direct costs on projects.

Customer payment retention, on the Project FastTab

Select this check box to set up a project category to add customer payment retention terms to a project. Your system administrator must create a customer payment retention category, and the category must be assigned a Fee transaction type.


The Customer payment retention check box is displayed only if you select a customer retention category in the category list.

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