Work breakdown structure (form) (Project Management and Accounting Add-in)

  • Article

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

Click Project management and accounting > Common > Projects > All projects. Select or open a project. On the Action Pane, on the Plan tab, in the Activities group, click Work breakdown structure.

Use this form to view or add activities for a project in a hierarchical order. You can also add information about the activity schedule, the requirements for the activity, and the estimated costs and revenue; and review the worker assignments for the activity.

Note

These controls are available only if the Project Management and Accounting Add-in is installed.

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

Tabs

Tab

Description

Schedule

Enter information about the dates, effort and duration of the activity.

Activity requirements

Enter information about the worker skills and attributes that are required for an activity. The following tabs display on the Activity requirements FastTab:

  • Education – Enter the level of education required for a worker to be assigned to the activity.

  • Skills – Enter skills required for the activity.

  • Certification – Enter certification requirements for the activity.

  • Project experience – Enter the project experience requirements for the activity.

  • Other worker attributes – Enter the requirements for additional worker attributes for the activity.

Resource assignments

View information about workers and worker assignments for the activity.

Estimated costs and revenue

Enter information about the estimated costs and estimated revenue related to the activity.

Buttons

Button

Description

Inquire resource assignments

Open the Assign resources form, where you can schedule workers for a project or activity. You can also match the skills and education of workers to the requirements for the project or activity.

Fields

Field

Description

Education in the right pane of the Activity requirements FastTab

Select a value from None to 6 - Most to represent the level of importance for meeting the education requirements for the project activity.

Skill

Select a value from None to 6 - Most to represent the level of importance for meeting the skill requirements for the project activity.

Certificate

Select a value from None to 6 - Most to represent the level of importance for meeting the certification requirements for the project activity.

Project

Select a value from None to 6 - Most to represent the level of importance for meeting the project experience requirements for the project activity.

Attribute

Select a value from None to 6 - Most to represent the level of importance for meeting any additional worker attributes requirements for the project activity.

Start date

Enter the date that the project activity is scheduled to start.

End date

Enter the date that the project activity is scheduled to end.

Scheduling ignores the calendar of the resource

Select this check box to consider the worker for assignment to the project activity whether or not the worker is scheduled.

Duration in days

Enter the length of time in days that are required to complete the project activity.

Effort in hours

Enter the estimated number of worker hours that are required to complete the project activity.

Scheduled

Select a value that indicates whether a worker has been scheduled.

Education on the Education tab on the Activity requirements FastTab

Select the type of education that is required for a worker on this project activity.

Description

The description of the education requirement.

Importance

Select a value from None to 6 - Most to represent the level of importance of the education requirement to the project activity.

Skill on the Skills tab

Select the type of skill that is required for a worker on this project activity.

Required

Select this check box if the specified skill is required for the project activity.

Certificate type on the Certification tab

Select the type of certification that is required for the project activity.

Project ID on the Project experience tab

Select a project with the type of experience that is required for the current project. You can specify a worker’s role and other information about the worker’s experience on the selected project.

Role

Select the role that the worker will perform on the project activity.

Attribute group, on the Other worker attributes tab

Select the attribute group that includes the additional skills that are required for a worker who is assigned to the project activity.

Attribute

Select the attribute in the attribute group that is required for a worker who is assigned to the project activity.

Resource on the Resource assignments FastTab

The identification number of the worker who is assigned to the project activity.

Resource name

The name of the worker who is assigned to the project activity.

Date

The date that the project starts.

Start time

The starting time for the project activity.

End time

The ending time of the project activity.

Hours

The number of hours that are required to complete the project activity.

Commitment type

A value that indicates whether the commitment is a hard, or firm, commitment or a soft, or tentative, commitment.

Transaction type on the Estimated costs and revenue FastTab

Enter the type of transaction that will be used for the activity costs, such as Fee, Hour, Expense, or Item transaction.

Project category

Select the category to use when you post costs to the project activity.

Note

You can only select a category that is related to direct costs.

Item number

Enter the identification number of the item for which you are creating the estimate.

Worker

Select the worker that will be assigned to do the work.

Quantity

Enter the cost of the transaction, or the number of items, if the transaction type is Item.

Unit sales price

Enter the sales price per unit, such as the price per item or an hourly rate.

Unit cost price

Enter the actual cost per unit, such as cost per item or an hourly rate.

Total sales price

The total sales price, calculated based on the number of units and the sales price per unit.

Total cost price

The total cost price, calculated based on the number of units and the cost per unit.

Line property

An attribute that defines how the estimated revenue, estimated cost, or estimated expense amounts on the transaction line are posted into the project budget. For example, you can assign a line property of Charge or No Charge to describe whether the associated project costs can be invoiced to the customer.

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