Project manager security role (ProjProjectManager) [AX 2012]

Updated: May 6, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The Project manager security role represents a user who documents project forecast budget events and responds to project forecast budget inquiries. This user maintains project accounting master information and responds to project accounting master information inquiries. This person also authorizes project accounting process events.

By default, this security role is assigned the following duties in Microsoft Dynamics AX.

Duty name

Duty AOT name

Duty description

Inquire into purchase agreement master

AgreementPurchaseAgreementMasterInquire

Respond to inquiries about purchase agreement master data

Inquire into sales agreement master

AgreementSalesAgreementMasterInquire

Respond to inquiries about sales agreement master data

Enable case management

CaseCaseManagementEnable

Set up policies and reference data to enable the case management process

Review case process

CaseCaseProcessReview

Monitor, analyze, and improve the case process

Maintain cases

CaseCasesMaintain

Maintain cases

Inquire into project case progress

CaseProjectCaseProgressInquire

Respond to inquiries about the status of project cases

Maintain project cases

CaseProjectCasesMaintain

Maintain project cases

Inquire into customer master

CustCustomerMasterInquire

Respond to inquiries about customer master data

Role center URL redirection

EPHomePageView

Enable redirection from generic role center URL

Inquire into inventory status

InventStatusInquire

Respond to inquiries about the status of the inventory

Maintain invoice cancellation proposals

NoteNote

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.

MaintainInvoiceCancellationProposals_BR

Maintain project document print management settings

PrintMgmtProjectDocumentSettingsMaintain

Maintain project document print management settings.

Inquire into production orders

ProdProductionOrderProgressInquire

Maintain project activity master

ProjActivityMasterMaintain

Maintain project activity hierarchy

Maintain project activity cost tracking master

NoteNote

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

ProjActivityMasterMaintainCostTracking

Maintain cost tracking view of activity hierarchy

Maintain project activity effort tracking master

NoteNote

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

ProjActivityMasterMaintainEffortTracking

Maintain the effort tracking view of activity hierarchy

Service operations for Project Contract service

NoteNote

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

ProjContractServiceOperations

Service operations for Project Contract service

Service operations for Project service

NoteNote

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

ProjectServiceOperations

Service operations for Project service

Inquire into estimate project master

ProjEstimateProjectMasterInquire

Respond to inquiries about estimate project master data

Maintain estimate project master

ProjEstimateProjectMasterMaintain

Maintain estimate projects master information

Approve fixed-price revenue recognition

ProjFixedPriceRevenueRecognitionApprove

Approve fixed price revenue recognition

Inquire into fixed price projects revenue recognition

ProjFixedPriceRevenueRecognitionInquire

Respond to inquiries about fixed-price revenue recognition master information

Maintain fixed price projects revenue recognition

ProjFixedPriceRevenueRecognitionMaintai

Document and record fixed-price revenue recognition

Inquire into grant master

ProjGrantMasterInquireInquire

Respond to inquiries about grant master information

Maintain grant master

ProjGrantMasterMaintain

Maintain grants master information

Maintain project invoice proposal

ProjInvoiceProposalMaintain

Inovice Proposal

Inquire into missing timesheets

ProjMissingTimesheetsInquire

Respond into inquiries about missing timesheets

Inquire into project budgets

ProjProjectBudgetInquire

Respond to inquiries about project budget master information

Maintain project budgets

ProjProjectBudgetsMaintain

Maintain master information about project budgets

Inquire into project category master

ProjProjectCategoriesMasterInquire

Respond to inquiries about project category master information

Inquire into project contract master

ProjProjectContractMasterInquire

Respond to inquiries about project contract master information

Maintain project contract master

ProjProjectContractMasterMaintain

Maintain project contracts master information

Review project control - cash flow

ProjProjectControlCashFlowReview

Monitor forecasted and actual project cash flow

Review project control - hour utilization

ProjProjectControlHourUtilizationReview

Monitor the utilization and efficiency of assigned project hours

Review project control - invoice control

ProjProjectControlInvoiceControlReview

Monitor posted project transactions

Review project control

ProjProjectControlReview

Monitor project hour utilization and efficiency

Review project control - statement

ProjProjectControlStatementReview

Monitor project control statement reports

Maintain project forecasts

ProjProjectForecastMaintain

Maintain master information about project forecasts

Inquire into project invoices

ProjProjectInvoiceInquire

Respond to inquiries about project invoice master information

This duty only include privileges that are accessible by the project manager and it does not contain the privileges related to sales order and purchase order

NoteNote

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

ProjProjectItemTasksMaintain

Maintain the item tasks for the project.

Inquire into project master

ProjProjectMasterInquire

Respond to inquiries about project master information

Maintain project master

ProjProjectMasterMaintain

Maintain project master

Maintain project quotation

ProjProjectQuotationMaintain

Document and record project quotation

Maintain project sales packing slips

NoteNote

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

ProjProjectSalesPackingSlipMaintain

Document and record project sales packing slip

Inquire into project schedule master

NoteNote

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

ProjProjectScheduleMasterInquire

Respond to inquiries about project schedule master information

Inquire into project schedule master

ProjProjectScheduleMasterInquire

Respond to inquiries about project schedule master information

Maintain project schedule master

ProjProjectScheduleMasterMaintain

Maintain project schedule master information

Service Operations for project

NoteNote

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

ProjProjectServiceOperations

Utilize service operations for expense management

Approve project timesheets

ProjProjectTimesheetsApprove

Approve project timesheets

Maintain project timesheets

ProjProjectTimesheetsMaintain

Create and maintain project timesheets

Approve project transactions

ProjProjectTransactionApprove

Approve project transactions

Inquire into project transaction status

ProjProjectTransactionStatusInquire

Respond to inquiries about the status of project transactions

Service operations for Project WBS service

NoteNote

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

ProjWBSServiceOperations

Maintain customer retention

PSACustomerRetentionForManager

Maintain customer retention

Vendor invoices

PSAPwpInvoiceInquiry

Maintain vendor retention

PSAVendRetentionProjManager

Maintain vendor retention

Approve purchase order

PurchOrderApprove

Approve and authorize purchase order document

Inquire into purchase order to invoice progress

PurchOrderToInvoiceProgressInquire

Respond to inquiries about the status of the purchase order to invoice process

Inquire into purchase requisition consolidation

PurchReqConsolidationReview

Monitor, analyze and improve the purchase requisition consolidation process

Inquire into purchase requisition

PurchReqPurchaseRequisitionInquire

Respond to inquiries about the status of purchase requisitions

Inquire into request for quotation status

PurchRFQRequestForQuoteInquire

Respond to inquiries about the status of request for quotations

Inquire into sales order progress

SalesOrderProgressInquire

Respond to inquiries about the status of the sales order process

Inquire into activities

smmActivityInquire

Respond to inquiries about activity data

Maintain calendar master

WorkCalendarMasterMaintain

Enable calendar management process

WorkCalendarsEnable

Set up policies and reference data to enable the use of calendars

Inquire into resource capacity

WrkCtrResourceCapacityStatusInquire

Enable resource management process

WrkCtrResourceManagementProcessEnable

Set up policies and reference data to enable the resource management process

Maintain resource master

WrkCtrResourcesMasterMaintain

In Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack, no privileges are directly assigned to this role. In Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3, this security role is assigned the following privileges by default.

Privilege name

Privilege AOT name

Maintain project report configurations

ProjFormletterParametersMaintain

Minimum payment amount in cash

TaxFormulaDesignerInquire_IN


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