Projects (form) (Project Management and Accounting Add-in)

Article
05/05/2014

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

Click Project management and accounting > Common > Projects > All projects. Open a project from the project list.

Use this form to create and maintain projects. This form includes information about the project number, name, project contract, resource scheduling, group, project status, and other base data. You can also complete the following tasks:

Plan and manage the stages of a project.
Create subprojects for a parent project.
Set up requirements for skills and attributes for a project.
Identify and schedule skilled workers on a project.
Create an invoice to request an advance payment from a customer.
Manage amounts that are retained by a customer.
Specify retention terms for customer payments for the project.
Specify retention terms for vendors for the project.

Note

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

Task that uses this form

Key tasks: Create a schedule based on a project in Microsoft Dynamics AX 2012

Navigating the form

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

Tabs

Tab	Description
Vendor agreements	View information about the terms of the vendor agreements that are specified for the project contract.
Payment retention terms	View information about the funding sources for the project contract, and enter information about the retention terms that are specified for the customer for the project contract. Note This FastTab is available only if the funding source is a customer.
Scheduling	View information about the scheduling requirements for the project. This information includes the start date and end date, the time that will be required to complete the project, and the number of hours that a worker will require to complete the project.
Project requirements	Enter information about the worker skills and attributes that are required for a project. The Project requirements FastTab contains the following tabs: Education – Enter the level of education that is required for a worker to be assigned to the project. Skills – Enter the skills that are required for the project activity. Certification – Enter certification requirements for the project activity. Project experience – Enter the project experience that is required for the project activity. This FastTab contains the following tabs: Overview – View the project identifier, role, and other details about the worker’s previous project experience. Financial dimensions – View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures. Other worker attributes – Enter the requirements for additional worker attributes for the project activity.

Buttons

Button	Description
Project stage, on the Project tab in the Maintain group	Select a project stage to update the current status of the project. The following values are available: Created Estimated Scheduled In process User defined status 1 Finished
Assign resources, on the Plan tab in the Activities group	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.
Customer advance, on the Manage tab in the Bill group	Open the Customer advance form, where you can create an invoice that requests a customer advance.
Work complete history, on the Manage tab in the Related information group	Open the Work complete history form, where you can view the history for the percentage of work that has been completed on the project contract.
Resource assignment, on the Control tab in the Resource utilization group	Open a menu that contains the following items: Resource assignments – Open this form, where you can assign workers to a project. Resource assignment analysis – Worker – Open this form, where you can review the projects that a worker has been assigned to. Resource assignment analysis – Project – Open this form, where you can review the worker assignments that have been made for a project.

Fields

Field	Description
Percentage of work complete, on the General FastTab	Enter the percentage of work that has been completed on the project.
Account code, on the Vendor agreements FastTab	Select the account code that is related to the vendor agreement terms.
Vendor/Vendor group	Select the vendor account that is related to the vendor agreement.
Vendor retention terms	Select the rule ID for the retention terms that were set up for the vendor.
PWP threshold percentage	Enter the percentage of a line item that the customer must pay you before you pay the vendor.
Funding source, on the Payment retention terms FastTab	The identification number of the funding source for which you are retaining funds for the project.
Funding source name	The full name of the funding source.
Customer retention terms	The customer retention terms that are specified in the project contract.
Contract value, on the Finance FastTab	The total value of all on-account transactions that are created for the project contract.
Recognized cost	Costs that are associated with the recognized revenue.
Recognized revenue	Revenue that has been invoiced and posted as income on the project as of the current date.
Project date	The date of the customer invoice.
Sales currency	The currency code on the customer invoice.
Description	A description of the transactions on the customer invoice.
Amount in transaction currency	The total amount on the customer invoice.
Scheduling calendar, on the Scheduling FastTab	The type of calendar that is used for the project.
Project start date	The scheduled start date for a project.
End date	The scheduled end date for a project.
Duration in days	The time, in days, that is required to complete a project.
Effort in hours	The estimated number of worker hours that are required to complete a project.
Schedule status	A value that indicates whether a worker has been scheduled.
Scheduling ignores the calendar of the resource	A selected check box indicates that the worker is considered for assignment to the project, even if the worker is already assigned to another project.
Education	Select how important it is that a worker meet the education requirement for the project activity.
Skills	Select how important it is that a worker meet the skill requirement for the project activity.
Certification	Select how important it is that a worker meet the certification requirement for the project activity.
Project experience	Select how important it is that a worker meet the project experience requirement for the project activity.
Other worker attributes	Select how important it is that a worker meet the additional attribute requirement for the project activity.
Education, on the Education tab of the Project requirements FastTab	Select the type of education that is required for a worker on this project.
Description	The description of the education requirement.
Required	Select this check box if the specified level of education is required for the project.
Importance	Select a value from None to 6 to represent the importance of the education requirement to the project.
Skill, on the Skills tab	Select the type of skill that is required for a worker on this project.
Certificate type, on the Certification tab	Select the type of certification that is required for the project.
Project ID, on the Overview tab of the Project experience tab of the Project requirements FastTab	Select a project that required the type of experience that is also required for the current project. You can specify a worker’s role and other information about the worker’s experience on the selected project.
Attribute group, on the Other worker attributes tab	Select an attribute group that contains the worker skills that you want to add.
Attribute	Select an attribute that describes the skill that you want to add.
Name	The descriptive name for the attribute.