Worker validation category assignments (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Human resources > Common > Workers > Workers. On the Action Pane, on the Project management tab, in the Set up group, click Assign projects.
–or–
In Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2: Click Project management and accounting > Common > Project resources > Resources. On the Action Pane, on the Project resource tab, in the Maintain group, click Assign categories.
–or–
In Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2: Click Project management and accounting > Common > Project resources > Resource availability. On the Action Pane, on the Project resource tab, in the Maintain group, click Assign categories.
Use this form to define validation connections for the selected project. The connections that you set up in this form make the project available for selected workers. They also enable you to include the project in project groups. You can enable or disable the validation setup for the whole system through the validation parameter setup in the Project management and accounting parameters form. The validation setup is applied when you register entries in journals.
Tasks that use this form
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
Overview |
View an overview of validation groups for workers and projects. |
Validation group |
Maintain the list of validation groups that are assigned to the selected worker. |
Projects |
Maintain the list of projects that are assigned to the selected worker. |
Fields
Field |
Description |
---|---|
Project ID |
The project identifier. |
Project name |
The name of the project. |
Worker/project |
The group identifier for the validation group. |
Name |
The name of the validation group. |
Project stage |
The current stage of the project. |
See also
Project validation category assignments (form)
Reserve a specific worker for a project
Key tasks: Assign workers to projects based on availability
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).