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

Define validation connections

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).