Project Essentials in Microsoft Dynamics AX 2012

Code: 80316
Course duration: 2 days
Location Period
Northern New Jersey (Virtual Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Palm Beach County Florida (Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Fort Lauderdale, Florida (Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Attend Online
10-19 09:00AM to 10-20 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
12-19 09:00AM to 12-22 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
12-19 09:00AM to 12-22 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
12-19 09:00AM to 12-22 05:00PM
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Palm Beach County Florida (Instructor-Led)
12-19 09:00AM to 12-22 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led)
12-19 09:00AM to 12-22 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led)
12-19 09:00AM to 12-22 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led)
12-19 09:00AM to 12-22 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led)
12-19 09:00AM to 12-22 05:00PM
enroll
Attend Online
12-19 09:00AM to 12-22 05:00PM
enroll
NYC-23rd Street (Instructor-Led)
12-19 09:00AM to 12-22 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
01-16 09:00AM to 01-19 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
01-16 09:00AM to 01-19 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
01-16 09:00AM to 01-19 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led)
01-16 09:00AM to 01-19 05:00PM
enroll
Fort Lauderdale, Florida (Instructor-Led)
01-16 09:00AM to 01-19 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led)
01-16 09:00AM to 01-19 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led)
01-16 09:00AM to 01-19 05:00PM
enroll
Attend Online
01-16 09:00AM to 01-19 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led)
01-16 09:00AM to 01-19 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
01-16 09:00AM to 01-19 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
02-20 09:00AM to 02-23 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
02-20 09:00AM to 02-23 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led)
02-20 09:00AM to 02-23 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led)
02-20 09:00AM to 02-23 05:00PM
enroll
Mid-Town New York City (Instructor-Led)
02-20 09:00AM to 02-23 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led)
02-20 09:00AM to 02-23 05:00PM
enroll
Attend Online
02-20 09:00AM to 02-23 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led)
02-20 09:00AM to 02-23 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
02-20 09:00AM to 02-23 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
02-20 09:00AM to 02-23 05:00PM
enroll
NYC-23rd Street (Instructor-Led)
03-20 09:00AM to 03-23 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
03-20 09:00AM to 03-23 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
03-20 09:00AM to 03-23 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
03-20 09:00AM to 03-23 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
03-20 09:00AM to 03-23 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led)
03-20 09:00AM to 03-23 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led)
03-20 09:00AM to 03-23 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led)
03-20 09:00AM to 03-23 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led)
03-20 09:00AM to 03-23 05:00PM
enroll
Attend Online
03-20 09:00AM to 03-23 05:00PM
enroll

80316:Project Essentials in Microsoft Dynamics AX 2012

About this Course

This two-day instructor-led course provides students with the knowledge and skills to set up the Project management and accounting module of Microsoft Dynamics AX. It also shows students how to create project transactions.

The course focuses on the basic project functionality available in Microsoft DynamicsAX 2012.

Audience Profile

This course is intended for people who are on the implementation team, administering or using the Project management and accounting module in Microsoft Dynamics AX. This audience typically includes people who are tasked with assessing business needs and those who advise them on the use, configuration and customization of the application. Additionally, people responsible for training or supporting others in Microsoft Dynamics AX can benefit from this course.

At Course Completion

After completing this course, students will be able to:

  • Create and set up the Project management and accounting module in Microsoft Dynamics AX.
  • Set up invoicing.
  • Understand project types.
  • Create and enter project timesheets.
  • Set up and allocate project budgets.

Course Outline

Module 1: Working with Projects

This module provides an overview of the Project management and accounting module in Microsoft Dynamics AX. It describes creating a project, project hierarchies, and activity breakdown structures. It also describes project details, project groups, and project stages.

Lessons

  • Overview
  • Project Details
  • Project Group
  • Project Numbering
  • Project Hierarchies
  • Report Sort Fields
  • Work Breakdown Structure
  • Project Copy Wizard
  • Project Stages

Lab : Create a Project

Lab : Create a Subproject

Lab : Set Report Sort Fields

Lab : Create a Work Breakdown Structure

Lab : Creating and Renaming Project Stages

After completing this module, students will be able to:

  • View the list of projects.
  • Edit project details.
  • Change project group.
  • Specify project ID numbers.
  • Define project hierarchies.
  • Review report sorting fields.
  • Review the work breakdown structure.
  • Use the Project Copy Wizard.
  • Set the project stage.

Module 2: Understanding Project Types

Lessons

  • Project Types
  • Time and Material Projects
  • Processing a Time and Material Project
  • Time and Material Project Example
  • Fixed-Price Projects
  • Fixed-Price Project Example
  • Internal Projects
  • Cost Project Example
  • Time Projects
  • Investment Projects
  • Project Groups

Lab : Run a Basic Time and Material Project

Lab : Run a Basic Fixed-Price Project

Lab : Create a Cost Project

After completing this module, students will be able to:

  • Name the six project types.
  • Set up time and material projects.
  • Describe a time and material project.
  • Run a time and material project.
  • Describe a fixed-price project.
  • Run a fixed-price project.
  • Describe an internal project.
  • Run a cost project.
  • Describe a time project.
  • Describe an investment project.
  • Describe project groups.

Module 3: Working with Project Transactions

This module explains how transaction types are managed and processed in the Microsoft Dynamics AX Project management and accounting module.

Lessons

  • Transaction Types
  • Categories and Category Groups
  • Project Pricing
  • Line Properties
  • Hour Transactions
  • Hours Journal
  • Expense Transactions
  • Expense Journals
  • Invoice Journals and Invoice Registers
  • Free Text Invoices
  • Item Transactions
  • Item Journals

Before attending this course, students must have:

  • Basic knowledge of accounting principles.
  • An understanding of how to navigate within Microsoft Dynamics AX.

In addition, we recommend, but do not require, that students have completed:

  • Microsoft Dynamics AX Introduction course

E-Tek is an authorized Prometric testing center, offering official Microsoft certification exams at its Secaucus, New Jersey (NJ) location

Guaranteed to Run

2018-03-20 09:00 to 2018-03-23 17:00
Palm Beach County Florida (Instructor-Led)
2018-03-19 09:00 to 2018-03-23 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
2018-03-01 09:00 to 2018-03-02 17:00
Palm Beach County Florida (Instructor-Led)

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