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
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