Setting up project parameters

Parameters

Use this form to set up default values for the Project module.

Creating category groups

Category groups

Use this form to create category groups for projects.

Creating categories

Categories

Use this form to create categories for projects.

Define validation connections

Category/employee

Use this form to add an employee to a category.

Project/category

Use this form to add a category to a project.

Project/employee

Use this form to add an employee to a project.

Set up validation groups

Category/employee

Use this form to create a validation group form categories and employees.

Project/category

Use this form to create a validation group for projects and categories.

Project/employee

Use this form to create a validation group for projects and employees.

Set up validation parameters

Parameters

Use this form to set up the parameters for the validation groups.

Enable validation parameters

Validation

Use this form to enable the validation groups that have been set up.

Creating project groups

Project groups

Use this form to create groups for projects.

Setting up ledger posting

Ledger posting

Use this form to select ledger accounts to post project transactions to.

Set up a line property

Line property

Use this form to create new line properties.

Line property setup

Use this form to set up line properties.

Setting up hour, fee, item, and ledger journals

Journal approval

Use this form to set up journal approval procedures.

Journal names

Use this form to set up ledger journals for hour, item, and fee transactions.

Journal texts

Use this form to set up journal texts to be used as transaction text in journals.

Setting up cost and sales prices

Cost price - Expense

Use this form to set up cost prices for expense transactions.

Cost price - Hour

Use this form to set up cost prices for hour transactions.

Sales price - Expense

Use this form to set up sales prices for expense transactions.

Sales price - Fee

Use this form to set up sales prices for fee transactions.

Sales price - Hour

Use this form to set up sales prices for hour transactions.

Sales price - Subscription

Use this form to set up sales prices for subscriptions.

Create price groups

Customer/price discount groups

Use this form to create price groups in order to manage project costs.

Create project stages

Parameters

Use this form to create project stages for projects.

Define sorting criteria

Sorting

Use this form to define the sorting criteria for projects.

Create forecast models

Forecast models

Use this form to create forecast models and submodels.

Create allocation keys

Allocation key

Use this form to create allocation keys for projects.

Set up default offset accounts

Default offset accounts

Use this form to set up default offset accounts for expense transactions entered on a project.

Set up form note parameters

Form setup

Use this form to define form setup note parameters for invoices and packing slips.

Edit form text

Form notes

Use this form to edit the text that appears on selected forms.

Set up template groups

Template groups

Use this for to create template groups for project quotations.

Set up cost templates

Cost template

Use this form to set up project cost templates.

Enable integration

Configuration integration

Use this form to install and enable the integration between Microsoft Dynamics AX and Microsoft Office Project Server.

Set display levels for integration

Global settings

Use this form to set project integration levels and employee information to show when integrating Microsoft Dynamics AX with Microsoft Office Project Server.

Set up expense policies

Project expense policies

Use this form to set up expense policies for projects.

Create employee groups for expense policies

Project expense policy employee groups

Use this form to create employee groups for the project expense policies.