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Use this form to create and maintain base data for projects. This form lists information about the project number, name, invoice project, group and project status, together with other base data. You can find critical project data such as:

  • An overview of project transactions

  • Setup for project posting

  • Project sales and cost price setup

  • Invoice information

  • Project forecasting

Tasks that use this form

Navigating the form

The following tables provide descriptions for the controls in this form.

Filters

Filter

Description

Display projects in a graphical tree mode.

Each project that you create can be a parent to any number of child projects in a parent-child hierarchy. The project hierarchy can contain an optional number of levels.

Select to view the top level of a project, all levels of the project, or the project hierarchy.

Select this check box to view transactions of types , , , , , , and for the parent project and its subprojects in the transactions forms. If the check box is clear, only transactions on the parent project appear in the transaction forms.

Additionally, if this check box is selected transactions on sub-projects are included in the project range proposed when adjustment transactions and invoice proposals are created.

Tabs

Upper pane

Tab

Description

View and edit an overview of all projects.

View details about individual projects. Also, if the project forms part of a CRM quotation, you can see the quotation identifier on this tab.

View the setup parameters of individual projects.

View address information.

Add dimensions to a project. Dimensions are set up in the form in the module.

Tabs

Lower pane

Tab

Description

View the hour transactions of the selected project.

View the expense transactions of the selected project.

View the item transactions of the selected project.

View the fee transactions of the selected project.

View the on-account transactions of the selected project.

View the activities for the selected project.

View the sales orders for the selected project.

View the purchase orders for the selected project.

View the item requirements for the selected project.

View the purchase requisition for the selected project.

View any Requests for quote (RFQs) for the selected project.

View details about the asset that is assigned to the selected project, if any. You can also view assets that are assigned to subprojects, if the check box is selected.

To open the form from the lower pane, select an asset and then click the button. For more information, see Fixed assets (form).

For information about how Fixed assets and Project are integrated, see Fixed assets integration.

Buttons

Upper pane

Button

Description

View transactions that are posted on the current project. Fee transactions are fees with no matching costs.

Enter and view activities for the current project.

Create and update sales orders, purchase orders, and item requirements for the current project.

Open a menu with the following items:

  • - Define employees who can enter transactions on the project. Validation is controlled by the settings in .

  • - Define the categories that you can enter on the project. Validation is controlled by the settings in .

  • Cost prices and sales prices- Define cost prices and sales prices for combinations of project, category, employee, valid from date, sales price model, currency for transactions of the type , , , and .

Example

You create the following setup for for project 9012:

10-06-2004

Service

9012

EUR

Qty.

10.00

10-06-2004

Service

AMO

9012

EUR

Qty.

15.00

12-06-2004

Service

AMO

9012

EUR

Qty

20.00

Enter a line in the journal of type for employee AWA on 11-06-2004 for the category Service. The price EUR 10.00 is automatically inserted as the sales price in the journal line. You now perform the same action for employee AMO and the sales price EUR 15.00 is inserted into the hour journal line.

Four days later you perform the same action again for AMO. The new price EUR 20.00 is inserted because this is now the valid price. However, when you perform the same action for employee AWA, the value 10.00 is still inserted, because no value with a newer valid from date has been entered in the form.

  • - Create and maintain subscriptions attached to the project.

  • - Click to set up the default line properties for the current project. You can change properties on the individual journal lines for the transaction after the defaults have been set.

  • - View and edit ledger posting settings for the project.

  • - Create and maintain contact persons for the current project.

  • - Transfer posted transactions between accounts of the type and .

  • - Transfer accrued revenue between accounts of the type and .

Open a menu with the following items:

  • - Change the project group for the current project.

  • - Make adjustments to transactions in the project. For example, you can change the line property of a transaction.

  • - Move posted, but not invoiced, costs between accounts of the type and .

  • - Move revenue related to posted, but not invoiced, transactions between accounts of the type and .

  • - Create subscription transactions for the selected project.

  • - Update the or the for all subscriptions that are attached to the project.

  • - Accrue all revenue attached to invoiced subscription transactions that are created from subscriptions attached to the selected project.

  • - Create and maintain estimate periods for fixed-price and investment projects.

  • - Schedule the tasks set up for the current project.

  • - Edit any open transactions on a debtor who is connected to the active project. For example, you can edit and process project pre-payments.

Open a menu with the following items:

  • - Enter and view on-account transactions for the current project.

  • - Create invoice proposals and on-account invoice proposals.

Note Note

The proposals apply to all transactions that are entered on projects attached to the current invoice project and not to transactions that are entered on the current project.

  • - View the form which lists historical invoice information.

Open a menu with the following items:

  • - View the posting setup.

  • - View the line property setup for the categories applied on the current project.

  • - Opens the form for the current project where you can compare budgeted and realized transactions.

  • - Launches a Gantt chart which provides a graphic overview of forecasted activities.

  • - Launches the pivot table for the current project.

  • - View the quotations attached to the current project.

  • - View, edit, and update the service agreements attached to the current project.

  • Open the campaign form if a campaign has been attached to the project.

Enter and maintain expected hour, expense, fee, and item transactions on projects.

Forecasts are used as a basis for financial control of projects:

  • Hour forecasts form the basis of project planning.

  • Fee, expense, and item forecasts are used for general budgeting purposes.

The four forecast functions are also available under the menu folder.

Open a menu with the following items:

  • - Open this form to create or view a service agreement.

  • - Open this form to view a service order.

  • - Open this form to create a service order.

  • - Open this form to post a service order.

  • - Open this form to view service subscription.

  • - Open this form to view a subscription fee.

  • - Open this form to create a subscription fee.

  • - Open this form to view updated base prices and index subscriptions.

  • - Open this form to view accrued revenue on subscription.

Launch the wizard.

Change the project status.

Open the following menu items to calculate the project amounts and then export the calculated data to a Microsoft Office Excel PivotTable:

Buttons

Lower pane

Button

Description

View the form the corresponds to the selected tab.

Fields

Field

Description

View the project number. You can enter this number manually, or the number will be automatically generated from the number sequence if you have selected this option in the form.

Enter a name for the project.

Select an invoice project. The invoice project determines the invoice and payment conditions of a project.

View the project group that the current project will be part of.

View the project type. The project type is selected when you create a project.

Select this check box to set the selected parent project as a header project.

View the status of the current project. To change the status of the project, click and select a new status.

Specify a format for sub-projects. Use a character as a separator and # as number indicator, for example -##.

View the parent project of a child project, if any. If the current project is at the top level, the field will be empty.

View the customer account, which is automatically inserted when you select an invoice project.

Sales employee in charge of the project.

Select the person in charge of the project.

Select the person who is financially responsible for the project.

Select this field if the current project should be applied as a template for projects set up with the Copy projectwizard.

Job that is attached to this registration.

The estimate project reference is the reference for posting estimates. Any project in the project hierarchy can be specified as an estimate project.

This date is automatically inserted when the project is created.

Select or enter a project start date.

Select or enter a project end date.

Select a sorting criterion. Sorting criteria are defined in the form under .

Select a sorting criterion. Sorting criteria are defined in the form under .

Select a sorting criterion. Sorting criteria are defined in the form under .

Select any of the following check boxes to require an activity when creating the forecast types:

Select any of the following check boxes to require an activity when creating the types of journals:

Define if transactions on the current project are to be posted according to project or category.

Select a tax group for transactions on the project.

Select a price group for the project.

Select the check box to apply the validation setup created in the - project/category to the current project.

Select the search direction for the line property.

Select the line property for the project transaction.

Select the number of a fixed asset to associate the project with an asset. For more information, see Fixed assets integration.

Name of the invoice account. If you have specified an invoice account for the current project in the form, the name of the invoice account is automatically displayed in this field.

Enter the street name of the address.

Select a postal code other than the one given in the section.

City for postal code. If no delivery postal ZIP Code/Postal Code is specified, you can overwrite this field.

Shows the county for the address. If is blank, you can select another county from the counties that belong to the state that you have specified in the list.

Shows the state for the address. If is blank, you can select another state from the states that belong to the country/region you have specified in the list.

Unique identification of the country/region, that can be attached to, for example, and .

Show the complete delivery address built from the settings that you have specified in the section. The address information that you type is later used for printouts.

Enter any valid Internet address.

Enter the e-mail address of the contact person.

Select one of the three predefined dimensions in Microsoft Dynamics AX. Dimensions can be used as sorting criteria in many locations throughout the application.

The current definition of the three dimensions (department, cost center, and purpose) can be changed in the database. You can also increase or reduce the number of dimensions. However, to guarantee uniform tracking functionality, you must decide how dimensions will be used before you start working with them in the application.

Example

  • You might decide to define dimensions as follows:

  • Department: Sales department

  • Cost center: Retail sales group

  • Purpose: Sales representative number 3

With such a setup, it would be possible to analyze the sales of individual sales representatives in the company.

Note Note

When a child project is created, it inherits the dimensions from the parent. Inherited information can be overruled; if you change dimensions on a parent project with existing children, the children are not updated with the new dimensions.

Select one of the three predefined dimensions in Microsoft Dynamics AX. Dimensions can be used as sorting criteria in many locations throughout the application.

The current definition of the three dimensions (department, cost center, and purpose) can be changed in the database. You can also increase or reduce the number of dimensions. However, to guarantee uniform tracking functionality, you must decide how dimensions will be used before you start working with them in the application.

Example

  • You might decide to define dimensions as follows:

  • Department: Sales department

  • Cost center: Retail sales group

  • Purpose: Sales representative number 3

With such a setup, it would be possible to analyze the sales of individual sales representatives in the company.

Note Note

When a child project is created, it inherits the dimensions from the parent. Inherited information can be overruled; if you change dimensions on a parent project with existing children, the children are not updated with the new dimensions.

Select one of the three predefined dimensions in Microsoft Dynamics AX. Dimensions can be used as sorting criteria in many locations throughout the application.

The current definition of the three dimensions (department, cost center, and purpose) can be changed in the database. You can also increase or reduce the number of dimensions. However, to guarantee uniform tracking functionality, you must decide how dimensions will be used before you start working with them in the application.

Example

  • You might decide to define dimensions as follows:

  • Department: Sales department

  • Cost center: Retail sales group

  • Purpose: Sales representative number 3

With such a setup, it would be possible to analyze the sales of individual sales representatives in the company.

Note Note

When a child project is created, it inherits the dimensions from the parent. Inherited information can be overruled. If you change dimensions on a parent project with existing children, the children are not updated with the new dimensions.

View the date of the project transaction.

View the project number.

View the category that the transaction is attached to.

View the employee responsible for the project transaction.

View the number of hours included in the transaction.

View the cost price per hour of the transaction.

View the currency used to invoice the project.

View the cost price per hour of the transaction.

View the total sales price of the transaction.

View the revenue per hour of the transaction.

View the total transaction revenue amount.

View the line property for the transaction.

View if the current transaction has been posted to the sales value of the project.

View the status of the transaction.

View the number of units included in the transaction.

View the item number for the units included in the transaction.

View the item configuration identification.

View the item size.

View the item color.

View the site where the item is located.

View the warehouse where the item is located.

View the batch dimension of the item.

View the location of the item in the warehouse.

View the identification of the pallet where the item is located.

View the serial number of the item.

View whether this is a prepayment or deduction transaction.

View the text which appears on the on-account invoice.

View the on account amount in the company currency.

View the sales tax code that is used for purchase and sale.

View the sales tax code that is calculated for an item.

Select this check box for a tree view of the activities attached to the project.

View if the activity is closed.

View the activity identification number.

View the date the activity occurred.

View the start time for the activity.

View the end time for the activity.

View the priority of the activity.

View the purpose of the activity.

View the activity category.

View the identification for the employee responsible for the activity.

View any documents attached to the activity.

View the sales order identification.

View the customer account that generated the sales order.

View the customer account invoice for the sales order.

View the type of order.

View the invoice and delivery status of the order.

View the currency used to invoice the order.

View the blanket order.

View the purchase order identification.

View the vendor account identification for the order.

View the type of purchase.

View the name of the item.

View the purchase requisition identification.

View the name of the purchase requisition.

View the date and time that the purchase requisition was created.

View the identification of the employee who created the purchase requisition.

View the date the purchase requisition was submitted.

View the type of requisition.

View the status of the requisition.

View the identification of the Request for Quote (RFQ).

View the name of the employee who ordered the RFQ.

View previous activity or status for the RFQ.

View the most recent activity or response to the RFQ.

View the expiration date of the RFQ.

View the currency requested for the RFQ.

View the type of purchase.

View the number of vendors who were sent the RFQ.

View the identification number of the fixed asset.

Enter the name or a brief description of the fixed asset.

View the status of the fixed asset.

View the identification of the value model for the fixed asset.

See Also