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Use this form to set up project parameters. Project parameters are grouped on tabs according to their overall use.

Use project parameters to follow these steps:

  • Select between two or more different types of functionality

  • Enter default information that will be used by the Microsoft Dynamics AX if the information has not been entered or selected at a lower level

  • Select number sequences for the module

Navigating the form

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

Tabs

Tab

Description

Define how projects and project information are viewed.

Set up financial information for projects. Define the sales tax and profit definitions by selecting the relevant values, specify which model is used for estimates, and define the terms of payment in cash flow forecasts.

Define how to work with journals in . Specify which default journal names will be used by the various journal types in .

Set up validation procedures and enable approval rules.

Define options for invoicing and on-account invoicing.

Define how forecasts should be created for project transactions.

Define how elimination is used with committed cost.

Define how billable and efficiency rates for all project types should be calculated with the utilization rate.

Define which information from the profit and loss and consumption statements to show in reports and statistics and in the estimate forms.

Specify which stages— , , , , —each of the project types should include. A full project cycle typically consists of all five stages.

Select the appropriate check boxes to apply to each project type.

Define cost control for forecast models and enable committed costs.

Select project type forecasts to include in cost reduction and determine the parameters.

Specify which inventory dimensions should be displayed in the overview for item consumption by selecting the relevant inventory dimension in the form, and then clicking the check box.

Set values for the integration of and .

Set up number sequences for the area.

Dependencies

When you are setting up:

Also consider setup of:

Effect

fields on the tab.

The check boxes in the group on the tab in the and forms.

If the project parameters that apply to projects or employees are or , the check boxes will be selected when you create a project or employee entry. The check box selections specify that the validation setup applies to individual projects and employees.

The check box in the form shows the and fields in the form.

The check box on the tab in the form.

The check box in the form enables write access to the parameter-enabled and fields.

field in group on the tab.

  • The selected category will appear as the default category when lines are created in the following journals:

  • The expense journal in

  • The ledger journal in

  • The invoice journal and invoice approval journal in .

Note Note

A journal cannot be deleted if it is selected and saved in the project parameters.

field on the tab.

The field on the tab in the form.

If the item sales tax group is be derived from that is, if the option is selected in the field, then item tax group must be defined in the field in the table in .

Fields

Field

Description

Create two new adjustment records:

  • A transaction to cancel the original entry with a negative amount.

  • A new entry to correct the values.

Automatically update related fields when you change a field in the lower pane of the form.

Select how you want to view transactions.

Select the level of invoice detail to display in the ledger posting.

Select the level of adjustment detail to display in the ledger posting.

Select the level of post-costs detail to display in the WIP ledger posting.

Select the level of accrued revenue detail to display in the WIP ledger posting.

Select the level of subscription detail to display in the WIP ledger posting.

Select the level of estimate detail to display in the WIP ledger posting.

Define which sales tax group will be applied for invoices.

Specify how to search for the item sales tax group:

  • By the item number defined in .

  • By the item category defined in .

Select a tax group to use as the default tax group when you create an on-account transaction.

Select the appropriate date on which to base your calculations.

( )

Select a default journal name when a new hour journal is created.

( )

Select a default journal name when a new Web journal is created.

( )

Select a default journal name when a new item journal is created.

( )

Select a default journal name when a new fee journal is created.

( )

Select a default category when a new hour category is created.

( )

Select a default category when a new expense category is created.

( )

Select a default category when a new item category is created.

( )

Select a default category when a new fee category is created.

Select the level of validation to apply:

  • – Validate a line transaction based on the project and category combinations specified.

  • – No validation when entering a line transaction.

  • – Automatically display projects and categories in the lookups when entering a line transaction based on the employee and category combinations specified.

Select the level of validation to apply:

  • – Validate a line transaction based on the project and employee combinations specified.

  • – No validation when entering a line transaction.

  • – Automatically display employee names and projects in the lookups when entering a line transaction based on the employee and category combinations specified.

Select the level of validation to apply:

  • – Validate a line transaction based on the employee and category combinations specified.

  • – No validation when entering a line transaction.

  • – Automatically display employee names and categories in the lookups when entering a line transaction based on the employee and category combinations specified.

Select this check box to include inactive categories.

Select this check box to include terminated employees.

Note Note

This only applies to terminated employees. Employees whose status is set to none will still be displayed.

Select this check box to show the start times and the end times of journal time sheets.

( )

Select this check box to require an activity be created when an hour journal is created.

( )

Select this check box to require an activity be created when an expense journal is created.

( )

Select this check box to require an activity be created when an item journal is created.

Select this check box to receive a prompt before customer information is automatically transferred to the invoice project.

Select this check box to prevent the selection of one-time customers, as defined in the form, on a project contract.

Select this check box to print an explanation of a sales tax code on project invoices. Enter the text that describes the tax code in the form.

Select whether to receive a warning or an error message when exceeding the credit limit.

Select this check box to require approvals for invoice proposals before updating invoice proposals.

Select the user group that can approve invoice proposals.

Select the if the final on-account invoice for time and material projects will be reduced by the payments that were received for previously issued invoices only.

Select a default forecast model.

Select the payment term to be used when calculating the cost payment date on forecasts for hours. If no term of payment is selected, the cost payment date is based on the project date of the transaction.

Select the payment term to be used when calculating the cost payment date on forecasts for expenses. If no term of payment is selected, the cost payment date is based on the project date of the transaction.

Select the payment term to be used when calculating the cost payment date on forecasts on items. If no term of payment is selected, the cost payment date is based on the project date of the transaction.

Enter the number of buffer days to add to the expected sales payment date of forecasts.

( )

Select this check box to require an activity be created when an hour forecast is created.

( )

Select this check box to require an activity be created when an expense forecast is created.

( )

Select this check box to require an activity be created when an item forecast is created.

Select this check box to allow an estimate to be eliminated without first being posted.

Select whether to allow elimination when transactions exist before the elimination date and are not included in the estimate.

Select whether to allow elimination when transactions exist after the elimination date and are not included in the estimate.

Select whether to allow the elimination of open committed costs.

Select whether to allow posting when the cost to complete is less than the value of payment received.

Select this check box to add the committed cost up to the estimate date to the cost to complete method.

Select this check box to add the committed cost after the estimate date to the cost to complete.

Select this check box to add the actual cost after the estimate date to the cost to complete.

( )

Select how the project type's billable rate should be calculated when calculating the utilization rate.

( )

Select how the project type's billable rate should be calculated when calculating the utilization rate.

( )

Select how the project type's billable rate should be calculated when calculating the utilization rate.

( )

Select how the project type's billable rate should be calculated when calculating the utilization rate.

( )

Select how the project type's billable rate should be calculated when calculating the utilization rate.

( )

Select how the project type's efficiency rate should be calculated when calculating the utilization rate.

( )

Select how the project type's efficiency rate should be calculated when calculating the utilization rate.

( )

Select how the project type's efficiency rate should be calculated when calculating the utilization rate.

( )

Select how the project type's efficiency rate should be calculated when calculating the utilization rate.

( )

Select how the project type's efficiency rate should be calculated when calculating the utilization rate.

( )

Select this check box to include the hour quantity in the profit and loss statement.

( )

Select this check box to include the hour cost in the profit and loss statement.

( )

Select this check box to include the item cost in the profit and loss statement.

( )

Select this check box to include the hour quantity in the consumption statement.

( )

Select this check box to include the hour cost in the consumption statement.

( )

Select this check box to include the item cost in the consumption statement.

Define how profit based on the value-added amount will be displayed in the field in the and forms.

Select how many numbers to display following the decimal.

Define how profit should be displayed in the field in the and forms.

Select the number of decimals to be applied for hour quantity in the and forms.

Select the number of decimals to use for amount in thousands.

Select the number of decimals to use for amount in millions.

Select the number of decimals to use for the utilization rate.

Display the status of a project type.

Display the status of a project type.

Display the status of a project type.

Display the status of a project type.

Display the status of a project type.

Create a new project status type.

Create a new project status type

Create a new project status type.

Select the project stages to be used in a time and material project.

Select the project stages to be used in a fixed-price project.

Select the project stages to be used in an investment project.

Select the project stages to be used in a cost project.

Select the project stages to be used in an internal project.

Select the project stages to be used in a time project.

Select the tracking method for costs in cost control inquiries.

Select the default cost template for reporting cost control.

Select the forecast model to be used when calculating the original budget.

Select the forecast model to be used when calculating the total budget.

Select the forecast model to be used when calculating the remaining budget.

Select this check box to allow committed cost tracking for purchase orders.

Select this check box to allow committed cost tracking for item requirements.

Select this check box to allow committed cost tracking for production orders.

Select this check box to allow committed cost tracking for sales orders.

Select this check box to allow committed cost tracking for item journals.

( )

Select project type forecasts to be excluded in cost reduction

( )

Select project type forecasts to be included cost reduction.

( )

Select the minimum matching criteria for the selected project type forecasts to be reduced.

( )

Select this check box to delete the forecast when the amount is zero.

( )

Select project type forecasts to be excluded in cost reduction

( )

Select project type forecasts to be included cost reduction.

( )

Select the minimum matching criteria for the selected project type forecasts to be reduced.

( )

Select this check box to delete the forecast when the amount is zero.

( )

Select the allocation key to mark the expense forecast as a lump sum.

( )

Select project type forecasts to be excluded in cost reduction.

( )

Select project type forecasts to be included cost reduction.

( )

Select the minimum matching criteria for the selected project type forecasts to be reduced.

( )

Select this check box to delete the forecast when the amount is zero.

( )

Select the allocation key to mark the item forecast as a lump sum.

Select the dimension that you want to work with, such as Warehouse, in the list. Then select if you want the dimension to appear in the overview for item consumption.

Select the dimension that you want to work with, such as Warehouse, in the list. Then select if you want the dimension to appear in the overview for quotation lines.

Select the posting method for project production orders.

Select this check box to set the project posting type of underproduction to Consumed.

Select this check box to include capacity in project production that has previously been reserved for productions.

Select this check box to include capacity in project production that has previously been reserved for planned orders.

View the reference type.

Select the number sequence code to be used with the reference type.

View the sales tax book section used to store transactions.

Select this check box to assign this reference to follow another reference.

Select the reference to be followed.

See Also