You can view or edit Microsoft Dynamics AX information that has been integrated in to Microsoft Office Project Professional. Follow these steps to navigate from Microsoft Dynamics AX to Office Project Professional.

  1. Click > > > .

  2. Select the project server applications that you want, and then click the icon located in the field to access the Office Project Web Access (PWA) site.

  3. In the Office PWA site, select the project you want to view and then click Edit.

Some of the terms used in Microsoft Dynamics AX and Office Project Professional are the same, and some are different. A Project in Microsoft Dynamics AX, is a termed a Project in Office Project Professional. However, Employees and Activities in Microsoft Dynamics AX are termed Resources and Tasks, respectively, in Office Project Professional.

As soon as you have opened the project you want to view, you can select to view project, task, or resource information.

View project information

You can view project information in a Gantt chart or an Enterprise Gantt chart.

  1. Click Viewand select the chart that you want to use to view the project information.

  2. Click Project> Project information….

The following table provides descriptions for the Microsoft Dynamics AX specific controls in this form.

Button/Fields

Description

DAX_03_Company

View the name of the company that the project is for.

DAX_02_Customer

View the name of the customer who the project is for.

DAX_01_IntegrateProject

View whether the project has been selected for integration.

DAX_06_ ProjectGroup

View the project group for the selected project.

DAX_04_ ProjectContract

View the project contract associated with the selected project.

DAX_07_ProjectStatus

View the current status of the selected project.

DAX_05_ProjectType

View the project type of the selected project.

View task information

You can view task information in a Gantt chart or an Enterprise Gantt chart.

  1. Click Viewand select the chart that you want to use to view the project information.

  2. Click Project> Task information….

The following table provides descriptions for the Microsoft Dynamics AX specific controls in this form.

Tabs/Fields

Description

(Field)

DAX_01_Category

View the task (activity) category attached to the project.

(Field)

DAX_07_ActualExpenseCost

View the actual cost of the project.

(Field)

DAX_09_ActualRevenue

View the actual revenue of the project.

(Field)

DAX_05_ActualHourCost

View the actual cost per hour of the project.

(Field)

DAX_02_Description

View a brief description of the project task (activity).

View resource information

You can select to view resource information in one of three views: Resource graph, resource sheet, or resource usage.

  1. Click Viewand select how you would like to view the resource information.

  2. Click Project> Resource information….

The following table provides descriptions for the Microsoft Dynamics AX specific controls in this form.

Field

Description

DAX_01_CostPrice

View the cost project of the resource (employee).

DAX_01_IntegrateResource

View whether the resource (employee) has been selected for integration between Microsoft Dynamics AX and Office Project Professional.