Module 1: Project Setup

This chapter focuses on project setup procedures. In this chapter we will configure an project group, and set parameters. Students also learn how to set up internal projects and invoice projects for external projects. Also discussed is how to define ledger posting accounts for projects and pricing setup for invoice projects. Students also learn how to set up and use posting journals to maintain records.

Lessons

• Understand the Basics of Project Setup.
• Set up Project Parameters.
• Configure Project Groups.
• Define Ledger Posting Accounts.
• Setup Categories and Category Groups.
• Specify Pricing and Line Properties.
• Setup Number Sequences.
• Create Posting Journals.
• Create Invoice Projects and Projects.

After completing this chapter, students will be able to:

Module 2: Project Setup Options

This chapter defines project hierarchies and discusses the project copy wizard. Students learn how to sort project information and set up project periods. Students get the chance to explore the project activities and other project setup options.

Lessons

• Project Hierarchies
• Project Copy Wizard
• Sorting
• Activities
• Journal Approval and Journal Texts
• Project Periods

After completing this chapter, students will be able to:

Module 3: Registering and Adjusting Project Transactions

This chapter introduces students to the transactions in the project module. Entering and adjusting transactions is an important part of project tracking. In this chapter students learn about all necessary aspects of transaction processing.

Lessons

• Transactions Types
• Hours Transactions
• Expense Transactions
• Fee Transactions
• Registering Transaction Items
• Transaction Adjustments

After completing this chapter, students will be able to:

Module 4: Invoicing Projects

This chapter familiarizes students with the ideas behind invoicing projects and the process involved. In this chapter students learn everything they need to invoice a project. Students also learn how to post an on-account invoice and set up invoicing for customers.

Lessons

• Concepts
• Invoice Setup
• Invoice Proposal Procedure
• On-account Invoicing

After completing this chapter, students will be able to:

Module 5: Budgets, Forecasts and Estimates

This chapter introduces the concepts of budgeting, forecasting and estimating in the project module. The ability to establish and track against forecasts is a critical business success factor. In this chapter students learn how to estimate, forecast, and budget for projects

Lessons

• Concepts
• Budgeting
• Forecasting
• Estimating

After completing this chapter, students will be able to:

Module 6: Project Quotations

This chapter demonstrates the project quotation functionality in the Project module. The project quotation is used by the sales force when quoting and forecasting a potential project. Students learn how to create a quotation and how to transfer it into a forecast for a new or existing project.

Lessons

• Project Quotation
• Transferring Quotations to Project Forecasts

After completing this chapter, students will be able to:

Module 7: Project Inquiries and Reports

This chapter takes students through the available inquiries and reports in the project module. The ability to access valuable information from the accounting system is very important to project analysis. In this chapter students learn the various ways of accessing project information through reports, inquiring, OLAP and other features.

Lessons

• View Project Transactions
• Reports
• Statistics and Invoice Control
• Excel Integration
• OLAP Integration

After completing this chapter, students will be able to:

Module 8: Time Scheduling

This chapter introduces the concepts and functionality of the time scheduling routine in the Project module. The ability to schedule labor is very important to project management. In this chapter students learn how to create a time schedule, forecast hours and display reserved capacity.

Lessons

• Hour Scheduling
• Required Base Data for Hour Scheduling
• Forecasting Hours
• The Scheduling Routine
• Display of Reserved Capacity
• Rescheduling

After completing this chapter, students will be able to:

Module 9: Internal Cost Project

This chapter describes the accounting principles involved with running the three internal project types. Because, at least periodically, projects will not involve invoicing a customer, internal projects must be used. In this chapter, all three types of internal projects are covered.

Lessons

• Characteristics of an Internal Project
• Cost Projects
• Time Projects
• Investment Projects

After completing this chapter, students will be able to:

Module 10: Basic Time and Material Project

This chapter describes the accounting principles involved with running a simple time and material project.

Lessons

• Characteristics of a Time & material Project
• Processing a Time & Material Project

After completing this chapter, students will be able to:

Module 11: Basic Fixed Price Project

This chapter describes the accounting principles involved with running a simple fixed price project.

Lessons

• Characteristics of a Fixed Price Project
• Processing a Fixed Price Project

After completing this chapter, students will be able to:

Module 12: Appendix: Microsoft Dynamics AX Project Demo Data

This appendix contains information about the demo data that includes the project module and is used throughout this course and the Project II - Advanced course.

Lessons

• Company Profile
• Active Internal Projects
• Active Time & Material Projects
• Active Fixed Price Projects

After completing this chapter, students will be able to:

Module 13: Appendix: Test Your Skills Solutions

This appendix includes the solutions (answers) for the Microsoft Dynamics AX Project courseware.

Lessons

• Solutions

After completing this chapter, students will be able to: