Module 1: Controller

The Project Controller section is designed to give you a comprehensive, practical understanding of the main aspects of setting up and using the Project Controller module. In addition the chapter presents a holistic view of the Project suite.

Lessons

• Project Series Features and Benefits
• Project Controller Overview and Roadmap
• Project Controller Implementation plan
• Account categories and task definitions
• Chart of Account and Flexible Key Maintenance
• Code Types and Code Files
• Contract Types and calculation methods
• Project Maintenance
• Maintaining Budgets
• Beginning balances
• Revenue Recognition
• Equipment and Resource Maintenance
• Integration with other Microsoft Dynamics SL modules
• Financial Transaction Transfer
• Period-end procedures

Lab: Definitions

• Account Categories/Project and Tasks definition
• Setup Account Categories
• Associate Account Categories with General Ledger Accounts
• Set up Project and Task structure
• Category report and GL transfer report

Lab: Project Controller Setup

• Controller Setup
• Code Type and Code File Maintenance
• Complete ID Maintenance
• Flexible Key Maintenance

Lab: Maintenance Screens

• Maintenance screens
• Employee Information
• Enter project and budget information
• Generate a project profile report

Lab: Transactions and Processes

• Controller Setup
• Code Type and Code File Maintenance
• Complete ID Maintenance
• Flexible Key Maintenance

Lab: Advanced options

• Enter passwords
• Financial Transaction Transfer (FTT)
• Enter Project related vouchers
• Project Inquiries
• Close Project Controller for the period

After completing this section, students will be able to:

Module 2: Time and Expense for Projects

The Time and Expense for Projects training course is designed to give you a comprehensive, practical understanding of the main aspects of setting up and using the Time and Expense for Projects module.

Lessons

• Transaction process flow
• Module strengths
• Audit trails
• Labor Pay types and costing methods
• Time and Expense Setup
• Time policies
• Overtime setup
• Maintaining employees
• Employee/Position rate maintenance
• Workers' Compensation and Union rates
• Timecard transactions and corrections
• Travel and expense setup
• Mobile Time and Expense setup
• Troubleshooting

Lab: Definition

• Design and set up the employee State ID and Labor Classification
• ID Maintenance
• Week Maintenance

Lab: Time and Expense Setup

• Setup the Time and Expense module

Lab: Employee and Resource Maintenance

• Enter employee information
• Enter employee position/rate maintenance
• Generate the employee report

Lab: Timecard transactions

• Enter a timecard
• Inquire on a timecard status
• Approve timecards
• GL Labor Posting

Lab: Timecard corrections

• Enter employee position/rate changes
• Enter and approve timecard corrections
• Generate the timecard report

Lab: Travel and expense transactions

• Complete Time and Expense setup
• Expense type maintenance
• Vendor maintenance
• Enter a travel and expense report

After completing this section, students will be able to:

Module 3: Allocator

The Project Allocator training course is designed to give you a comprehensive, practical understanding of the main aspects of setting up and using the Project Allocator module.

Lessons

• Allocator overview and process flow
• Audit trails
• Capabilities of Allocator
• Allocation process
• Indirect rate calculator
• Standard Rate Entry
• Troubleshooting

Lab: Allocator Setup

• Define rate types and rate keys
• Define the rate table hierarchy
• Configure the rates and allocation method

Lab: Allocation processor

• Run the allocation processor

Lab: Printing reports

• Generate Allocation Reports
• Create an Equipment ID

After completing this section, students will be able to:

Module 4: Flexible Billings

The Flexible Billings training course is designed to give you a comprehensive, practical understanding of the main aspects of setting up and using the Flexible Billings module.

Lessons

• Flexible Billings overview and process flow
• Module strengths
• Implementation worksheet
• Billing Policies
• Billing rules and invoice formats
• Costing methods
• Billing information maintenance
• Billing transaction load
• Sales tax processing
• Automatic invoice creation
• Construction billings
• Troubleshooting

Lab: Flexible Billings Setup

• Setup the flexible billings module
• Billing rule maintenance
• Invoice Format maintenance

Lab: Billing Information maintenance

• Defining projects as billable

Lab: Billing transactions and processes

• Load Billing records
• Adjust invoice amounts
• Review and print the invoice
• Post the invoice

After completing this section, students will be able to:

Module 5: Appendix: Data Locations

This Appendix provides information about the tables in Project Controller and basic information about how they are used in Microsoft Dynamics SL.

Lessons

• Data References
• Troubleshooting

After completing this section, students will be able to:

Module 6: Appendix: Project Controller Case Study

This case study is a comprehensive lab that can be used to reinforce the learning that has occurred throughout the Project Series class. The Case Study is generally completed by students on their own after class.

Lessons

• Creating new Account Categories
• Associating GL Accounts and Account Categories
• Setting up a new Line of Business
• Creating a new Project

After completing this section, students will be able to:

Module 7: Appendix: Time and Expense for Projects Case Study

This case study guides you through typical functions related to the Time and Expense for Projects module. The Case Study is generally completed by students on their own after class.

Lessons

• Set up new Labor Class
• Create New Employee
• Enter Timecards
• Create Timecard Correction
• Complete Expense Type Maintenance
• Complete Vendor Maintenance
• Enter Travel and Expense Report
• Complete GL Labor posting process

After completing this section, students will be able to: