Flowchart: Configuring the Project module
Dynamics AX 4.0
There are no prerequisites for setting up the module in Microsoft Dynamics AX. However, before you begin, enable the appropriate configuration keys. Determine whether configuration keys for other modules that integrate with the module are also selected.
Modules that integrate with :
The forms that a company must set up to be able to use the basic functionality of the module are listed below in the recommended order of setup.
1. Parameters
Set up project parameters depending on the types of projects that you want to create. Specify default information and set up number sequences and functionality that you want to use across the module.
For complete guidelines for setting up the form, see Project parameters (Form).
2. Project groups
Project groups are mandatory when you set up projects, because every project must be assigned to a project group. Typically, a project group is created for a specific project type. Enter specifications for posting in the general ledger accounts when creating a project group. There is no limit to the number of project groups that you can create.
For complete guidelines for setting up the form, see Project groups (Form).
3. Category groups
Create a category group for an indefinite number of categories. Typically, you create a category group for each transaction type, and you must attach each category to a category group. Setting up ledger accounts at the category group level is optional. Use category groups to help simplify the process of specifying the transaction type and posting specifications.
For complete guidelines for setting up the form, see Category group (Form).
4. Categories
Create categories to identify different types of costs and revenues in a project. Categories are mandatory when you set up projects, because all project transactions require a category. There is no limit to the number of categories that you can set up.
For complete guidelines for setting up the form, see Categories (Form).
5. Prices
Although you typically specify cost and sales prices at the employee or item level, you can also specify them at the project level. Set up standard cost prices for hour and expense transactions, and set up sales prices for hour, expense, fee, and subscriptions. Enter cost and sales prices individually by employee, project, category, valid transaction date, or any combination of these. This task is optional, because prices can be entered at the time of transaction entry.
For complete guidelines for setting up the form, see Category group (Form).
6. Cost template
Create a cost template to determine estimate information for fixed-price projects.
For complete guidelines for setting up the form, see Control types (Form).
7. Line property
Create line properties to specify whether to invoice a transaction, accrue sales value at posting for Time and Material projects, and apply additional cost and sales percentages.
For complete guidelines for setting up the form, see Line property (Form).
8. Invoice projects
Create invoice projects for projects and for projects.
For complete guidelines for setting up the form, see Invoice projects (Form).
9. Projects
Create projects and subprojects for the selected company. You can create , , , , and projects. Time and Material and Fixed-price projects are considered external project types. Specify settings and defaults for each project.
For complete guidelines for setting up the form, see Projects (Form).
The setup of the module includes a number of other steps beyond the basic functionality.
The additional setup forms are organized by functionality, and you do not have to complete them in a specific order.
Projects
You can combine all project types in a project hierarchy, and you can add more subprojects as a project progresses. In the form, specify a , and then go on to create subprojects and parent projects.
For complete guidelines, see Projects (Form).
Ledger posting
You can set up ledger posting accounts in various locations in the system: projects, project groups, categories, and category groups.
For complete guidelines, see Posting transactions to ledger accounts (Form).
Parameters
Some project procedures are based on the need to keep a clear audit trail, and number sequences enable you to keep this audit trail. Use the tab on the form to set up number sequences.
For complete guidelines, see Project parameters (Form).
Journal names
The journal approval procedure is closely linked to the user group rights setup in the module. On the form, use the field to set up journal approval. You can set the levels of journal approval as deep as you need them to be. For each approval level, you can specify what kind of action should be possible.
For complete guidelines, see Journal names (Form).
Line property setup
Specify where you want the line properties applied: all projects or categories, a specific project or category group, or a table. The setup is designed by / / relations, and the search direction is from the most specific to the least specific criterion. This is why we recommended that an / relation with a line property of / be created.
For complete guidelines for setting up the form, see Line property setup (Form).
Projecs
Project hierarchies, such as parent projects and subprojects, can be set up to achieve different project structures and initiatives or to handle special accounting situations. Use the field in the form to define project hierarchies.
For complete guidelines, see Projects (Form).
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