{"title":"BBCG.12.D365: Configuring Project Management And Accounting","description":"\u003cp\u003e\u003cspan\u003eThe Project Accounting module within Dynamics AX is a great module for anyone that is trying to track time and costs against projects within the organization.  It is especially useful because it is fully integrated with all of the other foundation areas of the product like Payables, Receivables, Inventory, the General Ledger and much more so that as you track costs within them they are automatically applied to the project and as you create transactions within Project Accounting, then they are automatically updated within the foundation modules.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eWhen you add in all of the additional functions that are available within the module like collaboration workspaces, worker assignment and scheduling, integration with MS Project and also time and expense entry through portals, then this is definitely a module that you need to get to know.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eIn this book we will look at all of the core features within the Project Management and Accounting module of Dynamics AX and show you how to set up and manage simple projects without even breaking a sweat.\u003c\/span\u003e\u003c\/p\u003e","products":[{"product_id":"bbcg-12-d365-5-pdf-configuring-project-management-within-dynamics-365-erp-fifth-edition","title":"BBCG.12.D365.5.PDF: Configuring Project Management within Dynamics 365 ERP (Fifth Edition)","description":"\u003cp class=\"MsoNormal\"\u003eNot every endeavor is a routine transaction. Some are grand undertakings: renovating a guild hall in Castle Ward, funding an expedition along the Sword Coast, or building a new trade outpost in Silverymoon. For the Waterdeep Trading Company, the Project Management and Accounting module in Dynamics 365 Finance is where these complex initiatives are planned, executed, tracked, and accounted for with precision.\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003eProject Management connects the operational work of planning, scheduling, and resource allocation with the financial discipline of budgeting, cost tracking, and reporting. It provides the structure to manage everything from approval codes and journal configurations to work breakdown structures, Microsoft Project integration, timesheet capture, and expense reporting. Greta Ironfist expects every gold piece spent on a project to be justified, tracked, and reported against an approved budget. These labs ensure that every project, from a modest infrastructure repair to a realm-spanning expedition, is managed with full financial visibility and control.\u003c\/p\u003e\n\u003cp class=\"GuideSubheading\"\u003e\u003cstrong\u003eWhat You Will Learn in This Guide\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eProject Management and Accounting Controls:  \u003c\/strong\u003eConfigure the foundational settings that govern project transactions: approval codes, journal names, line properties, cost templates, categories, and scheduling parameters. These controls determine how costs are captured, how time is reported, and how project budgets are tracked.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eProjects:  \u003c\/strong\u003eCreate and manage project records, including work breakdown structures, Microsoft Project integration, cost tracking, project statements, purchase orders, resource assignments, and reusable project templates.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eCollaboration Workspaces:  \u003c\/strong\u003eConfigure shared workspaces that connect project teams through document sharing, Microsoft Project integration, and SharePoint Online connectivity for real-time coordination.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eMS Project Integration:  \u003c\/strong\u003e\u003cspan style=\"font-size: 1.0pt; mso-bidi-font-size: 11.0pt; color: white; display: none; mso-hide: all;\"\u003e\u003c\/span\u003eLeverage the advanced scheduling, resource leveling, and Gantt charting capabilities of Microsoft Project while maintaining a live connection to project records in Dynamics 365.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eProject Budgets:  \u003c\/strong\u003eSet financial guardrails for project spending by configuring forecast models, creating project budgets, and importing forecasts that establish the baseline cost expectations against which actuals are measured.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eTimesheet Reporting:  \u003c\/strong\u003eCapture worker hours through the Employee Self Service portal and approval workflows. This module covers portal configuration, time posting, workflow setup, timesheet submission and approval, and viewing posted time on projects.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eExpense Reporting:  \u003c\/strong\u003eProcess out-of-pocket project costs through payment method and category configuration, expense report entry and submission, approval workflows, posting, and transaction review on project records.\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003eBy completing these labs, we will have built a comprehensive project management framework for the Waterdeep Trading Company, ensuring that every initiative is properly planned, every cost is tracked, and every project delivers its results within budget and on schedule.\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e \u003c\/p\u003e\n\u003cdiv\u003e\n\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eAdvanced Dungeons \u0026amp; Dynamics 365 Bare Bones Configuration Guides\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e  Configuring Project Management within Dynamics 365 Finance\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eDigital: \u003c\/b\u003e214 pages\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eEdition: \u003c\/strong\u003eFifth\u003cbr\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (March 2026)\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/div\u003e","brand":"Blind Squirrel Publishing","offers":[{"title":"Default Title","offer_id":47187325747378,"sku":"BBCG.12.D365.5.PDF","price":24.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/files\/BBCG.12.D365.5ProjectManagement_Page_001.png?v=1773578353"}],"url":"https:\/\/www.blindsquirrelpublishing.com\/collections\/bbcg-12-d365-configuring-project-management-and-accounting\/product_dynamics-365.oembed","provider":"Blind Squirrel Publishing","version":"1.0","type":"link"}