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Configuring Project Management and Accounting

The 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.

When 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.

In 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.

Topics Covered:

  • Configuring Project Management And Accounting Controls
  • Configuring Projects
  • Configuring Collaboration Workspaces
  • Using MS Project To Manage Project Details
  • Managing Scheduling Within Projects
  • Configuring Project Budgets
  • Configuring Timesheet Reporting For Projects
  • Configuring Expense Reporting For Projects

Walkthrough Guides

The full Walkthrough Guides include all of the modules and are ideal for those of you that are wanting to work though the setup of the General Ledger from the beginning to the end.

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Module Guides

The guides are also available by the module which is great for those of you that want more of an à la carte option for learning.  You can choose just the modules that you want to tackle and skip the rest. 

Student Guides

The Student Guides are broken out into each of the individual modules and are more concise versions of the Walkthrough guides.  They are the ideal size to give to your own students as a classroom reference.

Training Resources

The Training Resources are available for this guide as well that well for those of you that would like to convert this material into your own training programs.  The PowerPoints can be used to help you with the training and also steps though all of the areas within the guide.

Additional Resources

Here are some other resources that you will help you with this guide.