The final post in the Project setup series is on Validations. Validations limit the Workers or Categories that can be entered against a Project.
The videos in the Project setup are only part of the AX 2012 Projects textbook. Experience the whole manual including tips, step-by-step instructions, interactive screenshots, and videos; also, jokes, which an enthusiastic reader described to me as “sometimes funny.”
Prepayments are sometimes required for Time and material project invoicing and accounting.
Milestones are always required for Fixed price project invoicing.
This is necessary for Time and material projects. Trust me.
Download the entire Projects manual. Trust me.
The project setup series continues with setting up the Work breakdown structure (WBS). Activities can be used to further divide costs and revenue for a project. The WBS is also used with activity based Resource planning.
Second in the Project setup series, this video explains how to setup a basic project.
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This week I wanted to do a series of posts on Project setup. The series will show the key setup steps required to create a new Project.
First off is creating a new Project contract. The Contract is the mechanism in AX for assigning one or more Projects to be invoiced together.
Check out the full experience of the AX 2012 Projects training manual.