Course Description
Students will gain an overview of the Project management functionality in
Service Industries in Microsoft Dynamics AX 2012. Students will learn the most
important functionality in the module, including its setup and processes.
After completing this course, students will be able to:
- Create the
activity structure.
- Enter the information needed to plan and schedule the
various tasks involved in the execution of a project.
- Save the structure
as a template and know how activities within the WBS can be modified or deleted.
- Create an activity hierarchy from a project.
- Copy an activity from a
WBS template and from an existing project.
- Set up rate cards for projects.
- Create and send project quotations.
- Furnish quotations for
repetitive services.
- Convert quotes for projects when work is received
from customers.
- Define a work breakdown structure for a quotation.
-
Copy activities to the quotation from a work breakdown structure template and
know how to generate quotation lines based on these activities.
- Review the
quote before it is sent to the customer.
- Submit a quotation for approval.
- Confirm the quote after the confirmation is received from the customer.
- Transfer the quotation lines to a new or an existing project.
- Create
budgets automatically, transfer the work breakdown structure, and know how to
perform scheduling and resource assignment from the quote to the project.
-
Schedule resources for various project activities.
- Perform scheduling by
matching project activities with similar resource requirements as the
competencies of the workers.
- Define competencies such as education,
skills, certifications and other competencies for employees.
- Set up
parameters, such as a skill set match threshold and availability match
threshold.
- Define the requirements for performing activities on the work
breakdown structure of the project.
-Schedule resources based on the
availability of resources.
-Assign resources to project activities based on
the project demand.
-Calculate a skill match percentage and availability
percentage when matching resources to project activities.
-View the various
inquiry forms and reports and analyze the usage of resources.
-Create
project contracts and associate the billing rules.
-Bill the customer based
on the completion of specific milestones in the project.
-Invoice the
project based on the percentage of work completed.
-Initiate the invoicing
process.
-Create an invoice proposal.
-Reformat the invoice based on the
customer’s demand.
-Submit and post the invoice.
-Define and request a
customer advance.
Agenda
Lesson 1: Work Breakdown Structure
- Introduction
- Work Breakdown Structure Template
- Creating a Project Work Breakdown Structure
- Rate Card
- Lab : Create a Work Breakdown Structure Template
Lesson 2: Project Quotations
- Introduction
- Project Quotation
- Creating Project Quotes
- Resource Assignment
- Quotation Business Process
- Transferring the Quotation to the Project
- Lab : Create the Project Quotation and Generate Quotation Lines from the WBS
- Lab : Submit the Project Quotation for Approval and Confirm the Quote
Lesson 3: Resource Scheduling
- Introduction
- Configuring Resource Competencies
- Defining Project Requirements
- Assigning Resources to a Project Based on Resource Availability
- Assigning Resources to a Project Based on Project Demand
- Integration with Microsoft Project Integration Server 2010
- Resource Assignment and Utilization – Inquiries and Reports
- Lab : Configure Resource Competencies for Workers
Lesson 4: Project Contracts with Billing Rules
- Introduction
- Creation of Project Contracts
- Overview of Billing Rules
- Invoice Formats
- Lab : Create a Time and Material Billing Rule Associated to a Project Contract
Lesson 5: Project Invoicing
- Introduction
- Invoice Processing
- Customer Advance
- Lab : Reformat and Present Invoice
- Lab : Define and Request a Customer Advance
Lesson 6: Payment Retention
- Introduction
- Customer Payment Retention
- Vendor Payment Retention
- Lab : Create a Retention Term and Post an Hour Journal
- Lab : Assign a Vendor Payment Retention Term and Invoice the Purchase Order
Lesson 7: Subcontracting Terms
- Introduction
- Pay When Paid
- Inquiries and Reports
- Lab : Assign a PWP Term to a Vendor for a Project
- Lab : Invoice a Purchase Order with the Pay When Paid Term
Lesson 8: Cost Control
- Introduction
- Basic Setup
- Defining Rules for the Indirect Cost Calculation
- Assigning Indirect Cost Component Groups
- Processing an Indirect Cost Transactions
- Splitting Indirect Costs between Multiple Funding Sources
- Adjusting Indirect Costs
- Lab : Create an Indirect Cost Components Group
Audience
This course is intended for partners and customers with moderate to extensive
knowledge of Project Management functionality in Service Industries. It is
assumed course participants have baseline knowledge of the earlier version.
Comments
Virtual 80311 Service Industries in Microsoft Dynamics AX 2012 Online Live training option
Imagine an industry-leading classroom training experience from wherever you have access to the Internet.
The Virtual Online Live events listed here gives you an effective and proven online virtual learning experience with the freedom to attend virtually from anywhere.
There is also an option of experiencing Online Live from one of the many national partner centers where a computer and headset will be provided for you.
This rich and engaging virtual classroom environment lets you conveniently interact with instructors and other students.
You will hear and see your instructor as they teach the course and answer your questions via voice or text.
Choose the online live virtual training option and you can access the recorded version even after the class has finished.
The onDemand labs give you access to the same client and server technologies covered in class so you can test, apply and hone your skills by accessing the labs before and even after the class.
Technical Requirements: a computer or laptop with a modern browser and high speed internet access along with one or two monitors.