Software Development & Education Center. Microsoft Dynamics. Project Advanced -AX 2012 R2

Transcription

1 Software Development & Education Center Microsoft Dynamics Project Advanced -AX 2012 R2

2 Course: 80317B Project Advanced in Microsoft Dynamics AX 2012 R2 About this Course This three-day instructor-led course provides students with the knowledge and skills to set up the advanced features in the Project management and accounting module of Microsoft Dynamics AX. The course focuses on the advanced project functionality available in Microsoft DynamicsAX. Audience Profile This course is intended for people who are on the implementation team, administering or using the Project management and accounting module in Microsoft Dynamics AX. This audience typically includes people who are tasked with assessing business needs and advising them on the use, configuration and customization of the application. Additionally, people responsible for training or supporting Microsoft Dynamics AX may benefit from this course. At Course Completion After completing this course, students will be able to: Validate projects and validation groups. Use forecast models. Set up project invoicing parameters, funding sources, and funding limits. Describe and run an advanced time and material project. Describe and run an advanced fixed-price project. Detailed Curriculum Module 1: Project Validation This module discusses the project validation system. Project Validation Parameters Enable Validation for Workers Validation Groups

3 Enable Project Assignments Lab : 1:1 Create a New Validation Group Explain project validation. Set up project validation parameters. Enable validation for workers. Set up validation groups. Set up project validation category assignments. Module 2: Project Forecasting This module discusses forecasting within the Project management and accounting module. It describes how the concepts are closely linked within this module and how they can be used in all types of projects. Forecast Models Enter Forecasts Forecast Scheduling Forecasting Hours Lab : 2:1 Edit a Forecast Use forecast models. Enter forecasts for hours, expenses, fees, items, and on-account payments. Set up forecast scheduling. Define forecasting on hours.

4 Module 3: Advanced Project Invoicing This module describes advanced features of project invoicing in the Project management and accounting module of Microsoft Dynamics AX 2012, including funding sources, funding limits, funding rules and allocations. The module also covers grants, which are most often used by the public sector and research facilities. Project Invoicing Parameters Funding Sources Funding Limits Funding Rules Fixed-Rate Agreements Grant Management Lab : 3:1 Manage Contract Funding Sources and Limits Lab : 3:2 Manage Grants Set up project invoicing parameters. Set up funding sources. Set up funding limits. Set up funding rules and allocations. Set up fixed-rate agreements. Manage grants. Approve or revoke invoice proposals. Module 4: Advanced Internal Project

5 This module describes the accounting principles involved with running advanced internal projects in the Microsoft Dynamics AX Project management and accounting module. Internal Projects with Work in Progress (WIP) Internal Project with WIP Example Investment Projects Investment Project Example Lab : 4:1 Run an Internal Project with WIP. Lab : 4:2 Run an Investment Project Explain internal projects with WIP. Track the financial effects of an internal project with WIP. Explain investment projects. Track the financial effects of an investment project. Module 5: Advanced Time and Material Project This module describes the accounting principles involved with running advanced time and material projects in the Microsoft Dynamics AX Project management and accounting module. Time and Material Project with WIP Example: Time and Material Project with WIP Post Costs Form Time and Material Project with Accruals Example: Time and Material Project with Accruals Reversing Accrued Revenue Lab : 5:1

6 Run a Time and Material Project with WIP Lab : 5:2 Using Post Costs Lab : 5:3 Run a Time and Material Project with Accruals Lab : 5:4 Reversing Accrued Revenue Describe a time and material project with WIP. Run a time and material project with WIP. Describe post costs form. Describe time and material project with accruals. Run a time and material project with accruals. Reversing accrued revenue. Module 6: Advanced Fixed-Price Projects This module describes the handling of advanced fixed-price projects. Its main focus is on how to deal with work in process (WIP), and how to use the estimate system for revenue accruals on these projects. Completed Contract Assessment Principle Completed Percentage Principle The Estimate Process Period Types Cost Templates Estimate Projects Creating Estimates Lab : 6:1

7 Create a Cost Template Lab : 6:2 Create and Post an Estimate Review concepts of fixed-priced projects. Describe the completed contract method. Describe the completed percentage principle. Describe how advanced fixed-price projects are run using the estimate system. Set up estimate period types. Set up cost templates. Set up estimate projects. Use the estimate process. Module 7: Fixed-Price Project with Completed Contract This module describes the accounting principles involved with running the advanced fixedprice project with the completed contract method of revenue recognition. Fixed-Price Project with Completed Contract Example Lab : 7:1 Run a Fixed-Price Project with Completed Contract Describe the completed contract method for advanced fixed-price projects. Module 8: Fixed-Price Project with Completed Percentage This module describes the accounting principles involved with running advanced fixed-price projects with the completed percentage method of revenue recognition.

8 Fixed-Price Project with Completed Percentage and Sales Value Fixed-Price Project with Completed Percentage and Sales Value Example Fixed-Price Project with Completed Percentage and Production Plus (+) Profit Fixed-Price Project with Completed Percentage and Production Plus (+) Profit Example Lab : 8:1 Create and Run a Fixed-Price Project Using Completed Percentage Describe the completed percentage and sales value method for fixed-price projects. Track the financial effects of a fixed-price project with the completed percentage and sales value method. Describe the completed percentage and production plus (+) profit method for fixedprice projects. Track the financial effects of an advanced fixed-price project example using the completed percentage and production plus (+) profit method. Industry Interface Program Projects Modular Assignments Mini Projects 1 Major Project Domains / Industry Retail Industry Banking & Finance Service

9 E-Commerce Manufacturing & Production Web Application Development Research & Analytics HR & Consultancy FMCG Consumer Electronics Event Management Industry Telecom

10 Training & Performance Tracking Knowledge related to current technology aspects and corporate level deliverable & Continuous training and assessment to make you industry ready. Throughout the Training Curriculum Candidate will go through a Scheduled Assessment Process as below: Continues Assessments Practical Workshops Modular Assignments Case Studies & Analysis Presentations (Latest Trends & Technologies) Tech Seminars Technical Viva Observing live Models of various projects Domain Specific Industry Projects

11 Skills Development Workshop Communication is something which all of us do from the very first day of our life, yet there is a question that haunts us most of the time Did I express myself correctly in such and such situation? The answer to this question is really tricky, because in some cases we leave our signatures and good impression but in some others we even fail to get our idea clearly. It happens mostly because we don t know how to act in certain situations. Every time we fail we don t lose completely, we do learn something, but prior knowledge of the same thing could be more beneficial because then we could have turned that failure into success. The course / workshop would focus at many aspects of personality, like: Building positive relationships with peers & seniors Building self-confidence & Developing clear communication skills Exploring and working on factors that help or hinder effective interpersonal communication Learning impacts of non-verbal behavior & Dealing with difficult situations and difficult people Workshops Consists of Following Activities: Personality Development Group Discussions & Debates Seminars & Presentations Case Studies & Analysis Corporate Communication Development HR & Interview Skills Management Games & Simulations Aptitude, Logical & Reasoning Assessments & Development