scheduling resource on projects and quotations working across multiple projects and organizations...
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Project Management in Dynamics AX 2012 R2
Babak Ashtiani Program ManagerClaudia Betz-Haubold Program ManagerMicrosoft Corporation
BRK336
Disclaimer© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. Other names and brands may be claimed as the property of others.
Microsoft Dynamics AX 2012 R2 is a pre-release product under development. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft. Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. All product release dates and features specified are preliminary based on current expectations, and are subject to change without notice. Microsoft may make changes to specifications and product descriptions at any time, without notice.
Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE USER.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION. Microsoft products are not intended for use in medical, life saving, or life sustaining applications.
Today You Will See…
Microsoft Dynamics AX 2012 R2 EnhancementsIntercompany resource schedulingResource scheduling user experience improvementsIntercompany time and expense entryUtilization reports and inquiries
Project Planning and Scheduling
Project Execution
Resource Management and Reporting
Demos
Pains and Solutions
Scheduling resource on projects and quotations
Working across multiple
projects and organizations
Schedule resources across legal entities View projects across legal entitiesEnter time and expenses for any project that you worked on from one placeApprove time and expenses entered by borrowed resources
Simplified resource assignment user experienceAutomatically schedule resources on activitiesResources assigned to a project are added to project validation Find underutilized resources and keep them utilizedRich inquiries and reports
Pains and Solutions
Quickly and accurately
recording time and expenses
Record time and expenses across companiesfrom one placeAssigned tasks can populate timesheet linesImproved user experience on expense reportsEnter time and expenses from your mobile phone
Demo scenario: Overview
The company Contoso Consulting is a mid-sized IT services firm Subsidiaries in US (SUSB) and France (SFRA) Many concurrent projects and customers Share resources across legal entities
The scenario SUSB has a project for which they don’t have internal
resources with the required skills SUSB borrows a resource from SFRA
Meet Prakash: Project ManagerWorking on multiple project at the same time
Plan and schedule projectsFind qualified resourcesSchedule qualified resources on the projectApprove time and expense entries
Demo 1: Plan and schedule short-span projects
Schedule resources
from other LEs on
the project
Create a project plan Put the
project in execution
Identify activity efforts and duration
Enabling intercompany scheduling and timesheets
Meet Tricia: ConsultantAlways on the go implementing solutions for her customers
Tricia needs to enter and submit timesheets and expense reports for approval
Tricia wants to know her utilization
Demo 2: Manage time and expenses
Approve and post time and
expenses
Verify cost and revenue
and utilization
Enter and submit
timesheets and expense
reports
Ledger postings - intercompany
Borrowing legal entity (manages the project)
Loaning legal entity (employs
the resource)
Cost price Transfer price Sales price
Payroll allocationIC cost
Due from SUSBIC revenue
Due to SFRAProject cost
Project revenueAccounts receivable
Intercompany setup
Borrowing legal entity
(manages the project)
Loaning legal entity (employs the resource)
Enable intercompany timesheet and expense entrySet up transfer pricesSet up accounts for intercompany cost and revenueSet up due from accounts in GL
Set up due to accounts in GLIf desired include loaned resources in validation groups If desired set up specific sales prices for loaned resources
Demo 3: Plan and schedule an ERP implementation
Schedule resources
automatically
Create a project plan from a WBS
template
Put the project in execution
Identify activity efforts and duration
Demonstrating cross-LE project list page
Meet Reina: Resource ManagerKeeps resources utilized
Meeting utilization targets setFind projects that are good matches for underutilized resourcesSchedule resources on the projectRun reports on utilization
Demo 4: Keep resources utilized
Assign resources to
projects
Find under utilized
resources
Report on resource
utilization and availability
Find projects that are good matches for resources
What you saw
Executing your project
Managing resources
and reporting
Planning and scheduling your project
Tips from the session
Enable inter-company resource scheduling & timesheetsSetup cost and transfer prices
Setup intercompany accounting
Enable mobile time and expense entry
?
Next StepsQuestions
Learn Blog : http://blogs.msdn.com/b/resource_scheduling_in_microsoft_dynamics_ax_service_industries/archive/2012/10/02/planned-enhancements-to-microsoft-dynamics-ax-2012-resource-scheduling-for-service-industries.aspxWhite paper: to be publishedR2 TAP webcasts at : \\dcsrddyndetfs01\cfp
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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