Project Management in Dynamics AX 2012 R2

Babak Ashtiani Program ManagerClaudia Betz-Haubold Program ManagerMicrosoft Corporation

BRK336

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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.

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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.