Axapta 3.0 Project I

Mondale IT Solutions Ltd
London,Birmingham,Reading,Slough,Manchester,Glasgow,Edinburgh,Bristol,Milton Keynes,Leeds, United Kingdom

Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced

Course Description:

'' The three-day Microsoft Business Solutions-Axapta Project Series I course helps you understand the projects module, and work with the functionality in the Projects module related to the job tasks involved in planning and running internal, Fixed price and time & material projects. The course comprehensively explores the project management functionality. The course covers topics including setup, configuration, and transaction processing.

A thorough understanding of these topics allows you to manage projects by keeping information consistent and accurate. You will learn to use comprehensive reporting features to preview data in different ways. This course also creates invoices for customers based on project transactions.

People wanting to learn the basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use Microsoft Axapta Project.

Project I training is recommended for anyone who plans to implement, use, maintain, consult, or support Microsoft Axapta Project. The class is targeted toward data entry clerks, administrators, office managers, CEOs, and consultants who need to understand the technical aspects of Project and gain foundational knowledge of the application functionality.

Introduction to Project Series I

This chapter gives students a general overview of the features and benefits of using the Project module in an integrated environment. It also focuses on project management concepts and descriptions of the five Microsoft Axapta Project types.

Main Topics

• Project Features and Benefits
• Project management lifecycle
• Project Types
• Project Structures
• Invoice concepts


After completing this chapter, students should be able to:

• Identify the features and benefits available when using Project.
• Understand the relationship between parent and child projects.
• Identify the proper project type to use in specific business situations.


Course Outline

Chapter 1: Project Setup

This chapter focuses on project setup procedures. In this chapter we configure project groups, set parameters, and configure project groups. You should learn how to set up both internal projects and invoicing projects for external customers. We also discuss how to define ledger posting accounts for projects. We discuss pricing setup for invoice projects. You will also learn how to set up and use posting journals to maintain records.

Main Topics

• Project Parameter Setup
• Configure Project groups
• Define ledger posting accounts
• Pricing Setup
• Line Property Setup
• Posting Journals
• Invoice projects


Labs

• Create an Internal Project Group
• Create an Invoice Project


After completing this chapter, students should be able to:

• Set up project parameters
• Create internal and invoice projects
• Create posting journals
• Set up category groups and categories


Chapter 2: Project Setup Options

In this chapter we’ll define project hierarchies and discuss the project copy wizard. You should learn how to sort project information and set up project periods. You get the chance to explore project activities and other project setup options. During the exercises you will get to establish a project hierarchy and reporting periods.

Main Topics

• Project Hierarchies
• Project Copy Wizard
• Sorting
• Activities
• Journal Approval & Texts
• Project Periods


Labs

• Project Hierarchy
• Activities
• Hour Journal Approval
• Project Reporting Periods


After completing this chapter, students should be able to:

• Define Project Hierarchies
• Use the copy wizard
• Set up activities for projects
• Set up project periods


Chapter 3: Registering and Adjusting Project Transactions

This chapter introduces you to the transactions in the project module. Entering and adjusting transactions in an important part to project tracking. In this chapter you should learn about all necessary aspects of transaction processing.

Main Topics

• Transaction Types
• Hours transactions
• Cost Transactions
• Revenue Transactions
• Registering transaction Items
• Transaction Adjustments


Lab

• Hour consumption registration
• Costs registration
• Adjusting transactions


After completing this chapter, students should be able to:

• Enter Project transactions from a journal or the web
• Enter and adjust project transactions
• Enter revenue transactions for time & material projects


Chapter 4: Invoicing Projects

This lesson familiarizes you with the ideas behind invoicing projects and the process thereof. In this chapter you learn everything you need to invoice a project. Also, you learn how to post an on-account invoice and set up invoicing for customers.

Main Topics

• Invoicing Setup
• Invoice Proposal Procedure
• On-account invoicing
• Sales tax


Lab

• Set up a fixed rate agreement
• Create on-accounts
• Invoice a customer


After completing this chapter, students should be able to:

• Set up project invoicing
• Create, adjust and post invoices
• Invoice on-account invoices
• Create invoice proposals for time & material projects
• Invoice projects


Chapter 5: Budgets, Forecasts, and Estimates

This lesson introduces the concepts of budgeting, forecasting and estimating in the Project module. The ability to establish and track against forecasts is a critical business success factor. In this chapter you learn how to estimate, forecast, and budget for projects.

Main Topics

• Budgets
• Hours and cost forecasts
• Estimating
• Sales tax


Lab

• Set up a forecast
• Set up and Item forecast


After completing this chapter, students should be able to:

• Set up forecast models
• Enter forecasts and transfer these to sales, item or purchase forecasts
• Allocate on forecasts


Chapter 6 Project Inquiries and Reports

This chapter takes you through the available inquires and reports in Microsoft roject module. Your ability to access valuable information from your accounting system is critical to project analysis. In this chapter you learn the various ways of accessing project information through reports, inquiring, OLAP and other features.

Main Topics

• View project transactions
• Reports
• Statistics
• Excel integration
• OLAP Integration


Lab

• Hour inquiry
• Reporting on time & material projects
• On-account reporting


After completing this chapter, students should be able to:

• View and report on registered transactions
• Report on forecasts and revenue
• Use the Microsoft Excel integration
• Describe the Microsoft OLAP integration


Chapter 7 Time Scheduling

This chapter introduces you to the concepts and functionality of the time scheduling routine in the Microsoft Axapta Project module. The ability to schedule labor is key to project management. In this chapter you learn how to create a time schedule, forecast hours and display reserved capacity.

Main Topics

• Hour scheduling
• Forecasting hours
• The scheduling routine
...''

Phone:01635 281 888

School Address:

Mondale IT Solutions Ltd
Poplar House
Compton Road
East Ilsley
Newbury
Berkshire
United Kingdom
RG20 7LH

Phone: 01635 281 888
Fax: 01635 281 789
Email: gordon@mondale-its.com


Jobs & Resumes: London, Birmingham, Reading, Slough, Manchester, Glasgow, Edinburgh, Bristol, Milton Keynes, Leeds
Houses & Roommates: London, Birmingham, Reading, Slough, Manchester, Glasgow, Edinburgh, Bristol, Milton Keynes, Leeds

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