4/19/2023 0 Comments Microsoft task planner 2012![]() A project contract also helps guarantee that the same invoicing procedure is used for each subproject in a project structure.Ĭreate a project that is based on the structure of an existing template project.Ĭreate and maintain base data for projects, such as the project number, name, project contract, group, project status, and sales prices. By using a project contract, you can invoice several projects at the same time. ![]() Project contracts contain invoicing information, such as accounts payable information, addresses, and details about which customers, organizations, or grants are responsible for invoice costs. Install and enable integration between Microsoft Dynamics AX and Project Server. Microsoft Project Server integration settings Enter information about the organization that provided the grant and the staff members who manage it.Ĭreate transaction lines for a beginning balance journal.Ĭreate and view individual lines for journals.Ĭreate, maintain, validate, post, print, approve, or reject journals for hours, expenses, items, and fees.Ĭreate an association between a collaboration workspace and a project. View or update details for a customer, organization, or grant that has been selected as a funding source for a project contract.Ĭreate new grants or maintain the details for existing grants, such as project statements, dates, and deadlines. Associate projects with the individual estimate projects.Ĭreate and maintain cost lines for cost estimates in a project. Process revenue postings and work in progress (WIP) postings for fixed-price and investment projects that are associated with an estimate project.ĭefine which projects should be categorized as estimate projects. Remove the association between a collaboration workspace and a project but do not delete the collaboration workspace. Remove the association between a collaboration workspace and a project and delete the collaboration workspace. The estimate includes all transactions that occur on or before the estimate date and which have not been included in any previous estimate. Set up a new shared workspace for a project.Ĭreate an estimate that has a specified estimate date. ![]() A cost template is a method for outlining the estimate information about fixed-price projects. Some forms in the following table can be opened only if prerequisite information or parameter settings have been entered in the system.Ĭreate, maintain, validate, post, print, approve, and reject beginning balance journals. ![]()
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