Microsoft Dynamics AX Work Breakdown Structures Demo Script

Microsoft Dynamics® AXService Industries: Work Breakdown Structure Last Updated: March 2014 AX 2012 R3 / Version 1.0.0 CONTENTS CONTENTS 2 INTRODUCTION 3 Target Audience 3 Scenario: New Work Breakdown Structure 4 Scenario: Planned Effort 4 Scenario: number of resources 5 Scenario: plan start and end dates 5 Scenario: plan duration for a work breakdown structure 5 Scenario: Task dependencies 6 Scenario: auto scheduling rules 7 Scenario: Manage Estimates 7 Scenario: Effort Tracking 8 Scenario: Cost tracking 9 DISCLAIMER 10 2 Microsoft Dynamics AX 2012 R3: Project Work Breakdown Structure .  Ability to express a progress percentage (%) on each completed task as it relates to the project effort and cost. Display the work breakdown structure in a hierarchical grid that can be modified:  Less frequently used attributes are contained in a collapsed tab below the hierarchical grid. number of people. Work and cost tracking capabilities:  Effort and cost tracking sheets compare actuals with planned effort and cost. Scheduling engine capabilities:  Scheduling engine is aware of the project working calendar. The primary goal of these features is to make it simplify creating.  Ability to generate forecasts from the Work breakdown structure form. 3 Microsoft Dynamics AX 2012 R3: Project Work Breakdown Structure . and dates are synchronized with the working calendar.  Effort. 3.INTRODUCTION This script will introduce the project work breakdown structure (WBS) enhancements as part of Microsoft Dynamics AX 2012 R3.  Ability to override the projections on leaf node tasks and summary tasks. and tracking work breakdown structures in Microsoft Dynamics AX. Familiarity with Microsoft Dynamics AX is assumed. TARGET AUDIENCE This script is intended to demonstrate the value of AX 2012 R3 for project managers and other professionals involved in the project planning process. 2. The following capabilities are provided out-ofthe-box: 1. scheduling.  Estimate lines are automatically generated for tasks to simplify creating forecasts and budgets. SCENARIO: NEW WORK BREAKDOWN STRUCTURE 1. On the Action Pane. create a multilevel hierarchy with parent-child relationships by using the Outdent. click Automatic scheduling to verify that automatic scheduling is turned off. 2. On the Action Pane. effort (hours). and duration for the task. click Work breakdown structure. (See Project: Eastside ERP Implementation for reference) 2. Move up. start date. and then on the Action Pane. 4 Microsoft Dynamics AX 2012 R3: Project Work Breakdown Structure . and duration have been specified. Note: The Category field for all new tasks will default to the value specified in the Project management and accounting parameters form. 3. and Move down buttons on the Action Pane in the Maintain group. 3. 4. on the Task tab. If the number of resources. on the Action Pane. the scheduling logic will recalculate effort totals on the parent and grandparent tasks all the way to the root. Click Project management and accounting > Common > Projects > All projects. Effort for parent tasks will always reflect the sum of the child tasks. SCENARIO: PLANNED EFFORT 1. number of resources. Indent. click Task to add a new task row. click Project to create a new project. finish. end date. In the Work breakdown structure form. in the New group. For each task in the grid. This number indicates the hierarchical numbering of the task. then any changes to the Effort field will result in the end date being updated." prefixed to the task's ordinal number within its parent. and may be overridden. start date. in the New group. on the Task tab. Note: Effort can only be included on leaf node tasks. in the Task scheduling group. A work breakdown structure (WBS) number is generated for the new row. in the Activities group. enter the attribute and effort information. on the Plan tab. When the effort totals are recalculated. The numbering is TOC style with numbers of the parent all the way to the root separated by ". On the Work breakdown structure form. Enter the task name. 4. enter a duration to each leaf node task. enter the start date of the task. the task time will automatically be recalculated based on the formula. in the Duration column. End = Start + Duration. On the Work breakdown structure form. select a task and in the Number of resources column. If the effort and number of resources have been added. On the Work breakdown structure form. enter the number of resources for the task. the work breakdown structure will automatically be recalculated.SCENARIO: NUMBER OF RESOURCES 1. On the Work breakdown structure form. 2. When you add a new leaf node task. when you enter a start date. this will be input by the user if the start and end dates have not been input already. select a task and in the Start column. You can modify the start date of a task on leaf node tasks. the start date and effort must be recalculated. 3. If start and end dates are set. then the start date will default to the project's start date. The start date of a task is defaulted from the latest start date of all the predecessors of the task. The End and Duration fields for all of the parent tasks in this task’s hierarchy all the way to the project root must be recalculated. 5. The start dates and durations of all parent tasks in the hierarchy of this task all the way to the project root must be recalculated. SCENARIO: PLAN DURATION FOR A WORK BREAKDOWN STRUCTURE 1. the end date and the effort are recalculated according to the scheduling logic. and Duration fields contain information. Finish. The calculation does consider the project working calendar. When you add the number of resources. If only start date is set. When you add or update the number of resources. if the Start. the Finish and Duration fields will be recalculated. If only end date is set. adding or modifying the number of resources will not impact these fields. the end date and effort must be recalculated. If the task has no predecessors. SCENARIO: PLAN START AND END DATES 1. If the Start field or Finish field does not contain information. the end date and the duration will be recalculated. When you enter or modify the start date or end date. 5 Microsoft Dynamics AX 2012 R3: Project Work Breakdown Structure . The Predecessors field in the grid will show the WBS code of the predecessor task or tasks.   After a task has a list of predecessors. Enter information about the predecessor task to create dependencies between the tasks. end dates and durations on the parent tasks. You can select multiple tasks at the same time and assign them to one task. On the Work breakdown structure form.SCENARIO: TASK DEPENDENCIES 1. select a task and then double-click in the Predecessors field. 6 Microsoft Dynamics AX 2012 R3: Project Work Breakdown Structure . the start date of the task must be later than or equal to the last end date of all predecessor tasks. Adding the final start data will recalculate: The end date and duration of the task. The start dates. 2. or number of resources on a task.  The estimate lines of the task do not equal the effort on the task. if no estimate line exists. on the Task tab. By making changes to the effort. a check of the following rules on the task and any following tasks will be completed:  (Duration of task) x (No of hours in a standard work day) x (No of resources) is not equal to the effort on the task. You can view or hide all of the scheduling discrepancies by clicking the Show/Hide scheduling discrepancies button on the Action Pane. on the Task tab. SCENARIO: MANAGE ESTIMATES After you have assigned the effort and category to a task. a new estimate line is created and can be viewed in the Estimated costs and revenue tab of the Work details section at the bottom of the form. the task will be flagged with a scheduling discrepancy icon. 7 Microsoft Dynamics AX 2012 R3: Project Work Breakdown Structure . in the Task scheduling group. The task validation is run even when the automatic scheduling on a task is turned off. in the Task scheduling group. click Show scheduling discrepancies. on the Task tab. If any of the above conditions is true for a task.  The start date of the task is earlier than the latest end date of any predecessor tasks. On the Work breakdown structure form. in the Task scheduling group. A single estimate line of type Hour is automatically generated and maintained to reflect the effort estimate and category of the work in the task. Click the scheduling error icon to view the error messages against the task. Subsequent changes to the category or effort for the task will be reflected in this estimate line. dates. duration.SCENARIO: AUTO SCHEDULING RULES 1. 2. You can automatically fix all of the scheduling discrepancies by clicking the Fix all scheduling discrepancies button on the Action Pane. on the Action Pane. Remaining effort: The remaining effort required to complete the activity. In the Work breakdown structure form. This value is calculated by the system as Estimated effort at complete – Spent (Actual) effort. Effort at complete: The total effort required to complete the activity. the estimated effort at complete is same as the planned effort. For a parent node. The effort tracking view allows you to make projections on the schedule and to provide feedback on when and what needs to be re-planned to meet the schedule. This can be taken as a cue to re-plan the activity so that the efforts can meet the schedule. You can update this field to start a recalculation of the Remaining effort and the Estimate at complete. you can update the Effort to complete value which will cause a recalculation of this field as Actual effort + Remaining effort. click Effort tracking view. Note: The corresponding increase/decrease in cost is then updated to the cost tracking view to reflect the Estimated cost at complete. If the variance is negative. Microsoft Dynamics AX 2012 R3: Project Work Breakdown Structure . you can update the remaining effort value to recalculate the estimated effort at complete. as time passes. it indicates the sum of the hours on all posted hour transactions for this activity + the sum of this field on all child tasks.SCENARIO: EFFORT TRACKING 1. However. on the Task tab. Actual effort (hours): For a leaf node. the activity has consumed more effort than planned at that point of time. Projected effort variance: A positive value in this field indicates that the project is on track and will meet the milestones as scheduled. the planned effort is the same as the effort at complete. However. At the start of the project. as indicated by a red icon. At the start of the project. This value may be less or more than the planned effort. the actual effort indicates the sum of the hours on all of the posted hour transactions for this activity. in the View group. on the Action Pane. based on the progress made by a team. Effort tracking view includes the following attributes:       8 Progress percent: The percentage of work completed. Planned effort: This value was determined in the planning view. Cost to complete: The actual cost incurred to complete the activity up until that point of time.00 SCENARIO: COST TRACKING 3. in the View group. THE ENTIRE RISK OF THE USE OR THE RESULTS 9 Microsoft Dynamics AX 2012 R3: Project Work Breakdown Structure . Because Microsoft must respond to changing market conditions.       In the Work breakdown structure form. DISCLAIMER © 2014 Microsoft Corporation. If the variance is negative. the activity has consumed more cost than planned at that point of time. Windows. This can be taken as a cue to revise the activity so that costs can be met appropriately. At the start of the project. and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. All rights reserved. Projected cost variance: A positive value in this field indicates that the project is on track and will meet the milestones as scheduled. Sample code included in this presentation is made available AS IS. on the Action Pane. Select a task in the work breakdown structure and click Mark as complete. Other names and brands may be claimed as the property of others.2. You can update cost to complete at any time during the course of the project. Estimate at complete: The total cost incurred to complete the activity up until that point of time. click Cost tracking view. This will do the following:    Set Progress percentage to 100. the Estimate at complete value is the same as the Planned cost. The cost tracking view allows you to make projections on the schedule and to provide feedback on when and what needs to be re-planned to meet the schedule. This will cause a corresponding recalculation of the Estimate at complete. on the Task tab. Microsoft Dynamics and other product names are or may be registered trademarks and/or trademarks in the U. Cost tracking view includes the following attributes: Percentage of cost consumed: Cost consumed as a percentage of the estimated cost at complete for the activity Actual cost: Sum of all the costs. Microsoft. This can be done on either a leaf task or a summary task. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. it should not be interpreted to be a commitment on the part of Microsoft.00 Set Status to Completed Set Remaining effort (hours) to 0. Planned cost: The cost from the planning view . and/or other countries.S. Windows Vista. as indicated by a red icon. The sytem calculated this column as Estimate at complete – Actual cost. The system calculates this as Actual Cost + Cost to complete. life-saving. EXPRESS.microsoft.S. automating and streamlining financial.com/dynamics 10 Microsoft Dynamics AX 2012 R3: Project Work Breakdown Structure . BY ESTOPPEL OR OTHERWISE. Microsoft Dynamics is a line of integrated. MICROSOFT MAKES NO WARRANTIES. AS TO THE INFORMATION IN THIS PRESENTATION. IMPLIED OR STATUTORY. Microsoft products are not intended for use in medical. U. TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION. adaptable business management solutions that enables you and your people to make business decisions with greater confidence. customer relationship and supply chain processes in a way that helps you drive business success. EXPRESS OR IMPLIED. 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