Project Manager Role Center Reference for Microsoft Dynamics AX

Microsoft Dynamics AX

Project Manager Role Center Reference for Microsoft Dynamics® AX

The Project Manager is responsible for tasks such as creating projects and monitoring project performance. Users are assigned to Role Centers based on user profiles, which are sets of default information for a specific role in the organization. Each user is assigned to a user profile, and a Role Center is specified for each profile.  Default user profile: ProjectManager  Role Center page name: EPProjectManagerRoleCenter

Web parts Role Center pages contain various pieces, or Web parts, that display information. This Role Center includes the following Web parts.

Name Type Displayed by default?

Work list Dynamics Unified Work List Yes Web Part

My Links Quick Links Yes

Project Actual vs. Budget Dynamics Report Server Yes Revenue Report (chart)

KPI for Project Manager Dynamics Report Server Yes Report (KPI)

My Active Projects Dynamics User Control Web Yes, if Project-Advanced Part (Gantt view) configuration key is selected

Quick links Quick links Web parts display links to forms, reports, list pages, and Web pages, including Enterprise Portal pages. By default, links to Enterprise Portal pages are not displayed in the Microsoft® Windows® client for Microsoft Dynamics AX, unless otherwise noted. You can modify this display setting. For more information, see the Applications and Business Processes Help in Microsoft Dynamics AX. Note that links to Windows client forms also are not displayed on Enterprise Portal Role Centers by default. This Role Center includes the following quick links, which are displayed in the My Links Web part. Microsoft Corporation 1 Microsoft Dynamics AX  Projects - Links to the Projects list page in the Windows client (Project > Places > Projects)  Project Contracts - Links to the Project Contracts list page in the Windows client (Project > Places > Project Contracts)  Estimate Projects - Links to the Estimate Projects list page in the Windows client (Project > Places > Estimate Projects)  My Project Quotations- Links to the My Project Quotations list page in the Windows client (Project > Places > Quotations > My Project Quotations)  Time entry - Links to the Time sheet page in Enterprise Portal (Project > Projects > Actions > Enter hours on a project); note that this link is displayed in the Windows client, even though it links to an Enterprise Portal page  Expense entry- Links to the Manage Expenses page in Enterprise Portal (Employee Services > Manage Expenses); note that this link is displayed in the Windows client, even though it links to an Enterprise Portal page

Work list Work lists display alerts, Workflow work items, and activities that you can act on or need to be notified about. You can use this list to view the status of these items and see when action is required.

Reports and KPIs Dynamics Report Server Report Web parts display Microsoft SQL Server® Reporting Services reports that provide information from the Microsoft Dynamics AX database or from cubes that are set up in SQL Server Analysis Services. You also can use these Web parts to view lists of key performance indicators (KPIs), which are business metrics that can be summarized in terms of a comparison, goal, value, and status. For example, you might use KPIs to compare actual expenditures with budgeted amounts. Depending on how the information was created, drilldown functionality might be included so that you can view more details about the data. If the information is displayed from a cube, the cube will need to be refreshed before the information in the report or KPI will be refreshed. This Role Center includes the following reports and KPIs.

Project Actual vs. Budget Revenue report This report compares actual revenue with budgeted revenue and the deviation across two or more projects.

Microsoft Corporation 2 Microsoft Dynamics AX The report displays a maximum of the top five projects, based on revenue deviation.

Type of Reporting Selection criteria Displayed from a Drilldown Displayed by Services report cube? available? default?

Chart  Company Yes, Project Yes Yes  Top count for project  Project Date From  Project Date To  Ledger Date From  Ledger Date To  Project Type  Forecast Model

Project Actual vs. Budget Cost report This report compares the actual total cost with the budgeted total cost and the deviation across two or more projects. The report displays a maximum of the top five projects, based on total cost deviation.

Chart  Company Yes, Project Yes No  Top count for project  Project Date From  Project Date To  Ledger Date From  Ledger Date To

Microsoft Corporation 3 Microsoft Dynamics AX Type of Reporting Selection criteria Displayed from a Drilldown Displayed by Services report cube? available? default?

 Project Type  Forecast Model

Project Actual vs. Budget Gross Margin report This report compares the actual gross margin with the budgeted gross margin and deviation across two or more projects. The report displays a maximum of the top five projects, based on gross margin deviation.

Chart  Company Yes, Project No No  Top count for project  Project Date From  Project Date To  Ledger Date From  Ledger Date To  Project Type  Forecast Model

Project Actual vs. Budget Net WIP report This report compares the actual work in progress (WIP) with budgeted net WIP and the deviation across two or more projects. The report displays a maximum of the top five projects, based on net WIP deviation.

Project vs. Actual Budget Consumption report This report compares the actual budget consumption with the budgeted consumption and the deviation across two or more projects. The report displays a maximum of the top five projects, based on consumption deviation.

Chart  Company Yes, Project No No  Top count for project  Project Date From  Project Date To  Ledger Date From  Ledger Date To  Project Type

 Forecast Model

Project Actual vs. Budget Payroll Allocation Cost report This report compares the actual payroll allocation cost with the budgeted payroll allocation cost and the deviation across two or more projects.

Microsoft Corporation 6 Microsoft Dynamics AX The report displays a maximum of the top five projects, based on payroll allocation cost deviation.

Total Budget Cost report This report shows the total budget cost over time for one or more projects. It displays a maximum of the top 10 projects, based on the total budget cost.

Chart  Company Yes, Project Yes No  Top count for project  Project Date From  Project Date To  Ledger Date From  Ledger Date To  Project

Type  Forecast Model

Project Hour Utilization Efficiency report This report compares the actual utilization based on efficiency hours with the budgeted utilization based on efficiency hours and the deviation across two or more projects. The report displays a maximum of the top five projects, based on the deviation of the utilization percentage.

Chart  Company Yes, Project No No  Top count for project  Forecast model  Project Date From  Project Date To

Project Actual vs. Budget Cash Inflow report This report compares the actual cash inflow with the budgeted cash inflow and the deviation across two or more projects. The report displays a maximum of the top five projects, based on the deviation of the cash inflow.

Chart  Company Yes, Project No No  Top count for project  Project Date From  Project Date To

 Ledger Date From  Ledger Date To  Project Type  Forecast Model

Project Actual vs. Budget Cash Outflow report This report compares the actual cash outflow with the budgeted cash outflow and the deviation across two or more projects. The report displays a maximum of the top five projects, based on the deviation of the cash outflow.

Microsoft Corporation 9 Microsoft Dynamics AX Project Actual vs. Budget Net Cash Flow report This report compares the actual net cash flow with the budgeted net cash flow and the deviation across two or more projects. The report displays a maximum of the top five projects, based on the deviation of the net cash flow.

Actual vs. Budget Revenue KPI This KPI is part of the Actual vs. Budget Revenue KPI report, and it displays the KPI status based on the deviation value of the actual versus budgeted revenue for all projects.

Expression Account Expression Displayed Drill-down Displayed by categories with account from a cube? available? default? required? categories

N/A N/A N/A Yes, Project No Yes

Actual vs. Budget Gross Margin KPI This KPI is part of the Actual vs. Gross Margin KPI report, and it displays the KPI status based on the deviation value of the actual versus budgeted gross margin for all projects.

Microsoft Corporation 10 Microsoft Dynamics AX Expression Account Expression Displayed Drill-down Displayed by categories with account from a cube? available? default? required? categories

Actual vs. Budget Net WIP KPI This KPI is part of the Actual vs. Budget Net WIP KPI report, and it displays the KPI status based on the deviation value of the actual versus budgeted net WIP for all projects.

Microsoft Corporation 11 Microsoft Dynamics AX

Actual vs. Budget Hours KPI This KPI is part of the Actual vs. Budget Hours KPI report, and it displays the KPI status based on the deviation value of the actual versus budgeted hours for all projects.

Actual vs. Budget Cash Inflow KPI This KPI is part of the Actual vs. Budget Cash Inflow KPI report, and it displays the KPI status based on the deviation value of the actual versus budgeted cash inflow for all projects.

Actual vs. Budget Cash Outflow KPI This KPI is part of the Actual vs. Budget Cash Outflow KPI report, and it displays the KPI status based on the deviation value of the actual versus budgeted cash outflow for all projects.

Microsoft Corporation 12 Microsoft Dynamics AX

Actual vs. Budget Net Cash Flow KPI This KPI is part of the Actual vs. Budget Net Cash Flow KPI report, and it displays the KPI status based on the deviation value of the actual versus budget net cash flow for all projects.

Microsoft Corporation 13 Microsoft Dynamics AX Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial, customer relationship and supply chain processes in a way that helps you drive business success.

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