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Project Management Training Guide

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Project Management Training Guide Project Management Training Guide P200 Project Management: Basic Certification Course Prerequisites IMPORTANT: Before beginning the combined P200 Project Management course, you must first take the P130 Employee Management: Basic course. The P200 course consists of a hands-on guide that will walk you through the specifics of Acumatica’s Project Management (PM) module. The guide is intended for a two-day on-site training session. While many have completed this course online, you might encounter some challenges that you would otherwise not face when done in our classroom setting. You will perform the exercises in your installed copy of Acumatica, using the “Template” data provided with the Acumatica installation package version 4.2. To begin, activate all the features of the application using the Common Settings: 1. Open the Enable/Disable Features form (screen ID CS100000): Configuration > Common Settings > Licensing > Enable/Disable Features 2. Click the Modify button on the toolbar. 3. Confirm that the features are enabled/disabled as follows: (When you come to a field not specified in the table below, either populate it as you see fit or leave it as is.) Field Value Organization {checked} Customer Management {checked} Project Management {checked} Time Reporting on Activity {checked} Finance {checked} Multi-Branch Support {checked} Inter-Branch Transactions {checked} Multi-Currency Accounting {unchecked} Deferred Revenue Management {unchecked} Subaccounts {checked} Fixed Assets Management {checked} VAT Reporting {unchecked} Invoice Rounding {unchecked} Support for Expense Reclassification {unchecked} Contract Management {checked} Tax Entry from GL Module {unchecked} ROT & RUT Deduction {unchecked} Consolidated Posting to GL {checked} Volume Pricing {unchecked} Distribution {checked} Inventory Subitems {checked} Page 2 of 149 Automatic Packaging {unchecked} Warehouses {checked} Warehouse Locations {checked} Blanket Purchase Order {unchecked} Drop Shipments {unchecked} Multiple Unit of Measure {checked} Misc {checked} Row-Level Security {unchecked} Field-Level Audit {unchecked} Avalara Tax Integration {unchecked} Address Validation {unchecked} Notification Module {checked} 4. Save your changes. 5. Click the Enable button on the toolbar. 6. Since branch accounting is enabled, verify that you are working in the MAIN branch and that it is configured correctly: a. Verify that you are connected to the MAIN branch. The information is located at the top of the screen: b. It is important that you work in the MAIN branch throughout this certification class. 7. In the General Ledger module, generate all necessary financial periods in order to be able to activate the January 2014 to December 2014 period: Finance > General Ledger > Work Area > Manage > Financial Periods: Generate Periods button Important Note: Training Documentation was tested with build 4.20.0935 Page 3 of 149 Table of Contents Certification Course Prerequisites ............................................................................................................... 2 Business Scenario ......................................................................................................................................... 7 Project Management Module Overview ...................................................................................................... 7 Preparation for Project Management Module Implementation ................................................................. 8 Collect and Analyze the Information ................................................................................................ 8 Project Management Module Preparation for Implementation Checklist ...................................... 8 Project Management Module Configuration Checklist .............................................................................. 15 Integration ................................................................................................................................................. 18 Project Scenario: Time and Materials (T&M) Project ................................................................................ 18 Summary of the T&M Project Scenario ................................................................................................. 18 Verify the Employee Management Configuration ................................................................................. 19 Create a Stock Item ................................................................................................................................ 19 Receive Stock Items in Your Client’s Warehouse ................................................................................... 20 Create a Reason Code for Issuing Material to the Project ..................................................................... 21 #1: Define Auto-Numbering Sequences ................................................................................................. 21 #2: Define the Structure of PM Identifiers ............................................................................................. 23 #3: Maintain Valid Values for Validated Segments ................................................................................ 26 #4: Configure PM Module Preferences .................................................................................................. 26 #5: Create PM Module Attributes .......................................................................................................... 31 #6: Configure PM Module Attributes ..................................................................................................... 31 #7: Create Account Groups .................................................................................................................... 32 #8: Create Rate Tables ........................................................................................................................... 33 #9: Create Rate Types ............................................................................................................................ 34 #10: Create Rate Lookup Rules .............................................................................................................. 35 Page 4 of 149 #11: Maintain Rate Tables ..................................................................................................................... 37 #12: Create Allocation and Billing Rules ................................................................................................ 40 T&M Project Process Flow ......................................................................................................................... 49 Create a T&M Project and Project Tasks ................................................................................................ 49 T&M Project Scenario: Update 1 ........................................................................................................... 69 Project Scenario: WIP Project .................................................................................................................... 70 Summary of the WIP Project Scenario ................................................................................................... 70 #7: Create Account Groups .................................................................................................................... 72 #9: Create Rate Types ............................................................................................................................ 73 #10: Create Rate Lookup Rules .............................................................................................................. 74 #11: Maintain Rate Tables ..................................................................................................................... 75 #12: Create Allocation and Billing Rules ................................................................................................ 77 WIP Project Process Flow ........................................................................................................................... 87 Create a WIP Project and Project Tasks ................................................................................................. 87 WIP Project Scenario: Update 1 ............................................................................................................. 94 Issue Material to the WIP Project .......................................................................................................... 96 WIP Project Scenario: Update 2 ............................................................................................................. 97 WIP Project Scenario: Update 3 ............................................................................................................. 98 Project Scenario: Attribute Allocation Project ......................................................................................... 100 Complex Project Calculations: Incentive Compensation by Project .................................................... 100 Incentive Compensation Exercise Overview ........................................................................................ 100 #5: Create PM Module Attributes ........................................................................................................ 101 #6: Configure PM Module Attributes ................................................................................................... 105 #7: Create Account Groups
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