Understand terminology in the project management environment.

Explain how maintenance, data entry, and process screens work for each of the modules covered.

Define projects, tasks, and account categories.

Identify the navigation used to access the windows for transactions, reports, utilities, routines, and inquiries in Project Series.

Identify the primary pitfalls or challenges in implementing the modules.

General knowledge of Microsoft Windows

Working knowledge of the Microsoft Dynamics SL Financial modules

Basic knowledge of accounting principles

Project Series Features and Benefits

Project Controller Overview and Roadmap

Project Controller Implementation plan

Account categories and task definitions

Chart of Account and Flexible Key Maintenance

Code Types and Code Files

Contract Types and calculation methods

Project Maintenance

Maintaining Budgets

Beginning balances

Revenue Recognition

Equipment and Resource Maintenance

Integration with other Microsoft Dynamics SL modules

Financial Transaction Transfer

Period-end procedures

Account Categories/Project and Tasks definition

Setup Account Categories

Associate Account Categories with General Ledger Accounts

Set up Project and Task structure

Category report and GL transfer report

Controller Setup

Code Type and Code File Maintenance

Complete ID Maintenance

Flexible Key Maintenance

Maintenance screens

Employee Information

Enter project and budget information

Generate a project profile report

Controller Setup

Code Type and Code File Maintenance

Complete ID Maintenance

Flexible Key Maintenance

Enter passwords

Financial Transaction Transfer (FTT)

Enter Project related vouchers

Project Inquiries

Close Project Controller for the period

Define projects, tasks, and account categories.

Understand how Project Series transactions are created and recorded.

Analyze project profitability.

Set up the Project Controller module.

Set up and assign employees to projects.

Enter and revise project transactions.

Configure advanced options for equipment and resources.

Perform Financial Transaction Transfer.

Close Project Controller for the period.

Transaction process flow

Module strengths

Audit trails

Labor Pay types and costing methods

Time and Expense Setup

Time policies

Overtime setup

Maintaining employees

Employee/Position rate maintenance

Workers' Compensation and Union rates

Timecard transactions and corrections

Travel and expense setup

Mobile Time and Expense setup

Troubleshooting

Design and set up the employee State ID and Labor Classification

ID Maintenance

Week Maintenance

Setup the Time and Expense module

Enter employee information

Enter employee position/rate maintenance

Generate the employee report

Enter a timecard

Inquire on a timecard status

Approve timecards

GL Labor Posting

Enter employee position/rate changes

Enter and approve timecard corrections

Generate the timecard report

Complete Time and Expense setup

Expense type maintenance

Vendor maintenance

Enter a travel and expense report

Define and implement employee labor costing methods

Describe how labor and expense transactions flow to other modules

Configure and set up Time and Expense for Projects

Perform an assignment inquiry

Enter, review, and approve a timecard

Enter travel and expense transactions

Print timecard reports and the employee utilization report

Allocator overview and process flow

Audit trails

Capabilities of Allocator

Allocation process

Indirect rate calculator

Standard Rate Entry

Troubleshooting

Define rate types and rate keys

Define the rate table hierarchy

Configure the rates and allocation method

Run the allocation processor

Generate Allocation Reports

Create an Equipment ID

Set up the Project Allocator module

Configure an allocation rate table definition and multi-level rate entry

Complete allocation method setup

Print reports and run inquiries

Flexible Billings overview and process flow

Module strengths

Implementation worksheet

Billing Policies

Billing rules and invoice formats

Costing methods

Billing information maintenance

Billing transaction load

Sales tax processing

Automatic invoice creation

Construction billings

Troubleshooting

Setup the flexible billings module

Billing rule maintenance

Invoice Format maintenance

Defining projects as billable

Load Billing records

Adjust invoice amounts

Review and print the invoice

Post the invoice

Setup and configure the flexible billings module

Create a billing invoice

Define a project as billable

Make adjustments to invoices

Enter percent completion

Perform scheduled billings and revenue release

Enter a construction billing invoice

Print a billing report and perform inquiries

Data References

Troubleshooting

have an understanding of the tables used in Project Controller and how they are used by Microsoft Dynamics SL.

Understand how to troubleshoot a “Process Already in Progress” Error in Control Parameter Maintenance (PA.CNT.00)

Creating new Account Categories

Associating GL Accounts and Account Categories

Setting up a new Line of Business

Creating a new Project

Comprehensively understand the Project Series modules described in this courseware.

Have more confidence in their ability to use Project Series in their company.

Set up new Labor Class

Create New Employee

Enter Timecards

Create Timecard Correction

Complete Expense Type Maintenance

Complete Vendor Maintenance

Enter Travel and Expense Report

Complete GL Labor posting process

Comprehensively understand the Time and Expense modules described in this courseware.

Have more confidence in their ability to use Time and Expense module in their company.