Project Management & Accounting in Microsoft Dynamics SL 2011 (80324)

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Vendor: 
Microsoft
Subject: 
ERP
Course Contents: 

Module 1: Project ControllerThis module explains how to setup and use the Project Controller module.  It provides a holistic view of the Project Management and Accounting suite. Since Project Controller is the foundation of the Dynamics SL Project Management and Accounting suite the first eleven chapters of the course relate to this software module.Lessons

  • Microsoft Dynamics SL 2011 Overview
  • Project Controller Overview
  • Account Categories / Project and Task Definition
  • Project Controller Setup
  • Maintenance Windows
  • Project Transactions and Processes
  • Advanced Options
  • Integration with Microsoft Dynamics SL 2011 Modules
  • Project Inquiries
  • Month-end Processing
  • Printing Reports and Flexible Column Reports

Lab : Project Controller

  • Definitions
  • Project Controller Setup
  • Maintenance Screens
  • Transactions and Processes
  • Advanced options

After completing this module, students will be able to:

  • Define projects, tasks, and account categories.
  • 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.

Module 2: Time and Expense for ProjectsThis module provides an overview of the Time & Expense for Projects module. It was designed to give you a comprehensive and practical understanding of the main aspects of setting up and using the Time & Expense for Projects module. Time and Expense for Projects composes the remainder of the first volume of the courseware.Lessons

  • Time and Expense Overview
  • Time and Expense for Projects Definition and Maintenance
  • Time and Expense Setup
  • Employee and Resource Maintenance
  • Timecard Transactions, Processes, and Inquiry
  • Posted Timecard Correction Process
  • Travel and Expense Setup, Transactions, and Processes
  • Other Time Processes
  • Printing Reports and Employee Utilization Report

Lab : Time and Expense for Projects

  • Definition
  • Time and Expense Setup
  • Employee and Resource Maintenance
  • Timecard transactions
  • Timecard corrections
  • Travel and expense transactions

After completing this module, students will be able to:

  • Define and implement employee labor costing methods
  • Describe how labor and expense transactions flow to other modules
  • Configure and set up Time & 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

Module 3: Project AllocatorThis module provides comprehensive guidance of the main aspects of setting up and using the Project Allocator module.  Project Allocator composes a significant portion of the second volume of the courseware.Lessons

  • Project Allocator Overview
  • Setup Procedures
  • Allocation Processor
  • Standard Rate Entry
  • Printing Reports

Lab : Project Allocator

  • Allocator Setup
  • Allocation processor
  • Printing reports

After completing this module, students will be able to:

  • 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

Module 4: Flexible BillingsThis module provides comprehensive guidance of the main aspects of setting up and using the Flexible Billings software module in Microsoft Dynamics SL 2011. Flexible Billings composes the remainder of the second volume of the courseware.Lessons

  • Flexible Billings Overview
  • Setup Procedures
  • Billing Rules and Invoice Format Maintenance
  • Defining Projects as Billable
  • Billing Transactions and Processes
  • Construction Billings
  • Invoiced-To-Date Billing History
  • Billing Inquiries
  • Printing Reports
  • Troubleshooting
  • Troubleshooting

Lab : Flexible Billings

  • Flexible Billings Setup
  • Billing Information maintenance
  • Billing transactions and processes

After completing this module, students will be able to:

  • 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

Objective: 

The five day Project Management & Accounting in Microsoft Dynamics SL 2011 course explores project management from an accounting perspective. This course will show you how to configure and utilize the four core Microsoft Dynamics SL 2011 Project modules which includes Controller, Allocator, Time & Expense for Projects, and Flexible Billings.

Prerequisites: 

Before attending this course, students must have:

  • Foundational knowledge and skill using Dynamics SL 2011 Financial modules.
  • Basic knowledge of accounting principles.

Benefits: 

After completing this course, students will be able to:

  • Create and maintain projects and tasks.
  • Set up Project Controller.
  • Identify how transactions flow through the Project Series applications.
  • Analyze project profitability.
  • Explain the Project Controller process flow.
  • Produce detailed reports and inquiries in Project Controller.

Audience: 

This course is intended for people who would like to learn features and procedures required to effectively use and implement Microsoft Dynamics SL 2011 Project Controller, Allocator, Time & Expense for Projects and Flexible Billings. This course is recommended for anyone who plans to implement, use, maintain, consult, or support these Microsoft Dynamics SL Project Management and Accounting modules.

Materials Available: 
Yes
Duration: 
40 hours
For more information on Project Management & Accounting in Microsoft Dynamics SL 2011 (80324) please feel free to contact us online or call us at 416-513-1535.