Microsoft Dynamics AX Work Breakdown Structures Demo Script

7/21/2019 Microsoft Dynamics AX Work Breakdown Structures Demo Script

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Microsoft Dynamics®

AXService Industries: Work Breakdown Structure

Last Updated: March 2014

AX 2012 ! " #ersion 1$0$0



Microso%t &'na(ics AX 2012 !: )ro*ect Work Breakdown Structure

+,-./-.S

+,-./-.S 2

I-.,&U+.I,- !

.aret Audience !

Scenario: -ew Work Breakdown Structure 4

Scenario: )anned /ort 4

Scenario: nu(3er o% resources

Scenario: pan start and end dates

Scenario: pan duration %or a work 3reakdown structure

Scenario: .ask dependencies 5

Scenario: auto scheduin rues 6

Scenario: Manae /sti(ates 6

Scenario: /ort .rackin 7

Scenario: +ost trackin 8

&IS+LAIM/ 10

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I-.,&U+.I,-

.his script wi introduce the pro*ect work 3reakdown structure 9WBS enhance(ents as part o%

Microso%t &'na(ics AX 2012 !$

.he pri(ar' oa o% these %eatures is to (ake it si(pi%' creatin; scheduin; and trackin work

3reakdown structures in Microso%t &'na(ics AX$ .he %oowin capa3iities are provided out<o%<

the<3o=:

1$ &ispa' the work 3reakdown structure in a hierarchica rid that can 3e (odi>ed:

• Less %re?uent' used attri3utes are contained in a coapsed ta3 3eow the hierarchica rid$

2$ Scheduin enine capa3iities:

• Scheduin enine is aware o% the pro*ect workin caendar$

• /ort; nu(3er o% peope; and dates are s'nchroni@ed with the workin caendar$

• /sti(ate ines are auto(atica' enerated %or tasks to si(pi%' creatin %orecasts and

3udets$

• A3iit' to enerate %orecasts %ro( the Work 3reakdown structure %or($

!$ Work and cost trackin capa3iities:

•

/ort and cost trackin sheets co(pare actuas with panned eort and cost$• A3iit' to e=press a proress percentae 9 on each co(peted task as it reates to the

pro*ect eort and cost$

• A3iit' to override the pro*ections on ea% node tasks and su((ar' tasks$

.A/. AU&I/-+/

.his script is intended to de(onstrate the vaue o% AX 2012 ! %or pro*ect (anaers and other

pro%essionas invoved in the pro*ect pannin process$ Ca(iiarit' with Microso%t &'na(ics AX is

assu(ed$

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S+/-AI,: -/W W,D B/AD&,W- S.U+.U/

1$ +ick Project management and accounting > Common > Projects > All projects ; and

then on the Action Pane; in the New roup; cick Project to create a new pro*ect$ 9See

)ro*ect: /astside /) I(pe(entation %or re%erence2$ ,n the Action )ane; on the )an ta3; in the Activities roup; cick Work reakdown

structure$

!$ ,n the Work reakdown structure %or(; on the Action Pane; on the !ask ta3; in the

New roup; cick !ask to add a new task row$

A work 3reakdown structure 9WBS nu(3er is enerated %or the new row$ .his nu(3er

indicates the hierarchica nu(3erin o% the task$ .he nu(3erin is .,+ st'e with nu(3ers

o% the parent a the wa' to the root separated 3' E$E pre>=ed to the taskFs ordina nu(3er

within its parent$4$ /nter the task na(e; eort 9hours; nu(3er o% resources; start date; end date; and duration

%or the task$

Note" .he Category >ed %or a new tasks wi de%aut to the vaue speci>ed in the Project

management and accounting parameters %or(; and (a' 3e overridden$

S+/-AI,: )LA--/& /CC,.1$ In the Work reakdown structure %or(; create a (utieve hierarch' with parent<chid

reationships 3' usin the #utdent; $ndent; Mo%e up; and Mo%e down 3uttons on the

Action Pane in the Maintain roup$2$ ,n the Action Pane; on the !ask ta3; in the !ask sc&eduling roup; cick Automatic

sc&eduling to veri%' that auto(atic scheduin is turned o$!$ Cor each task in the rid; enter the attri3ute and eort in%or(ation$

Note" /ort can on' 3e incuded on ea% node tasks$ /ort %or parent tasks wi awa's

reGect the su( o% the chid tasks$

I% the nu(3er o% resources; start date; >nish; and duration have 3een speci>ed; then an'chanes to the '(ort >ed wi resut in the end date 3ein updated$

When the eort totas are recacuated; the scheduin oic wi recacuate eort totas on

the parent and randparent tasks a the wa' to the root$

4




S+/-AI,: -UMB/ ,C /S,U+/S

1$ ,n the Work reakdown structure %or(; seect a task and in the Numer of resources

cou(n; enter the nu(3er o% resources %or the task$2$ When 'ou add the nu(3er o% resources; the work 3reakdown structure wi auto(atica' 3e

recacuated$!$ When 'ou add or update the nu(3er o% resources; i% the )tart; *inis&; and Duration >eds

contain in%or(ation; the *inis& and Duration >eds wi 3e recacuated$4$ I% the )tart >ed or *inis& >ed does not contain in%or(ation; addin or (odi%'in the

nu(3er o% resources wi not i(pact these >eds$$ .he 'nd and Duration >eds %or a o% the parent tasks in this taskHs hierarch' a the wa' to

the pro*ect root (ust 3e recacuated$

S+/-AI,: )LA- S.A. A-& /-& &A./S

1$ ,n the Work reakdown structure %or(; seect a task and in the )tart cou(n; enter

the start date o% the task$

.he start date o% a task is de%auted %ro( the atest start date o% a the predecessors o% the

task$ I% the task has no predecessors; then the start date wi de%aut to the pro*ectFs start

date$ ou can (odi%' the start date o% a task on ea% node tasks$

When 'ou enter or (odi%' the start date or end date; the task ti(e wi auto(atica' 3e

recacuated 3ased on the %or(ua; End = Start + Duration$ .he cacuation does consider

the pro*ect workin caendar$

I% the eort and nu(3er o% resources have 3een added; when 'ou enter a start date; the

end date and the duration wi 3e recacuated$

.he start dates and durations o% a parent tasks in the hierarch' o% this task a the wa' to

the pro*ect root (ust 3e recacuated$

S+/-AI,: )LA- &UA.I,- C, A W,D B/AD&,W-

S.U+.U/

1$ ,n the Work reakdown structure %or(; in the Duration cou(n; enter a duration to

each ea% node task$ When 'ou add a new ea% node task; this wi 3e input 3' the user i% the

start and end dates have not 3een input aread'$

I% start and end dates are set; the end date and the eort are recacuated accordin to the

scheduin oic$ I% on' start date is set; the end date and eort (ust 3e recacuated$ I%

on' end date is set; the start date and eort (ust 3e recacuated$




S+/-AI,: .ASD &/)/-&/-+I/S

1$ ,n the Work reakdown structure %or(; seect a task and then dou3e<cick in the

Predecessors >ed$2$ /nter in%or(ation a3out the predecessor task to create dependencies 3etween the tasks$

.he Predecessors >ed in the rid wi show the WBS code o% the predecessor task or tasks$

ou can seect (utipe tasks at the sa(e ti(e and assin the( to one task$

A%ter a task has a ist o% predecessors; the start date o% the task (ust 3e ater than or e?ua

to the ast end date o% a predecessor tasks$ Addin the >na start data wi recacuate:

• .he end date and duration o% the task$

• .he start dates; end dates and durations on the parent tasks$

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S+/-AI,: AU., S+J/&ULI- UL/S

1$ ,n the Work reakdown structure %or(; on the Action Pane; on the !ask ta3; in the

!ask sc&eduin roup; cick )&ow sc&eduling discrepancies$

B' (akin chanes to the eort; dates; duration; or nu(3er o% resources on a task; a check

o% the %oowin rues on the task and an' %oowin tasks wi 3e co(peted:

• 9&uration o% task = 9-o o% hours in a standard work da' = 9-o o% resources is not e?ua to

the eort on the task$

• .he start date o% the task is earier than the atest end date o% an' predecessor tasks$

• .he esti(ate ines o% the task do not e?ua the eort on the task$

I% an' o% the a3ove conditions is true %or a task; the task wi 3e Gaed with a scheduin

discrepanc' icon$2$ +ick the scheduin error icon to view the error (essaes aainst the task$

.he task vaidation is run even when the auto(atic scheduin on a task is turned o$

ou can view or hide a o% the scheduin discrepancies 3' cickin the Show"Jide

scheduin discrepancies 3utton on the Action Pane; on the !ask ta3; in the !ask

sc&eduling group$

ou can auto(atica' >= a o% the scheduin discrepancies 3' cickin the Ci= ascheduin discrepancies 3utton on the Action Pane; on the !ask ta3; in the !ask

sc&eduling group$

S+/-AI,: MA-A/ /S.IMA./S

A%ter 'ou have assined the eort and cateor' to a task; i% no esti(ate ine e=ists; a new

esti(ate ine is created and can 3e viewed in the 'stimated costs and re%enue ta3 o% the

Work details section at the 3otto( o% the %or($ A sine esti(ate ine o% t'pe Jour is

auto(atica' enerated and (aintained to reGect the eort esti(ate and cateor' o% the work

in the task$ Su3se?uent chanes to the cateor' or eort %or the task wi 3e reGected in this

esti(ate ine$

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S+/-AI,: /CC,. .A+DI-

1$ In the Work 3reakdown structure %or(; on the Action )ane; on the .ask ta3; in the #iew

roup; cick /ort trackin view$

.he eort trackin view aows 'ou to (ake pro*ections on the schedue and to provide

%eed3ack on when and what needs to 3e re<panned to (eet the schedue$

/ort trackin view incudes the %oowin attri3utes:

• Progress percent: .he percentae o% work co(peted$ ou can update this >ed to start a

recacuation o% the +emaining e(ort and the 'stimate at complete$

• Actual e(ort ,&ours-: Cor a ea% node; the actua eort indicates the su( o% the hours on

a o% the posted hour transactions %or this activit'$ Cor a parent node; it indicates the su( o%

the hours on a posted hour transactions %or this activit' K the su( o% this >ed on a chid

tasks$

• +emaining e(ort: .he re(ainin eort re?uired to co(pete the activit'$ .his vaue is

cacuated 3' the s'ste( as 'stimated e(ort at complete . )pent ,Actual- e(ort$ Atthe start o% the pro*ect; the esti(ated eort at co(pete is sa(e as the panned eort$

Jowever; 'ou can update the re(ainin eort vaue to recacuate the esti(ated eort at

co(pete$

• '(ort at complete: .he tota eort re?uired to co(pete the activit'$ .his vaue (a' 3e

ess or (ore than the panned eort$ At the start o% the pro*ect; the panned eort is the

sa(e as the eort at co(pete$ Jowever; as ti(e passes; 3ased on the proress (ade 3' a

tea(; 'ou can update the '(ort to complete vaue which wi cause a recacuation o% this

>ed as Actual e(ort / +emaining e(ort$

Note: .he correspondin increase"decrease in cost is then updated to the cost trackin view

to reGect the /sti(ated cost at co(pete$

• Planned e(ort: .his vaue was deter(ined in the pannin view$

• Projected e(ort %ariance: A positive vaue in this >ed indicates that the pro*ect is on

track and wi (eet the (iestones as schedued$ I% the variance is neative; as indicated 3'

a red icon; the activit' has consu(ed (ore eort than panned at that point o% ti(e$ .his

can 3e taken as a cue to re<pan the activit' so that the eorts can (eet the schedue$

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2$ Seect a task in the work 3reakdown structure and cick Mark as complete$ .his can 3e

done on either a ea% task or a su((ar' task$

.his wi do the %oowin:

• Set )roress percentae to 100$00

• Set )tatus to +o(peted

• Set e(ainin eort 9hours to 0$00

S+/-AI,: +,S. .A+DI-

!$ In the Work reakdown structure %or(; on the Action Pane; on the .ask ta3; in the

#iew roup; cick Cost tracking %iew$

.he cost trackin view aows 'ou to (ake pro*ections on the schedue and to provide

%eed3ack on when and what needs to 3e re<panned to (eet the schedue$

+ost trackin view incudes the %oowin attri3utes:

• Percentage of cost consumed: +ost consu(ed as a percentae o% the esti(ated cost at

co(pete %or the activit'

• Actual cost: Su( o% a the costs$

• Cost to complete: .he actua cost incurred to co(pete the activit' up unti that point o%

ti(e$ .he s'te( cacuated this cou(n as 'stimate at complete . Actual cost$ At the

start o% the pro*ect; the 'stimate at complete vaue is the sa(e as the Planned cost$ oucan update cost to co(pete at an' ti(e durin the course o% the pro*ect$ .his wi cause a

correspondin recacuation o% the 'stimate at complete$

• 'stimate at complete: .he tota cost incurred to co(pete the activit' up unti that point

o% ti(e$ .he s'ste( cacuates this as Actual Cost + Cost to complete$

• Planned cost: .he cost %ro( the pannin view $

• Projected cost %ariance: A positive vaue in this >ed indicates that the pro*ect is on track

and wi (eet the (iestones as schedued$ I% the variance is neative; as indicated 3' a red

icon; the activit' has consu(ed (ore cost than panned at that point o% ti(e$ .his can 3e

taken as a cue to revise the activit' so that costs can 3e (et appropriate'$

&IS+LAIM/ 2014 Microso%t +orporation$ A rihts reserved$ Microso%t; Windows; Windows #ista; Microso%t &'na(ics and otherproduct na(es are or (a' 3e reistered trade(arks and"or trade(arks in the U$S$ and"or other countries$ ,therna(es and 3rands (a' 3e cai(ed as the propert' o% others$

.he in%or(ation herein is %or in%or(ationa purposes on' and represents the current view o% Microso%t +orporationas o% the date o% this presentation$ Because Microso%t (ust respond to chanin (arket conditions; it shoud not 3einterpreted to 3e a co((it(ent on the part o% Microso%t; and Microso%t cannot uarantee the accurac' o% an'in%or(ation provided a%ter the date o% this presentation$

Sa(pe code incuded in this presentation is (ade avaia3e AS IS$ .J/ /-.I/ ISD ,C .J/ US/ , .J/ /SUL.S

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Microsoft Dynamics AX Work Breakdown Structures Demo Script