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

Vendor:

Subject:

ERP [2]

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

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

Business Analysis (BA)

Six Sigma

Project Management (PMP®)

ITIL®

Quality Assurance (QA)