Dynamics AX 2012 Project - Forecast Scheduling Transaction

AX 2012 Project - Forecast Scheduling 

1. Select the address CEU -> Organization administration from the Address bar by clicking the navigation path arrows.

2. Click Area Page node: Organization administration -> Common -> Calendars -> Working time templates.

Form name: Working time templates

 3. Click the New button.

4. Create a new record in the Working time templates form.

5. Change Name from '' to 'Demo Working Template'.

6. Switch to the Monday tab on the Working time templates form.

 7. Click the Add button.

8. Create a new record in the Working time templates form.

9. Change From from '12:00 am' to '08:00 am'.

Form name: Information

  10. Click the OK button.

11. Change To from '12:00 am' to '05:00 pm'.

12. Save the record in the Working time templates form.

13. Click the Copy day button.

Form name: Copy day

 14. Click the OK button.

15. Click the Copy day button.

Form name: Copy day
  

16. Change To weekday from 'Tuesday' to 'Wednesday'.

17. Click the OK button.

18. Click the Copy day button.

Form name: Copy day

 19. Change To weekday from 'Tuesday' to 'Thursday'.

20. Click the OK button.

21. Click the Copy day button.

Form name: Copy day

 22. Change To weekday from 'Tuesday' to 'Friday'.

23. Click the OK button.

24. Switch to the Tuesday tab on the Working time templates form.

 25. Switch to the Wednesday tab on the Working time templates form.

 26. Switch to the Thursday tab on the Working time templates form.

  27. Switch to the Friday tab on the Working time templates form.

 28. Switch to the Saturday tab on the Working time templates form.

 29. Switch to the Sunday tab on the Working time templates form.

  30. Click the Close toolbar button.

31. Close the Working time templates form.

32. Click Area Page node: Organization administration -> Common -> Calendars -> Calendars.

Form name: Working time calendars

  

33. Click the New button.

34. Create a new record in the Working time calendars form.

35. Change Name from '' to 'Demo Calender'.

36. Click the Working times button.

Form name: Working times

 37. Click the Compose working times button.

Form name: Microsoft Dynamics AX

 38. Change Working time template from '' to 'Demo Cal'.

39. Click the OK button.

40. Click the Close toolbar button.

41. Close the Working times form.

42. Click the Close toolbar button.

43. Close the Working time calendars form.

44. Click Area Page node: Organization administration -> Common -> Resources -> Resource groups.

Form name: Resource groups

  

45. Click the Resource group -> New -> Resource group button.

46. Create a new record in the Resource groups form.

47. Change Resource group from '' to 'Project Re'.

48. Change Site from '' to '1'.

49. Switch to the General tab on the Resource groups form.

  

50. Switch to the Calendars tab on the Resource groups form.

 51. Click the Add button.

52. Create a new record in the Resource groups form.

Form name: Information

  

53. Click the OK button.

54. Change Calendar from '' to 'Demo Calen'.

55. Save the record in the Resource groups form.

56. Click the Close toolbar button.

57. Close the Resource groups form.

58. Click Area Page node: Organization administration -> Common -> Resources -> Resources.

Form name: Resources

  

59. Click the Resource -> New -> Resource button.

60. Create a new record in the Resources form.

61. Change Type from 'Machine' to 'Human resources'.

Form name: Infolog

 62. Change Personnel number from '' to '000131'.

63. Switch to the Resource groups tab on the Resources form.

 64. Click the Add button.

65. Create a new record in the Resources form.

66. Change Resource group from '' to 'Project Re'.

Form name: Information

 67. Click the OK button.

68. Change Calendar from '' to 'Demo Calen'.

69. Save the record in the Resources form.

70. Switch to the Capabilities tab on the Resources form.

  

71. Switch to the General tab on the Resources form.

 72. Change Capacity unit from '' to 'Data/hour'.

73. Change Capacity from '0.00' to '5.00'.

Form name: Information

 74. Click the OK button.

75. Save the record in the Resources form.

76. Click the Resource -> New -> Resource button.

77. Create a new record in the Resources form.

78. Change Resource from '' to 'Res_2'.

79. Change Type from 'Machine' to 'Human resources'.

80. Switch to the General tab on the Resources form.

  

81. Change Personnel number from '' to '000042'.

82. Click the Add button.

83. Create a new record in the Resources form.

84. Change Resource group from '' to 'Project Re'.

85. Change Calendar from '' to 'Demo Calen'.

Form name: Information

 86. Click the OK button.

87. Save the record in the Resources form.

Form name: Infolog

  

88. Click the Close button.

Form name: Infolog

 89. Click the Close button.

Form name: Infolog

 90. Click the Close button.

Form name: Infolog

 91. Click the Close button.

Form name: Infolog

 Form name: HcmWorkerEnhancedPreviewPart

92. Close the HcmWorkerEnhancedPreviewPart form.

93. Click Area Page node: Organization administration -> Common -> Resources -> Resources.

Form name: Resources

 94. Click the Resource -> New -> Resource button.

95. Create a new record in the Resources form.

96. Change Resource from '' to 'RES_2'.

97. Change Type from 'Machine' to 'Human resources'.

98. Change Personnel number from '' to '000131'.

99. Switch to the General tab on the Resources form.

  

100. Switch to the General tab on the Resources form.

 Form name: Infolog

 101. Click the Close button.

102. Click Area Page node: Organization administration -> Common -> Resources -> Resources.

Form name: Resources

  

103. Make sure the selection is changed in table Resources to:

Resource	Description	Type
Res_2	Res_2	Human resources

104. Change Personnel number from '000042' to '000131'.

105. Click the Add button.

106. Create a new record in the Resources form.

107. Change Resource group from '' to 'Project Re'.

Form name: Information

  

108. Click the OK button.

109. Change Calendar from '' to 'Demo Calen'.

110. Save the record in the Resources form.

111. Click the Close toolbar button.

112. Close the Resources form.

113. Select the address CEU -> Project management and accounting from the Address bar by clicking the navigation path arrows.

114. Click Area Page node: Project management and accounting -> Setup -> Forecasts -> Forecast models.

Form name: Forecast models

 115. Click the New button.

116. Create a new record in the Forecast models form.

117. Change Model from '' to 'DEMO'.

118. Change Name from '' to 'DEMO Forecast Hours'.

119. Click the Close toolbar button.

120. Close the Forecast models form.

121. Click Area Page node: Project management and accounting -> Setup -> Project management and accounting parameters.

Form name: Project management and accounting parameters

 122. Switch to the Forecast tab on the Project management and accounting parameters form.

  

123. Change Forecast model from 'P-2008' to 'DEMO'.

124. Click the Close toolbar button.

125. Close the Project management and accounting parameters form.

126. Click Area Page node: Project management and accounting -> Common -> Projects -> All projects.

Form name: Pending transactions

Form name: Project forecasts

Form name: Actual costs

Form name: ProjProjectsPreviewPane

Form name: Projects

 127. Click the Project -> New -> Project button.

Form name: Create project

 128. Change Project ID from '' to 'Forecast Project'.

129. Change Project name from '' to 'Forecast Project'.

130. Change Project group from '' to 'TM1'.

131. Change Project contract ID from '' to '110304'.

132. Click the OK button.

Form name: Pending transactions

Form name: Project transactions

Form name: Item tasks

Form name: Resource scheduling

Form name: Invoice

Form name: Actual costs

Form name: Actual cash flow

Form name: Projects

 133. Click the Plan -> Forecast -> Hour forecasts button.

Form name: Hour forecasts

 134. Click the New button.

135. Create a new record in the Hour forecasts form.

136. Change Category from '' to 'Design'.

137. Change Hours from '0.00' to '100.00'.

138. Change Personnel number from '' to '000131'.

Form name: Information

 139. Click the OK button.

140. Save the record in the Hour forecasts - Forecast model: DEMO, 5/7/2013 form.

141. Click the New button.

142. Create a new record in the Hour forecasts - Forecast model: DEMO, 5/7/2013 form.

143. Change Category from '' to 'Install'.

144. Change Personnel number from '' to '000131'.

145. Make sure the selection is changed in table Hour forecast to:

Forecast model	Project date	Project ID	Activity number	Category	Personnel number	Description	Hours	Line property	Budget type	Indirect cost component group
DEMO	5/7/2013	Forecast Project		Install	000131		0.00	Charge	None

146. Change Hours from '0.00' to '50.00'.

147. Make sure the selection is changed in table Hour forecast to:

Forecast model	Project date	Project ID	Activity number	Category	Personnel number	Description	Hours	Line property	Budget type	Indirect cost component group
DEMO	5/7/2013	Forecast Project		Install	000131		50.00	Charge	None

Form name: Information

 148. Click the OK button.

149. Save the record in the Hour forecasts - Forecast model: DEMO, 5/7/2013 form.

150. Switch to the General tab on the Hour forecasts - Forecast model: DEMO, 5/7/2013 form.

 151. Switch to the Overview tab on the Hour forecasts - Forecast model: DEMO, 5/7/2013 form.

 152. Switch to the General tab on the Hour forecasts - Forecast model: DEMO, 5/7/2013 form.

 153. Switch to the Dates tab on the Hour forecasts - Forecast model: DEMO, 5/7/2013 form.

 154. Switch to the Resource requirements tab on the Hour forecasts - Forecast model: DEMO, 5/7/2013 form.

 155. Click the New button.

156. Create a new record in the Hour forecasts - Forecast model: DEMO, 5/7/2013 form.

157. Change Requirement from '' to 'Project Re'.

158. Switch to the Scheduling tab on the Hour forecasts - Forecast model: DEMO, 5/7/2013 form.

 159. Switch to the Resource requirements tab on the Hour forecasts - Forecast model: DEMO, 5/7/2013 form.

 160. Switch to the Overview tab on the Hour forecasts - Forecast model: DEMO, 5/7/2013 form.

 161. Make sure the selection is changed in table Hour forecast to:

Forecast model	Project date	Project ID	Activity number	Category	Personnel number	Description	Hours	Line property	Budget type	Indirect cost component group
DEMO	5/7/2013	Forecast Project		Design	000131		100.00	Charge	None

162. Switch to the Resource requirements tab on the Hour forecasts - Forecast model: DEMO, 5/7/2013 form.

  

163. Click the New button.

164. Create a new record in the Hour forecasts - Forecast model: DEMO, 5/7/2013 form.

165. Change Requirement from '' to 'Project Re'.

Form name: Information

  

166. Click the OK button.

167. Save the record in the Hour forecasts - Forecast model: DEMO, 5/7/2013 form.

168. Click the Scheduling -> Resource scheduling menu button.

Form name: Microsoft Dynamics AX

 169. Change In/Out from '' to 'Forward'.

170. Change Time from '12:00 am' to '08:00 am'.

171. Change Method from 'Operations scheduling' to 'Job scheduling'.

172. Click the OK button.

173. Switch to the Overview tab on the Hour forecasts - Forecast model: DEMO, 5/14/2013 form.

 174. Make sure the selection is changed in table Hour forecast to:

Forecast model	Project date	Project ID	Activity number	Category	Personnel number	Description	Hours	Line property	Budget type	Indirect cost component group
DEMO	5/14/2013	Forecast Project		Design	000131		100.00	Charge	None

175. Switch to the Scheduling tab on the Hour forecasts - Forecast model: DEMO, 5/14/2013 form.

176. Make sure the selection is changed in table Hour forecast to:

Activity number	Link	Link type	Working time	Capacity	Resource	Hours scheduled	Project date	Start time	End date	End time
	EndStart	Soft	Yes	Yes	Res_1	100.00	5/14/2013	01:00 pm	5/29/2013	02:00 pm

177. Click the Scheduling -> Resource scheduling menu button.

Form name: Microsoft Dynamics AX

 178. Click the OK button.