Integrating Project Server and Project Online with Dynamics AX 2013 R3

Microsoft Project Server and Project Online provide rich project portfolio management (PPM) functionality for business users. The combination of PPM with the financial management features of Dynamics AX provides a rich set of capabilities for project-focused businesses such as professional services and construction. In the AX 2009 SP1 release, we provided a solution that integrated project information between the…


Straight Line Project Revenue Recognition in AX R3 CU8

In addition to (and compatible with) the new continuous revenue recognition that we are introducing in the upcoming CU8 release of Dynamics AX 2012 R3, we are also introducing a new revenue calculation method for straight line or subscription-style revenue arrangements. With this calculation method, the accrued revenue for the period is calculated based on…


Continuous Project Revenue Recognition in AX R3 CU8

One of the requests that we have gotten over the last several years in Dynamics AX Project Accounting is for better visibility into project revenue, especially for fixed-price projects. Unlike time and materials projects (where revenue is recognized upon invoicing), revenue for fixed-price projects is recognized using the estimate system. The word estimate is a…


New AX R3 Project E-Learning Courses

As you probably know, we recently released Dynamics AX 2012 R3 with new capabilities for project-focused businesses. If you are reading this blog, you have probably gone through the existing Project Management and Accounting courses for Dynamics AX 2012 R2 (80316, 80317, and 80311). As we looked at the effort required to update the existing…


Business Process Library for Dynamics AX 2012 Professional Services

I am excited to announce the availability of the professional services process model as part of Microsoft Dynamics Lifecycle Services ( You can see this new library under “Global libraries” on the LCS site and customize it or use it as the basis for your own library. We built this library as an extension (111…

New AX 2012 R3 Project White Papers

I’m happy to announce the availability of three new white papers covering new capabilities in Dynamics AX 2012 R3 Project Management and Accounting: Integration with Microsoft Project (Client) Project resource scheduling Timesheet audit trail and absence reporting for DCAA We will have additional white papers in the coming weeks.  

Independent Sub-project Budgeting in AX 2012 R3

One more feature in the budgeting area coming in Dynamics AX 2012 R3 is the ability to manage the budgets of sub-projects independently. In AX 2012 RTM and R2, initial budget creation and revisions were done at the project hierarchy level. A single set of budget lines applied to the parent project and all sub-projects….


Project Effort and Cost Tracking Views in AX 2012 R3

In a previous post, I described some of the new features available for editing work break structures in Dynamics AX 2012 R3. In this post, I’ll show the new project cost and effort tracking views that enable project managers to keep on top of the progress of their project. To demonstrate, I’ve created the simple…


Intercompany Project Invoicing in AX 2012 R3 (Part 2)

In my last post, I showed you how to set up the new intercompany invoicing for projects feature in the upcoming AX 2012 R3 release. I’ll finish by show you how the transactions are actually processed. In my example, I’m an employee in Contoso Consulting USA (SUSB) working on a project in Contoso Consulting France (SFRA)….


Intercompany Project Invoicing in AX 2012 R3 (Part 1)

Since the initial release of Dynamics AX 2012 in late 2011, we have invested a lot to make projects easier to use in multi-company scenarios. In the 2012 feature pack, we enabled users to report time against projects in other legal entities. In the R2 release, we added the ability to resource projects with employees…