Am new to this AX project Module. And now am looking into the requirements of a project centric company, I need clarifications on the following:
How do we make a WBS structure in Projects? → For ex: the phases in my project are PM, Design, Purchase, Assembly and Install. Then do I need to define them as activity? or sub-projects?
How do budget allocation can be done to a project on the whole and individually Phase wise too? I think if we define the phase as an activity, we cannot define budget for tht activity. Also i assume budgeting for a project is done through project quotation details.Also budgeting in Project is wrt Item, Hour and expenses. Is there any provision where direct amount can be eneterd in the projects and its respective phases? Whats the difference between functionalities of Estimate project details and Project quotation details?
If I create Item requirements from a project, then when I create a PR as this PR is associated with the same project, it is not allowing to select the items from the item requirements form and instead it is showing Item master table to select the required item. The same is happening with Purchase order also. Will there be any other way where I can select the items in PR from the item requirements instead of Item master table?
Please clarify me if you know any of these. Currently i dont have documents to refer also. And hence am posting here.
Also please refer any document where I can get clear understanding of projects module apart from the Training materials.
Thanks and Regards,