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title TOCTitle ms:assetid ms:mtpsurl ms:contentKeyID author ms.date mtps_version f1_keywords audience ms.search.region
Create an estimate project
Create an estimate project
97f9011a-0e30-4f74-a13e-a880dd2201e7
36811420
tonyafehr
08/29/2014
v=AX.60
estimate project
WIP structure
Application User
Global

Create an estimate project

[!INCLUDEarchive-banner]

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

An Estimate project is used as a container to group various control parameters that are used for the estimation process. These control parameters are used to track WIP and manage revenue recognition.

Use the Estimate projects form to identify which projects should be defined as Estimate projects.

Note

An Estimate project is always based on an existing project, but multiple projects can refer to a single Estimate project. Only Fixed-price and Investment projects can be attached to Estimate projects.

  1. Depending on your version of the program, do one of the following:

    • In Microsoft Dynamics AX 2012 R2 or AX 2012 R3: Click Project management and accounting > Common > Projects > All projects. Open a Fixed-price or Investment project. In the Project form, on the Revenue recognition FastTab, right-click the Estimate project ID field, and then click View details.

    • Otherwise: Click Project management and accounting > Common > Projects > Estimate projects.

  2. On the Action Pane, in the New group, click Estimate project.

  3. On the General FastTab, in the Estimate project ID field, select a project for which you want to calculate estimates.

  4. Optional: In the Description field, modify the description of the Estimate project.

  5. In the Cost template field, select a cost template for the Estimate project.

  6. In the Period code field, to specify how frequently estimates are calculated, select one of the period types that have been created for your organization.

  7. To attach additional projects to the Estimate project, on the Projects FastTab, select a project in the Remaining projects list, and then click Add.

    [!NOTE]

    To detach a project from an Estimate project, select the project in the Selected projects list, and then click Remove.

See also

Estimate (form)

Estimate projects (form)

Create estimate (class form)

About maintaining estimates

Attach a project to an estimate