A Look at D365 F&O (AX) WIP Project Reporting: Budget vs. Actual

  • Wednesday, October 12, 2022:3:00 PM - 4:00 PM
  • Room: Coastal 2 - Convention Center, Level 2
  • Session Number:  413
  • / CEU Credits:1

Description

Budgeting and tracking project WIP are topics where companies often face difficulties. In this educational session, we’ll look at the options for managing budgets in Dynamics AX/D365 Project Management and Accounting. We’ll demonstrate solutions for tracking project WIP reporting for service-oriented organizations, and more specifically, budget vs actual hours and amounts. A variety of use cases for project-based businesses will be shown.

Complete Session Survey Here

Learning Objectives

Understand the intricacies of Dynamics AX/365 WIP reporting for professional services and other project-based companies
Reconcile budget vs. actual for WIP reporting
Leverage project budget options

Association

Handout(s)


Presenter
Judi Irion
Business Analyst/Project Manager
Ellipse Solutions, LLC.