Advanced Projects™ for Microsoft Dynamics AXAdvanced Projects™ for Microsoft Dynamics AX is a project solution adapted to the needs of project-centric companies. It focuses on two key areas:

Project sales cycle support: Advanced Projects™ is the only system that supports giving project quotes directly based on complex WBS (work break structure) projects and at the same time combines all elements from costing, detailed tasks breakdown and material requirement and resourcing - taking the availability of sta�/tools/equipment into account, in one single solution.

Advanced Projects™ can within minutes give their customers very precise quotes, based on project templates, even imported MS Projects, in regards to both cost and delivery. After a win, Advanced Projects™ easily transfers the quote using the attached WBS project quote template to create the �rmed project in the project module. This takes out the typical painful and costly discrepancies between quotes and �rmed projects.

Project Management – the holistic approach: Only Advanced Projects™ o�ers a more holistic approach to project management. To really make a di�erence for project-centric companies project planning, resourcing, execution and material handling must be combined into one system. They all play vital role for the overall success of their projects.

Examples of target industries are (but not limited to):

• Industrial equipment manufacturing, assembly, installation and servicing.

• Research and development

• Engineering and construction

• Professional services (larger organizations)

This product is certi�ed for Microsoft Dynamics AX 2009.

Product Factsheet - Advanced Project’s™ for Microsoft Dynamics AX - © SoftEnigma 2009

Advanced Projects™

for Microsoft Dynamics AX

Solution for project-centric companies

KEY BENEFITS

• Optimizing the project sales cycle through WBS project assisted quotations.

• Fully Integrated WBS project planning solution for the ERP (AX) platform. No need for separate software like Microsoft Project server. One system, better integration, lowers training cost and overall TCO.

• Flexible resource and capacity planning for projects, by offering three levels of resource/capacity allocation: Finite, Capacity Leveling and In�nite. This enables better and more accurate short-term, mid-term and long-term planning.

• Support for fully automated resourcing of projects, by offering resource skill matching and having role-based project sta�ng.

• Project automation that offers the unique ability to “run” your projects as workflow, providing a much greater control over project execution and helps to maintain transparency.

• Built-In project analytics. Earned Value, S-Curve and Critical Path analysis enables easy and frequent performance reviews of all ongoing projects.

• Integration into Master Planning and Production to keep track of material and continually adjust the requirement dates or automatically managing project task constraints to optimize project WIP inventory.

PRODUCT HIGH LIGHTS

• One platform, only solution fully integrated into AX. Simple operation and training, low total cost of ownership.

• Sophisticated multi level WBS and workflow oriented project planning engine.

• Most advanced project and resource planning tools available for Dynamics.

• Only solution to o�er powerful project automation, runs projects as tightly controlled workflows.

• Only solution to o�er project assisted quotations. Much more accurate project quotations and precise delivery projections.

• Only solution to directly manage project WIP inventory through integration with Master Planning.

• Best graphical Gantt and status screens in industry. Sophisticated, but user friendly screens designed to create a high degree of transparency across projects and visibility of resource usage.

• Only project solution certi�ed by Microsoft.

Product Factsheet - Advanced Project’s™ for Microsoft Dynamics AX - © SoftEnigma 2009

SQL Server2008

Windows Server 2008

Windows XP/Vista/7

Windows Mobile

Financial Management

Project Accounting Master Planning Production

Purchasing

Project Planning

Analytics Earned Value

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Calendar Management

Roles & Skill Matching

Capacity Planning

Inter-CompanyResourceLeasingRE

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Material Constraint Project Change Management

Project Controlled

Master Planning

Tracking Planned Project

OrdersMAT

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Project Delivery Projections

Project Assisted Quotation

Budget ForecastingPR

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Exception &Event

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Advanced Projects™

Product Factsheet - Advanced Project’s™ for Microsoft Dynamics AX - © SoftEnigma 2009

PRODUCT FEATURES

Project Quotation• Powerful project assisted quotation, built on top of the standard AX Project quotation. • Build up your quotations with quotation projects, which can be imported, made from

project templates or from scratch. • Use Advanced Project™’s quotation projects to simulate scheduling and give your customer

projected delivery dates and precise budget estimates.• Advanced Project™ easily transfers the quote using the attached WBS project quote

template to create the �rmed project in the project module. All you need to do is to schedule the project (1 click). No need for time consuming setup of an entirely new project after each win.

Project Planning and Scheduling• Advanced project and resource/capacity planning with three distinct levels of capacity

planning: In�nite, Leveling and Finite. This allows you to do �nite planning with named resources or plan with unspeci�ed (bulk) capacity, or a mix of the two, on your projects.

• Planning models, allowing you run planning simulations in parallel and asses impact of changes to resources, capacity and constraints across multiple projects at one time.

• Basic features: • WBS task structured projects.• Project milestone management.• Advanced task predecessor/successor control. • Task date constraint rules.• Multiple role/resource assignments per task.• Unit based role/resource load.• Duration only tasks (no assignments)• Define task by work or duration.• Sub project embedment, which enables you to break up larger project and also link sub

projects.• Add notes and attachments.• Standard, role and resources calendars, to define working hours, shifts, company holidays

and personal time o�.

Project Automation• The unique ability to “run” your projects as workflow. This provides greater control over

project execution and helps to maintain transparency as to who’s doing what and when. • The ability for users to create workflow exception tasks on the fly, to catch errors and

problems, and make them part of the project, workflow and schedule. No need for creating separate project issue list that competes with the project.

• Collect task status and actual time from users that will automatically promote the project workflows. No need for project managers to do statusing.

• Project Compacting gives option to provide a prioritized rescheduling of all active projects, with the extra option of auto-sta�ng projects.

Project Material Management• Advanced Project™ allow you to add items and expense lines to tasks, to plan project

material consumption and expenses, using standard Project forecast. • Automatically keep track of any Master Planning generated planned order, PO and

production orders, related to any task.• Continuously adjust the requirement dates to task scheduling. • Project views for "Late delivery", "Early delivery", "Planned orders" and "Item requirements.• Offer the option to automatically apply date constraints to project tasks in case of

latedelivery or material constraints.

Product Factsheet - Advanced Project’s™ for Microsoft Dynamics AX - © SoftEnigma 2009

Project Issue Tracking• Track any issue that comes during execution of projects effectively.• Issues are linked to projects and project tasks.• Full tracking of issue change history (field level).• Issue level notification to one or more users, employees or external email addresses, when

status changes.• Optional to link issue to related issued.

Advanced Graphical Charts• Advanced Project™'s advanced time and Gantt charts for better overview and managing

projects. Central status screens oversee all active projects and resources.

Project Reporting• Combined T&E (time & expense) and status reporting, allows automated project statusing.

The solution collects task T&E and status from users/resources that automatically promote the project workflows. No need for project statusing, easing the burden for the project owner/manager.

• Role based resource and capacity allocation• Advanced Project™ manages resources and/or capacity assignments via project roles which

is a unique and powerful feature for Advanced Project™. • This new way of managing resource on your project, makes it much simpler to assign and

change resources or capacity. It uses an advanced skill matrix to match up resource to roles, and can suggest which resources would be the best to perform a certain role.

• This also enables Advanced Project™ to auto assign the right resources to projects at the beginning or whenever the project is rescheduled.

Project Analytics• Use of Earned Value and S-Curve analysis on projects to judge real-world performance. • Critical Path Management to facilitate smarter choices when running and editing projects.

Other• Import and export Microsoft Projects (XML).

For further information please go to our website or email us at:

web : www.softenigma.com email : sales@softenigma.com

®

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