Brochure: Advanced Projects™ for Microsoft Dynamics AX is a project solution adapted to the needs of project-centric companies.

1. Advanced Projects
for Microsoft Dynamics AX
™
Solution for project-centric companies
®
www.softenigma.com

2. So you have grown your project-centric business, survived the
recession, now you are looking for ways to bring it all together
and consolidate - but can’t seem to nd the right solution?
- Look no further, Advanced Projects™ can help
move you to the next level
Advanced Projects
for Microsoft Dynamics AX
™

3. Product information
Advanced 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. KEY BENEFITS
Project Management – the holistic approach: Only Advanced Projects™ o ers a more • Optimizing the project sales cycle through WBS project assisted
holistic approach to project management. To really make a di erence for project-centric quotations.
companies project planning, resourcing, execution and material handling must be • Fully Integrated WBS project planning solution for the ERP (AX) platform.
combined into one system. They all play vital role for the overall success of their projects. No need for separate software like Microsoft Project server. One system,
better integration, lowers training cost and overall TCO.
Examples of target industries are (but not limited to):
• Flexible resource and capacity planning for projects, by offering three
• Industrial equipment manufacturing, assembly, installation and servicing. levels of resource/capacity allocation: Finite, Capacity Leveling and Infinite.
• Research and development This enables better and more accurate short-term, mid-term and long-term
planning.
• Engineering and construction
• Support for fully automated resourcing of projects, by offering resource
• Professional services (larger organizations) skill matching and having role-based project sta ng.
• Project automation that offers the unique ability to “run” your projects as
work ow, 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.
Advanced Projects
for Microsoft Dynamics AX
™

4. Project Manager, Gantt chart tab
Product feature map
PROJECT
Project Assisted Project Delivery Budget
SALES
Project Status, Time chart tab
Quotation Projections Forecasting
MANAGEMENT MANAGEMENT MANAGEMENT
Analytics Project Exception &
PROJECT
Project Work ow Project Event
Earned Value Compacting
Planning S-Curve Execution Handling
Inter-Company
RESOURCE
Roles & Skill Capacity Calendar
Advanced Resource
Project Manager, Project WBS grid layout Matching Planning Management Leasing
Projects ™
Project Tracking Material Constraint
MATERIAL
Controlled Planned Project Project Change
Master Planning Orders Management
Financial Project Production
Master Planning
Project Performance, Project EVA (earned value) and more Management Accounting Purchasing
SQL Server Windows Server Windows Windows
2008 2008 XP/Vista/7 Mobile
Advanced Projects
for Microsoft Dynamics AX
™

5. PROJECT
Project Assisted Project Delivery Budget
SALES
Quotation Projections Forecasting
MANAGEMENT MANAGEMENT MANAGEMENT
Analytics Project Exception &
PROJECT
Project Work ow Project Event
Earned Value Compacting
Planning S-Curve Execution Handling
RESOURCE
Roles & Skill Capacity Calendar Inter-Company
Advanced Resource
Matching Planning Management Leasing
Projects
™
Project Tracking Material Constraint
MATERIAL
Controlled Planned Project Project Change
Master Planning Orders Management
Financial Project Production
Master Planning
Management Accounting Purchasing
SQL Server Windows Server Windows Windows
2008 2008 XP/Vista/7 Mobile
Project sales
Advanced Projects™ offers several tools to optimize your project sales cycle. The
powerful project assisted quotation feature that is built on top of the standard
AX Project quotation, greatly simplify the quotation process.
It enables you to build up your quotations from a real WBS project, instead of
having to piece it together line by line. You can use existing project templates,
choose to import a MS Project, or create a new WBS structured project from
scratch with attached items and expenses.
Another bene t from using quotation projects is that you can simulate
scheduling and give your customer projected delivery dates and precise budget
estimates.
When you have a win, Advanced Projects™ 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.
Advanced Projects for Microsoft Dynamics AX
™

6. PROJECT
Project Assisted Project Delivery Budget
SALES
Quotation Projections Forecasting
MANAGEMENT MANAGEMENT MANAGEMENT
Analytics Project Exception &
PROJECT
Project Work ow Project Event
Earned Value Compacting
Planning S-Curve Execution Handling
RESOURCE
Roles & Skill Capacity Calendar Inter-Company
Advanced Resource
Matching Planning Management Leasing
Projects
™
Project Tracking Material Constraint
MATERIAL
Controlled Planned Project Project Change
Master Planning Orders Management
Financial Project Production
Master Planning
Management Accounting Purchasing
SQL Server Windows Server Windows Windows
2008 2008 XP/Vista/7 Mobile
Advanced Projects™ o ers sophisticated analytics tools. You can perform EVA or
Project management Earned Value Analysis on your projects to judge real-world performance. Critical
Path Analysis enables you to make smarter choices when running and editing
projects.
Advanced Projects™ o ers advanced resource and capacity planning with three Planning models, allowing you to run planning simulations in parallel and asses
distinct levels of capacity planning: Infinite, Capacity Leveling and Finite. This impact of changes to resources, capacity and constraints across multiple projects at
allows you to do nite planning with named resources or plan with bulk one time.
(unnamed) capacity, or a mix of the two, in your projects. Project Compacting, offers you prioritized batch rescheduling of your running
Project automation, offers you the unique ability to “run” your projects as projects. Simple and powerful way to incorporate planning changes in a easy,
work ow. This provides greater control over project execution and helps to secure and organized way.
maintain transparency as to who’s doing what and when. Users can create Advanced Projects™ also o ers all the basic project features like: WBS task
work ow exception tasks on the y, to catch errors and problems, and make structured projects, project milestone management, task predecessor successor
them part of the project, work ow and schedule. Advanced Projects™ collects rules, task date constraint rules, multiple assignments per task with optional unit
task status and actual time from users that will automatically promote the based load, de ne task by work or duration, sub project embedment, add notes
project work ows. No need for project managers to do statusing. and attachments to task, calendars management and more.
Advanced Projects for Microsoft Dynamics AX
™

7. PROJECT
Project Assisted Project Delivery Budget
SALES
Quotation Projections Forecasting
MANAGEMENT MANAGEMENT MANAGEMENT
Analytics Project Exception &
PROJECT
Project Work ow Project Event
Earned Value Compacting
Planning S-Curve Execution Handling
RESOURCE
Roles & Skill Capacity Calendar Inter-Company
Advanced Resource
Matching Planning Management Leasing
Projects
™
Project Tracking Material Constraint
MATERIAL
Controlled Planned Project Project Change
Master Planning Orders Management
Financial Project Production
Master Planning
Management Accounting Purchasing
SQL Server Windows Server Windows Windows
2008 2008 XP/Vista/7 Mobile
Resource management
Di erent from other project solutions, Advanced Projects™ enables you to work This new way of managing resourcing on your projects, makes it much simpler to
with named resources and bulk capacity in your project planning, even in the assign resources and manage changes.
same projects.
Advanced Projects™ uses an advanced skill matrix to match up resource to roles, and
It o ers several tools to easily overview and manage both resources and capacity can suggest which resources would be the best t to perform a certain role.
across your enterprise that can help heighten productivity and lead to better use
This also enables it to auto assign the right resources to projects at the beginning or
of your existing investment in people and assets.
whenever the project is rescheduled, to leverage all your resources and capacity
Advanced Projects™ manages resources and capacity assignments via project equally.
roles which is a unique and powerful feature for this solution.
Advanced Projects for Microsoft Dynamics AX
™

8. PROJECT
Project Assisted Project Delivery Budget
SALES
Quotation Projections Forecasting
MANAGEMENT MANAGEMENT MANAGEMENT
Analytics Project Exception &
PROJECT
Project Work ow Project Event
Earned Value Compacting
Planning S-Curve Execution Handling
RESOURCE
Roles & Skill Capacity Calendar Inter-Company
Advanced Resource
Matching Planning Management Leasing
Projects
™
Project Tracking Material Constraint
MATERIAL
Controlled Planned Project Project Change
Master Planning Orders Management
Financial Project Production
Master Planning
Management Accounting Purchasing
SQL Server Windows Server Windows Windows
2008 2008 XP/Vista/7 Mobile
Material management
Advanced Projects™ allows you to add items and expenses to tasks, in order to project WIP inventory.
plan project material consumption and expenses, using standard Project
Project views for "Late delivery", "Early delivery", "Planned orders" and "Item
forecast.
requirements, makes it transparent for project managers and master planners to
Integrations into Master Planning and Production enables you to keep track of handle exceptions and constraints when they occur.
any project generated planned, purchase and production orders, derived from
Advanced Projects™ also o ers the option to automatically apply date
your project tasks.
constraints to project tasks in case of late delivery or other material constraints.
It will continuously adjust the requirement dates to task scheduling, so Master This way you can allow unsolvable item constraints and delays to incorporated in
Planning will pick up changes in item requirement and change plans to optimize to the project plans with one single click.
Advanced Projects for Microsoft Dynamics AX
™

9. About SoftEnigma
SoftEnigma is a Gold Certified Microsoft partner that exclusively For further information please go to our web site or e-mail us at:
specializes in advanced project solutions for Microsoft Dynamics AX. Our
web : www.softenigma.com
primary product is an Microsoft Dynamics certi ed add-on solution e-mail : sales@softenigma.com
called Advanced Projects™.
SoftEnigma is the industry leader in fully integrated project planning
and resource management systems for Microsoft Dynamics AX. SoftEnigma are working with over 40 partners in 15 countries across
ve continents.
We have o ered project and resource solutions since 1990, and worked
with several major brand name customers over the years.
Our Goal
Our declared goal is to be the leader in advanced project planning, SoftEnigma is located in Atlanta, GA, United States.
project automation, and resource management for Microsoft Dynamics.
“Advanced Projects” and chart logo is trademarks of SoftEnigma Inc in United States and other counties.
Microsoft Dynamics is registered trademark of Microsoft Corporation in the United States and other countries.
All other product names may be registered trademarks of the their respective owners.
All rights reserved; no part of the publication may be reproduced, stored in a retrieval system, or transmitted in
any form or by any means without the permission of the publishers.
© Copyright - SoftEnigma Inc 2009
®
Advanced Projects
for Microsoft Dynamics AX
™