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The New One-Stop Shop for Project Managers in Microsoft Dynamics AX

Having quick and easy access to key project reports and analytics, actions, approvals, and project transaction details can have a major impact on a Project Manager’s ability to successfully deliver on-time and on-budget projects.

The new Microsoft Dynamics AX Service Industries ERP solution provides an innovative new productivity concept called a “workspace”. Workspaces bring together into a single place everything that a user needs to complete their tasks. The Project Management workspace in Dynamics AX was designed to serve this purpose specifically for Project Managers. To see a Project Management workspace in action, check out the new video in our Dynamics AX video library that demonstrates the Project Management workspace.

Project Management Workspace
Project Management Workspace

As you’ll see in this video, the Project Management workspace can include features such as:

  • Activity tiles showing pending approvals for timesheets, expense reports, draft invoices, and other workflow processes, with one-click drill down access to the details.
  • Data visualizations showing key information about project budget vs. actual performance, project profitability, resource utilization, and much more.
  • Relevant sets of transactions and records, such as your open projects or open project issues to be resolved, with one-click drill down access to the details.
  • Quick links to other areas of the system, including functions, inquiries and reports, and setup options.


Click here to link directly to the demo video to see more information on this process and other related aspects of the project lifecycle in Microsoft Dynamics AX. 

And as always, don’t hesitate to reach out to us directly at This email address is being protected from spambots. You need JavaScript enabled to view it. if you’d like more information. 

About the Author

Andy Yeomans

Andy Yeomans

Andy Yeomans is Director of Business Development for SAGlobal, where his role is to help project-driven organizations evaluate and select ERP software systems to better manage their finances, projects, clients, and resources. Andy was instrumental in developing the organization's Microsoft Dynamics AX industry solutions and practice area for the AE & Environmental industry. Andy has over 17 years of ERP experience and has helped dozens of AE & Environmental firms evaluate, select, and implement ERP software systems for their business.

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