The Sage X3 Project Management module got some nice enhancements with the release of Version 12 last year. Here’s a look at the new features that now do even more to help you manage all stages of your projects from initiation and quoting to planning and completion.
Recent updates to the project finance functions help you keep you projects on-budget and profitable. Enhanced financial snapshots provide better visibility to more easily identify trends and project performance. You can run comparative analysis for a given project showing the project’s operational and financial trends over time, as well as variance displays to ease the trend analysis. In addition, financial Key Performance Indicators (KPIs) are now displayed on the project screen. Lastly, new multi-project consolidation functions and enhanced reports and budgeting make it even easier to track the numbers.
Sage X3 Project Management offers the ability to display all information for a project through a new global tree view of tasks and budgets assignments featuring the following:
Stock allocations are now possible for project demands (MTF). Stock allocations can be made either as a manual allocation process or automatic process based on the assignment rules defined on the products. Allocation details have been added in the task product grid including Quantity to allocate, Allocated quantity, Allocation status and Allocation type.
New task fields - Estimated progress (%) and Progress range - can be used for estimating completed percentage of a task. Plus, new functionality also allows you to copy the project structure (from a template or existing project) into a new one as a starting point. Lastly, a range of improvements have been added to the time entry functions, as well as time entry verification and inquiry.