Project management

Use this function to define the details of a particular project or job your company is working on. A project forms a fundamental part of the billing contract.

Important
No documentation is currently available for this function. However, you can click the link below to access full information about the Project management module in Sage X3. The Project management (PJM) guide describes the prerequisites and settings needed to use the Project management module, and the integrated features provided for managing projects.

Project management (PJM) guide: For more information on using this function, see the Creating a project chapter.

Each project structure comprises a generic design. This generic design can be applied as the basis for managing many types of project. It provides a comprehensive solution when applied to both a services-type project such as a development project, and to a manufacturing project such as an infrastructure project.

Prerequisites

Refer to the documentation on Implementation.

Example project: Rotating tower crane

This example demonstrates elements of a Project management project that delivers a rotating tower crane to a customer.

The following diagram shows the main components of a rotating tower crane (RTC).

The main components of a rotating tower crane (RTC).

Structure

The first stage of this example project is to draw up a structure diagram for producing the rotating tower crane above.

This example project is structured using the 3 master phases that need to be tracked from a financial perspective: a "design" phase, a "manufacturing" phase, and an "installation" phase. The "manufacturing" phase incorporates the manufacturing of the major components of the crane. The "installation" phase in this example includes both assembly and quality assurance elements. An example Sage X3 Project management structure diagram is provided below.

A structure diagram with 3 master phases for producing the rotating tower crane. A 'design' phase, a 'manufacturing' phase, and an 'installation' phase.

The project details need to be created in the Project management (GESPJM) function.

A cost structure to track costs is defined.

An operational structure to track replenishments and delays is defined.

The following sample screen represents a section of the Operational structure from the structure diagram.

  • The labor task T10101 is to manage the assembly of the T10101A (Crane tower unit) task. Time planned and consumed, and the costs can be tracked using this task.
  • Tasks T10102-4 are the material tasks. In this example, these tasks manage the product deliveries.

A section of the Operational structure in the Project management function (GESPJM) from the structure diagram for the rotating tower crane.


The following example diagram represents the labor tasks for the project:

A structure diagram with the labor tasks needed to produce the rotating tower crane.

The following example diagram represents the material tasks for the project:


A structure diagram with the material tasks needed for producing the rotating tower crane.


It’s important to have a clear vision of the expected follow-up of the project before creating the project structures and before starting the project. Defining the expected follow-up levels for both Budget and Tasks is a key element of this vision.
Project management (PJM) guide: Refer to Appendix 1: Example project, which includes Reference data for this example.

Error messages

The only error messages are the generic ones.

Tables used

Refer to the documentation on Implementation.