Project management (PJM)

This guide provides a comprehensive overview of the Sage X3 Project management (PJM) module. It covers the prerequisites and setup needed to use the Project management module, and describes the integrated features provided for managing projects.

Screenshots could be noticeably different depending on your product version and configuration.

Audience

This guide is aimed at organizations managing projects within the business sectors of services and manufacturing.

Practical experience shows that investment in electronic automation to manage projects provides a greater likelihood of achieving the objectives of the project. Sage X3 Project management provides a comprehensive solution for project managers who plan and execute simple or complex projects. It provides tools for those delivering a project that ensures efficient use of resources to achieve the desired result.

Sage X3 Project management is fully embedded within the ERP processes.

What’s new

Additional SQL queries delivered for use with the "project estimation" parameters ESTPRGINIT - Estimated progress initialize and ESTPRBINIT - Estimated budget progress initialize.

Management of scheduled invoices from the Project management function (GESPJM) and the project billing functionality with a new functional authorization: Management of scheduled invoice dates, quantities, and amounts; management of forecasted invoice dates, quantities, and amounts; management of scheduled invoice dates linked to a project milestone.

Time entry activity templates can be defined from which common activities can be added quickly and easily to time entry records.