Introduction and objectives

"Project management" is the application of processes, methods, knowledge and skills to achieve the objectives of the project.

Sage X3 Project management is fully integrated with the core Sage X3 functional areas of customer relationship management (CRM), sales, purchases, manufacturing, inventory and finance. It provides a tool, fully embedded within the ERP processes, with the capacity to address the factors required to achieve the objectives of a project.

Sage X3 Project management targets two distinct business sectors, the services sector, where there is no dependency on material items, and the manufacturing sector. It has the capacity for these sectors to manage planning and quotations, manage budgets and control costs, organize and allocate resources, and raise external documents. Sage X3 Project management provides the functionality therefore, to plan, to develop estimates and manage resources, and to track projects to achieve the desired results.

By providing greater visibility and control of your projects, Sage X3 Project management will save you time and provide efficiency improvements.

Features

Sage X3 Project management fits seamlessly within the existing Sage X3 areas (or categories) of supply chain management, manufacturing and project control.

The light boxes in the diagram above represent future development.
These features plus a graphical planning tool will be available in a future release of Sage X3.
The Project management functionality provided to meet the needs of the services sector is less detailed than that provided for the manufacturing sector.
Additional features specific to the services sector will be available in a future release of Sage X3.