How to Create Projects in Sage X3

Sage X3 comes with an inbuilt project management module which helps in tracking all the ongoing projects, while at the same time ensuring integration with the other core functional modules such as sales, purchasing, manufacturing, and finance.

Mostly useful in the manufacturing and service sector, this module is crucial in managing resources and products. It helps organizations successfully draw and execute a project, capturing all the required details.

This blog will focus on creating and managing a new project using this powerful module.

Navigate to: Projects module > projects > project management

Click the new + button to start on a new project.

The sales site and the operating site must be defined on the same company. The status will default to ‘New’ and the user can put their preferred description for the project.

Under the ‘general’ tab we can set up the customer linked to the project as well as the sales representative or the field can be left blank if it is an internal project for research and development purposes.

The category field is essential to enable grouping of projects for statistical purposes.

Once the key general details have been entered we can assign the resources that will be required to complete this project.

As shown below at the ‘assigned employees’ tab, once you click the search button you can enter the employee applicable and their role definition and description will auto populate. This data is derived from the sage X3 user records already defined in the system.

The list of employees defined here will be used later to filter the employees that can be assigned to an operation.

Any associated projects can also be linked down below the employee assignment.

You also have the ability to define the analytical dimensions for the project, which enable the tracking of costs and expenses in the finance module.

Once all the header details are completed, click the create button to create the new project.

After creation of a new project the you can now go ahead and define the cost structure which allows you to set up the budget for the project, as well as do your task planning which enables you to organize and schedule the various tasks and to assign resources for those tasks.

You can also access the financial follow up of the project using the financial overview function and compare the actual expenses and planned revenue to the budgeted costs.

Now you have learnt the key elements required for project creation in Sage X3.

About Us:

Greytrix Middle East Subsidiary of Greytrix India Pvt Ltd, Headquartered in Mumbai. It is a leading Sage business partner and ISV Partner offering Consulting, Implementation, and development services for Sage X3, Sage 300 People (HRMS), and Sage Intacct, which covers Dubai, Saudi Arabia, and Qatar region.

Our methodology involves a techno-functional expert team to analyze the client’s business processes, workflow, current system situation, and plans. Then, based on the analysis, we propose solutions that meet their requirement regarding the product consideration. In addition, we ensure to serve our clients with robust, future-proof, business-critical solutions that deliver best practices, processes, and functionality designed specifically for the business and its people.

We offer professional services such as Implementation and Configuration, Business Process Analysis, Project Management, Integrations and Migrations, and Technical & Functional Support, along with enhancements within Sage X3, Sage 300 People (HRMS), and Sage Intacct across various industry verticals like Process Manufacturing (Food & Beverages, Chemical), Discrete manufacturing (Automotive, Textile & Apparel), Non-Profit, Health-care Industry and Services Industry (Financial, Software & Engineering), Distribution (Transportation & Logistics).

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How to Create Projects in Sage X3