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How to Update Project Status in Sage X3

Project_status

How to Update Project Status in Sage X3

Projects can be maintained in different statuses: new, launched, delivered, closed, and suspended.
The default status upon creating a project is ‘new’. However, this status can be changed to launched and even later to delivered upon making significant milestones.

To change/update project status, navigate to: Projects> projects> Status update

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The key is in the company, site, and project details, and click on the search button.
The applicable current status of the project will populate on the lines. Notice the potential statuses on the right panel; for this example, we will consider updating the project from ‘launched’ as the current status to ‘delivered’ as the updated status.
Click on ‘deliver’ option. A log reading will be generated with the changes from launched to delivered.
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When you run the search on the status update page again you’ll notice the new current status to be ‘delivered’.
These are the simple steps to be followed when undertaking the status update of a project.

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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.

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