Sage Partners
Connect on Twitter
  • Home
  • Find a Reseller
    • By Location >
      • U.S. Partners
      • Canada Partners
    • By Sage Product >
      • Sage ERP Partners >
        • Sage 50 Partners
        • Sage 100 Partners
        • Sage 300 Partners
        • Sage Intacct Partners
        • Sage X3 Partners
        • Sage 500 Partners
      • Sage Construction Partners >
        • Sage 100 Contractor (Partners)
        • Sage 300 Construction (Partners)
      • Other Sage Partners
  • Sage Product Info
    • Sage 50
    • Sage 100 >
      • Sage 100 Tips & Tricks
      • Sage 100 System Requirements
    • Sage 300 >
      • Sage 300 Installation Guides
    • Sage Intacct
    • Sage 500
    • Sage X3
    • Sage Construction >
      • Sage 100 Contractor
      • Sage 300 Construction
      • Sage Estimating
    • Other Sage Products >
      • Sage Fixed Assets >
        • Sage Fixed Assets User Guides
      • Sage CRM
      • Sage HRMS >
        • Sage HRMS System Requirements
  • Sage Add Ons
  • Resources
    • Blog
    • Popular Articles
    • Buying Guides >
      • Inventory Management Tips
      • ERP Implementation Failure
  • Contact Us

What's New in Sage X3 Project Management

3/6/2020

0 Comments

 
Sage X3 Project Management Module
The Sage X3 Project Management module got some nice enhancements with the release of  Sage X3 Version 12  last year.  Here’s a look at the new features that now do even more to help you manage all stages of your projects from initiation and quoting to planning and completion.

See Also: What's New in Sage X3 2021
​

Tracking the Numbers

Recent updates to the project finance functions help you keep you projects on-budget and profitable.  Enhanced financial snapshots provide better visibility to more easily identify trends and project performance. You can run comparative analysis for a given project showing the project’s operational and financial trends over time, as well as variance displays to ease the trend analysis.

​In addition, financial Key Performance Indicators (KPIs) are now displayed on the project screen. Lastly, new multi-project consolidation functions and enhanced reports and budgeting make it even easier to track the numbers.
​

A Bird’s-Eye Vie

Sage X3 Project Management offers the ability to display all information for a project through a new global tree view of tasks and budgets assignments featuring the following:

  • Product availability dates have been added.
  • All contextual actions, including change status and budget updates actions, are now available for every entity.
  • Alerts on delays and quantities are now displayed using color indicators and new flags in the criteria section.
  • Display alerts on closed elements flag provides traceability for all alerts (i.e. obsolete).​

Enhanced Stock Allocation

Stock allocations are now possible for project demands (MTF). Stock allocations can be made either as a manual allocation process or automatic process based on the assignment rules defined on the products. Allocation details have been added in the task product grid including Quantity to allocate, Allocated quantity, Allocation status and Allocation type.
​

Other Notable Enhancements

New task fields - Estimated progress (%) and Progress range - can be used for estimating completed percentage of a task. Plus, new functionality also allows you to copy the project structure (from a template or existing project) into a new one as a starting point.  Lastly, a range of improvements have been added to the time entry functions, as well as time entry verification and inquiry.

See Also:
New Security and Compliance Features in Sage X3
Top Reasons to Upgrade to Sage X3 Version 12
New Updated User Interface in Sage X3
NEED HELP WITH SAGE X3?

Click below to find a Sage X3 partner and reseller in your local area that can provide training, consulting or support.
Sage X3 Partners
Top Sage Resellers Banner
0 Comments

Your comment will be posted after it is approved.


Leave a Reply.

    ARE YOU A SAGE PARTNER?

    Get Your Business Listed Here!

    Click below if you're interested in having your business listed in this online directory of Sage Partners.
    Get Started
    Sage Cloud Hosting by gotomyerp

    Popular Articles

    Big Bang Implementation vs Phased Approach
    (Pros, Cons)

    ---
    Sneak Peek!
    Sage 100 2025
    ---
    What's New in
    Sage 300 2025

    ---
    New Release:
    Sage Intacct 2025 R1
    ---
    What Does ERP Stand For?
    ---
    Sage 100 System Requirements and installation Guide
    ---
    Sage 300 Installation Guide
    ---
    Sage 100 Tips & Tricks

©2025 Top-Sage-Resellers.com. All rights reserved. This material and content on this website may not be reproduced, displayed, modified or distributed without the express prior written permission of the copyright holder. This website is not owned, operated, affiliated with, or endorsed by Sage Software, Inc. or Sage Intacct, Inc. Sage, Sage logos, and Sage product names mentioned herein are registered trademarks or trademarks of Sage Software, Inc. and/or its affiliates. Other product names mentioned are trademarks of their respective owners.
Privacy Policy