Project management
Important
There is currently no Help available for this function.
However, you can click the following to access a comprehensive overview of the Sage X3 Project management (PJM) module. The Project management (PJM) guide covers the prerequisites and setup needed to use the Project management module, and describes the integrated features provided for managing projects. Click the link that applies to your Sage X3 solution:
- Project management (PJM) if you are using Sage Business Cloud.
- Project management (PJM) if you are using an on-premises instance of Sage X3.
Project management (PJM) guide: Refer to the Creating a project chapter for information on the use of this function.
Prerequisites
Refer to documentation Implementation
Example
Example project: Rotating tower crane
This example demonstrates elements of a Project management project that would be implemented to deliver a rotating tower crane to a customer.
The following diagram shows the main components of a rotating tower crane (RTC).
Structure
The first stage of this example project would be to draw up a structure diagram for producing the rotating tower crane above.
This example project will be structured using the three master phases that need to be tracked from a financial perspective: a "design" phase, a "manufacturing" phase and an "installation" phase. The "manufacturing" phase incorporates the manufacturing of the major components of the crane. The "installation" phase in this example includes both assembly and quality assurance elements. An example Sage X3 Project management structure diagram is provided below.
The project details must be created in the Project management (GESPJM) function.
A cost structure to track costs is defined.
An operational structure to track replenishments and delays is defined.
The following sample screen represents a section of the Operational structure from the structure diagram.
- The labor task T10101 is to manage the assembly of the T10101A (Crane tower unit) task. Time planned and consumed, and the costs can be tracked using this task.
- Tasks T10102-4 are the material tasks. In this example these tasks manage the product deliveries.
The labor tasks for the project are represented by the following example diagram:
The material tasks for the project are represented by the following example diagram:
It is important to have a clear vision of the expected follow-up of the project before creating the project structures and before starting the project. Defining the expected follow-up levels for both Budget and Tasks is a key element of this vision.
Project management (PJM) guide: Refer to Appendix 1: Example project which includes Reference data for this example.