Project management involves the planning and organization of a company’s resources to move a specific task, event, or duty towards completion. It can involve a one-time project or an ongoing activity, and resources managed include personnel, finances, technology, and intellectual property.
On a very basic level, project management includes the planning, initiation, execution, monitoring, and closing of a project.
In X3, the special function “Project snapshots” is provided to obtain a real-time top-level overview of data associated with the project. You can execute this function at any specific time to get an overview.
Navigate to: All > Project > Snapshot> Project snapshots A project snapshot is based on the actual status of a project at the point it is run. It provides similar data to that provided for a project overview.
Sections on screen:
- Home: The Project snapshots function contains a Home section in which you define a “snapshot header” with a Snapshot list section that contains a table of all extracted snapshots.
A snapshot header is a prerequisite to run a snapshot. The snapshot header contains the project code and the snapshot code to be used each time the data is extracted. Once header is created you can use “Extract snapshot” button to extract project data as and when required.
- Snapshot lists: This table holds the list of snapshots extracted each time to review the project data. Also, each snapshot has automatically generated unique number. This section is used to view the list of snapshots that have been extracted for this snapshot header.
Following are two limitations.
- You cannot use this function to consolidate data for different projects.
- Access to project financial expense detail at the cost type level is blocked.
Hope this blog helps you in tracking your financial status more efficiently.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.