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.
Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, 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 caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU™ integrations include Sage X3 for Sage CRM, Salesforce.com, Dynamics 365 CRM and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Currently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight and Letter of Credit and India Legislation for Sage X3 to Sage business partners, end users and Sage PSG worldwide. Greytrix Sales Commission App for Sage X3 simplifies commission calculations and postings on sales transactions.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
Greytrix is a recognized Sage champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.
For more information on Sage X3 Integration and Services, please contact us at firstname.lastname@example.org, We would like to hear from you.