Sage X3 Projects

Sage X3 Projects is designed for manufacturing companies that develop, design, manufacture, sell and deliver products on a project basis. The service component is increasing at many manufacturing companies, regardless of sector. This increases the need to standardize, introduce procedures and industrialize service delivery in different manufacturing projects. Sage X3 Projects supports every phase of a project, from design and development to completion, and integrates with other Sage X3 modules such as CRM, production, purchasing, inventory and accounting.

Projects for manufacturing companies

Manage every aspect of a project, from development to quotation and planning resources and materials. Monitor costs and utilization, and continuously analyze results at different levels of the project. Sage X3 Projects is primarily designed for:

Companies manufacturing on an Engineer-To-Order (ETO) basis:

Developing and manufacturing highly customized products whose development begins only after the customer order has been placed.

Companies manufacturing on a Make to Order (MTO) basis:

Where manufacturing does not begin until an order is placed: built to order, assembled to order, custom-built and so on.

Companies producing on a Make To Stock (MTS) basis:

Where the company first designs and engineers its products internally in a research and development department before manufacturing them for stock.

Sage X3 for projects and manufacturing: book your meeting here

Integrated project management

Sage X3 Projects integrates with other Sage X3 ERP functions such as customer relations (CRM), sales, purchasing, manufacturing and accounting. It is a tool for manufacturing companies with features to manage all the factors required to achieve project goals. Better visibility and control of your projects means Sage X3 Projects saves time and improves efficiency.

Features for manufacturing projects

– Integrated with other Sage X3 ERP functions and modules
– Copy projects or create project templates
– Link project information to Sage X3 Document Management
– Create your own definitions for planning, operations and invoicing rules
– Revenue, income and costs at line and aggregated project level
– Assign employees and resources to projects and monitor them at different levels
– Budgeting and budget monitoring at multiple levels
– Automated invoicing
– Project monitoring at different levels
– Report time, expenses and materials on any phone, tablet or computer
– Agreement and contract management
– Materials and inventory management
– Flexible financial monitoring and Business Intelligence included

Benefits of Sage X3 Projects

Manage the entire company and group
Multiple companies, entities, currencies and countries in a single system, in a national or international environment.

Real-time information from design to completion
Real-time information and monitoring of inventory, replenishment, purchasing flows and timing. Precise real-time project monitoring.

Shared data
Prices and costs are based on shared common data, allowing your company to monitor each project at different levels.

Flexibility
Highly flexible allocation of costs and work in projects for manufacturing companies with complex project management.

Personalized web and mobile interface
With Sage X3, you can access the project information you need from anywhere, on any device and platform.

Read more in the Sage X3 Solution Capabilities Guide here
An overview of all Sage X3 modules, functions and product features.

Watch videos about Sage X3 Projects

Sage X3 Projects supports every phase of a manufacturing project and integrates with other Sage X3 modules. Here are some videos describing Sage X3 Projects features:

Watch the basics of Sage X3 Projects here >