Sage X3 Projects

Sage X3 Projects is designed for manufacturers that develop, design, manufacture, sell and deliver products through projects. The service component is increasing in many manufacturing companies, regardless of industry. This increases the need to standardise, introduce procedures and industrialise service production in manufacturing projects. Sage X3 Projects supports every project stage, from design and development to completion, and integrates with other Sage X3 modules such as CRM, production, purchasing, inventory and accounting.

Projects for manufacturers

Manage every aspect of a project, from development to quotations and planning resources and materials. Monitor costs and utilisation and continuously analyse results at different project levels. Sage X3 Projects is primarily intended for:

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

Developing and manufacturing highly customised products whose development only starts once the customer order is placed.

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

Where manufacturing only starts when an order is placed: building to order, assembling to order, custom-building, etc.

Companies manufacturing 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 relationships (CRM), sales, purchasing, manufacturing and accounting. A tool for manufacturers with features to manage every factor required to achieve project goals. Better visibility and control of your projects mean 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
– Turnover, revenue and costs at line and aggregated project level
– Assign employees and resources to projects and monitor 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
– Material and inventory management
– Flexible financial monitoring and Business Intelligence included

Benefits of Sage X3 Projects

Manage the entire company and group
Multiple companies, units, currencies and countries in one 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 time. Accurate project monitoring in real time.

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

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

Personal web and mobile interface
Sage X3 gives you access to 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 stage of a manufacturing project and integrates with other Sage X3 modules. Here you can watch videos describing Sage X3 Projects features:

Watch the basics of Sage X3 Projects here >