Project Management for Microsoft Dynamics 365
Built on the Microsoft Dynamics 365 platform, ProjectStream 365 is a fully integrated project management and job cost solution. From estimating and proposals to planning, job execution, billing, analytics, and integration to ERP solutions like Dynamics 365 Business Central, ProjectStream 365 provides a complete picture of your projects from estimate to close.
Additionally, ProjectStream 365 includes pre-built data models, reports, and dashboards built on the Microsoft industry-leading Power BI business analytics solution. Power BI analytics provides actionable insights that enable well-informed decision making.
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Project Stream 365 Features
ProjectStream 365 includes many specialized features for the Architecture, Engineering, and Construction Industry. Plus, integrated with manufacturing-focused ERP solutions, ProjectStream 365 can help manufacturing companies manage projects and programs and understand their costs.
PROJECT SALES
Close more business with a sales process built on Microsoft Dynamics 365. Track leads, integrate with industry-leading takeoff/estimating solutions, and deliver consistent professional bid proposals every time.
- Project Lead Management
- Workflow driven activities and emails
- Bid Calendar
- Integrated Digital Takeoff and Estimates
- Vendor RFQs
- Professional Bid Proposals
- Contract Administration
PROJECT MANAGEMENT
Take control of your projects with integrated Gantt charts, resource planning, and drag and drop resource scheduling. These are just a few of the features that help you keep your projects running smoothly.
- Microsoft Teams Integration
- Submittal Tracking
- Gantt Chart / WBS Project Planning
- Resource Requirements Planning
- Drag and Drop Resource Scheduling
- Change Order Management
- Project Action/Issue Tracking
- Automated Project Status Reporting
PROJECT PURCHASING
From automatic purchasing planning and entry to receipt, invoice, and integration to back-office accounts payable, you have full control over the procurement process.
- Purchasing Requirements Planning
- Automatic PO Generation
- Built-in Approval Workflows
- Purchase to Project or Inventory
- Receiving and Invoice Entry
- Integration to back-office Accounts Payable
PROJECT MOBILE
Built with the native mobile capabilities of the Microsoft Power Platform, project managers can make better decisions with real-time updates from the field.
- Calendar Appointments / Schedule View
- Project Timekeeping
- GPS Stamping and Fencing
- Project Expense Reports
- Inventory Transactions
- PO Receiving
- Project Actions/Issue tracking
- Service Mobile
- Access to field drawings
PROJECT TIME
Accurate project timekeeping ensures better job costing and improved payroll management processes. ProjectStream 365 simplifies the timekeeping process via mobile entry and built-in approval workflow processing.
- Time entry via Appointment / Calendar
- Mobile Time Entry
- Built-in Approval Workflows
- Overtime Calculations
- Prevailing Wage
- Payroll System Integration
- Integration with back-office financials
PROJECT EXPENSE
Save hours of administrative time with ProjectStream 365 integrated Expense Management. Employees can enter expense reports from any device and submit for a streamlined approval and reimbursement process.
- Expense Report Entry
- Mobile Expense Report Entry
- Built-in Approval Workflows
- Multiple Payment Methods
- Expense Reimbursement
- Integration with back-office Accounts Payable
PROJECT INVENTORY
Inventory management is a mission-critical function for both construction and field service teams. Integrated with sales, purchasing, project management, and financials, ProjectStream 365’s mobile-enabled inventory solution can streamline your inventory processes.
- Product Data Management
- Sophisticated Product Pricing
- Multi-location inventory tracking
- Integrated Purchasing to Inventory
- Project Issues and Returns
- Inventory Transfers and Adjustments
- Mobile inventory transactions
- Integration with back-office financials
PROJECT BILLING
Construction billing is complicated. ProjectStream 365 reduces the complexity for your billing team by automating many of the unique construction industry requirements.
- Fixed Price / Progress Billing
- Time and Material Billing
- Standard and Recurring Fees
- Retainer Billing
- Retention Management and Billing
- AIA Billing / Payment Applications
- Cycle / Batch Billing Processes
- Integration with back-office Accounts Receivable
SERVICE MANAGEMENT
ProjectStream 365 includes integrated service management functionality for your field service operations. With Service Management you can easily share common resources between construction and service operations.
- Service Agreements
- Service Estimating
- Service Work Orders
- Service Scheduling / Dispatching
- Service Purchasing
- Service Field Mobile Application
- Customer Asset Management
- Inspection and Maintenance Automation
- Service Timekeeping
- Service Expenses
- Service Inventory
- Service Billing
ERP / FINANCIAL INTEGRATIONS
ProjectStream 365 include out of the box, real-time integration with leading ERP / Financial solutions such as Dynamics 365 Business Central and Microsoft Dynamics GP. Integration points include:
- Project Customers <–> ERP Customers
- Project Vendors <–> ERP Vendors
- Purchase Receipts <–> ERP General Journal
- Purchase Invoices <–> ERP Accounts Payable
- Project Expense <–> ERP Accounts Payable
- Project Time <–> ERP General Journal
- Project Time <–> ERP Payroll
- Project Inventory <–> ERP General Journal
- Project Billing <–> ERP Accounts Receivable
