Project Management with ProjectStream 365

Streamline Your Operations

ProjectStream 365 is comprehensive project management and job costing solution focused on Professional Services, Project Manufacturing, Field Services as well as the Architecture, Engineering and Construction (ACE) industry.

From sales and purchasing to inventory and billing, Project Stream 365 can help your business forecast finances, update job costs in real time, plan resource requirements, manage purchase receipts, and keep track of projects’ operations.
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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
- Integrated Project Configurator
- Integrated Digital Takeoff and Estimates
- Workflow driven activities and emails
- Bid Calendar
- Vendor RFQs
- Professional Bid Proposals
- Contract Administration Workflow
Project Purchasing
ProjectStream 365 includes complete project purchasing functionality. 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 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 Mobile
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
- Integrated Project Configurator
- Integrated Digital Takeoff and Estimates
- Workflow driven activities and emails
- Bid Calendar
- Vendor RFQs
- Professional Bid Proposals
- Contract Administration Workflow
Project Expenses
Accurate timekeeping ensures better job costing, save hours of administrative time and improves the payroll management process. ProjectStream 365 simplifies the expense and timekeeping process through mobile entry and built in approval workflow processing.
- Time entry via Appointment / Calendar
- Mobile Time and Expense Entry
- Built in Approval Workflows
- Overtime Calculations
- Prevailing Wage
- Payroll System Integration
- Integration with back office financials.
Project Inventory
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 Manufacturing
ProjectStream 365 includes complete project purchasing functionality. 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 Billing
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
- Integrated Project Configurator
- Integrated Digital Takeoff and Estimates
- Workflow driven activities and emails
- Bid Calendar
- Vendor RFQs
- Professional Bid Proposals
- Contract Administration Workflow
Service Management
ProjectStream 365 includes complete project purchasing functionality. 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

ERP / Financial Integration

ProjectStream 365 includes a real-time integration with leading Financial management (ERP) solutions such as Microsoft Dynamics 365 Business Central, Microsoft Dynamics GP and Quickbooks Online.

Key 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

Power BI Analytics

With Power BI Analytics, you can turn your data into an immediate impact by uncovering powerful insights.

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.