ProjectStream 365

Close more business with a sales process built on Microsoft Dynamics 365. Manage leads, integrate with leading takeoff/estimating solutions and produce professional 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

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

Control your projects with integrated Gantt charts, resource planning and flexible, rag and drop resource scheduling. These are a few of the ProjectSteam 365 features that 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

With the Microsoft Power Platform’s native mobile features, field workers can access and report the latest information. This enables project managers to make smarter choices based on real time data.

• 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

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
• Expense Reimbursement
• Integration with back office financials

Inventory management is crucial for construction and field service teams. With mobile capabilities, ProjectStream 365’s inventory solution can smooth your inventory processes. It connects with sales, purchasing, project management and financials.

• 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

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

Construction billing can be complicated. But with ProjectStream 365, your team can handle construction billing easily by automating the unique requirements of the industry.

• 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

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