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PROJECTSTREAM 365

Project Management for Microsoft Dynamics 365

 

FEATURES

Built 100% on the Microsoft Power Platform and Dynamics 365, ProjectStream 365 is comprehensive project management and job cost solution focused on the Architecture, Engineering and Construction industry.  With ProjectStream 365 and the Power Platform, Microsoft’s industry leading low-code development platform, the possibilities are limitless.

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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

  • Workflow driven activities and emails

  • Bid Calendar

  • Integrated Digital Takeoff and Estimates

  • Vendor RFQs

  • Professional Bid Proposals

  • Contract Administration​

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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

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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.

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PROJECT MOBILE

Empower your field workers with always up to date information and reporting.  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

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PROJECT TIME

Accurate project timekeeping ensures better job costing and improved payroll management processes.  ProjectStream 365 simplifies the timekeeping process through 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.

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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 re-imbursement process

  • Expense Report Entry

  • Mobile Expense Report Entry

  • Built in Approval Workflows

  • Multiple Payment Methods

  • Expense Reimbursement

  • Integration with back office Accounts Payable

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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

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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

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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

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ERP / FINANCIAL INTEGRATION

ProjectStream 365 include out of box, real-time integration with leading ERP / Financial solutions such as Dynamics 365 Business Central, Microsoft Dynamics GP and Quickbooks Online.  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

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POWER BI ANALYTICS

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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