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PROJECTSTREAM 365

Project Management for Microsoft Dynamics 365

 

FEATURES

Built on the Microsoft Dynamics 365 platform, ProjectStream 365 is comprehensive project management and job cost solution, focused on the Architecture, Engineering and Construction industry

Glass Conference Room

PROJECT SALES

Project Leads

Estimating and Proposals

Project Configurator / Templates

Bluebeam Digital Takeoffs

Vendor RFQs

Project manager looking at AR screen wit

PROJECT MANAGEMENT

Gantt Chart and Work Breakdown Structure

AIA Schedule of Values

Submittal Tracking

Resource Requirements Planning

Drag and Drop Resource Scheduling

Change Order Management

Project Issue Tracking

RFI and Punchlist

Person Checking Data

PROJECT PURCHASING

Purchasing Requirements Planning
Automated PO Generation
Built in Approval Workflows
Purchase to Project or Inventory
Receiving and Invoice Entry
Vendor Lien Waiver Tracking
ERP Integration

business, building, industry, technology

PROJECT MOBILE

Appointments
Timekeeping
Expense Reports
Mobile Inventory
Project Issues
Field Service
Bluebeam Field Access

People Working in Open Office

PROJECT TIME

Time entry via CRM / Outlook Appointments

Mobile Time Entry

Built in Approval Workflows

Overtime Calculations

Prevailing Wage

Payroll System Integration

ERP Integration

Credit Card

PROJECT EXPENSE

Employee Expense Reports
Built in Approval Workflows
Expense Reimbursement
Company Credit Cards
Mobile Expense Entry
ERP Integration

Businessman checking inventory in stock

PROJECT INVENTORY

Product Catalog Integration
Procurement direct to Inventory
Multi-location Inventory Tracking
Issue Inventory to Projects
Mobile Inventory Data Entry
ERP Integration

Hand on Laptop

PROJECT BILLING

Cycle/Batch Billing
AIA Billing
Fixed Priced Billing
Time and Material Billing
Standard and Recurring Fees
Sales Analytics
ERP Integration

Call Center

SERVICE MANAGEMENT

Service Agreements
Recurring Service Management
Service Estimating
Service Work Orders
Service Scheduling / Dispatching
Service Purchasing
Service Field Mobile App
Customer Asset Management
Inspection/Maintenance Automation
Service Time / Labor
Service Inventory
Service Expenses
Service Billing

Startup Development Team

ERP INTEGRATION

Dynamics 365 - Business Central
Dynamics GP
Quickbooks Online
Ask us about others