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.
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
Integrated Digital Takeoff and Estimates
Professional Bid Proposals
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
Gantt Chart / WBS Project Planning
Resource Requirements Planning
Drag and Drop Resource Scheduling
Change Order Management
Project Action/Issue Tracking
Automated Project Status Reporting
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.
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
GPS Stamping and Fencing
Project Expense Reports
Project Actions/Issue tracking
Access to field drawings
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
Payroll System Integration
Integration with back office financials.
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
Integration with back office Accounts Payable
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
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
Retention Management and Billing
AIA Billing / Payment Applications
Cycle / Batch Billing Processes
Integration with back office Accounts Receivable
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 Work Orders
Service Scheduling / Dispatching
Service Field Mobile Application
Customer Asset Management
Inspection and Maintenance Automation
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
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.