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PROJECTSTREAM 365

SCHEDULE A DEMO

Business Meeting

VIDEOS

SALES
Manage Project Leads

Project Sales & Estimating

Contract Administration

Enter Contract Project Actions

Complete Bustiness Process Steps

Complete Contract Project Actions

Generate Schedule of Values

Enter Project Lead

Qualify Lead to Agreement

Assign a Lead to Salesperson

Conduct Lead Follow-Up Activities

Qualify Lead to Project Proposal

Disqualify a Project Lead with a Reason Code

Assign a Lead to Nurture Status

Enter Project Proposal

Enter Project Fees

Manage Project Scopes

Configure Project Scopes

Configure Proposal from a Template

Create Digital Takeoffs

Enter/ Process Vendor RFQs

Reprice a Proposal

Revise a Proposal

Define Resource Rates

Enter/ Edit Project Budgets

Generate a Proposal Report

PROJECT MANAGEMENT
Manage Project Submittals

Create/ Generate a Project Submittals

Assign Project Submittals

Complete Submittal Task

Update Submittal Status

Resource Planning and Scheduling

Maintain Project Resources

Project Planning

Resource Requirements Planning

Schedule Resources

Change Order Management

Enter/ Edit Project Change Order

PURCHASING AND INVENTORY
Inventory Management

Maintain Product Data

Issue Inventory to Projects

Return Inventory from Projects

Adjust Inventory

Balances

Transfer Inventory

Balances

RFQ to Purchase Order

Copy RFQ to New Vendor

Submit RFQ to Vendors

Submit RFQ to Vendors (Requseted)

Submit RFQ Responses

Review RFQ Responses

Review RFQ Responses

Award RFQ Responses

Convert to Purchase Order

Reject RFQ

Cancel RFQ

Purchase Planning and Control

Generate POs from Purchase Plan

Enter/ Edit a Purchase Order

Submit Purchase Order for Approval

Approve or Reject a Purchase Order

Release a Purchase Order

Revise a Purchase Order

Cancel or Close a Purchase Order

PO Receiving and Invoicing

Enter Purchase Transactions

Edit Purchase Transactions

Approve or Reject Purchase Invoice

Post a Purchase Transaction

TIME AND EXPENSE
Manage Project Time

Track Time with Appointments

Edit a Timesheet

Submit a Timesheet

Review and Approve Timesheets

Calculate Overtime and Rates

Post Project Timesheets

Manage Project Expenses

Enter and Submit Project Expenses

Review and Approve Project Expenses

Post Project Expenses

PROJECT BILLING

Maintain Project Billing Cycles

Maintain Project Billing Data

Generate a Billing Cycle

Enter/ Edit a Project Invoice

Edit an Invoice Line

Generate an AIA Payment Application

Print and Post Project Invoices

PROJECT MOBILE

View Mobile Appointments

Enter Mobile Appointment Transfer

Submit a Mobile Timesheet

Submit Mobile Expenses

Create Mobile Project Actions

SERVICE
Service Data Management

Setup Service Definitions

Setup Service Project Classes

Setup Asset Types and Service Classes

Service Estimating

Enter Estimate Service Agreement

Open Agreement

Enter Service Line Proposals

Conduct Follow-up Activities

Generate Service Agreement

Close Agreement as Lost

Service Execution

Generate Service Proposal from Agreement

Enter Service Projects Against Agreement

Associate Customer Assets with Service Projects

Service Scheduling

Service Mobile

Service Purchasing

Service Inventory

Service Time

Service Expenses

Service Billing

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