ProjectStream 365

ProjectStream 365, developed by Microsoft Power Platform, is a project management and job cost solution designed to meet the needs of small to large-sized companies. According to the vendor, ProjectStream 365 offers a low-code development platform, providing customization and integration possibilities.

Key Features

Microsoft Power Platform: ProjectStream 365 is built 100% on the Microsoft Power Platform and Dynamics 365, offering a low-code development platform for customization and integration.

Project Sales: According to the vendor, ProjectStream 365 helps close more business with a sales process built on Microsoft Dynamics 365. It allows users to track leads, integrate with takeoff/estimating solutions, and deliver consistent proposals.

Project Lead Management: The vendor claims that ProjectStream 365 streamlines lead management with workflow-driven activities and emails. It enables users to manage bid calendars, track vendor RFQs, generate bid proposals, and simplify contract administration.

Project Management: ProjectStream 365 provides integrated Gantt charts, resource planning, and drag-and-drop resource scheduling, according to the vendor. It also offers Microsoft Teams integration for collaboration, tracks submittals, manages project actions/issues, and generates automated project status reports.

Project Purchasing: The vendor states that ProjectStream 365 offers complete project purchasing functionality, including automatic purchasing planning and entry. It integrates with back-office accounts payable and provides built-in approval workflows for purchase orders.

Project Mobile: According to the vendor, ProjectStream 365 empowers field workers with real-time information and reporting through native mobile capabilities. It includes features such as calendar appointments, project timekeeping, GPS stamping, project expense reports, field drawings, and inventory transactions.

Project Time: The vendor claims that ProjectStream 365 simplifies project timekeeping with mobile entry and approval workflow processing. It helps ensure accurate timekeeping for job costing and payroll management, calculates overtime, and integrates with back-office financials.

Project Expense: ProjectStream 365 streamlines expense management with integrated expense reporting, according to the vendor. It allows for mobile expense report entry, built-in approval workflows, multiple payment methods, expense reimbursement, and seamless integration with back-office accounts payable.

Project Inventory: According to the vendor, ProjectStream 365 offers a mobile-enabled inventory solution integrated with sales, purchasing, project management, and financials. It helps track product data, pricing, and multi-location inventory, and manage project issues, returns, transfers, and adjustments while integrating with back-office financials.

Project Billing: ProjectStream 365 automates construction billing processes, including fixed price/progress billing, time and material billing, and standard/recurring fees, according to the vendor. It manages retainer billing, retention, and AIA billing/payment applications while integrating with back-office accounts receivable.