ProjectStream 365

What Is ProjectStream 365?

Overview

ProjectStream 365 is a comprehensive project management and job cost solution designed specifically for the architecture, engineering, and construction industry (AEC). Built entirely on the Microsoft Power Platform and Dynamics 365, this software offers various functionalities that streamline project workflows and enhance teamwork and collaboration. With ProjectStream 365, users can take control of their projects through integrated Gantt charts, resource planning, and drag-and-drop resource scheduling.

What Is ProjectStream 365 Best Known For?

ProjectStream 365 software is known for its project management module, which is tailored specifically to the needs of the AEC industry. The module includes a range of tools designed to empower project managers. With submittal tracking, change order management, and automated project status reporting tools, you can enable streamlined project monitoring for your organization. 

ProjectStream 365 Pricing

Many factors affect the pricing of ProjectStream 365, including the size of your business, number of users, etc.   

ProjectStream 365 Integrations

The software integrates with Microsoft Teams and enterprise resource planning (ERP) / financial solutions like: 

• Dynamics 365 Business Central 
• Microsoft Dynamics GP 
• QuickBooks Online 

How Does ProjectStream 365 Work?

Here's how you can navigate the dashboard and make use of the software's features: 

• Log in and access the dashboard
• Familiarize yourself with the navigation menu
• Explore the ‘Features’ section to understand the capabilities and tools
• Select the specific feature you want to use depending on your role and requirements
• Go to the 'Project Management' section to access project planning, resource scheduling, and other related functions 
• Within each feature section, explore the available options and tools

You can also watch a ProjectStream 365 demo to learn more about the software's features.   

Who Is ProjectStream 365 For?

ProjectStream 365 is flexible enough to accommodate the needs of small, medium, and large enterprises. Whether it's a startup with a few employees or a multinational corporation with a vast workforce, this software offers a wide range of features that facilitate organizational project management and collaboration. 

It is used in the following industries and sectors: 

• Technology 
• Construction 
• Engineering 
• Architecture 
• Healthcare 
• Finance 
• Manufacturing 
• Retail 

ProjectStream 365 Features

The software offers several noteworthy features, including: 

• Sales

The module helps users close more business using a sales process built on Microsoft Dynamics 365. It integrates with many popular project estimation solutions to deliver consistent professional bid proposals.

• Purchasing

This feature includes automatic purchasing planning, purchase order generation, and invoice entry integration. It streamlines the procurement process to improve control over organizational spending.

• Timekeeping

Simplify the process through mobile entry timekeeping and integration to back-office financials. This module helps your organization designate accurate job costing and payroll management.

• Expense

The electronic expense management tool lets your organization track report submissions, approvals, and reimbursements through the ProjectStream 365 mobile app. The module also supports integration into popular payment and back-office accounts payable methods.

• Inventory Management

This function allows you to track inventory across multiple locations. Update job costs in real time, manage and fulfill orders, store purchase receipts, and manage inventory returns with this feature.

• Power BI Analytics

With Microsoft Power BI, the software provides pre-built data models and dashboards that provide insightful data analytics. It helps businesses make informed decisions.

• Service Management 

ProjectStream 365 offers tools to manage your organization's service operations, including service agreements, work orders, scheduling/dispatching, etc.

Is ProjectStream 365 Right For You?

ProjectStream 365 is a collaborative project and portfolio management solution businesses can use to streamline their work. It is an excellent option for companies with teams collaborating on multiple projects across various departments, locations, or time zones. ProjectStream 365 provides a centralized hub for team members to access the latest project details, files, and deadlines from any device. 

The software's robust security and compliance features protect sensitive customer and business information. Strict access controls allow administrators to set granular permissions for teams and individuals. Regular security audits verify that the software adheres to SOC 2, ISO 27001, and GDPR standards. 

Still unsure if it’s the right choice for you? Contact us at (661) 384-7070, and we will be happy to help you make the best decision. 

ProjectStream 365 Pricing Plans

Pricing varies depending on the needs of your organization.