About ProjectStream 365
ProjectStream 365 is a project management and job costing solution built on the Microsoft Power Platform and Dynamics 365. It is designed for industries like construction, professional services, and manufacturing, offering modules for project sales, management, purchasing, inventory, and service management.
ProjectStream 365 is a comprehensive project management and job cost solution built entirely on the Microsoft Power Platform and Dynamics 365. It targets industries such as construction, professional services, and manufacturing. The platform covers the full project lifecycle, starting with a CRM-like sales module for lead tracking and proposal generation, moving into detailed project management with Gantt charts and resource planning, and extending to purchasing, inventory, and service management. A key feature is its mobile application, which provides field teams with real-time access for timekeeping, expense reporting, and task updates. The system integrates with financial software like Dynamics 365 Business Central and QuickBooks Online. Pricing is not public; interested parties must schedule a demo.
Pros & Cons
- Built natively on the Microsoft Power Platform, allowing for extensive customization and integration within the Microsoft ecosystem.
- Provides an end-to-end solution covering the entire project lifecycle from sales and estimating to billing and service management.
- Includes a dedicated mobile application for field teams to manage time, expenses, and project tasks in real-time.
- Offers specialized features for the construction industry, such as AIA billing, submittal tracking, and change order management.
- Pricing information is not publicly available and requires contacting sales for a demonstration.
- The platform is heavily tied to the Microsoft Dynamics and Power Platform ecosystem, which may not be ideal for companies using other core systems.
- Integrations are limited to a few specific ERP/financial systems outside of the Microsoft suite.
Features
Key features
Streamlines the CRM workflow from lead tracking and bidding to converting won deals into active projects.
Utilizes a Work Breakdown Structure (WBS) and Gantt charts for detailed project scope definition, planning, and resource forecasting.
Unifies service operations with work order management, real-time multi-location inventory tracking, and integrated billing.
Empowers field workers with a mobile app for timekeeping, expense reporting, inventory transactions, and real-time project updates.
Manages the procurement process with automatic purchasing planning, PO generation, approval workflows, and invoice entry.
Automates complex billing processes, including progress billing, time and materials, AIA payment applications, and retention management.
Additional features
Streamlines the process for creating, tracking, and managing changes to the project scope and budget.
Provides out-of-the-box, real-time integration with Dynamics 365 Business Central, Microsoft Dynamics GP, and QuickBooks Online.
Includes pre-built data models, reports, and dashboards for actionable insights into project performance and profitability.
Manages the workflow for project submittals, including tracking, documentation, and status updates.
Allows project managers to visually schedule and assign resources to tasks.
Simplifies time entry via mobile or calendar, with built-in approval workflows, overtime calculations, and payroll system integration.
Enables employees to enter and submit expense reports from any device with streamlined approval and reimbursement processes.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About ProjectStream 365
ProjectStream 365 is a project management and job costing solution built on the Microsoft Power Platform and Dynamics 365. It is designed for industries like construction, professional services, and manufacturing, offering modules for project sales, management, purchasing, inventory, and service management.
ProjectStream 365 Details
ProjectStream 365's In-App Market Place
Does ProjectStream 365 have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD
Pros & Cons
- Built natively on the Microsoft Power Platform, allowing for extensive customization and integration within the Microsoft ecosystem.
- Provides an end-to-end solution covering the entire project lifecycle from sales and estimating to billing and service management.
- Includes a dedicated mobile application for field teams to manage time, expenses, and project tasks in real-time.
- Offers specialized features for the construction industry, such as AIA billing, submittal tracking, and change order management.
- Pricing information is not publicly available and requires contacting sales for a demonstration.
- The platform is heavily tied to the Microsoft Dynamics and Power Platform ecosystem, which may not be ideal for companies using other core systems.
- Integrations are limited to a few specific ERP/financial systems outside of the Microsoft suite.
ProjectStream 365's Alternatives
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TraksOS is a project-based CRM designed for home service professionals like contractors, roofers, and landscapers.…
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