ProjectStream 365 Help

Project Sales

Manage Project Leads

Track sales leads and qualify to accounts, contacts and new sales proposals.

7 articles

Project Sales and Estimating

Generate Project Proposals and Estimates and Convert to Projects when won.

13 articles

Manage Customers

Maintain Prospect, Customer and Contact information

1 article

Contract Administration

Formal Process to manage post preconstruction contract tasks.

5 articles

Project Management

Manage Project Submittals

Enter and track project submittals in the construction process

4 articles

Resource Planning and Scheduling

Plan resource utilization using Gantt Charts and our Resource Scheduling Board

5 articles

Change Order Management

Enter, Submit and Process Changes Orders against a Project

2 articles

Manage Project Action

Track Project Issues and Action Items

1 article

Project Status Reporting

Generate Project Status reports to keep projects on time and on budget.

1 article

Time & Expense

Manage Project Time

Process for Entry, Submit, Approve and Posting of Project Time

7 articles

Manage Project Expense

Process for Entry, Submit, Approve and Posting of Project Expenses

4 articles

Purchasing & Inventory

Inventory Management

Track inventory balances and execute on project- inventory transactions

6 articles

RFQ to Purchase Order

Vendor Request for Quote Process including converting to Purchase Order

2 articles

Purchasing Planning and Control

Demand recognition, planning and purchase order generation / entry.

8 articles

PO Receiving and Invoicing

Tactical process of receiving and invoicing against purchase orders

4 articles

Mobile

Project Mobile

Mobile application for viewing schedules, time keeping, expenses, photos and more.

7 articles

Billing

Project Billing

Includes Fixed Price, Time and Material, Recurring Fees, Cycle billing and more.

8 articles

Service

Service Data Management

4 articles

Service Estimating

2 articles

Service Execution

9 articles