ProjectStream 365 Help

Lead Management

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.

14 articles

Account and Contact Management

Maintain Prospect, Customer and Contact information

1 article

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

Customer Asset Management

1 article

Service Estimating

2 articles

Service Execution

10 articles

RFQ to Purchase Order

Vendor Request for Quote Process including converting to Purchase Order

2 articles

Purchase 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