Enter Service Projects Against Agreements

In ProjectStream 365, entering service projects against agreements is a seamless process that ensures alignment between contractual terms and project execution. Users can link new or existing service projects directly to specific agreements, allowing for automatic population of key details such as budgets, billing terms, and deliverables. This integration helps maintain consistency, improves traceability, and ensures that all project activities stay within the defined scope and financial limits of the agreement.


Video

Procedure

  1. Navigate to Projects
  2. Click +New
  3. Enter Name
  4. Select Project as Project Type
  5. Select Service as Project Class
  6. Enter information in required fields including:
    1. Agreement
    2. Agreement Line
  7. Click Save

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