Projects drive your business.
People run your projects.
PlanAutomate empowers your people.

PlanAutomate is the platform that liberates your project teams and empowers them to deliver predictable, profitable results.

Elevate the work done by everyone on your project teams

Empower your people to add meaningful value to your organization.

Our platform automates the flow of data across your entire project business, from progress reporting to the income statement.

This elevates your project managers from data organizers to strategic project leaders and gives your leadership team the trusted, real-time information to make decisions with confidence.

What we mean by “automate”

Let’s be direct. The word “automation” can cause concern. Our belief is simple: We automate to elevate people. We designed our platform to take on the robotic work of projects—the reconciliations, the data chasing, the report building —so your teams can focus on what humans do best: collaborating, innovating, and leading.

Automate Insight

We automate the flow of data from timesheet entry to EAC calculations to critical business metrics, giving executives instant, trustworthy answers without manual reconciliation.

Automate Control

We automate the enforcement of business rules and processes, ensuring projects stay on track and within budget.

Automate Trust

We automate the creation of a single source of truth, eliminating the arguments and finger-pointing that come from managing a business on spreadsheets and disconnected tools.

Built for Dynamics 365. Designed for Project Enterprises.

Maximize your investment in Dynamics 365 Finance

You invested in Microsoft Dynamics 365 to create a world-class foundation for your business. PlanAutomate completes that vision by extending its power to your most valuable asset: your people.

We transform D365 from a back-office system into a business-wide platform that empowers every member of your project team.

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Control Your Financials

Gain real-time financial command over every project. PlanAutomate gives you instant visibility into margins, costs, and cash flow as they happen. No more month-end surprises or chasing numbers. Just the precise data and predictive insights you need to protect profitability, make informed decisions.

This level of financial clarity empowers you to steer your business with absolute confidence.

Master Your Operations

Achieve predictable, on-time delivery across all your projects. PlanAutomate provides the operational backbone your project business needs, unifying scheduling, resource management, and your project-driven supply chain. Optimize resources, manage capacity, and ensure the right materials are always in the right place at the right time.

Bring all operational elements into one seamless flow, eliminate bottlenecks and master delivery at scale.

Empower Your People

Unleash the full potential of your most valuable asset: your team. PlanAutomate eliminates the manual drudgery and disconnected tools that bog down project managers, financial controllers, and operational leaders. By providing a single source of truth and automating low-value tasks, we free your people to focus on strategic thinking, problem-solving, and client success.

This empowers them to make proactive decisions, innovate faster, and contribute at their highest level.

Explore how we enable your people to do more

AI Expert Project Analyst

Amplify your team’s intelligence with causally-aware AI analysis.

Imagine if everyone on your project team had access to a project management veteran with 20 years experience, whose job it is to constantly analyze their projects looking for subtle issues that could turn into big problems later.

That’s what we built.

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Project-001 is experiencing schedule delays driven by specific breakdowns at the task level within the WBS. Three main root causes have been identified:

Delayed Task Execution
- Workflow warnings in the design and costing phases point to tasks not starting or finishing on time.
Resource Allocation Gaps
- Delays in assigning necessary personnel prevented task initiation.
Hour Variance Overruns
- Some tasks exceeded planned hours, triggering a cascading delay across milestones.

Project Modeling

Revolutionize the way you build projects: Faster and with more Control.

Build complex projects in minutes instead of hours, days, or even longer.

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High-Performance Project Scheduling

Capable for even the biggest, most complex projects.

A robust, high-performance cloud-based scheduling engine that can seamlessly manage projects with thousands of tasks, resources, and dependencies spanning multiple years.

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Project-Driven Supply Chain

Seamless coordination of production and procurement with your projects.

ETO manufacturers, construction, and various project businesses that depend on accurate and timely delivery of materials need a project-driven supply chain.

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Schedule-Driven Estimation

Seamlessly Connect Your Project Schedule with Estimation & Budgeting

In complex projects, accurate estimation is everything. PlanAutomate ensures your estimates aren’t just guesses—they’re built directly from your project schedule.

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Schedule-Driven Month End

Precise Financial Control

Seamlessly integrate project schedules with financial data, ensuring real-time visibility into cost and revenue numbers.

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Project Autopilot

Intelligent Automated Oversight for Projects

Project Autopilot provides an intelligent, automated monitoring system that continuously scans project data for risks, anomalies, and deviations—giving project leaders real-time insights and proactive alerts before problems escalate.

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Project Organizational Structure (POS)

Governance & Control for Project Success

A built-in governance framework designed to help you automatically structure projects, manage stakeholders, and streamline decision-making.

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Executive Performance Scorecard

Clear Oversight of Project Business Success

For executives leading project-driven organizations, understanding business performance at a glance is critical.

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Real Stories of Empowerment

Tessitura Networks: Unleashing Expert Talent

Tessitura Networks is a global software provider whose complex projects were bogging down their expert teams. Their people were spending valuable time battling rigid tools to manage intricate project plans and track revenue. This wasn’t just inefficient; it was a drain on their talent, diverting them from high-value tasks like strategic client engagement.

PlanAutomate liberated Tessitura’s team by automating the administrative burdens of complex project and financial tracking. Integrated natively with D365 Finance, the platform gives them real-time clarity and control. This empowerment allows their experts to focus on what they do best, leading to greater profitability and ensuring every project is delivered with confidence.

ICM: Empowering Leaders with Operational Command

ICM, a leader in the biofuels industry, faced a critical challenge: their project-driven production was a complex web of thousands of tasks, disconnected from their procurement and supply chain. Leadership and project managers were trapped in a reactive cycle, unable to gain a real-time, unified view of their operations. Their most skilled people were constantly “firefighting” instead of leading strategically.

By implementing PlanAutomate, ICM created a single source of truth that seamlessly synchronizes projects, procurement, and production. The platform automates the flow of critical data, empowering their leaders to move from a reactive stance to a proactive one. This new level of operational command has enabled ICM to make confident, data-driven decisions that drive profitability and allow their teams to focus on innovation and growth.

Other companies we work with