Enterprise Project Management
for Microsoft Dynamics 365 Finance
PlanAutomate is the Microsoft partner that empowers your entire organization with a single system to deliver predictable and profitable projects.
Your Microsoft Partner for Project-Driven Business
PlanAutomate delivers what project-centric companies have always needed: A single, intelligent system that grows with your entire business. We do this using Microsoft Dynamics 365 Finance and SCM together with our own project solutions.
- The most capable and flexible project management system for D365 Finance
- Full stack implementation of D365 Finance, SCM + PlanAutomate EPM
- Project experts who understand your business leading your implementation
Create a Single Source of Truth Across Your Company
We Deliver a Platform that Fits Your Project-Centric Business and Grows with You
We augment the D365 ERP with an end-to-end project management system superior to Project Operations (for the same price) with flexibility to add features just for your business.
Customize with optional advanced packages
Empower your people with advanced features you won’t find anywhere else.
Adv. PM
Insight
Governance
RAIDO
Modeling
Select your optional industry kit
Tailor our system to your industry with additional capabilities that support your specific workloads.
Construction
ETO Manufacturing
Pro Services
Enterprise Project Management (EPM)
Get our Enterprise Project Management (EPM) System embedded in Dynamics 365 Finance with core capabilities that drive results.
PlanAutomate EPM
(Estimation, Scheduling, Costing, Resource Management)
The Foundation: Microsoft Dynamics 365 ERP
We can help you implement your D365 ERP as your core business platform or build from your existing implementation.
Finance
SCM
HR
Add Industry Capabilities or Advanced Features to D365 as Your Business Needs Them
Explore our project industry kits
Construction Industry Kit
Designed for the construction industry, this kit unifies project scheduling with material logistics and financial control to ensure projects stay on track and on budget.
- Material Constraints: Link project tasks directly to material availability to ensure work only begins when supplies are on-site.
- Quantity Budgets: Create detailed budgets based on specific operational quantities (e.g., square footage or linear feet) rather than just financial totals.
- Progress Billing: Automate billing based on physical percent complete or the delivery of specific project milestones.
- Subcontract Management: seamlessly manage subcontractor work, track their deliverables and progress, and control payments with compliance protocols.
Engineer-to-Order Manufacturing Kit
Designed for custom project-based manufacturers in Aerospace, Defense, Equipment and Industrial Manufacturing, Biotech, CDMOs, and more, this kit bridges the critical gap between project schedules and the supply chain, ensuring that engineering timelines are perfectly aligned with procurement and production realities.
- Project-Supply Chain Coordination: Automatically connects your project schedule with procurement and production to ensure materials arrive exactly when needed.
- Material Constraints: Links task execution to material availability, preventing work from starting until the necessary parts are in stock.
- What-if Simulation: Runs scenarios to predict how material delays or production bottlenecks will impact the your project schedule, resource loads, and final delivery date.
- Revenue Forecasting: Provides accurate revenue-to-complete forecasting derived directly from the operational Work Breakdown Structure (WBS).
Professional Services Kit
Empower your service teams to maximize billable utilization and streamline complex client engagements with advanced resource and billing tools.
- Resource Capacity Leveling: Optimize workforce allocation by smoothing out peaks and valleys in consultant schedules across the entire portfolio.
- Task-Driven Billing: Automate billing rates and properties based specifically on the task or service line being performed to ensure accurate invoicing.
- Retainer Management: Easily manage client retainers and automate the drawdown process against billable work to simplify financial tracking.
- Revenue Forecasting: Gain real-time visibility into future revenue for Time & Material or Fixed Price contracts based on the latest operational plans.
Explore our advanced feature packages
Insight & Analysis Add-on
Transform raw project data into actionable intelligence, providing executives and PMOs with the visibility needed to optimize project and portfolio performance.
- PlanVector AI: Leverage artificial intelligence to uncover hidden factors driving project success and predict future outcomes before they occur.
- Portfolio Analytics: Instantly aggregate views of health, progress, and financial status across the entire enterprise to identify trends and outliers.
- Performance Indices: Automatically roll up key KPI (Sensor Point) data into an executive dashboard that tracks performance and progress in key operational and financial views.
Advanced Project Management Add-on
Designed for more complex and large-scale ventures, this package unlocks deep capabilities in rigorous financial control, advanced scheduling, and Earned Value Management (EVM).
- Earned Value Management: Automatically calculate and track EVM metrics to measure project performance against the baseline with precision.
- Complex Scheduling Logic: Utilize advanced scheduling features like strict constraint types (e.g., “Must Start On”), unlimited baselines, and embedded sub-projects for master planning.
- Deep Financial Control: Manage rigorous period-close procedures, model detailed cash flows, and track burn rates to ensure fiscal discipline.
- Variance Analysis: Require reason codes for budget or schedule deviations to systematically track and analyze the root causes of project variances.
Governance Add-on
Ensure standardization, compliance, and control across project portfolios, providing the strict security and automated monitoring essential for enterprise governance.
- Project Autopilot: Automates management-by-exception with an intelligent system that continuously scans projects to flag risks, anomalies, and deviations automatically for stakeholders.
- Project Organizational Structure (POS): Enforces strict security and access controls based on organizational hierarchy, ensuring users only access the projects and data they are authorized to manage.
- Sensor Points: Automated data monitor that tracks KPIs and watches for specific threshold deviations (e.g., budget variance or schedule slippage) for proactive intervention.
- Stakeholder Workspace: Provides a dedicated, streamlined portal for stakeholders to view project status, risks, and KPIs for ease of use.
Project Modeling Add-on
Revolutionize your planning process by dynamically generating accurate project estimates and schedules in minutes, not hours.
- Dynamic Configuration: Build complex project plans by answering simple configuration questions (e.g., specifications, dimensions), which automatically generate the Work Breakdown Structure (WBS) and Cost Breakdown Structure (CBS).
- Speed & Accuracy: Eliminate manual data entry errors and “wishful” estimates by automating the creation of optimal project structures every time.
- Standardized Best Practices: Enforce enterprise-wide standards by using curated models that ensure every project starts with the best possible plan.
- Sales Acceleration: Empower teams to generate accurate, feasible proposals instantly without needing deep technical engineering support for every quote.
Risk Management Add-on (RAIDO)
Move beyond simple risk logs with a complete RAIDO framework that integrates Risks, Assumptions, Issues, Dependencies, and Opportunities directly into your project management workflows.
- Full RAIDO Framework: Centralizes the management of all uncertainty factors—not just risks and issues, but also critical assumptions, dependencies, and potential opportunities.
- Operational Integration: Links specific risks and issues directly to project tasks (WBS) and financial lines (CBS) to visualize the true impact on schedule and budget.
- Opportunity Tracking: Proactively identifies and manages positive opportunities for cost savings and efficiency, allowing you to capture value rather than just mitigating threats.
- Automated Response Workflows: Streamlines the resolution process with automated workflows for mitigation plans, ensuring that every identified risk has an owner and a deadline.
Advanced AI for Project-Driven Business
Add 400 Years of Project Experience to Your Team. Instantly.
PlanAutomate with built in PlanVector AI, provides a veteran AI project advisor, trained on the complete lifecycle of thousands of projects. It doesn’t just analyze your data; it gives you seasoned judgments that steer projects to success.
Project-driven customers trust PlanAutomate to deliver the right solution
Industries: Professional Services, IT Consulting, Software Development
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.
Industries: Energy, Construction, ETO Manufacturing
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.
Latest Insights & News
- How to Manage Projects in Microsoft Dynamics 365 Finance and Empower Your Entire Project Organization
From Project Administration to a Purpose-Built Project System that Empowers Your Teams Project-Driven Business Needs in the Digital Age Are you a project-driven business, such as an engineering firm, ETO … Read more - Microsoft Dynamics 365 Project Operations: Who is it for?
Dynamics 365 Project Operations is a new Dynamics application made generally available October of 2020. The question is, who should use it? - The AI Agent Trap: Why Your Business Needs Reliable Analysis, Not Inconsistent Automation
The Seductive Promise of the AI Agent It’s impossible to ignore the current hype. AI “agents” are everywhere, promising to automate our workflows, summarize our meetings, and act as tireless … Read more
Ready to empower your team with PlanAutomate?
Reach out to us today to schedule a consultation.
Get Started