Project Automation: Schedule-Driven Month End

Precise Financial Control

The month-end process is a critical financial checkpoint for project-driven businesses, yet achieving an accurate Estimate at Complete (EAC) is often a complex and error-prone task.

PlanAutomate transforms this process by seamlessly integrating project schedules with financial data, ensuring real-time visibility into cost and revenue numbers.

EAC completion degree

Update Estimates Accurately with Real-Time Data

Eliminate Manual Effort & Improve Accuracy

  • Automatically map Estimate to Complete (ETC) values from the Work Breakdown Structure (WBS) to the Cost Breakdown Structure (CBS).
  • Reduce errors and inconsistencies by eliminating manual financial adjustments.

Align Financial Forecasts with Project Progress

  • Use real-time WBS data to reflect actual task progress and remaining effort.
  • Ensure cost and revenue projections are based on the latest project developments.

Enhance Resource Chargeability & Financial Performance

  • Factor in labor pricing, chargeability, and billable rates at the WBS task level.
  • Link resource assignments directly to financial calculations for better profitability insights.

Optimized Cost & Revenue Management

PlanAutomate supports both Cost to Complete (CTC) and Revenue to Complete (RTC) methodologies, enabling businesses to manage project finances based on their preferred accounting approach.

Whether tracking labor costs, assessing chargeability, or aligning milestone-based revenue with project schedules, PlanAutomate provides the precision needed to ensure profitability and financial integrity.

Month End Key Capabilities

With PlanAutomate, project businesses can eliminate inconsistencies, automate month-end processes, and gain confidence in their financial projections—transforming the way they manage project performance.

Calculate financial projections based on real-time project progress and remaining effort.

project schedule-driven estimation

Automatically track and reflect task completion, resource allocation, and financial impact.

project work progress reporting

Ensure accurate cost and revenue tracking by distributing financial data across defined time periods.

CBS budget periods

Ready to talk about project automation?

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