Project Management, Automated.

PlanAutomate eliminates the manual burden of managing projects by seamlessly connecting schedules, budgets, financials, and operations—so your projects run smarter, faster, and with less effort.

This is Project Automation

Functional Area	Typical Manual Workload	Automation Capability in PlanAutomate	% Automatable
Project Creation	Building WBS, costing, scope documentation	Fully model-driven project generation	✅ 80–90%
Estimating & Budgeting	Calculating labor, materials, overhead; price modeling	Rules-based estimation and CBS automation	✅ 70–90%
Scheduling	Task sequencing, dependency logic, timeline building	Auto-generated Gantt based on model logic	✅ 70–90%
Resource Planning	Manual allocation, availability checks	Integrated availability based on role and skill, with auto-assignment	✅ 60–80%
Progress Tracking	Status updates, earned value calculation, comparisons	System updates KPIs in real time	✅ 80–90%
Risk & Issue Management (RAIDO)	Logging risks, assigning owners, tracking mitigations	Automated alerts, structured workflows, automated exposure calculations	✅ 50–60%
Change Management	Manual reforecasting, approvals, documentation	Triggered workflows, audit trail, cost impact calculations	✅ 60–80%
Cost Control & Forecasting	EAC updates, CTC rollups, forecast versioning	Integrated costing sheets with versioning logic	✅ 80–90%
Reporting & Dashboards	Compiling status reports, formatting, distribution	Real-time, customizable dashboards	✅ 90–95%
Billing & Revenue Recognition	Manual invoice triggers, milestone tracking	Event-based billing and revenue recognition automation	✅ 70–80%

Explore our project automation capabilities

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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Are You Ready for Project Automation?

Is your organization ready for the transformation that Project Automation requires? Our How to Prepare for Project Automation Transformation Guide is designed to help you lay the groundwork for a smooth and effective transition.

This guide outlines essential steps to help you:

Analyze your project process challenges and how to prioritize their impact on the business
Form a team of stakeholders that will drive your transformation to project automation
Establish a realistic budget that aligns with your strategic goals with project automation
Develop a clear roadmap of your transformation to project automation and how to get there

Get your guide here:

What PlanAutomate Project Automation can do for your business

Break down silos & complexity

Managing projects across multiple departments leads to inefficiencies and misalignment. PlanAutomate:

Connects financials, operations, supply chain, and resources in one system
Eliminates silos with automated data flow and real-time collaboration
Ensures accuracy by instantly reflecting changes across all project areas

Scale with confidence

Rigid systems limit growth and adaptability. PlanAutomate:

Automates core project processes for efficiency at scale
Reduces manual workload, allowing teams to focus on critical problems and value-add activities
Supports rapid adjustments to market shifts and business expansioned quality

Make data-driven decisions with real-time insights

Outdated reports lead to missed opportunities and more failures. PlanAutomate:

Provides real-time analytics on cost, schedule, and resource performance
Eliminates guesswork with automated forecasting and risk detection
Enables proactive decisions, optimizing profitability and project success

Ensure governance & compliance

Delayed manual oversight increases risk. PlanAutomate:

Automates governance, ensuring approvals, workflows, and documentation
Reduces compliance risk with built-in financial and project controls
Provides full auditability, maintaining enterprise-wide accountability

Ready to talk about project automation?

Reach out to us today to schedule a consultation.

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