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Solution
The Platform
The foundation for your entire project organization.
Financials
Cost Breakdown Structure
The backbone of your project financials, an independent but fully integrated CBS.
Advanced Cost Controls
A sophisticated costing sheet supporting all aspects of the EAC process and month-end budget review.
Earned Value Management
Completely integrated budget and schedule metrics for automated earned value analysis.
Integrated Subcontract Management
Manage and control subcontracts with real-time integrated data between project operations and financials.
Operations
Work Breakdown Structure
Plan and control every aspect of your project schedule.
Resource Management
Full demand and capacity planning with automated conflict and overload detection.
Project-Supply Chain Coordination
Your project schedule automatically connects with your procurement and production processes.
Governance
Project Organizational Structure
Standardize access and controls across large project organizations.
Project & Portfolio Analytics
Instantly understand how your projects are performing across a number of financial and operational areas.
RAIDO System
Full Risk, Issue and Opportunity tracking with resolution framework.
Change Control
Comprehensive operational and financial variation controls that record and manage approvals of all project changes.
Advanced Capabilities
Key project automation capabilities that empower your project teams.
Project Modeling
Dynamically generate estimates and schedules through curated and configurable project models.
High-Performance Project Scheduling
Advanced cloud-based project scheduling for the most complex projects.
Project-Driven Supply Chain
Your schedule automatically tells MRP what you need and when, with delivery progress constantly aligned.
Schedule-Driven Estimation
Dynamic, data-driven approach to estimating labor, material, and expenses.
Schedule-Driven Month End
Streamline period close by seamlessly integrating project schedules with financial data.
Project Workflow Engine
Projects progress automatically so assignments keep flowing.
Project Autopilot
Automated intelligence to manage projects by exception.
Executive Performance Scorecard
Spot problem areas and track progress against strategic initiatives, for executive level management.
Project Organizational Structure
Standardize access and controls across large project organizations.
Enterprise ERP Powered
Secure, scalable, extendable and 100% embedded with your ERP, connecting your entire project organization.
Advanced AI for Project Management
AI that uncovers factors that drive project success.
AI for Project-Driven Business
The ultimate empowerment for executives and project teams alike.
AI-Powered Status Reports
Deep, contextual analysis, giving you instant, objective view of project momentum.
AI Project Trend Analysis
Accurately assess your project’s trajectory and intervene with targeted actions.
AI-Powered Risk Assessment
Uncover hidden patterns and subtle signs of trouble, flagging issues weeks or months before.
AI Project Projections & Forecasting
Analyze your current performance trends to accurately predict future outcomes for budget, timeline, and scope.
AI-Powered Root Cause Analysis
Diagnose the true, systemic root cause of any issue, not just the surface-level symptoms.
AI Project Post-Mortem
Understand not only what happened, but why, with a data-driven plan to make sure it never happens again.
Counterfactual Analysis
Detailed counterfactual scenarios, showing how different decisions would have impacted project outcomes.
ERP Capabilities
Microsoft Dynamics 365 Finance
Project Operations
Microsoft’s core project application for Dynamics.
Finance & Accounting
Central ERP capabilities to maximize financial visibility and profitability.
Supply Chain Management
Modernize your supply chain to enhance visibility, improve planning, streamline procurement, and optimize fulfillment.
Manufacturing & Shop Floor
Facilitate discrete, process, and lean manufacturing with various production strategies.
Asset Management
Proactively manage business-critical equipment using predictive, corrective, condition-based, and preventative maintenance.
Warehouse Management
Establish new warehouses quickly with a warehouse management-only mode. Use wizards to replicate configurations across warehouses.
Product Lifecycle Management
CAD + PLM + ERP for seamless data flows across: Sales, Engineering, Purchasing, Manufacturing and Service.
Capabilities for SAP and Other ERP's
Integrate PlanAutomate with your business on SAP or other enterprise ERP.
Services
Project Business Transformation
Getting Started
Readiness Assessment
Help you understand where you stand and what you need for successful transformation.
Deep Needs Analysis
We analyze your current processes and provide recommendations on what to fix.
Transformation Project Setup
Help you setup a proper project for completing a successful transformation, including requirements, stakeholders, budget, and evaluation process.
Core Engagement
Solution Blueprint
Design the optimal solution coupled with BPR and validate the approach before full implementation.
Business Process Redesign
We help you reengineer your processes to maximize the value from your new system.
Change Management
Change management strategy and executive coaching, focusing on user adoption and value maximization.
Continuous Improvement & Optimization
Ensure you continually optimize your project business performance with expert support and strategic guidance.
Microsoft Dynamics 365 Enablement
Who we serve
Current D365 Finance Users
Currently using or implementing Microsoft Dynamics 365 Finance ERP.
Evaluating D365 Finance
Currently evaluating Microsoft Dynamics 365 Finance ERP.
Technology Implementation Services
PlanAutomate
Proven methodology for success with our technology.
Microsoft Dynamics 365
Though projects is central to your company, we can also help with the rest of your ERP implementation to ensure complete alignment.
Extensions & Customizations
Ensure the solution meets your specific business requirements.
AI
Customers
Resources
Blog
Events
Events: Microsoft Dynamics Communities Summit 2025
About
About
Careers
Contact
Menu
Solution
The Platform
The foundation for your entire project organization.
Financials
Cost Breakdown Structure
The backbone of your project financials, an independent but fully integrated CBS.
Advanced Cost Controls
A sophisticated costing sheet supporting all aspects of the EAC process and month-end budget review.
Earned Value Management
Completely integrated budget and schedule metrics for automated earned value analysis.
Integrated Subcontract Management
Manage and control subcontracts with real-time integrated data between project operations and financials.
Operations
Work Breakdown Structure
Plan and control every aspect of your project schedule.
Resource Management
Full demand and capacity planning with automated conflict and overload detection.
Project-Supply Chain Coordination
Your project schedule automatically connects with your procurement and production processes.
Governance
Project Organizational Structure
Standardize access and controls across large project organizations.
Project & Portfolio Analytics
Instantly understand how your projects are performing across a number of financial and operational areas.
RAIDO System
Full Risk, Issue and Opportunity tracking with resolution framework.
Change Control
Comprehensive operational and financial variation controls that record and manage approvals of all project changes.
Advanced Capabilities
Key project automation capabilities that empower your project teams.
Project Modeling
Dynamically generate estimates and schedules through curated and configurable project models.
High-Performance Project Scheduling
Advanced cloud-based project scheduling for the most complex projects.
Project-Driven Supply Chain
Your schedule automatically tells MRP what you need and when, with delivery progress constantly aligned.
Schedule-Driven Estimation
Dynamic, data-driven approach to estimating labor, material, and expenses.
Schedule-Driven Month End
Streamline period close by seamlessly integrating project schedules with financial data.
Project Workflow Engine
Projects progress automatically so assignments keep flowing.
Project Autopilot
Automated intelligence to manage projects by exception.
Executive Performance Scorecard
Spot problem areas and track progress against strategic initiatives, for executive level management.
Project Organizational Structure
Standardize access and controls across large project organizations.
Enterprise ERP Powered
Secure, scalable, extendable and 100% embedded with your ERP, connecting your entire project organization.
Advanced AI for Project Management
AI that uncovers factors that drive project success.
AI for Project-Driven Business
The ultimate empowerment for executives and project teams alike.
AI-Powered Status Reports
Deep, contextual analysis, giving you instant, objective view of project momentum.
AI Project Trend Analysis
Accurately assess your project’s trajectory and intervene with targeted actions.
AI-Powered Risk Assessment
Uncover hidden patterns and subtle signs of trouble, flagging issues weeks or months before.
AI Project Projections & Forecasting
Analyze your current performance trends to accurately predict future outcomes for budget, timeline, and scope.
AI-Powered Root Cause Analysis
Diagnose the true, systemic root cause of any issue, not just the surface-level symptoms.
AI Project Post-Mortem
Understand not only what happened, but why, with a data-driven plan to make sure it never happens again.
Counterfactual Analysis
Detailed counterfactual scenarios, showing how different decisions would have impacted project outcomes.
ERP Capabilities
Microsoft Dynamics 365 Finance
Project Operations
Microsoft’s core project application for Dynamics.
Finance & Accounting
Central ERP capabilities to maximize financial visibility and profitability.
Supply Chain Management
Modernize your supply chain to enhance visibility, improve planning, streamline procurement, and optimize fulfillment.
Manufacturing & Shop Floor
Facilitate discrete, process, and lean manufacturing with various production strategies.
Asset Management
Proactively manage business-critical equipment using predictive, corrective, condition-based, and preventative maintenance.
Warehouse Management
Establish new warehouses quickly with a warehouse management-only mode. Use wizards to replicate configurations across warehouses.
Product Lifecycle Management
CAD + PLM + ERP for seamless data flows across: Sales, Engineering, Purchasing, Manufacturing and Service.
Capabilities for SAP and Other ERP's
Integrate PlanAutomate with your business on SAP or other enterprise ERP.
Services
Project Business Transformation
Getting Started
Readiness Assessment
Help you understand where you stand and what you need for successful transformation.
Deep Needs Analysis
We analyze your current processes and provide recommendations on what to fix.
Transformation Project Setup
Help you setup a proper project for completing a successful transformation, including requirements, stakeholders, budget, and evaluation process.
Core Engagement
Solution Blueprint
Design the optimal solution coupled with BPR and validate the approach before full implementation.
Business Process Redesign
We help you reengineer your processes to maximize the value from your new system.
Change Management
Change management strategy and executive coaching, focusing on user adoption and value maximization.
Continuous Improvement & Optimization
Ensure you continually optimize your project business performance with expert support and strategic guidance.
Microsoft Dynamics 365 Enablement
Who we serve
Current D365 Finance Users
Currently using or implementing Microsoft Dynamics 365 Finance ERP.
Evaluating D365 Finance
Currently evaluating Microsoft Dynamics 365 Finance ERP.
Technology Implementation Services
PlanAutomate
Proven methodology for success with our technology.
Microsoft Dynamics 365
Though projects is central to your company, we can also help with the rest of your ERP implementation to ensure complete alignment.
Extensions & Customizations
Ensure the solution meets your specific business requirements.
AI
Customers
Resources
Blog
Events
Events: Microsoft Dynamics Communities Summit 2025
About
About
Careers
Contact
Executive
Perspectives
PMO
Real-Time Information Sharing is Key to Productivity for Construction Companies
February 17, 2017
View Article
Executive
Perspectives
PMO
How to Build Construction Megaprojects On Time and On Budget
January 31, 2017
View Article
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