The Project Management System Dynamics 365 Finance Should Come With

For the same price get more capability than Project Operations, with options to grow.

The Flexible Choice for Project-Based Companies

Get the same features with a better performing system with more options for the same price.

Project Operations

$135

user/m

Microsoft’s default project module for D365 Finance with standard project management capabilities with a single WBS structure and basic features. No upgrades or product expansions available.

Key Features

Project scheduling (WBS)
Resource & capacity management

Quoting & Templates
Costing & Budgeting
Power BI reporting

vs.

PlanAutomate EPM

$135

user/m

Our core Enterprise Project Management (EPM) product has all the same project management functionality as Project Operations in a more capable system that’s embedded in D365 Finance. Plus, you gain the ability to grow into other features.

Key Features

Project scheduling (WBS)
Resource & capacity management

Quoting & Templates
Costing & Budgeting
Power BI reporting

plus

Faster performance for projects of any size
Dedicated Cost Breakdown Structure (CBS) with periodization for better cost control
Enhanced timesheets for streamlined time recording
Change management controls
Implementation led by project experts
Ability to add on advanced features as you need for your industry or business (see here)

+$USD per user per month paid yearly.

Compare Features

Know your options for now and into the future.

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Compare to:	MS D365 ProjOps. Microsoft - Select	HSO AEC360 + ProjOps. Select	PlanAutomate EPM Essentials Base €135 /mo Select	AEC Add-on €60 /mo Select	ETO Manufacturing Add-on €60 /mo Select	Professional Services Add-on €60 /mo Select	Insight & Analysis Add-on €30 /mo Select	Governance Add-on €30 /mo Select	Advanced PM Add-on €60 /mo Select	Project Modeling Add-on €20 /mo Select	Risk Mgmt. Add-on €20 /mo Select
Insights and analysis
Power BI cubes	◑	◑	●
Embedded Power BI reports			●
Portfolio analytics							●
Portfolio performance							●
Performance index							●
PlanVector AI							●
AI Project Analysis
Status Reports							●
Trend Analysis							●
Projections & Forecasts							●
Root Cause Analysis							●
Risk Assessment							●
Post-Mortem Analysis							●
Counterfactual (What-if) Analysis							●
Planning
Work Breakdown Structure (WBS)	◑	◑	●
Gantt & drag and drop	●	●	●
Critical path and float			●
Task network	●	●	●
Role and resource scheduling	●	●	●
Capacity management	◑	◑	●
Soft/hard commit	●	●	●
Auto assign resources	●	●	●
Task and Gantt filtering			●
Task workflow			●
Custom grid views			●
Activity backlog			●
WBS sensor points			●
Manual tasks				●	●	●			●
Material planning				●	●
Material constraints				●	●
What-if simulation				●	●				●
Capacity leveling					●	●			●
Task driven serviceline and line property					●	●			●
Custom project/role/task attributes					●	●			●
Baselines									●
Embedded projects (WBS)									●
Constraint types									●
Gateway reviews and deadline management									●
Task tags									●
Project calendar									●
Project phases									●
Schedule backwards from finish									●
Estimation
Budget versions	◑	◑	●
Templates	●	●	●
Create from quote	●	●	●
Create from existing project	●	●	●
Approvals	●	●	●
Copy from WBS	●	●	●
Import/Export XML			●
Cashflow			●
Qty budgets				●	●
Retainers						●
Models										●
Cost breakdown structure
Embedded projects (CBS)	●	●	●
Posting status			●
EVA principles									●
Cost codes & cost code reporting									●
Period close									●
Portfolio organization
Stakeholder workspace								●
Auto pilot								●
Project sensor points								●
Stakeholders								●
POS security								●
Batch lists			●
Costing sheet
Cost (view)	●	●	●
Revenue (view)	●	●	●
By category	●	●	●
By category group	●	●	●
Embedded projects	●	●	●
CTC and EAC	◑	◑	●
Variance tracking	◑	◑	●
Contract line items (view)			●
Dedicated Cost Breakdown Structure (CBS)			●
Budget periods			●
CBS sensor points			●
Variance reason codes									●
Deliverables (view)				●	●				●
Change control (view)				●	●				●
WBS estimate (view)					●	●			●
Revenue to complete (view)					●	●			●
Get WBS estimates					●	●			●
Retainer						●			●
Burn rate (view)									●
Earned value (view)									●
RAIDO (view)											●
Labor quantities (view)									●
Cashflow									●
Portfolio management
Project portfolios	●	●	●
Portfolio status							●
Portfolio sensor points							●
Project breakdown structure							●
Project budget periods							●
Risk management
RAIDO register											●
Change management
Revisions	●	●	●
Change orders			●
Change requests			●
Copy Change set					●	●			●
Copy WBS					●	●			●
WBS change sets					●	●			●
Resource management
Resource attributes	●	●	●
Calendars and exceptions	◑	◑	●
Resource loan management	●	●	●
Grade, service & location					●	●
Labor rates by grade and service line					●	●
Project resourcing (dispatch)									●
Workspaces
Project management	●	●	●
Project team member			●
Project costing			●
Project planning			●
Project change management			●
Project capacity management			●
Project material constraints				●	●
Project subcontract management				●	●
Project stakeholder								●
Project period close								●
Project RAIDO											●
Subcontract management
Subcontract management	●	●	●
Timesheet management
My assignments & widget	●	●	●
Team member workspace			●
My calendar			●
Task status update									●
My tracked RAIDO											●
AI Agents
Project Analyst							●
Time Entry & Expense		●
PayFlow		●
Other
Fee Estimator		●	●
Electronic invoicing		●
Experience mgt.		●
Mobile access		●	◑
AI Brief builder		●
Whitespace analysis		●
Copilot & AI Automation	●	●	●

More ↓

Why project-based companies choose PlanAutomate

Reduced Risk

We start from a proven foundation of D365 Finance, SCM, and enterprise project management. That means clearer scope, fewer customizations, and a streamlined implementation.

Project Expertise

Senior project experts who understand your business lead your ERP implementation from blueprint to go-live and beyond.

Room to Grow

You’ve got options with PlanAutomate. If your business needs more project-focused capabilities, we’ve got them when you’re ready.

Learn: What We Do

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Discover the best options for your company.

Schedule a free call to learn:

What the details are of the options above and how to evaluate them for your company.

How you can grow and scale your project management capabilities in the future with PlanAutomate.

What implementation with PlanAutomate looks like.

Whether you are evaluating or currently using Dynamics 365 Finance and/or Project Operations and want to make sure you are getting the best solution for your company.

Schedule a brief consultation with us to learn how to help your organization achieve the best possible outcome with Dynamics.

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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.

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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.

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Other companies we work with

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