The Enterprise Project Management System for Dynamics 365 Finance

The Flexible Choice for Project-Based Companies

Purpose-Built for Project-Driven Industries:

ETO Manufacturing

Construction

Aerospace & Defense

Energy & Utilities

Pharma & Biotech

Professional Services

Designed to Meet Your Needs Now and in the Future

Configure Your Perfect Solution:

Project Operations Microsoft -
PlanAutomate EPM Base €135 /mo
ETO Manufacturing Add-on €60 /mo
Construction Add-on €60 /mo
Professional Services Add-on €60 /mo
Insight & Analysis Add-on €30 /mo
Governance Add-on €30 /mo
Advanced PM Add-on €60 /mo
Project Modeling Add-on €20 /mo
Risk Management Add-on €20 /mo
Insights and analysis
Power BI cubes
✓*
✓
✕ ✕ ✕ ✕ ✕ ✕ ✕ ✕
Embedded Power BI reports ✕
✓
✕ ✕ ✕ ✕ ✕ ✕ ✕ ✕
Portfolio analytics ✕ ✕ ✕ ✕ ✕
✓
✕ ✕ ✕ ✕
Portfolio performance ✕ ✕ ✕ ✕ ✕
✓
✕ ✕ ✕ ✕
Performance index ✕ ✕ ✕ ✕ ✕
✓
✕ ✕ ✕ ✕
PlanVector AI ✕ ✕ ✕ ✕ ✕
✓
✕ ✕ ✕ ✕
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 ✕ ✕ ✕ ✕ ✕ ✕ ✕
✓
✕ ✕
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 organization
Stakeholder workspace ✕ ✕ ✕ ✕ ✕ ✕
✓
✕ ✕ ✕
Auto pilot ✕ ✕ ✕ ✕ ✕ ✕
✓
✕ ✕ ✕
Project sensor points ✕ ✕ ✕ ✕ ✕ ✕
✓
✕ ✕ ✕
Stakeholders ✕ ✕ ✕ ✕ ✕ ✕
✓
✕ ✕ ✕
POS security ✕ ✕ ✕ ✕ ✕ ✕
✓
✕ ✕ ✕
Batch lists ✕
✓
✕ ✕ ✕ ✕ ✕ ✕ ✕ ✕
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 ✕ ✕ ✕ ✕ ✕ ✕ ✕ ✕ ✕
✓
More →
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A Single Source of Truth for Dynamics 365 Finance

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

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.

Learn more

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.

Learn more

Schedule a free consultation

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.

Schedule a consultation now: