The Enterprise Project Management System for Dynamics 365 Finance

The Flexible Choice for Project-Based Companies

Our EPM platform is built directly into Dynamics 365 Finance. We provide the options you need to get started quickly and scale as your business matures.

Simple to start. Safe to grow.

Our goal is to make it easier to run your project-driven business on Microsoft Dynamics 365

Easy to Start

Our approach to D365 implementations for project-centric companies is all about keeping it simple to get started. Our EPM Essentials provides professional costing, scheduling, and resource tools. It is easy to understand and even easier to implement.

fit

Sure-Fit Technology

No matter where you start, we can grow with you. There is no need to compromise and “shoehorn” your processes into a solution. Our industry kits and advanced feature packages can meet most project business needs.

De-Risk Your Implementation

Our D365 expertise and deep project IP handles a wide range of requirements as standard features. This eliminates the need to customize. You get a cleaner, more stable system that is easy to implement and update.

First: Find Your Industry

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Industry AEC ETO Manufacturing ProServ
Design & Engineering
Architecture Firms ●   ◑
Engineering Consulting (Civil/Structural/MEP) ●   ◑
Environmental Engineering Services ●   ◑
Construction & Delivery
General Contractors ●    
Specialty Contractors (Trade Subs) ●    
Electrical Contractors ●    
Heavy Construction / Heavy Civil ●    
Infrastructure Construction (Roads/Bridges/Rail) ●    
EPC Contractors (Engineering-Procure-Construct) ● ◑ ◑
Modular Building / Prefab Construction ● ◑  
Construction Project Management / Owner’s Rep ●   ◑
Real Estate Development (Commercial/Industrial) ●   ◑
Data Center Build / Fit-out ● ◑ ◑
Energy, Utilities & Resources
Renewable Energy EPC (Solar/Wind/BESS) ● ◑ ◑
Energy & Utilities (Capital Programs) ● ◑ ◑
Oil & Gas (Midstream/Pipelines/Compression) ● ◑ ◑
Refining / Petrochemical Turnarounds & Expansions ● ◑ ◑
Power Generation Projects (Plants/Turbines/BOP) ● ◑ ◑
Water / Wastewater Treatment Projects ● ◑ ◑
Mining Project Delivery (Build/Expansion) ● ◑ ◑
Industrial Plant Construction (Factories/Process Plants) ● ◑ ◑
Engineered-to-Order Manufacturing & Complex Systems
Aerospace & Defense (Manufacturers)   ● ◑
Aircraft Manufacturing   ● ◑
Space Systems (Launch & Satellites)   ● ◑
Shipbuilding / Marine Vessels   ● ◑
Rail Rolling Stock / Transit Vehicles   ● ◑
Industrial Machinery OEMs (Custom Machines)   ●  
Engines / Turbines / Propulsion Systems   ●  
Process Equipment / Skids / Packaged Systems   ● ◑
Power & Electrical Equipment (Switchgear/Transformers)   ● ◑
Industrial Automation (Build + Commission Systems) ◑ ● ◑
Robotics / Custom Automation Cells   ● ◑
Semiconductor Capital Equipment   ● ◑
Medical Devices (Complex/Configurable)   ● ◑
Life Sciences (Manufacturing + Capital Projects)
Biotech Products Manufacturing   ● ◑
Pharma & Biotech CDMOs ◑ ● ◑
Life Sciences Capital Projects (Labs/Cleanrooms) ● ◑ ◑
Professional Services & Project-Based Delivery
IT Consulting     ●
Systems Integrators (IT/ERP/Cloud)     ●
Management Consulting     ●
Software Development (Project Delivery)     ●
Digital Agencies / Creative Studios     ●
Engineering Services (Outsourced Product/Plant Engineering) ◑ ◑ ●
Field Service Projects (Large Installs/Commissioning) ◑ ◑ ●
Telecom, Public Sector & Programs
Telecom Network Buildouts (Fiber/5G Programs) ● ◑ ◑
Public Sector Capital Programs (Transport/Civic Buildings) ●   ◑
Defense/Government Services Contractors     ●
Defense Programs / Systems Integration (Prime/Large SI) ◑ ◑ ●

Then see a detailed feature list of features below for your industry to see how we help you.

Choose the right Project Option for Microsoft Dynamics 365
That Meets Your Needs Now and in the Future

Compare your many options with PlanAutomate to Project Operations.

This matrix compares solution capabilities (features) across selected options for Dynamics 365 based project delivery.

  • Columns show the products/solution bundles you’ve selected to compare (e.g. Microsoft D365 Project Operations, an SI bundle, and PlanAutomate’s EPM base + optional add-ons).
  • Rows list individual capabilities (i.e. planning, estimation, costing, change management, resource management, analytics, AI, etc.).
  • Symbols indicate the level of support for each capability:
    • ● = capability is supported
    • ◑ = capability is supported in a limited/partial way
    • (blank) = capability is not supported / not available in that option

Use this matrix to quickly see which options cover which capabilities, and differences in full vs partial coverage, especially in the areas that matter most to your project delivery model and finance requirements.

Truth in reporting: This matrix is compiled using publicly and privately available information to provide a fair, baseline comparison of solution capabilities. Solutions evolve over time; if any information is inaccurate or outdated, contact us with corrections.

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Compare to:
PlanAutomate EPM Essentials Base €135 /mo
+
AEC Add-on €60 /mo
ETO Manufacturing 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 Mgmt. Add-on €20 /mo
Insights and analysis
Power BI cubes ●                
Embedded Power BI reports ●                
Portfolio analytics         ●        
Portfolio performance         ●        
Performance index         ●        
PlanVector AI (see agents below)         ●        
AI Agents
Planner agent         ●        
RAIDO agent         ●        
Costing agent         ●        
Change management agent         ●        
Staffing agent         ●        
Reporting agent         ●        
PayFlow                  
Time Entry & Expense                  
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 ●                
Risk management
RAIDO register                 ●
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         ●        
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                 ●
Other
Fee Estimator ●                
Electronic invoicing                  
Experience mgt.                  
Mobile access ◑                
AI Brief builder                  
Whitespace analysis                  
Copilot & AI Automation ●                
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Discover the D365 Products You Need

Finance Microsoft Dynamics 365
Supply Chain Microsoft Dynamics 365
Human Resources Microsoft Dynamics 365
Dynamics 365 Finance
General ledger (GL) ●    
Accounts payable (AP) ●    
Accounts receivable (AR) ●    
Cash & bank / treasury ●    
Fixed assets ●    
Budgeting & budget control ●    
Expense management ●    
Tax ●    
Financial close & reporting ●    
Dynamics 365 Supply Chain Management
Procurement & sourcing   ●  
Product information management (PIM)   ●  
Inventory management & costing   ●  
Warehouse management (WMS)   ●  
Transportation management (TMS)   ●  
Master planning   ●  
Manufacturing / production   ●  
Quality management   ●  
Asset management   ●  
Engineering change management   ●  
Dynamics 365 Human Resources
Core HR (hire-to-retire)     ●
Benefits     ●
Compensation     ●
Leave & absence     ●
Performance management     ●
Cross-SKU “Finance & Operations platform” layer
Security & compliance controls ● ● ●
Workflow & approvals ● ● ●
Data management & migration ● ● ●
Integration & extensibility ● ● ●
Environment & release management ● ● ●
More →
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A Single Source of Truth for Dynamics 365 Finance

Customize with optional advanced EPM packages

Empower your people with advanced enterprise project management features you won’t find anywhere else.

Adv. PM

Insight

Governance

RAIDO

Modeling

Select your optional industry EPM kit

Tailor your system to your industry with additional EPM capabilities that support your specific workloads.

AEC

ETO Manufacturing

Pro Services

Enterprise Project Management (EPM) Essentials

Essential Enterprise Project Management (EPM) capabilities embedded in Dynamics 365 Finance that align projects with finance, supply chain and HR.

EPM Essentials

(Estimation, Scheduling, Costing, Resource Management)

The Foundation: Microsoft Dynamics 365 Finance ERP

We implement D365 Finance, Supply Chain, and Human Resources ERP for project-centric processes. We can also 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.

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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.

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: