Microsoft Dynamics 365 for Construction

Transform D365 Finance into a Tier-1 Construction ERP. Unified project management, financials, and operations on one platform.

PlanAutomate embeds Enterprise Project Management directly into Microsoft Dynamics 365 Finance, giving you a single source of truth from the bid to the final handover for your construction business.

PlanAutomate Bridges the “Construction Gap” in Dynamics 365 Finance ERP

We specialize in providing Enterprise Project Management solutions and services for construction oriented companies using Dynamics 365, including:

Heavy Construction

Infrastructure Construction

EPC

Environmental

Modular Manufacturing + Construction

Specialty Contractors

Electrical Contractors

General Contractors

Get More Construction Project Capabilities for the Same Price as D365 Project Operations

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
  • Ability to add on advanced features as you need for your industry or business (see below)

+$USD per user per month paid yearly.

Add Construction Project Management Features for Dynamics 365

Create a solution tailored to your construction business.

Select PlanAutomate EPM + Construction below to create your kit.

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 ✕ ✕ ✕ ✕ ✕ ✕ ✕ ✕ ✕
✓
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project analytics

Create the optimal construction project estimates right from the start

The Project Modeler™ offers a superior budgeting experience for construction companies compared to other tools, spreadsheets and estimating apps.

With PlanAutomate’s Project Modeler, your project estimates are created faster and with more accuracy than ever before. Gain speed and control. Enhance your sales process by creating the best project budget from the start.

  • Construction project estimates are formulated through carefully curated cost models
  • Enable your estimators and controllers to produce optimal budgets in minimal time and with minimal errors
Learn more

Automatically Align Your Construction Projects with Your Supply Chain & Production

PlanAutomate ensures seamless integration between your project schedules and budgets and your supply chain operations, including procurement and production, keeping everything aligned for optimal efficiency.

Automated Material Planning

Project schedules automatically inform Material Requirements Planning (MRP) to ensure timely procurement, production, and delivery.

Real-Time Supply Chain Visibility

Track material availability and delivery progress in real time to prevent delays.

Replan with Material Constraints Built in

As your project schedule changes, your supply chain constraints are always visible so you can plan accordingly.

Seamless Procurement & Production Integration

Link project requirements directly to purchasing and production activities for streamlined sourcing.

Explore how we enable your people to do more

Augment Your Team with an AI Expert

Amplify your team’s intelligence with causally-aware AI analysis that collaborates and steers projects to success.

Imagine if everyone on your project team had access to a project management veteran with 20 years experience, whose job it is to constantly analyze their projects looking for subtle issues that could turn into big problems later.

That’s what we built.

Learn more

See More

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.

Learn more

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.

Learn more

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.

Learn more
ETO-project-supply-chain

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.

Learn more
project schedule-driven estimation

Schedule-Driven Month End

Precise Financial Control

Seamlessly integrate project schedules with financial data, ensuring real-time visibility into cost and revenue numbers.

Learn more
EAC completion degree

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.

Learn more

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.

Learn more

Executive Performance Scorecard

Clear Oversight of Project Business Success

For executives leading project-driven organizations, understanding business performance at a glance is critical.

Learn more

Customer Stories Using PlanAutomate EPM for Construction on D365

Industries: Construction, Engineering, ETO Manufacturing

SurePods, a DPR Construction company, specializes in delivering custom, ready-to-install bathroom pods for healthcare, hospitality, and multi-living projects. Their highly complex, project-driven business requires seamless coordination across design, engineering, procurement, manufacturing, shop floor control, delivery, and installation.

Learn more

Industries: Construction, Engineering, ETO Manufacturing

Z Modular is transforming modular construction with precision-engineered, steel-framed developments. By reinventing traditional building and construction processes, they are driving efficiency, consistency, and scalability—and they chose PlanAutomate to help make it happen.

Learn more

Ready to empower your team with PlanAutomate?

Reach out to us today to schedule a consultation.

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