Microsoft Dynamics 365 for Utilities

One cloud platform to run your entire utilities business

A sustainable business system for your sustainable business.

All-in-one business management cloud solutions for utility infrastructure companies based on Microsoft Dynamics 365 and the Azure Cloud.

Enhance visibility

Improve planning

Streamline procurement & production

Optimize fulfillment processes

A complete solution for energy & utility companies

Energy projects are growing in size and complexity. From managing these projects and their financials to collaborating with contractors and project owners, we cover your business end-to-end.

Manage 360

Design and install systems for oil, gas, solar, wind, biomass, geothermal, or ethanol on one platform.

Increase agility

Adapt quickly to changing market conditions and legislation.

Manage risk

Integrate your business processes so you always know your situation instantly.

Automatically Align Your Utility Infrastructure 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.

Learn More

Get the most powerful project system built into Dynamics 365 Finance for the same price as 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 (Base)

$135

user/m

Our base product has all the same core 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.

See how we can add features to meet your business’ needs

	Project Operations Microsoft - Select	PlanAutomate Base Base €135 /mo Select	ETO Manufacturing Add-on €60 /mo Select	Construction 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 Management Add-on €20 /mo Select
Portfolio organization
Stakeholder workspace	✕	✕	✕	✕	✕	✕	✓	✕	✕	✕
Auto pilot	✕	✕	✕	✕	✕	✕	✓	✕	✕	✕
Project sensor points	✕	✕	✕	✕	✕	✕	✓	✕	✕	✕
Stakeholders	✕	✕	✕	✕	✕	✕	✓	✕	✕	✕
POS security	✕	✕	✕	✕	✕	✕	✓	✕	✕	✕
Batch lists	✕	✓	✕	✕	✕	✕	✕	✕	✕	✕
Timesheet management
My assignments & widget	✓	✓	✕	✕	✕	✕	✕	✕	✕	✕
Team member workspace	✕	✓	✕	✕	✕	✕	✕	✕	✕	✕
My calendar	✕	✓	✕	✕	✕	✕	✕	✕	✕	✕
Task status update	✕	✕	✕	✕	✕	✕	✕	✓	✕	✕
My tracked RAIDO	✕	✕	✕	✕	✕	✕	✕	✕	✕	✓
Resource management
Resource attributes	✓	✓	✕	✕	✕	✕	✕	✕	✕	✕
Calendars and exceptions	✓*	✓	✕	✕	✕	✕	✕	✕	✕	✕
Resource loan management	✓	✓	✕	✕	✕	✕	✕	✕	✕	✕
Grade, service & location	✕	✕	✓	✕	✓	✕	✕	✕	✕	✕
Labor rates by grade and service line	✕	✕	✓	✕	✓	✕	✕	✕	✕	✕
Project resourcing (dispatch)	✕	✕	✕	✕	✕	✕	✕	✓	✕	✕
Portfolio management
Project portfolios	✓	✓	✕	✕	✕	✕	✕	✕	✕	✕
Portfolio status	✕	✕	✕	✕	✕	✓	✕	✕	✕	✕
Portfolio sensor points	✕	✕	✕	✕	✕	✓	✕	✕	✕	✕
Project breakdown structure	✕	✕	✕	✕	✕	✓	✕	✕	✕	✕
Project budget periods	✕	✕	✕	✕	✕	✓	✕	✕	✕	✕
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	✕	✕	✕	✕	✕	✕	✕	✕	✕	✓
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	✕	✕	✕	✕	✕	✕	✕	✓	✕	✕
Change management
Revisions	✓	✓	✕	✕	✕	✕	✕	✕	✕	✕
Change orders	✕	✓	✕	✕	✕	✕	✕	✕	✕	✕
Change requests	✕	✓	✕	✕	✕	✕	✕	✕	✕	✕
Copy Change set	✕	✕	✓	✕	✓	✕	✕	✓	✕	✕
Copy WBS	✕	✕	✓	✕	✓	✕	✕	✓	✕	✕
WBS change sets	✕	✕	✓	✕	✓	✕	✕	✓	✕	✕
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	✕	✕	✕	✕	✕	✕	✕	✓	✕	✕
Subcontract management
Subcontract management	✓	✓	✕	✕	✕	✕	✕	✕	✕	✕
Risk management
RAIDO register	✕	✕	✕	✕	✕	✕	✕	✕	✕	✓
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	✕	✕	✕	✕	✕	✕	✕	✓	✕	✕

More ↓

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

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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

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

Schedule-Driven Month End

Precise Financial Control

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

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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

Are You Ready for Transformation?

Before you delve into Project Automation, get your project organization ready for a successful transformation. Our How to Prepare for Project Automation Transformation Guide is designed to help you lay the groundwork for a smooth and effective transition.

This guide outlines essential steps to help you:

Analyze your project process challenges and how to prioritize their impact on the business
Form a team of stakeholders that will drive your transformation
Establish a realistic budget that aligns with your strategic goals
Develop a clear roadmap of your transformation and how to get there

Download now

Real stories in energy and utilities

ICM Powers Project-Driven Production and Construction with PlanAutomate

Industries: Energy, Construction, ETO Manufacturing

ICM engineers, builds, and supports the biofuels industry’s most efficient and innovative ethanol plants. Success depends on precise project-driven production and procurement—ensuring the right materials are available at the right time.

With thousands of tasks and components in each project, aligning live project schedules with ongoing production is a complex challenge. Traditional tools fall short in managing this scale while integrating with MRP. PlanAutomate solves this problem by seamlessly synchronizing projects, procurement, and production in a single system, keeping ICM’s entire operation aligned and running efficiently.

Other companies we work with

Learn more about our customers

Ready to empower your team with PlanAutomate?

Reach out to us today to schedule a consultation.

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