Microsoft Dynamics 365: Project Operations
Is Project Operations the right choice?
Microsoft Dynamics 365 Project Operations is designed to support project-based organizations by providing tools for project management, resource planning, and financial tracking. However, does it really have all the capabilities your business needs? Or will it leave you wanting more in the future?
What if you could get more for the same price?
Get the same features with a better performing system for the same price with the ability to add capabilities where you need it.
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.
Compare Features
Get the most options for your business now and in the future.
|
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 | ✕ | ✕ | ✕ | ✕ | ✕ | ✕ | ✕ | ✕ | ✕ |
✓
|
Why choose PlanAutomate for Dynamics: We do things differently
Process-first Approach
We don’t just implement technology. We start with your business processes. Beyond implementation, we can analyze and reengineer your processes for optimal efficiency and then provide the technology to systemize them.
- Ensures your processes are set up in the most efficient manner
- Makes certain the system you use is aligned with your processes and delivers maximum value
Project Expertise
Our consultants come directly from project-driven organizations like yours with decades of complex project management experience and having gone through technology-driven transformations themselves.
- Ensures we understand your problems thoroughly
- Enables us to provide service beyond what anyone else in the Dynamics ecosystem can do
Broadest Technology Options
We turn Microsoft Dynamics 365 Finance into an operating system for your project business. Our flexible solution allows us to serve straightforward service organizations as well as the most complex engineering and project-driven manufacturing companies.
- Ensures you get the right set of technology to solve your problems
- Enables you to grow and scale your company on the same platform
PlanAutomate is the only partner in the Microsoft ecosystem with this distinct project-driven business focus.
Learn how to empower your people and processes with D365. All of them.
Download this ebook:
Managing Projects in D365 Finance
Most project-driven organizations using Microsoft Dynamics 365 Finance still rely on spreadsheets and disconnected tools to manage complex projects. How do you fix that?
This quick-read guide helps you understand how to use D365 Finance to empower your people and processes across the board:
- What your people do today that they shouldn’t have to
- Why D365 Finance (even with Supply Chain) leaves a project control gap that bogs down your people
- What critical processes are missing in D365 for project companies
- What PlanAutomate has that Project Operations does not—and when to use each
- How to decide which solution is right for your project environment
Get instant access now:
Ready to empower your team with PlanAutomate?
Reach out to us today to schedule a consultation.
Get Started