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Construction & Engineering (AEC/CEC)

بواسطة PlanAutomate Inc.

Manage construction and engineering projects inside Dynamics. Real-time insight. More control.

Project Automation for Construction & Engineering Firms Using Dynamics 365 Finance

Transform Project Delivery in D365 Finance with PlanAutomate


PlanAutomate is a fully integrated Project Automation solution purpose-built for construction and engineering firms running on Microsoft Dynamics 365 Finance. Designed to manage complex, project-driven operations from end to end, PlanAutomate replaces spreadsheets, disconnected tools, and manual processes with a unified system, delivering real-time visibility, control, and operational efficiency across your entire project portfolio.

Unlike traditional project management or PPM tools that focus on isolated functions, PlanAutomate brings financials, operations, and governance into one governed framework. From estimating and subcontractor planning to scheduling, procurement, and financial closeout, every aspect of the project lifecycle is connected, ensuring tighter control, reduced risk, and improved profitability.

Built for the Realities of AEC Project Delivery


Advanced Project Financial Management

Control costs and margins in real-time with a dedicated Cost Breakdown Structure (CBS), complete revenue recognition support, and period-based forecasting.


Project Modeler™ for Estimating & Planning

Standardize and accelerate project setup with configurable templates for common builds and scopes. Generate time-phased budgets, labor forecasts, and schedules in minutes.

Integrated Scheduling & Resource Optimization

Align construction schedules with capacity and labor availability. Easily adapt to internal and external constraints to keep your projects on track.

Project Supply Chain Coordination

Connect project schedules directly to procurement and production timelines. Avoid costly delays with real-time insight into material and equipment readiness.

Real-Time Insight & Earned Value Analytics

Dashboards, KPIs, and earned value metrics are built-in, giving you actionable insights to manage performance by exception.

Process Governance & Change Control

Automate compliance, control project changes, and enforce approval workflows across scope, schedule, and budget revisions.

Built for the Most Advanced AI in Projects

PlanAutomate is bringing you the most advanced AI in project management. Context-aware and able to identify root causes to project problems, PlanAutomate's AI will move beyond basic KPIs to provide causally-aware, proactive insights and strategic recommendations, empowering businesses to prevent failures, optimize portfolios, and achieve unprecedented project success.

Why Construction & Engineering Firms Choose PlanAutomate


  • Unify all project functions in one platform = no more siloed systems
  • Gain financial and operational control at every phase
  • Respond faster to changes and risks with real-time alerts
  • Standardize and scale project delivery across business units or regions
  • Improve collaboration across teams, vendors, and partners

PlanAutomate empowers construction executives, project managers, controllers, and schedulers to operate from a single source of truth—ensuring every project is delivered with greater predictability and profit.

Drive transformation across your construction business. Start with PlanAutomate.

لمحة سريعة

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