Transform Your Project-Driven Business with PlanAutomate Project Automation

PlanAutomate Project Automation is the advanced solution for managing complex, project-driven businesses directly within Microsoft Dynamics 365 Finance. Built to unify project financials, operations, and governance in one system, PlanAutomate eliminates manual processes and fragmented tools—delivering the real-time visibility, control, and efficiency you need to improve project outcomes and profitability.

Unlike conventional project management or portfolio management tools, PlanAutomate enables true digital transformation through end-to-end process standardization and automation. From project inception and estimation to execution and financial close, PlanAutomate provides a single source of truth across your entire project portfolio.

Key Project Automation Capabilities of PlanAutomate:

• Advanced Project Financial Management: Real-time control over project costs, margins, and revenue recognition with a dedicated Cost Breakdown Structure (CBS).

• Project Modeler™: Automate and accelerate project estimation and planning using standardized, configurable models.

• Integrated Scheduling & Resource Management: Optimize capacity, manage internal and external constraints, and deliver more projects on time.

• Project Supply Chain Coordination: Seamlessly connect project schedules with procurement and production to mitigate material delivery risks.

• Real-Time Project Insight: Leverage dashboards, KPIs, and earned value analytics for smarter, faster decisions.

• Project Governance: Enforce process controls, manage change approvals, and mitigate risk across the project lifecycle.

PlanAutomate empowers executives and project leaders with the insights and tools to reduce risk, improve efficiency, and drive business growth.

Take Control of Your Project Business. Transform with PlanAutomate Today.