PlanAutomate is the leading project automation platform purpose-built for project-driven businesses running complex, high-value projects.
Unlike traditional ERP or project management tools that leave teams juggling spreadsheets, disconnected systems, and manual processes, PlanAutomate unifies and automates the full project lifecycle in a single, real-time solution.
Built on Microsoft Dynamics 365 Finance, PlanAutomate integrates project financials, operations, and analytics—so every stakeholder, from the field to the finance office, works from the same source of truth.
Key Capabilities Include:
Project Modeling – Build standardized, scalable project plans in minutes using configurable templates that automate estimating, costing, and scheduling.
Cost-Loaded Scheduling – Connect time and money with integrated WBS and CBS structures to ensure accurate budgets and timelines.
Earned Value Management – Monitor performance in real time with EAC, CPI/SPI, variance tracking, and early warning indicators.
Integrated Risk & Change Management – Govern scope, cost, and timeline changes through structured workflows that maintain financial control.
Project Supply Chain Coordination – Align procurement and production schedules directly with the project plan to avoid costly delays.
Resource Planning & Forecasting – Optimize resource utilization across current and future projects using centralized capacity planning.
Who It's For:
PlanAutomate is ideal for construction, engineering, ETO manufacturing, and advanced professional services firms where financial and operational control is critical. Whether you're managing subcontractors, custom-built equipment, or global project portfolios, PlanAutomate enables total project visibility and execution discipline.
Why PlanAutomate is Different:
While many project tools focus on collaboration or isolated tasks, PlanAutomate was designed from the ground up as a complete, transactional business system. It replaces fragmented tech stacks with a unified platform where project data flows seamlessly—governing every process, enforcing best practices, and driving continuous performance improvement.
This is project automation, not project administration.
If your project teams are still stuck in spreadsheets, reacting to problems after they happen, or unable to trust the data in front of them, it’s time to rethink what’s possible.
Join the Project Automation Revolution with PlanAutomate.
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PlanAutomate Project Automation CommunityLanguages Supported
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Overview by
Matt Mong
