PlanAutomate Project Automation - 2026 Pricing, Features, Reviews & Alternatives

Benefits of PlanAutomate: Real-Time Project Automation for Complex, Project-Driven Businesses

PlanAutomate delivers transformative value by automating and integrating every core function of your project-driven business. Whether you're managing multimillion-dollar construction projects, complex ETO manufacturing workflows, or engineering programs with hundreds of interdependent tasks, PlanAutomate provides the real-time control and visibility you need to succeed.

1. Real-Time Financial and Operational Visibility
Gain a single source of truth for your entire project organization. PlanAutomate connects financials, schedules, procurement, and resources in one system—so decisions are based on accurate, up-to-date data.

2. Faster, More Accurate Project Planning
With Project Modeling, you can estimate, budget, and schedule projects in minutes using standardized templates. Automate best practices and reduce rework by getting it right from the start.

3. Complete Cost Control and Budget Governance
Track budgets, actuals, EAC, and variances automatically with a dedicated Cost Breakdown Structure (CBS). PlanAutomate enforces financial discipline through change controls and approval workflows, ensuring every cost is accounted for.

4. Early Warning of Risks and Issues
Leverage real-time Earned Value Management (EVM) and automated KPI monitoring to identify schedule or cost deviations before they become problems. PlanAutomate helps you manage by exception, not by crisis.

5. Seamless Schedule and Supply Chain Alignment
Coordinate project timelines with procurement and production to prevent material delays. PlanAutomate flags supply chain constraints instantly, allowing proactive resolution and keeping your project on track.

6. Optimized Resource Utilization
Forecast demand, balance workloads, and assign the right people to the right tasks. PlanAutomate centralizes resource planning across the organization, improving utilization and reducing bottlenecks.

7. Streamlined Monthly Reporting
Automate the preparation of month-end reports with real-time data. No more time wasted on manual data gathering—your KPIs, financials, and operational insights are always up to date and ready to share.

8. Built for Scalability and Growth
As your business grows in complexity, PlanAutomate scales with you. It’s designed to support large project portfolios, multi-entity operations, and advanced governance requirements—all inside Dynamics 365 Finance.

PlanAutomate helps project-driven companies:

Improve project profitability

Deliver on time and on budget

Reduce risk and uncertainty

Eliminate data silos and manual work

Align finance and operations across the enterprise

Make better decisions, faster

From chaos to control. From data silos to one system of record. From reactive management to real-time governance.

That’s the power of PlanAutomate.