Can I share my project schedule with customers and/or sub-contractors?

Written by Henrik Lerkenfeld

Yes. The project owner portal allows customers and sub-contractors direct access to PlanAutomate, which is configurable to limit each user’s access to relevant information. Customers can use the portal to review performance metrics and status information for their own projects, including the project schedule.

Learn more about the PlanAutomate Customer Portal

Additionally, schedules can be shared with sub-contractors and other external stakeholders via XML data exchange. PlanAutomate can export schedules in Microsoft Project and Oracle Primavera P6 formats for external distribution.

How do I make sure PlanAutomate covers my business requirements?

What are Project Sensor Points?

Henrik Lerkenfeld

Henrik is a driving force behind the product success of PlanAutomate’s Enterprise Project Management (EPM) solution, bringing a systematic approach to process design and a deep understanding of project-based industries. His work focuses on natively unifying critical project data and processes, including financials, operations, and supply chain, into a single source of truth for project-driven organizations inside Dynamics 365 Finance. His experience spans decades of working with Microsoft ERP systems for project-centric companies. He also leads the services team at Adeaca that implements the Dynamics 365 Finance, Supply Chain Management, and PlanAutomate EPM.