Can PlanAutomate block cost commitments when the authorized spending of the project is exceeded?

Written by Henrik Lerkenfeld

Yes. PlanAutomate can be configured to warn or block users when cost commitments causing a budget overrun are transacted. For instance, this may include when a purchase order is confirmed, when a shop order is estimated and when an expense report or timesheet is approved.

Learn more about PlanAutomate Project Financial Controls

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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.