Can PlanAutomate manage resources and capacity by region?

Written by Henrik Lerkenfeld

Yes. In PlanAutomate, resource and role capacity can be defined by capacity pool. A capacity pool can represent any dimension you need to control capacity by. Typical applications of capacity pools include informal organizational structures, departments and business units to regional offices and physical sites.

All capacity thresholds and capacity allocations (bookings) are tagged with a capacity pool ID, enabling utilization analytics and availability evaluations at capacity pool level as well as across the enterprise.

If projects are scheduled with automatic leveling, capacity constraints are enforced at capacity pool level, ensuring that capacity thresholds are not exceeded for individual capacity pools.

How does PlanAutomate track project progress?

Does PlanAutomate support Earned Value Analysis?

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.