Can PlanAutomate replace our estimation tool?

Written by Henrik Lerkenfeld

PlanAutomate supports certain estimation scenarios with built-in capabilities such as: WBS/CBS templates, bill of quantities, schedule-generated labor estimates, and our Project Modeler for advanced CPQ-type automated estimation. This approach is sufficient for most Project Businesses, and is an advantageous approach because it allows for moving quickly from estimate to live project initiation. For other scenarios, our XML data exchange allows you to import estimates generated in 3rd party estimation tools.

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Henrik Lerkenfeld

Henrik is a driving force behind the product success of the PlanAutomate 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.