Dynamics 365 Project Service Automation

Automate projects inside Dynamics 365

Manage all your projects inside Dynamics 365 with Project Business Automation, no other tools required.

With complete operational project management built right into the Microsoft ERP, Adeaca Project Business Automation™ (PBA) helps you achieve better process control and reliable timely performance data.

Adeaca PBA™ Project Operations is built on Microsoft Dynamics 365 for Finance and Operations, giving you an enterprise ERP tailored for project-based companies out of the box.

The Project Business Automation Blueprint

Whitepaper - Adeaca PBA vs Dynamics 365

The Definitive Guide to a creating a comprehensive business system for project-based companies

What you will learn:

  • The problem PBA solves and why it is needed
  • Core elements of PBA and how they work
  • How you can enhance PBA for your company
  • The business case for PBA
  • What PBA means for the future of Project Business

If you are in architecture, engineering and construction, ETO/contract manufacturing or professional services, you need this Blueprint.

Adeaca One PBA™ for Operations - See How it Works

Eliminate standalone project management applications and the overhead needed to manage them.

  • Leverage the project schedule to accurately build a labor budget, time-phase earned value estimates, and generate cash flow projections
  • Apply the timeline directly to MRP for production orders, and automatically constrain the schedule based on procurement or production delays
  • Staff projects more efficiently and automatically feed status updates, issues and work estimates back to the schedule from the timesheet
  • Evaluate cost to complete with real-time work estimates from the schedule
  • Report on the financial impact of schedule changes immediately

Create the optimal project schedule right from the start

The PBA Project Modeler™ offers a superior planning experience compared to Oracle Primavera, Microsoft Project, spreadsheets and other planning tools.

With the Adeaca Project Modeler your project plans are created faster and with more accuracy than ever before. Gain speed and control. Enhance your sales process by creating the best operational plan from the start.

  • Project schedules are constructed through task models that incorporate enterprise best practices
  • Enable project managers and planners to quickly generate project schedules you are confident to keep

Manage projects inside your ERP system

Project driven companies spend too much time translating, consolidating and validating data from the myriad of point solutions they employ to manage their project operations. With ADEACA PBA your project operations control sits where it belongs – embedded within your ERP solution.

Embedded project planning

Companies whose primary business is the successful delivery of customer-facing contracts know how critical it is to be able to accurately plan those engagements while managing resources, subcontractors, risks, deadlines and related supply chain activities. A lack of real-time insight into your delivery operations will invariably result in increased risk and decreased profitability.

ADEACA PBA offers a unique and fundamentally different approach to managing project operations. Featuring a sophisticated planning engine, you need no longer rely on external project scheduling applications and can enjoy complete integration between backend ERP functions and your operational project management activities.

The project plan is the central entity against which a host of other operational activities are planned and managed such as: issue & deadline tracking, risks evaluation, staffing, capacity leveling and procurement/production schedules.

Standardize processes and enforce best practices

Key to operational excellence is scalable and predictable business processes. Unless you’re able to manage the process of getting from A to B you cannot accurately measure or appropriately react to the process output. In ADEACA PBA, all critical operational business processes are executed within a single solution with built-in process and audit control. This enables companies to control process flows throughout the enterprise thereby establishing an enforceable and repeatable business model yielding reliable and actionable KPIs.

Project resourcing software

Project Business Automation Requirements Template

Project Business Requirements Document

The most comprehensive business system requirements document for project-based companies.

400+ criteria you can use immediately to evaluate any ERP/business system for its Project Business capabilities.

  • Create or supplement your own RFI or business requirements document
  • Set parameters and evaluate vendor demonstrations around the included features
  • Rethink your tools and systems strategy supported by tangible criteria

Any company in engineering and construction, ETO/contract manufacturing or professional services, exploring a new ERP, project/portfolio management, project accounting, project analytics or related system needs this template.

Project Business Automation Means Truly Integrated Processes

The all-encompassing architecture of Adeaca Project Business Automation™ means that information flow freely and instantly between inter-dependent processes. For example, changes to the project schedule will automatically filter through to the payment plan, procurement activities, capacity profiles, Estimate at Completion (EAC) and cashflow projections.

Automation and visibility

This provides a degree of automation and visibility which is critical in today’s real-time economy but is denied project driven enterprises by generic mainstream ERP solutions.

Adeaca PBA™ Operational Project Management: Capabilities

Project schedules

Featuring a sophisticated Work Breakdown Structure (WBS) and based on scheduling principles known from best-of-breed scheduling solutions like Microsoft Project Server, ADEACA PBA™ handles every aspect of your project schedule.

project scheduling software


Projects can be scheduled with or without capacity constraints (leveling or infinite) and project capacity plans may be based on detailed individual resource assignments or aggregated job function assignments (represented by roles). Likewise, machinery, tools, and equipment can be capacity managed at a detailed or aggregated level.

Projects are scheduled individually or in prioritized batch lists. The rich Gantt chart combined with traffic light sensor points provide instant insight into project plans and potential problems.

Risks, issues, and deadlines

Manage milestones and deadlines to ensure timely delivery and early notification when project plans slide. The issue management system combined with periodic milestone gateway reviews facilitates organized recording of project risks. Linkages between payment plans and supply chain activities to the WBS enable companies to align billing schedules and logistics with project plans and actual progress.

Project risks

Staffing

Resources may be assigned to project work directly in the WBS (project manager) or via the resource dispatch board (resource managers). The resource dispatch board provides an easy overview of urgent resource requirements and allows resource managers the freedom to decide which and how many resources to assign based on availability and required skillsets while still maintaining the integrity of the project schedule as defined by the project planner.

Project staffing


With ADEACA PBA you can segregate resources and projects into resource departments and configure loan rules to determine which departments may utilize resources from other departments or legal entities.

The loan management dashboard provides resource managers an instant overview of active and pending loan requests as well as loan change requests. At times of resourcing, you can determine if the resource list should include inter-company and inter-department resources or not. When assigning loaned resources, capacity reservations and assignment notifications flow seamlessly between departments and legal entities.


In addition, the self-staffing framework enables project managers to publish unstaffed project work which can then be viewed and requested by individual resources.

The Path to Artificial Intelligence for Project Business

Artificial Intelligence in Project Business

Whitepaper: How Project Business Automation can set the stage for an AI revolution in project-based industries

The definitive document on AI in Project Business. Download this whitepaper to answer these questions:

  • How does the right project intelligence data create the foundation for AI?
  • What is the right project intelligence data for AI to use?
  • Why will my current application landscape not support an effective use of AI?
  • What should I do first to set up my company for an effective AI strategy?

Learn how can you get artificial intelligence to work for you in a Project Business, like construction, engineering, ETO/contract manufacturing, or professional services.

Find answers to your questions

Exploring, evaluating and selecting the right system can be overwhelming, especially for a project-based business. Let us help you through that journey. Engage with our project business experts in the way that works for you right now.

Schedule a Briefing

Get a better understanding of Project Business Automation and how it may work for your business in a brief 30-minute session designed to enable you to assess whether or not Adeaca PBA is right for you at this time.

Request a Demo

See a high-level overview of our Project Business Automation cloud solution for Microsoft Dynamics 365, how it works and learn what the benefits are for your industry.

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