The Enterprise Project Management System for Dynamics 365 Finance
The Flexible Choice for Project-Based Companies
PlanAutomate’s EPM platform is built directly into Dynamics 365 Finance. It provides the options you need to get started quickly and scale as your business matures.
PlanAutomate EPM Helps You Run Your Project Business on D365 Finance
Adeaca’s unique approach combines your D365 Finance ERP with essential enterprise project management capabilities from PlanAutomate that provide the structure your business needs. It transforms Dynamics 365 Finance from a standard back-office system into a project-centric command center.
PlanAutomate EPM Essentials Includes:
Unified Schedule & Finance
Integrate the Work Breakdown Structure (WBS) with a dedicated Cost Breakdown Structure (CBS), ensuring your operational reality always matches your financial reporting.
Real-Time Financial Control
Move beyond month-end surprises. Utilize embedded Estimate at Completion (EAC) forecasting and real-time variance analysis to spot margin fade weeks before it becomes critical.
Single Source of Truth
Replace disconnected tools with a single, high-performance system that lives inside Dynamics 365. When dates shift, you know about it in real time.
How EPM Creates a Single Source of Truth for Project Companies on Dynamics 365 Finance
Customize with optional advanced EPM packages
Empower your people with advanced enterprise project management features from PlanAutomate you won’t find anywhere else.
Adv. PM
Insight
Governance
RAIDO
Modeling
Optional industry EPM kits
PlanAutomate offers industry kits to tailor your system to your industry with additional EPM capabilities that support your specific workloads.
AEC
ETO Manufacturing
Pro Services
PlanAutomate Enterprise Project Management (EPM) Essentials
PlanAutomate’s Essential Enterprise Project Management (EPM) capabilities are embedded in Dynamics 365 Finance designed to align projects with finance, supply chain and HR.
EPM Essentials
(Estimation, Scheduling, Costing, Resource Management)
The Foundation: Microsoft Dynamics 365 Finance ERP
We implement D365 Finance, Supply Chain, and Human Resources ERP for project-centric processes. We ensure this foundation works for your project-driven workflows.
Finance
SCM
HR
Dive Deeper into PlanAutomate EPM
Explore project industry EPM kits
Engineering & Construction Industry Kit
Designed for the engineering and construction industry, this kit unifies project scheduling with material logistics and financial control to ensure projects stay on track and on budget.
- Material Constraints: Link project tasks directly to material availability to ensure work only begins when supplies are on-site.
- Quantity Budgets: Create detailed budgets based on specific operational quantities (e.g., square footage or linear feet) rather than just financial totals.
- Progress Billing: Automate billing based on physical percent complete or the delivery of specific project milestones.
Engineer-to-Order Manufacturing Kit
Designed for custom project-based manufacturers in Aerospace, Defense, Equipment and Industrial Manufacturing, Biotech, CDMOs, and more, this kit bridges the critical gap between project schedules and the supply chain, ensuring that engineering timelines are perfectly aligned with procurement and production realities.
- Project-Supply Chain Coordination: Automatically connects your project schedule with procurement and production to ensure materials arrive exactly when needed.
- Material Constraints: Links task execution to material availability, preventing work from starting until the necessary parts are in stock.
- What-if Simulation: Runs scenarios to predict how material delays or production bottlenecks will impact the your project schedule, resource loads, and final delivery date.
- Revenue Forecasting: Provides accurate revenue-to-complete forecasting derived directly from the operational Work Breakdown Structure (WBS).
Professional Services Kit
Empower your service teams to maximize billable utilization and streamline complex client engagements with advanced resource and billing tools.
- Resource Capacity Leveling: Optimize workforce allocation by smoothing out peaks and valleys in consultant schedules across the entire portfolio.
- Task-Driven Billing: Automate billing rates and properties based specifically on the task or service line being performed to ensure accurate invoicing.
- Retainer Management: Easily manage client retainers and automate the drawdown process against billable work to simplify financial tracking.
- Revenue Forecasting: Gain real-time visibility into future revenue for Time & Material or Fixed Price contracts based on the latest operational plans.
Explore advanced EPM feature packages
Insight & Analysis Add-on
Transform raw project data into actionable intelligence, providing executives and PMOs with the visibility needed to optimize project and portfolio performance.
- PlanVector AI: Leverage artificial intelligence to uncover hidden factors driving project success and predict future outcomes before they occur.
- Portfolio Analytics: Instantly aggregate views of health, progress, and financial status across the entire enterprise to identify trends and outliers.
- Performance Indices: Automatically roll up key KPI (Sensor Point) data into an executive dashboard that tracks performance and progress in key operational and financial views.
Advanced Project Management Add-on
Designed for more complex and large-scale ventures, this package unlocks deep capabilities in rigorous financial control, advanced scheduling, and Earned Value Management (EVM).
- Earned Value Management: Automatically calculate and track EVM metrics to measure project performance against the baseline with precision.
- Complex Scheduling Logic: Utilize advanced scheduling features like strict constraint types (e.g., “Must Start On”), unlimited baselines, and embedded sub-projects for master planning.
- Deep Financial Control: Manage rigorous period-close procedures, model detailed cash flows, and track burn rates to ensure fiscal discipline.
- Variance Analysis: Require reason codes for budget or schedule deviations to systematically track and analyze the root causes of project variances.
Governance Add-on
Ensure standardization, compliance, and control across project portfolios, providing the strict security and automated monitoring essential for enterprise governance.
- Project Autopilot: Automates management-by-exception with an intelligent system that continuously scans projects to flag risks, anomalies, and deviations automatically for stakeholders.
- Project Organizational Structure (POS): Enforces strict security and access controls based on organizational hierarchy, ensuring users only access the projects and data they are authorized to manage.
- Sensor Points: Automated data monitor that tracks KPIs and watches for specific threshold deviations (e.g., budget variance or schedule slippage) for proactive intervention.
- Stakeholder Workspace: Provides a dedicated, streamlined portal for stakeholders to view project status, risks, and KPIs for ease of use.
Project Modeling Add-on
Revolutionize your planning process by dynamically generating accurate project estimates and schedules in minutes, not hours.
- Dynamic Configuration: Build complex project plans by answering simple configuration questions (e.g., specifications, dimensions), which automatically generate the Work Breakdown Structure (WBS) and Cost Breakdown Structure (CBS).
- Speed & Accuracy: Eliminate manual data entry errors and “wishful” estimates by automating the creation of optimal project structures every time.
- Standardized Best Practices: Enforce enterprise-wide standards by using curated models that ensure every project starts with the best possible plan.
- Sales Acceleration: Empower teams to generate accurate, feasible proposals instantly without needing deep technical engineering support for every quote.
Risk Management Add-on (RAIDO)
Move beyond simple risk logs with a complete RAIDO framework that integrates Risks, Assumptions, Issues, Dependencies, and Opportunities directly into your project management workflows.
- Full RAIDO Framework: Centralizes the management of all uncertainty factors—not just risks and issues, but also critical assumptions, dependencies, and potential opportunities.
- Operational Integration: Links specific risks and issues directly to project tasks (WBS) and financial lines (CBS) to visualize the true impact on schedule and budget.
- Opportunity Tracking: Proactively identifies and manages positive opportunities for cost savings and efficiency, allowing you to capture value rather than just mitigating threats.
- Automated Response Workflows: Streamlines the resolution process with automated workflows for mitigation plans, ensuring that every identified risk has an owner and a deadline.
AI that makes it easier to run your project-driven business
Add 400 Years of Project Experience to Your Team. Instantly.
PlanAutomate EPM, with built-in PlanVector AI, provides a veteran AI project advisor, trained on the complete lifecycle of thousands of projects. It doesn’t just analyze your data; it gives you seasoned judgments that make it easy for everyone to know what’s going on so you can steer projects to success.
Schedule a free demonstration so PlanAutomate EPM
Discover the best options for your company.
Schedule a free call to learn:
What the details are of the options above and how to evaluate them for your company.
How you can grow and scale your project management capabilities in the future with PlanAutomate.
What implementation with PlanAutomate looks like.
Whether you are evaluating or currently using Dynamics 365 Finance and/or Project Operations and want to make sure you are getting the best solution for your company.
Schedule a brief consultation with us to learn how to help your organization achieve the best possible outcome with Dynamics.