Microsoft Dynamics Project Management

Operational Project Management in Dynamics 365

Manage all your projects with Project Business Automation in one cloud solution.

With complete operational project management built-in, Adeaca Project Business Automation™ (PBA) helps you achieve better process control and reliable timely performance data.

The Quick Guide to Project Business Automation

A high-level guide to the business system for project-driven enterprises

This Quick Guide to Project Business Automation will help you understand the PBA solution and how it applies to your business. What you will learn:

  • What is Project Business Automation?
  • Who is PBA for?
  • What problem does PBA solve and why is it needed?
  • What are the core elements of PBA, including overviews of core capabilities?
  • What are the key benefits of PBA?

If a crucial part of your business is about running projects successfully, you need this guide.

Adeaca 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 P6, 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 integrated with your ERP system

Project driven organizations 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 is seamless with your ERP solution.

Integrated project planning

Companies where the successful delivery of projects is critical, it is crucial 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 project 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 Business Requirements Template

The most comprehensive business system requirements document for project-driven processes.

400+ criteria you can use immediately to evaluate any 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 exploring a new project/portfolio management, project accounting, project analytics, ERP, 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 rarely achieved with mainstream solutions.

Adeaca PBAâ„¢ Operational Project Management: Capabilities

Project schedules

Featuring a sophisticated Work Breakdown Structure (WBS), Adeaca PBA manages and streamlines every aspect of your project schedule. 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.


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.

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.

Considering Microsoft Dynamics 365 Project Operations? 

Download the Quick Guide: Dynamics 365 Project Operations vs Project Business Automation

For your project-driven business using Dynamics 365, you may consider the Project Operations. But what is Project Operations, who is it for, and what exactly are you getting? Find out in this Quick Guide.

In this document, we explore the best types of industries and businesses that should find value in Project Operations and those that will need something more. We provide a high-level comparison between the functionality found in Dynamics 365 and Adeaca PBA, so you can decide what makes the most sense for you.

Integrate PBA with your ERP

Streamline and accelerate business processes. Make better decisions faster.

Microsoft Dynamics 365 Finance

Adeaca PBA is built on D365. For D365 Finance customers, seamlessly connect PBA to the rest of your business so eveyrthing works together. 



Bring critical project information into your SAP ERP. Instant access to project costs, revenues, delivery, analysis and more. Get enterprise security and a modern interface with our Dynamics 365 platform.



Send and receive critical project costs, revenues, delivery, analysis and more. Get enterprise security and a modern interface with our Dynamics 365 platform.

Learn more about how PBA can integrate with your business system.

Find answers to your questions

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PBA Quick Guide

PBA Quick Guide

This Quick Guide to Project Business Automation gives you a high-level overview of PBA and how it can be applied to your project-driven business.


PBA Fit Assessment

Quickly find out if Project Business Automation will work for your company. Based on your company's profile, we will share how PBA will solve your problems and bring value to your business.

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