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PlanAutomate Project Automation

Overview

PlanAutomate Project Automation 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

PlanAutomate Project Automation
PlanAutomate Project Automation

No reviews yet

Pricing

Starting at $150,000.00 per year

About PlanAutomate Project Automation

PlanAutomate is the leading project automation platform purpose-built for project-driven businesses running complex, high-value projects.

Unlike traditional ERP or project management tools that leave teams juggling spreadsheets, disconnected systems, and manual processes, PlanAutomate unifies and automates the full project lifecycle in a single, real-time solution.

Built on Microsoft Dynamics 365 Finance, PlanAutomate integrates project financials, operations, and analytics—so every stakeholder, from the field to the finance office, works from the same source of truth.

Key Capabilities Include:

Project Modeling – Build standardized, scalable project plans in minutes using configurable templates that automate estimating, costing, and scheduling.

Cost-Loaded Scheduling – Connect time and money with integrated WBS and CBS structures to ensure accurate budgets and timelines.

Earned Value Management – Monitor performance in real time with EAC, CPI/SPI, variance tracking, and early warning indicators.

Integrated Risk & Change Management – Govern scope, cost, and timeline changes through structured workflows that maintain financial control.

Project Supply Chain Coordination – Alig...

n procurement and production schedules directly with the project plan to avoid costly delays. Resource Planning & Forecasting – Optimize resource utilization across current and future projects using centralized capacity planning. Who It's For: PlanAutomate is ideal for construction, engineering, ETO manufacturing, and advanced professional services firms where financial and operational control is critical. Whether you're managing subcontractors, custom-built equipment, or global project portfolios, PlanAutomate enables total project visibility and execution discipline. Why PlanAutomate is Different: While many project tools focus on collaboration or isolated tasks, PlanAutomate was designed from the ground up as a complete, transactional business system. It replaces fragmented tech stacks with a unified platform where project data flows seamlessly—governing every process, enforcing best practices, and driving continuous performance improvement. This is project automation, not project administration. If your project teams are still stuck in spreadsheets, reacting to problems after they happen, or unable to trust the data in front of them, it’s time to rethink what’s possible. Join the Project Automation Revolution with PlanAutomate.

PlanAutomate Project Automation Screenshots

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PlanAutomate Project Automation Pricing and Plans

Starting price: $150,000.00 per year
Free Trial
Free Version

Minimum

$150,000.00

usage based, per year

No plan information available

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    PlanAutomate Project Automation Features

    • Popular features found in Project Portfolio Management
      Budgeting/Forecasting
      Collaboration Tools
      Dashboard
      Gantt/Timeline View
      Milestone Tracking
      Multiple Projects
      Prioritization
      Progress Tracking
      Project Planning
      Reporting/Analytics
      Task Management
      Time & Expense Tracking
    • More features of PlanAutomate Project Automation
      Access Controls/Permissions
      Accounting Integration
      Activity Dashboard
      Activity Tracking
      Agile Methodologies
      Alerts/Notifications
      API
      Approval Process Control
      Assignment Management
      Audit Trail
      Bid Management
      Billable Items Tracking
      Billing & Invoicing
      Budget Management
      Budget Tracking
      Calendar Management
      Change Management
      Change Order Management
      Client Portal
      Commenting/Notes
      Commercial
      Compliance Tracking
      Contractor Management
      Customizable Fields
      Customizable Reports
      Customizable Templates
      Data Import/Export
      Data Visualization
      Deadline Management
      Demand Forecasting
      Document Management
      Document Storage
      Drag & Drop
      Equipment Tracking
      Estimating
      File Sharing
      Financial Management
      For AEC Industry
      Forecasting
      Idea Management
      Issue Management
      Job Costing
      Mobile Access
      Percent-Complete Tracking
      Performance Metrics
      Planning Tools
      Portfolio Management
      Project Accounting
      Projections
      Project Management
      Project Planning/Scheduling
      Project Templates
      Project Time Tracking
      Project Tracking
      Project Workflow
      Proposal Generation
      Quotes/Estimates
      Real-Time Analytics
      Real-Time Data
      Real-Time Reporting
      Real-Time Updates
      Reporting/Project Tracking
      Reporting & Statistics
      Requirements Management
      Resource Allocation & Planning
      Resource Management
      RFI & Submittals
      Risk Management
      Scheduling
      Status Tracking
      Subcontractor Management
      Supplier Management
      Task Progress Tracking
      Task Scheduling
      Third-Party Integrations
      Timesheet Management
      Visual Analytics
      Warehouse Management
      Workflow Management

    PlanAutomate Project Automation Integrations

    Dynamics 365
    Dynamics 365
    SAP HANA Cloud
    SAP HANA Cloud
    Oracle Service
    Oracle Service
    Microsoft SharePoint
    Microsoft SharePoint
    Microsoft Power Apps
    Microsoft Power Apps
    Microsoft Power BI
    Microsoft Power BI

    See all 7 integrations

    PlanAutomate Project Automation User Reviews

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