--- title: "PlanAutomate Project Automation Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about PlanAutomate Project Automation Software - reviews, pricing plans, popular comparisons to other Project Accounting products and more." source_url: "https://www.capterra.com/p/156061/ADEACA-ONE/" page_type: "product" language: "en" --- # PlanAutomate Project Automation Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) PlanAutomate Project Automation ## What is PlanAutomate Project Automation? PlanAutomate is the leading solution for automating project-driven businesses. Built on Microsoft Dynamics 365 Finance, it unifies project financials, operations, and analytics into one real-time system—eliminating manual processes, spreadsheets, and disconnected tools. PlanAutomate automates and governs every stage of the project lifecycle, from estimating and scheduling to cost control and performance reporting. With capabilities like Project Modeling, cost-loaded scheduling, and earned value management, teams can plan and execute projects faster, with greater accuracy and control. Ideal for industries like construction, engineering, ETO manufacturing, and advanced professional services, PlanAutomate helps project-driven companies increase efficiency, reduce risk, and improve profitability. ## What is PlanAutomate Project Automation used for? [Project Portfolio Management](https://www.capterra.com/project-portfolio-management-software/)[Project Accounting](https://www.capterra.com/project-accounting-software/)[Construction Management](https://www.capterra.com/construction-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $150000 Usage Based, Per Year Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for PlanAutomate Project Automation?[Manage this product listing](https://www.g2.com/products/planautomate-project-automation/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### PlanAutomate Project Automation 0.0 VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $150000 Usage Based, Per Year Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.5 (2,688) Value For Money 0.0 (0) Value For Money 4.3 (1,975) Customer Service 0.0 (0) Customer Service 4.4 (2,129) ## PlanAutomate Project Automation alternatives [4.5 (178)](https://www.capterra.com/p/225762/Accelo/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.5 (122)](https://www.capterra.com/p/176283/Visual-Planning/reviews/) Starting price $55.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Wrike](https://www.capterra.com/p/76113/Wrike/) [4.4 (3,040)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/76113/Wrike/) [Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) [4.5 (3,552)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/79104/Smartsheet/) ## FAQs about PlanAutomate Project Automation Overview ### What company size and specific industries is PlanAutomate Project Automation built for? PlanAutomate Project Automation is designed for large project-driven organizations, including enterprise teams in AEC, ETO manufacturing, Aerospace, Defense, Energy, Biotech, and Pharma, as well as capital project divisions within large companies. Features and Usability ### What are the key features of PlanAutomate Project Automation? PlanAutomate Project Automation offers project scheduling, planning tools, and workflow management for organizing work. It also includes Gantt/timeline view, task management, resource allocation and planning, time tracking, reporting and analytics, risk management, and templates. Additional features cover dashboards, access controls/permissions, and audit trail. Integrations ### Which third-party tools and platforms does PlanAutomate Project Automation integrate with? PlanAutomate Project Automation integrates with Dynamics 365, Microsoft Power Apps, Microsoft Power Automate, Microsoft Power BI, and Microsoft SharePoint, plus Oracle Service and SAP HANA Cloud. These catalog integrations connect it to Microsoft, Oracle, and SAP environments for project data, reporting, automation, and document management. Getting Started and Support ### What training and onboarding options does PlanAutomate Project Automation offer? PlanAutomate Project Automation offers in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars provide scheduled learning sessions, documentation offers written reference, and videos support self-paced review. Getting Started and Support ### What customer support options does PlanAutomate Project Automation offer? PlanAutomate Project Automation provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback on support experience is available in the catalog, so no claims can be made about response speed, helpfulness, or common support frustrations. ## Features AI summary Based on 1,171 Project Accounting reviews Capterra data shows that buyers of Project Portfolio Management software rank the following features as their top priorities: - **Progress Tracking** (**76%** of reviewers rated this feature as critical) - **API** (**89%**) - **Workflow Management** (**80%**) PlanAutomate Project Automation supports all three of the features reviewers rate most highly: **Progress Tracking**, **API**, and **Workflow Management**. Together, these capabilities help businesses monitor project status in real time, connect the system with other tools, and manage repeatable processes more efficiently, allowing teams to keep portfolios on track and make better planning decisions. Access Controls/Permissions Define levels of authorization for access to specific files or systems Accounting Integration Integrate with a third-party accounting system Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Agile Methodologies Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges PlanAutomate Project Automation 96 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Agile Methodologies: Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Assignment Management: Assign issues and tasks based on availability or required skills - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Bid Management: Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison - Billable Items Tracking: Track the list of items required to be billed/invoiced to clients - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Budget Management: Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure - Budget Tracking: Track actual spending to ensure it's in line with the planned budget - Budgeting/Forecasting: Create budgets based on historical data and future projections - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Change Management: Track and monitor efficient handling of all changes/transitions - Change Order Management: Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Commercial: Specialized for organizations who focus on commercial projects and processes - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Contractor Management: Specialized for general contractors/sub-contractors (those who conduct work on a contract basis) - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Deadline Management: Specify or track the date/time a project, task, etc., is due for completion - Demand Forecasting: Forecast customer demand using historical insights and simulations - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Equipment Tracking: Track the location of specific equipment at all times - Estimating: Estimate expected cost based on various factors before a project begins - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For AEC Industry: Primarily serving architecture, engineering, and construction industry professionals - Forecasting: Form predictions based on past and present data/trends - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - Idea Management: Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects - Issue Management: Identify and respond to unexpected problems or failures (ie. "negative events") - Job Costing: Calculate total itemized costs, including initial costs and any changes - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Mobile Access: Access software remotely via mobile devices - Multiple Projects: Ability to handle several projects simultaneously - Percent-Complete Tracking: Level of completion within a task - Performance: Identify the most performant content and the types of content that can be improved or eliminated. - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Planning: Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Prioritization: Arrange tasks based on the level of priority or urgency - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Accounting: Manage and track financials on a project-to-project basis - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Planning: Organize and schedule projects - Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints - Project Templates: Pre-designed project plans that can be customized - Project Time Tracking: Measure time to completion or hours worked for projects - Project Tracking: Monitor the progress of projects from start to finish - Project Workflow: Create, manage, or update project workflows. - Projections: Estimate or forecast of a future scenario based on the study of present trends - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Requirements Management: Enables creation, management, and tracking of product requirements & features during product production/development - Resource Allocation & Planning: Assign available resources (human and/or non-human) to various projects and tasks - Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects - RFI & Submittals: Organizes and stores history of RFIs (request for information) & submittals, tracks date/time and whether a response has been received - Risk: Manages compliance and risk mitigation to ensure companies are employing within local, regional, and international laws. - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Scheduling: Plan availability and assign specific time slots for tasks and resources - Status Tracking: Track the status over time for a request, process, asset, or transaction - Subcontractor Management: Track information, qualifications, and contact details of subcontractors - Supplier Management: Manage all supplier data and operations - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Timesheet Management: Track the amount of time spent on a job or task - Visiblity: Provide a 360 view of all projects and portfolios and their corresponding strategies - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Warehouse Management: Manage and track operations and inventory within warehouses - Workflow: Offers workflows to process Data Subject Access Requests to enable multiple departments to assist when complying with user access and deletion requests. - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing Minimum $150,000 Usage Based,Per Year ## Integrations [ Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[ Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[ Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)[ Microsoft Power Automate](https://www.capterra.com/p/227210/Microsoft-Power-Automate/)[ SAP HANA Cloud](https://www.capterra.com/p/227383/SAP-HANA-Cloud/)[ Microsoft Power Apps](https://www.capterra.com/p/228526/Microsoft-Power-Apps/)[ Oracle Service](https://www.capterra.com/p/227033/Oracle-Service/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. 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