# PlanAutomate Project Automation Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about PlanAutomate Project Automation Software - reviews, pricing plans, popular comparisons to other Project Portfolio Management products and more. Source: https://www.capterra.com/p/156061/ADEACA-ONE --- # PlanAutomate Project Automation Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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/)[Construction Management](https://www.capterra.com/construction-management-software/)[Enterprise Resource Planning](https://www.capterra.com/enterprise-resource-planning-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 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.planautomate.com/&name=PlanAutomate Project Automation) ## 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. [4.5 (1,620)](https://www.capterra.com/p/136078/Float/reviews/) Starting Price $150000 Usage Based, Per Year Starting Price $12 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 (1,617) Value For Money 0.0 (0) Value For Money 4.4 (838) Customer Service 0.0 (0) Customer Service 4.5 (809) ## PlanAutomate Project Automation alternatives Highest Rated [4.5 (3,512)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.2 (993)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.5 (93)](https://www.capterra.com/p/20129/Project-Insight/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [4.5 (862)](https://www.capterra.com/p/169455/Zoho-Projects/reviews/) Starting price $4.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars ## 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 and the capital project divisions of large companies. It is built for AEC, ETO manufacturing, Aerospace, Defense, Energy, Biotech, and Pharma organizations that manage complex, project-based work. Features and Usability ### What are the key features of PlanAutomate Project Automation? PlanAutomate Project Automation offers project scheduling, templates, and timer-based time tracking as core features. It also includes Gantt/timeline view, task management, workflow management, resource allocation and planning, budgeting and forecasting, reporting and analytics, access controls, and third-party integrations for project and financial oversight. 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, Microsoft Project, Microsoft SharePoint, Oracle Service, SAP HANA, and SAP HANA Cloud. These integrations cover Microsoft productivity and analytics tools, plus enterprise resource planning and service platforms. Getting Started and Support ### What training and onboarding options does PlanAutomate Project Automation offer? PlanAutomate Project Automation provides in-person training, live online sessions, webinars, documentation, and videos. In-person and live online formats support guided setup, webinars cover structured group learning, documentation offers written reference material, and videos provide self-paced learning resources for teams getting started. 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 data, so channel availability can be stated, but user reactions to response times or helpfulness cannot be summarized. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 90 features Define levels of authorization for access to specific files or systems Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Assign issues and tasks based on availability or required skills A record of all activities within the system, including user access, changes made, etc. Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Track the list of items required to be billed/invoiced to clients Create, manage, and send invoices or bills to customers Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure Track actual spending to ensure it's in line with the planned budget Create budgets based on historical data and future projections Track and manage schedules and meetings via an integrated calendar Track and monitor efficient handling of all changes/transitions Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Specialized for organizations who focus on commercial projects and processes Track and report regulatory data to either internal management or external stakeholders Specialized for general contractors/sub-contractors (those who conduct work on a contract basis) Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Graphical representation of data Specify or track the date/time a project, task, etc., is due for completion Forecast customer demand using historical insights and simulations Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Track the location of specific equipment at all times Estimate expected cost based on various factors before a project begins Public or private sharing of digital files such as documents, audio/video, images, and more Plan, manage, and track the financial activities of an individual or organization Primarily serving architecture, engineering, and construction industry professionals Form predictions based on past and present data/trends Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects Identify and respond to unexpected problems or failures (ie. "negative events") Calculate total itemized costs, including initial costs and any changes Monitor task progress and planned accomplishments to better manage project status Access software remotely via mobile devices Ability to handle several projects simultaneously Level of completion within a task A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Arrange tasks based on the level of priority or urgency Reporting on how each user, task or process has advanced since its initiation Manage and track financials on a project-to-project basis Plan and coordinate all the resources, costs and time needed to execute assignments Organize and schedule projects Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Pre-designed project plans that can be customized Measure time to completion or hours worked for projects Monitor the progress of projects from start to finish Create, manage, or update project workflows. Estimate or forecast of a future scenario based on the study of present trends Create proposals based on costs of labor and materials Generate quotes or estimates for customers Analyze and gain insights into data in real-time Receive data and information in real time Active reporting of data and metrics Receive system updates as soon as any changes are made Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Enables creation, management, and tracking of product requirements & features during product production/development Assign available resources (human and/or non-human) to various projects and tasks Process of planning, scheduling and executing the optimal and effective use of human capital across projects Organizes and stores history of RFIs (request for information) & submittals, tracks date/time and whether a response has been received Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Plan availability and assign specific time slots for tasks and resources Track the status over time for a request, process, asset, or transaction Track information, qualifications, and contact details of subcontractors Manage all supplier data and operations Create, manage and track all task activities and progression Track the status and progress of tasks Track and manage the scheduling of tasks Set up connections to third-party platforms to improve business processes Log and record hours worked and costs spent to assist in billing and invoicing Track the amount of time spent on a job or task Interact with data visualization elements, such as charts and graphs, to drill down into data Manage and track operations and inventory within warehouses 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. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.