The Specialized Enterprise Project Management (EPM) Solution for Construction.

The Construction Industry Kit is an advanced operational module for PlanAutomate’s Enterprise Project Management (EPM) system. Designed specifically for general contractors, specialty subcontractors, and modular build firms, this kit extends Dynamics 365 Finance with the critical tools needed to manage complex builds.

Why Add the Construction Kit to PlanAutomate EPM?

• Purpose-Built for Construction: Replaces generic tools with specific project workflows for quantity tracking, retention management, and progress billing.

• Unified Operations: Eliminates the "spreadsheet gap" by managing subcontracts, material constraints, and billing directly within your ERP.

• Seamless Integration: Works natively with PlanAutomate EPM Base which manages all your core project management needs embedded in Dynamics 365 Finance and SCM for a single source of truth.

Key Capabilities

📏 Budget by Quantity, Not Just Cost

Quantity-Based Budgeting: Move beyond simple financial buckets. Create detailed bottom-up estimates based on operational quantities (e.g., cubic yards of concrete, linear feet of piping) to track productivity and variance with precision.

• Benefit: accurate forecasting that reflects physical progress, not just money spent.

🤝 Integrated Subcontractor Control

Subcontract Management: Seamlessly manage subcontractor agreements, scope, and payments within your main project view. Track subcontractor deliverables against the schedule.

• Benefit: Prevent overpayment and ensure every invoice matches the work completed on site.

🧾 Streamlined Progress Billing

Progress Billing & Retention: Eliminate manual billing errors. Streamline your process based on physical percent complete or milestone delivery. Manage complex retention (holdback) rules for both receivables and payables automatically.

• Benefit: Faster billing cycles and improved cash flow management.

🚚 Site-Aligned Supply Chain

Material Constraints & Logistics: Link your project schedule directly to material availability. Ensure work packages only start when materials are on-site, preventing idle crews and costly schedule slippage due to supply chain delays.

• Benefit: Synchronized schedules where materials arrive exactly when they are needed.

Transform Your Construction Business

Don't force a generic ERP to run a construction company. Empower your team with the Construction Industry Kit by PlanAutomate, the solution built by project experts for project builders.