For finance
For delivery
AEC Project Planning Software: Plan, Execute, and Bill from One Governed Plan
Architecture, Engineering, and Construction (AEC) firms win predictability when phases, deliverables, and milestone gates live in one governed plan. evergreen, a part of the Microsoft Industry Cloud for Architecture and Engineering Firms standardizes project planning from concept through construction, so teams execute to the same dates, owners, and billing triggers.
Eliminate planning drift before it becomes re-work and write-offs
Growing firms rarely struggle because they lack a plan. They struggle because planning lives in one place, delivery execution lives in another, and financial gates sit somewhere else, which means misalignment shows up late and costs more to fix. This misalignment shows up in challenges like:
- Rebuilding phase plans repeatedly because templates and WBS structures are inconsistent across teams
- Missing deliverable ownership because assignments are not tied to tasks and disciplines
- Slipping milestone dates when dependencies across disciplines are not visible or enforced
- Triggering billing late when approvals and milestone completion are not connected
- Arguing over forecasts when baseline, reforecast, and actual plans are not comparable
Make phase planning enforceable, not negotiable, across teams
evergreen anchors project planning in a single data model where phases, deliverables, milestones, and financial triggers stay linked. That foundation directly addresses the issues above by replacing isolated schedules with governed, cross-team planning.
Faster plan setup
Standard AEC templates and WBS structures preconfigure phases and task hierarchies.
Clear accountability
Assign deliverables to project roles and disciplines soownership is never implicit.
Controlled execution
Align milestones to approvals and billingplans to support on-time completion.
Accurate forecasting
Compare Baseline, reforecast, and actual plans withconsistency over time.
Bring phases, deliverables, and milestone gates into one operating plan
evergreen standardizes how AEC firms define phases and work breakdown structures, then ties deliverables, ownership, and milestones directly to the tasks and disciplines that execute the work. Dependencies stay explicit, so schedule changes propagate with context instead of breaking downstream handoffs.
As part of the Microsoft Industry Cloud for Architecture and Engineering Firms, evergreen runs on Microsoft’s business applications and cloud platform, aligning delivery planning with approvals, billing, and governance. AI-powered intelligent workflows surface these insights directly in Microsoft Teams or in your flow of work, so planners and discipline leads can act without switching context.
Run planning as a governed system, not a one-time exercise
When planning is standardized and tied to execution and billing, teams stop renegotiating what should be done and when. Leaders get an earlier signal, tighter decision cycles, and fewer downstream surprises.
Standardize phase setup across projects
Templates enforce consistent AEC phase structures and WBS hierarchies so teams start from the same planning baseline. That consistency supports repeatable governance, faster set-up, and fewer planning exceptions across offices and project types.
- Apply firmwide phase templates from concept through construction support
- Define WBS structures that align tasks, deliverables, and reporting consistently
- Reuse proven structures while allowing controlled project-specific adjustments
Assign deliverable ownership with discipline clarity
Ownership stays explicit because deliverables are linked to tasks and the teams responsible for execution. That linkage prevents orphaned work, reduces coordination overhead, and clarifies who must act when schedules shift.
- Link deliverables to task plans and discipline-based responsibilities
- Route deliverable review and approval to the right owners automatically
- Expose workload and responsibility gaps before they hit deadlines
Align milestones to approvals and billing triggers
Milestones become operational gates instead of calendar reminders by tying them to approvals, billing plans, and downstream actions. That alignment reduces late invoicing and prevents billing disputes caused by unclear completion criteria, helping align delivery execution with cash flow expectations and reduce billing friction.
- Map milestone completion to approval workflows and required evidence
- Tie billing events to verified milestone status, not informal updates
- Coordinate milestone timing with cash flow expectations and billing schedules
Compare plans over time with audit-ready clarity
Baseline, reforecast, and actual plans stay comparable so leaders see what changed, when, and why. That visibility supports better decisions in-flight and tighter governance during project reviews and client conversations.
- Capture baseline schedules and planned milestones at project start
- Reconcile reforecasts against actuals to quantify schedule movement
- Document plan changes with traceability for internal governance and reporting
A connected Microsoft Industry Cloud foundation tailored for Architecture and Engineering firms
evergreen leverages Microsoft Dynamics 365 and Azure and is deployed within your Microsoft tenant, which keeps operational data governed under your security and
compliance posture. That foundation supports role-based access, auditability, and scalable delivery standards across the firm.
One source of truth for planning data across project, delivery, and finance stakeholders
Tenant-level security with Microsoft controls for access, identity, and data protection
Scalable governance that stays audit-ready as your project volume and complexity grow
Explore more delivery outcomes that help your teams stay on time, on budget, and in control
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Time and expense capture
