PRIMUS PLAN is a powerful, cloud-based platform designed to streamline the end-to-end capital planning process, helping facility owners generate maximum return for every dollar invested. With seamless integration with Autodesk Construction Cloud®, PRIMUS PLAN creates a seamless flow of data across planning, budgeting, contracting, and project delivery. This enables organizations to track capital performance in real-time and make data-informed investment decisions.

Project Intake & Evaluation:

• Standardized submission of capital requests across business units
• Automated multi-level review and approval workflows

Budgeting & Forecasting:

• Project budget estimation and multi-year cash flows using industry-standard spend curves
• Scenario analysis

Portfolio Management:

• Organize projects into strategic portfolios
• Prioritize and align with business goals
• Create funding scenarios and perform what-if analysis
• Optimize large capital investments and their ROI over a multi-year horizon

Funding/Capital Tracking:

• Create and manage multiple funding sources
• Track funding from internal sources or financing vehicles
• Generate real-time reports on allocated, consumed, and remaining values

Real-time Integration with Autodesk Construction Cloud:

• Sync contracts/commitments and change orders
• Receive actual payment application/expense updates automatically
• Enable bi-directional data flow for greater financial visibility, transparency, and cost control with AI-driven insights at every stage
• Improve financial accuracy and reduce manual data entry

Performance Monitoring & Dashboards:

• Executive dashboards for financial and operational KPIs
• OOTB (Out Of The Box) reports for finance, operations, and board use

We are using three-legged authentication. This is used for:

1. Pushing projects from PRIMUS Plan to ACC
2. Pushing budgets from PRIMUS Plan to ACC
3. Fetching contracts from ACC
4. Fetching contract change orders from ACC
5. Fetching expenses from ACC

For more information,  contact us | Aurigo