Automatic Update Policy for Project Service
The Project Service (PS) solution will enable system-driven, automatic updates, in alignment with other Microsoft announcements that have highlighted the improved update process for Dynamics 365.
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Can it be used for complex portfolio management? Can PSA manage resources, costs and scheduling not only at project level, but also at portfolio level?
Yes, it can. Now when i say yes, i shall justify what i say.
Everything in PSA, lets say, Cost, or Sales are driven from Contract. If there are multiple project per customer, we can still keep the contract active with multiple Contract Header lines in it. hence, it actually is managing a portfolio.
Now when you invoice for that particular contract. All the projects that has actuals for that customer comes in single invoice.
I hope i have answered your question.
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