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Microsoft Dynamics CRM (Archived)

Project Service Automation - Resource and Budget Allocation across multiple projects

Posted on by Microsoft Employee

Hi All, I am new to Project Service Automation. Before we adopt it have some questions, hopefully the community can provide some feedback. 

We are a non- profit. We get grants from multiple sources. Each grant is applied against different projects we do. 

Question: Is it possible to achieve following using Project Service Automation.

1. Apply multiple source of grants to a single project and ability to track each grant usage?

2. Apply single source of grants to multiple projects and ability to track grant usage?

3. Apply resources (project team individuals) to multiple projects and the ability to track their project hours/cost against multiple projects and multiple grants associated with each project?

If there is more read/blog on these topics anyone can point to that will be great as well.

thank you for your feedback!

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