Can I effectively manage a project involving multiple internal departments?

Written by Henrik Lerkenfeld

Yes. Multiple internal departments can collaborate on a single project, sharing a single WBS and CBS. There may however be situations where splitting an engagement into multiple projects inside a project hierarchy makes more sense. Typical drivers towards working with multiple sub-projects in a project hierarchy includes:

  • Each sub-project can be assigned its own financial dimensions enabling department visibility in general ledger
  • Each sub-project has its own budget to which the department can be held accountable
  • Each sub-project has its own Work Breakdown Structure and schedule to which the department can be held accountable
  • Multiple planners can work on the engagement at the same time (one for each WBS)
  • Multiple controllers can work on the engagement at the same time (one for each CBS)
  • Each sub-project can have different contract line types. (E.g. part of the engagement is agreed on a time and material basis, other parts of the engagement is agreed on a fixed price basis.)
  • Each sub-project can be linked to its own department which is required to manage inter-department and inter-company resource loans

PlanAutomate supports embedding multiple Work Breakdown Structures into a consolidated project schedule and embedding multiple Cost Breakdown Structures into a single consolidated financial view of the entire engagement. Working with a project hierarchy thus provides additional controls and flexibility without compromising on consolidated operational and financial management.

Managing projects financially at the WBS task level is too granular and not practical, how does PlanAutomate address this?

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Henrik Lerkenfeld

Henrik is a driving force behind the product success of PlanAutomate’s Enterprise Project Management (EPM) solution, bringing a systematic approach to process design and a deep understanding of project-based industries. His work focuses on natively unifying critical project data and processes, including financials, operations, and supply chain, into a single source of truth for project-driven organizations inside Dynamics 365 Finance. His experience spans decades of working with Microsoft ERP systems for project-centric companies. He also leads the services team at Adeaca that implements the Dynamics 365 Finance, Supply Chain Management, and PlanAutomate EPM.