Can PlanAutomate help manage projects and resources across multiple companies/entities?

Written by Henrik Lerkenfeld

Yes. Resources are managed across companies and departments via resource loan rules and resource loan requests. Resource loan rules determine if a resource from department/company A can be loaned to a project in department/company B.

In case approval is required, the borrowing entity raises a loan request which is routed to the loaning entity for approval. Loan requests may be limited in terms of loan duration and a maximum number of hours can be set.

Inter-company timesheets and inter-company billing takes care of transfer rates between entities and financial approval.

See more about PlanAutomate Resource Management

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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.