There are two ways to approach resource allocation in NetSuite, centralized or decentralized. In a centralized process, the resource manager role allocates resources to all projects. In a decentralized process, each project manager evaluates and allocates resources to their own projects.
The centralized resource allocation process has two main roles involved, project manager and resource manager. Project managers create project records and include generic resources as placeholders before identifying specific resources for a project.
The resource manager then reviews the project requirements and evaluates the pool of resources, based on availability, using the Resource Allocation Chart and Grid.
There are two ways to approach resource allocation in NetSuite, centralized or decentralized. In a centralized process, the resource manager role allocates resources to all projects. In a decentralized process, each project manager evaluates and allocates resources to their own projects.
The centralized resource allocation process has two main roles involved, project manager and resource manager. Project managers create project records and include generic resources as placeholders before identifying specific resources for a project.
The resource manager then reviews the project requirements and evaluates the pool of resources, based on availability, using the Resource Allocation Chart and Grid.
Using the Resource Skill Set SuiteApp, project managers can use skill set scores to specify the type of resource and level of expertise necessary for projects. After project managers identify the resources that fit a project, they allocate their resources to the project or at the project task level.
The NetSuite Resource Allocation feature enables you to effectively utilize your project resources. Managing your resources in an efficient manner prevents resources from being under- or overutilized and ensures the correct resources are allocated to each project. Additional NetSuite SuiteApps are designed to supplement their resource allocation feature.
The Resource Allocation Chartor Grid SuiteApp allows you to manage all of your resource allocations from a single screen so you can have a complete picture of current and planned allocations across all projects. The Resource Skill Set SuiteApp lets you define what your organization’s valued skills are and determine the resources expertise on each category. This SuiteApp adds another level of searching criteria to staff projects with the right people at the right time.