The Resource Allocation module in NetSuite is designed to help resource managers allocate and assign the right resources to projects based on availability, skill sets, and other criteria. This module is essential for optimizing resource utilization and ensuring that projects are staffed appropriately.
Navigation
To access the Resource Allocation module in NetSuite, follow these steps:
Go to Lists > Services > Resource Allocation Chart/Grid.
Click on Grid on the Resource Allocations page to view the Resource Allocation Grid.
Functionalities
The Resource Allocation module offers several key functionalities:
Resource Allocation Records:
Create Allocation Records: Enter resource allocation records specifying the resource, project, task, dates, and hours requested.
Recurrence Schedule: Set a recurrence schedule for ongoing, long-term projects.
Direct Task Allocation: Allocate resources directly to project tasks, eliminating the need for separate task assignments2.
Resource Allocation Grid:
Visual Management: Manage resource allocations visually in a grid format.
Edit Allocations: Edit existing allocations and create new ones directly from the grid.
Filter and View Options: Use default and custom filters to set the grid view and fields displayed1.
Utilization Reporting:
Metrics Selection: Choose metrics that matter most, such as worked hours, allocated hours, or assigned hours.
Efficiency Metrics: Calculate employee utilization by dividing selected metrics by available hours, considering work calendars and exempt time.
Use Cases
Here are some common use cases for the Resource Allocation module:
Project Planning:
Allocate resources to projects based on their availability and skill sets.
Ensure that projects are adequately staffed to meet deadlines and deliverables.
Resource Optimization:
Monitor and adjust resource allocations to prevent overbooking or underutilization.
Use the Resource Allocation Grid to understand resource availability and workload clearly.
Task Management:
Assign resources to specific project tasks directly from the allocation records.
Manage task assignments efficiently to ensure that resources work on the right tasks at the right time.
Reporting and Analysis:
Generate utilization reports to analyze resource efficiency and productivity.
Use these insights to make informed decisions about resource allocation and project planning.