To enable the Resource Allocation feature, navigate to Setup, Company, Enable Features. Under the Company subtab, scroll down to locate the Resource Management section. Select the Resource Allocations checkbox.
NetSuite displays a notification that related SuiteApps will be available when you enable this feature. Click Save. Note that once the Resource Allocation feature is enabled, both the Resource Manager and Administrator roles automatically have access to resource allocations.
Next, install the related Resource Management SuiteApps. The process to install each SuiteApp is similar. Click the Resource Allocation Chart link. On the SuiteApp details record, click Install.
You are directed to the Installed Bundles page. Scroll down to locate the Resource Allocation Chart or Grid. The status is still Pending. Click Refresh to update the status. A green checkmark appears indicating that the SuiteApp is installed.
You can apply the same steps to install their Resource Skill Set SuiteApp. Once installed, the features are immediately available in your account.
