In today’s competitive business environment, companies cannot afford to overlook the importance of resource and capacity planning. Both are critical to ensuring projects are delivered on time, within budget, and with the right level of quality. Within an ERP ecosystem like NetSuite, these processes become even more powerful by integrating real-time data, automation, and reporting.… Continue reading Resource & Capacity Planning in ERP: Driving Efficiency with NetSuite
Tag: #projectmanagement
Project Task Configuration and Work Tracking
Setting Up a Parent Task When creating a Project Task as a Parent Task, ensure the Planned Work field is set to 0 (zero). This configuration is required for the task to appear in the Parent Task dropdown menu. Understanding Work Tracking Fields The following fields are automatically populated by the system based on time… Continue reading Project Task Configuration and Work Tracking
Creating New Records for Projects
Depending on the features you have enabled, you are able to create new records for projects. Read Customers for information on entering a new customer record. Read Creating a Basic Project Record for information if you have enabled the Projects feature but not enabled the Project Management feature. Read Creating a Project Record for information if you have enabled the Project… Continue reading Creating New Records for Projects
Creating a Basic Project Record
Create project records to track projects for your customers. To create a basic project record: Go to Lists > Relationships > Customers and click View next to the customer this project pertains to. Click the Create New icon, select Project. Under Primary Information: In the Custom Form field, select the form you want to use to enter this record. Select Standard Project Form, a… Continue reading Creating a Basic Project Record
Resource Allocation Errors Due to Work Calendar Mismatch
Users may occasionally encounter the following error when attempting to allocate resources to a project task: AT_LEAST_ONE_EMPLOYEE_ASSIGNED_TO_TASK_1_HAS_NO_WORKING_HOURS_BETWEEN_THE_START_DATE_2_AND_END_DATE_3 Understanding the Error This error typically indicates that at least one employee assigned to a project task does not have any working hours during the specified task period. In essence, NetSuite is unable to allocate the employee to… Continue reading Resource Allocation Errors Due to Work Calendar Mismatch
Access Levels for Project 360 Dashboard
Access levels determine which information about the Project 360 Dashboard are shown depending on your role. The system filters the list of projects to show based on the access level given to you. The Project 360 Access Level field is located on the Human Resources subtab of the Employee record. Important To use the access levels properly and with projects… Continue reading Access Levels for Project 360 Dashboard
Managing Risks in ERP Implementation – Lessons from a Real-World Scenario
Background: A mid-sized retail company decided to implement an ERP system to streamline operations across multiple locations. The goal was to integrate inventory, sales, HR, and finance into a single platform. However, like many ERP projects, this initiative faced several risks that, if not addressed, could have led to failure. Key Challenges & Risks Identified:… Continue reading Managing Risks in ERP Implementation – Lessons from a Real-World Scenario
Planning and Scoping ERP Projects: The Foundation for Success
Enterprise Resource Planning (ERP) implementation projects are often transformative endeavors for organizations. They require careful planning, precise execution, and ongoing monitoring to achieve the intended business outcomes. In this article, we’ll focus on the planning and scoping phase of ERP projects—a crucial foundation for success—and explore how Oracle NetSuite can support this process. 1. Defining… Continue reading Planning and Scoping ERP Projects: The Foundation for Success
CMM Levels: A Roadmap to Quality and Efficiency
In a competitive world where operational excellence drives success, organizations continuously seek frameworks to enhance their processes and deliver superior outcomes. The Capability Maturity Model (CMM) provides a structured approach to achieving these goals, offering a clear roadmap for improving business processes and achieving sustainable growth. What is CMM? The Capability Maturity Model (CMM) is… Continue reading CMM Levels: A Roadmap to Quality and Efficiency
Agile Methodology: Transforming Software Development Practices
Agile methodology has become a pivotal approach in modern project management and software development, offering flexibility and iterative processes to address the challenges of delivering high-quality products in rapidly changing environments. This article explores what Agile is, why it is essential, how it contrasts with traditional methods, its core principles, and its key advantages. By… Continue reading Agile Methodology: Transforming Software Development Practices