Issue: On checking the account, we found the project classification fields coming from the Project Classification SuiteApp. However, the same is locked and the field is not applied to the Project record. Hence, the classification fields are not available in the project record. Solution: Step 1: Feature enablement The Project and Project Management features are… Continue reading Classification missing in project record
Tag: #projectmanagement
BRD – Business Requirement Document
A BRD offers an overview of what a business does and why it needs the project deliverable to be undertaken. It outlines the business solutions for project requirements necessary for the project to deliver value and become the foundation of its life cycle. The business requirements document highlights what the result of the project should… Continue reading BRD – Business Requirement Document
RFP – Request for Proposal
An RFP is a formal document issued by an organization to solicit bids from qualified contractors for a specific project. It provides background information, outlines the project scope, and invites potential vendors to submit proposals to meet the project’s needs. Essentially, it’s a way to open up competition and encourage alternative proposals for a planned… Continue reading RFP – Request for Proposal
CAPACITY PLANNING
Capacity planning refers to the strategic process of determining and allocating resources (such as manpower, equipment, technology, and facilities) to ensure that an organization can meet its desired output or service levels effectively. It involves analyzing and forecasting capacity requirements for various aspects, such as production, operations, services, or infrastructure. Advantages of Capacity Planning includes:… Continue reading CAPACITY PLANNING
The Cornerstone of Project Success: Stakeholder Management in Project Management
The success of any project hinges not only on meticulous planning and efficient execution, but also on fostering meaningful relationships with individuals and groups who have an interest in its outcome. These individuals and groups are known as stakeholders and managing them effectively plays a crucial role in steering your project towards success. Stakeholders encompass… Continue reading The Cornerstone of Project Success: Stakeholder Management in Project Management
To allow any employee or vendor designated as a project resource to be assigned to tasks for this project.
When you assign a resource to tasks that is not specified the Resources subtab, and if the Display All Resources for Project Task Assignment box is checked then NetSuite automatically adds the person to the Resource subtab for you. You cannot delete resources from the Resources subtab after they are assigned to project tasks. Go… Continue reading To allow any employee or vendor designated as a project resource to be assigned to tasks for this project.
Resource in a project record
To make a resource available in project record, we need to check the “project resource” checkbox in the employee record of the required employee. Lists -> Employees -> Employees Below the Human Resources subtab, Check the Project Resource checkbox.
Enabling Project Features
To track projects with basic project records, you must enable the Projects feature. To track projects with more advanced project records, you must enable both the Projects feature and the Project Management feature. To use milestone billing with Project Management, you must enable Projects, Project Management and Advanced Billing. To use resource allocations with Project… Continue reading Enabling Project Features
Resolving Billing Schedule Discrepancies in NetSuite Projects
In the area of project management, effective handling of sales orders and billing schedules is crucial for seamless financial transactions. There is a common issue where the Sales Order fails to update its billing schedule, resulting in inaccurate invoicing. The main Challenge is when a user creates a Sales Order from a Project record, specifically… Continue reading Resolving Billing Schedule Discrepancies in NetSuite Projects
What Is Rolling Wave Planning?
Sometimes the whole picture is not clear when you are planning a project. But with a traditional project management methodology, such as waterfall, you set everything up first and then you’re stuck with it. But the waterfall methodology is only one way to manage a project. Other project managers prefer a more iterative process, like… Continue reading What Is Rolling Wave Planning?