Tag: resource allocation

Resource Allocation

The resource allocation record supports reserving an employee’s time for a particular project.  We can view the resource allocations for a specific project through the project record’s Resources subtab (Lists > Relationships > Projects). This record is available only if the Resource Allocations feature has been enabled at Setup > Company > Enable Features, on… Continue reading Resource Allocation

Resource allocation record in NetSuite

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:… Continue reading Resource allocation record in NetSuite

Fix the “Gateway Timeout Error” in Resource Allocation

Scenario The error is being thrown when updating Resource Allocation End Date. The Resource Allocation for one employee was incorrectly set up and the End Date was set to 1/22/60×8 instead of 12/13/20×8. The allocation was only for 0:25 hours. The Allocation Type of the Resource Allocation is set to Hard. When user tried to… Continue reading Fix the “Gateway Timeout Error” in Resource Allocation

Creation of Resource Allocation Record

Scenario: Steps in creation of Resource Allocation Record Solution: Go to Activities > Scheduling > Resource Allocations > New. Select a resource for this allocation. You can select a specific resource or a generic resource. For more information see, Generic Resources. Select the project to which you want to allocate this resource. If you are… Continue reading Creation of Resource Allocation Record

Optimizing Resource Management with NetSuite

Client Request: “We need a more efficient system for allocating resources to our projects with the ability to define start/end dates, durations, and allocation types. It’s crucial that we can monitor utilization rates closely to ensure we are using our resources effectively. Can you provide a solution for these requirements?” Solution: Feature: RESOURCE ALLOCATIONS NetSuite’s… Continue reading Optimizing Resource Management with NetSuite

Assigning new resources directly to Project Task

Usually if you want to add a resource to a project task, that resource should first added to project. Then only you can add them in to the project task. But you can add resources directly to a project task. For that the project record, which has the corresponding project task, there will be a… Continue reading Assigning new resources directly to Project Task

Suitelet Page For Resource Allocation

Scenario: We need to create a suitelet page for resource allocation. The suitelet page should contain similar pages like the same. The Body fields should contain, Project Name. Common project fields. The sublist structure should same as the below image. Solution We can use a client script for the validation and another suitelet for background… Continue reading Suitelet Page For Resource Allocation