The resource roll-off forecast can be accomplished by determining the End Date of the resource allocation. Resource Retention forecasting pertains to employees who have submitted their resignations and are currently serving their notice period. This forecast can be generated using the Termination date/Release Date that will be recorded at the time of employee resignation in… Continue reading Resource Roll-off and Retention Forecasting
Author: Jeen Mariya Jose
Basic NetSuite Configurations Template
Before initiating the NetSuite implementation process for a client, the initial step involves performing basic configurations of the NetSuite. To commence this process, we require the client to complete a template with the necessary information. Once we have received them, we can proceed to set up the basic configurations for their NetSuite account. An example… Continue reading Basic NetSuite Configurations Template
How can a resource be assigned to a project
A resource can be assigned to a project either directly on the Resource allocation record or by editing tasks from the project record. Also, the Project Task Manager bundle enables the allocation of project resources to different tasks using a graphic interface.
How to grant access to the Project records for the roles
Navigate to Setup > User/Roles > Manage Roles and choose the relevant role requiring access. Click on the Edit option. Proceed to the ‘Lists’ tab under the ‘Permissions’ subtab. From the Permissions columns, select ‘Projects’ from the dropdown menu. Define the desired permission level (View, Create, Edit, Full) and save your changes.
How to create a Subproject in NetSuite
NetSuite allows you to manage multiple subprojects under one master or parent project. Each subproject will act like a stand-alone project, related back to the parent project through the Relationships and Related Records subtabs. The Relationships subtab will have a sub-subtab called SubProjects where the child project will be listed. In the Related Records SubTab,… Continue reading How to create a Subproject in NetSuite
OKRs-objectives and key results
OKRs-objectives and key results is a goal-setting technique. OKRs are typically written with an Objective at the top and 3-5 supporting Key Results below it. They can also be written as a statement: I will (Objective) as measured by (Key Results). Objectives should be: Actionable Time-bound Ambitious Use OKRs when… You want to set more… Continue reading OKRs-objectives and key results
Encountering an Error While Saving a Transaction with Revenue and Deferred Revenue Items
When trying to save a Sales Order, the user receives an error: “This transaction includes items that post to revenue and items that post to deferred revenue. You cannot include both types of items on the same transaction.”. The reason this happens is that some of the items on the transaction are posting to revenue… Continue reading Encountering an Error While Saving a Transaction with Revenue and Deferred Revenue Items
Converting Milestone Tasks to Project Tasks
Project tasks represent individual actions within a set of actions that must be completed to achieve a goal while project milestones are used to mark a point in your project, usually completion of a set of tasks or as a project health check to determine if you’re on schedule. A milestone can be converted to… Continue reading Converting Milestone Tasks to Project Tasks
How to add/remove members from the Static Employee Group
To add members to the Employee group, simply make a selection and click the ‘Add Member’ button. To remove members from the group, click the ‘Remove’ link on the right of each row. After making the necessary changes, click ‘Save’.
Criteria for the Report on Pending 1st level Approval Purchase Orders
In order to obtain the first level pending approval purchase orders, we need to take into account the condition where the Document Status is marked as “Pending Approval” and the Old value of the ‘Next Approver’ field in the System Notes is Null.