Resource Allocation Chart/Grid SuiteApp
The Resource Allocation Chart/Grid offers a visual tool for viewing, creating, and editing resource allocations. You can choose to view your allocations in either a chart or a grid.
Installing the Resource Allocation Chart/Grid SuiteApp
Prerequisites
Before you install the Resource Allocation Chart/Grid SuiteApp, make sure that the following required roles are active in Setup > Users/Roles > Manage Roles:
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Administrator
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Resource Manager
Then, go to Setup > Company > Setup Tasks > Enable Features and ensure that the following features are enabled on your account:
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From the SuiteCloud tab:
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Custom Records
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Client SuiteScript
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Server SuiteScript
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From the Company tab:
Resource Allocations
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From the CRM tab:
Customer Relationship Management
To install the Resource Allocation Chart/Grid SuiteApp:
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Go to Setup > Company > Enable Features.
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Under Resource Management, check the Resource Allocations box if the feature is not yet enabled.
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Under Related SuiteApps, click Resource Allocation Chart.
You will be redirected to the SuiteApp Details page.
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In the SuiteApp Details page, click Install.
The ability to track time in NetSuite is required to use the Resource Allocation Chart/Grid SuiteApp.
Roles and Permissions for Resource Allocation Chart/Grid
Administrators and resource managers can access the chart and grid by default. Other roles need additional permissions to access the chart and grid.
The Resource Allocation Chart/Grid is being enhanced to support Custom Segments as filters. This will allow resource managers to be far more efficient in identifying the appropriate resources for a given project, based on user defined dimensions such as industry, team, or geography.
The following table outlines the permissions required for accessing the Resource Allocation Chart/Grid. For information about customizing roles, see Customizing or Creating NetSuite Roles.
Permission |
Level |
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Lists > Custom Record Entries |
Full |
Lists > Customers |
View |
Lists > Documents and Files |
View |
Lists > Employee Record |
View |
Lists > Employees |
View |
Lists > Generic Resources |
View |
Lists > Notes Tab |
View |
Lists > Project Templates |
View |
Lists > Projects |
View |
Lists > Project Tasks |
View |
Lists > Resource Allocation Approval |
View / Full |
Lists > Resource Allocations |
View Full (required for editing or creating new allocations) |
Lists > Work Calendar |
View |
Lists > Vendors |
View |
Setup > Accounting Lists |
View |
Required if Classes, Departments, or Locations, or all three options are enabled: |
|
Lists > Classes |
View |
Lists > Departments |
View |
Lists > Locations |
View |
Required for OneWorld accounts: |
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Lists > Subsidiaries |
View |
Resource Allocation Chart/Grid with Advanced Employee Permissions
The Advanced Employee Permissions feature allows you to use a field-level permissions on the Employee record. For more information about the Advanced Employee Permissions feature, see Advanced Employee Permissions.
To configure Resource Allocation Chart/Grid with Advanced Employee Permissions, go to Setup > Company > Enable Features > the Employees tab. To configure field-level permissions, go to Setup > Users/Roles > Manage Permissions.
The Employee Public Permission Overview page outlines the default employee record fields that are exposed with the Employee Public Permission. You can also use the following fields:
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Billing Class
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Is Inactive
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Job Resource or Project Resource
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Labor Cost
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Years Of Experience
The Years Of Experience field is available only if you have installed the Resource Skill Sets SuiteApp. For more information about the Resource Skill Sets SuiteApp, see Resource Skill Sets
If you use the Resource Skill Sets SuiteApp, you are required to also use the Files sublist.
Granting Custom Roles Access to Resource Allocation Chart/Grid
After customizing a role to access the Resource Allocation Chart/Grid, an administrator must also add these new roles to the script deployment. Doing so ensures that the SuiteApp will launch when a user logs in with the new role.
To add access for a custom role:
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Go to Customization > Scripting > Script Deployments.
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Click Edit next to customdeploy_psa_racg_su_main.
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On the Audience subtab, in the Roles field, select the roles you want to have access to the Resource Allocation Chart/Grid.
You can select multiple roles by holding down the Ctrl button while selecting each role.
Note:To view the Resource Allocation Chart/Grid in the Project Center, you must add the roles that you use in the Project Center as an audience.
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When you have finished, click Save.
Running Scripts for Resource Allocation Chart/Grid
When you run a script for Resource Allocation Chart/Grid, make sure that you execute the script as an administrator. On the script deployment record, set the Execute as Role field to Administrator. This setting ensures that the script executes based on the record-level permissions assigned to the administrator. For more information, see Executing Scripts Using a Specific Role.
All scripts for Resource Allocation Chart/Grid, except RA Main (customscript_ra_ss_main), must be executed using the administrator role.
Navigation Path for Resource Allocation Chart/Grid
When logged in as an administrator, you can access the Resource Allocation Chart/Grid at Lists > Services > Resource Allocation Chart/Grid. For more information on installing the SuiteApp, see Installing the Resource Allocation Chart/Grid SuiteApp.
When logged in with other roles, you can find the Resource Allocation Chart/Grid in the following places:
Center |
Navigation |
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Accounting |
Vendors > Other > Resource Allocation Chart/Grid |
Executive |
Expenses > Other > Resource Allocation Chart/Grid |
Support |
Cases > Other Lists > Resource Allocation Chart/Grid |
Sales |
Customers > Other Lists > Resource Allocation Chart/Grid |