Generic Resources
You can use generic resource records as placeholders when planning a project in NetSuite. This lets you assign tasks and allocate resources even if you haven’t selected a specific resource yet.
To create a generic resource record:
-
Go to Lists > Employees > Generic Resources > New.
-
In the Name field, enter a name for your generic resource. For example, use Software Developer as a placeholder for an unidentified developer.
-
If you use Per Employee Billing Rates, select a billing class for this resource. For more information, see Using Billing Classes.
-
If you use Per Employee Billing Rates, enter a labor cost. This helps when you’re budgeting for projects before you know who’ll be working on them.
-
Enter a price for this resource.
-
Select a work calendar for this generic resource. Work calendars are used for creating project schedules and resource allocations.
-
Click Save.
Your generic resource is now available for project task assignments and resource allocations. Generic resources can be useful when creating project templates. You can save a project template with generic resource task assignments and resource allocations. For more information about project templates, see Project Templates.
If you use custom roles to assign generic resources, the Employee Restrictions field on your custom role may restrict the use of generic resources by some employees. For more information, see Setting Employee Restrictions.
If you also use Resource Allocations, generic resources are available for bulk task reassignment. For more information, see Bulk Project Task Reassignment. You can use generic resources, project templates, and bulk task reassignment together to further streamline your project management process.
If you use Resource Allocations and choose only to show allocated resources for project task assignments, generic resources are available to be assigned even when they haven't been allocated to a project. For more information see, Creating a Project Record.