ANS-1082 · PROJECT MANAGEMENT
How to Set a Project Task as a Parent of Another Project Task in NetSuite
Understand the key prerequisite for structuring project tasks hierarchically within NetSuite's project management module.
Short answer
To successfully designate a project task as a parent of another task in NetSuite, it is crucial that the intended parent task has no assignees linked to it and no time entries recorded against it. Fulfilling these conditions enables the proper hierarchical organization of project tasks.
Scenario
Users attempting to establish a hierarchical relationship between project tasks in NetSuite may encounter difficulties when trying to assign a parent task. This typically occurs when the system prevents a task from being designated as a parent if certain conditions are not met, hindering the desired project structure.
Solution
To successfully set a project task as a parent of another project task in NetSuite, the following critical condition must be met:The project task intended to be the parent MUST NOT have any assignees linked to it.The project task intended to be the parent MUST NOT have any time tracked against it.If either of these conditions is present on the prospective parent task, NetSuite will prevent it from being designated as a parent. Ensure these prerequisites are satisfied before attempting to establish the parent-child relationship between tasks.
Expert NetSuite Support
Need help with this NetSuite issue?
Project Management consulting and configuration support