ANS-1755 · PROJECT MANAGEMENT
How to Report on Estimated vs. Allocated Time by Department in NetSuite
Understand the data relationships between estimated work, allocated time, and department to build comprehensive project reports.
Short answer
While direct UI reporting for Estimated Work vs. Allocated Time by Department was historically challenging due to data model depth, NetSuite's SuiteAnalytics Workbook now facilitates multi-level joins. Alternatively, custom scripted portlets or third-party tools like iCharts can provide this detailed reporting.
Scenario
Organizations often require detailed reports comparing estimated work against actual allocated time, broken down by department, to assess project efficiency and resource utilization. The challenge arises from the dispersed nature of this data across different NetSuite records.
Solution
Reporting on Estimated Work versus Allocated Time by Department involves navigating specific data relationships within NetSuite. Estimated Work is located on the Project Assignment Task Record. Department information, however, is found on a Time Entry record and is linked to the Employee record, which is one level removed from the Project Assignment Task.Historically, creating such a report directly within the standard NetSuite User Interface was challenging due to the multi-level nature of these data relationships. However, NetSuite's SuiteAnalytics Workbook now provides robust capabilities for combining data from various record types, including those requiring multi-level joins. This allows users to build comprehensive reports directly within the UI by linking Project Task, Time Entry, and Employee records.For scenarios requiring advanced customization or specific visualization needs, the following options remain viable:
Implement a custom scripted portlet to display the required report data.
Utilize third-party reporting solutions such as iCharts, which are designed to navigate complex multi-level relationships within NetSuite's Entity Relationship Diagram.
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