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How to Make a Project Task Eligible as a Parent Task in NetSuite
To assign a project task as a parent task in NetSuite, the prospective parent task must not have any estimated hours allocated to it. If a task has…
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Project Management
Browse practical NetSuite answers in Project Management, filtered by topic, audience, and difficulty.
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How to Manage Projects with Multiple or Changing Customers in NetSuite
Assigning multiple customers to a single NetSuite project is generally not advised due to complexities in reporting and revenue allocation. For projects with a single customer that may…
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How to Prevent Overlapping Timesheets in NetSuite OpenAir
Overlapping timesheets in NetSuite OpenAir often stem from specific timesheet period configurations that restrict time entry to a single month. To resolve this, first adjust the setting that…
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How to Prevent Unwanted Planned Time Entries on NetSuite Projects?
To prevent the automatic generation of planned time entries for resources assigned to project tasks, ensure the 'Create Planned Time Entries' checkbox on the project record's Preferences subtab…
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How to Report on Estimated vs. Allocated Time by Department in NetSuite
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,…
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How to Resolve Resource Booking Approval Errors in NetSuite OpenAir?
To resolve resource booking errors when approvals are enabled, ensure a default booking type is defined for every approval status. This requires creating at least one booking type…
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How to Set a Default Email Sender for Project-Related Communications in NetSuite
To establish a consistent sender for emails generated from NetSuite project issues and actions, configure a default email address within the system's email preferences. This ensures that all…
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How to Set a Project Task as a Parent of Another Project Task in NetSuite
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…
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How to Set the First Day of the Week for Specific Projects in NetSuite SRP?
NetSuite SRP and OpenAir do not offer a feature to configure the first day of the week on a per-project basis for timesheets. Attempting to implement such a…
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How to Track Deleted Time Records in NetSuite’s Audit Trail?
To track deleted time records in NetSuite, navigate to the View Audit Trail page via global search. This page, along with System Notes and Deleted Record searches, helps…
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How to Track Time Against a Customer Without a Project in NetSuite?
To allow employees to track time directly against a customer without requiring a project, navigate to Setup > Accounting Preferences. In the Time and Expenses section, locate and…
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What are the Maximum Time Limits for Resources and Projects in NetSuite?
NetSuite limits individual resource assignments on a task to 2080 hours, matching one year on a standard work calendar. The total hours across all resources and tasks within…
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