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:

Administrator
Resource Manager

Then, go to Setup > Company > Setup Tasks > Enable Features and ensure that the following features are enabled on your account:

From the SuiteCloud tab:
- Custom Records
- Client SuiteScript
- Server SuiteScript
From the Company tab:

Resource Allocations
From the CRM tab:

Customer Relationship Management

To install the Resource Allocation Chart/Grid SuiteApp:

Go to Setup > Company > Enable Features.
Under Resource Management, check the Resource Allocations box if the feature is not yet enabled.
Under Related SuiteApps, click Resource Allocation Chart.

You will be redirected to the SuiteApp Details page.
In the SuiteApp Details page, click Install.

Important:

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
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:
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:

Billing Class
Is Inactive
Job Resource or Project Resource
Labor Cost
Years Of Experience

Note:

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

Warning:

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:

Go to Customization > Scripting > Script Deployments.
Click Edit next to customdeploy_psa_racg_su_main.
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.
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.

Note:

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
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