Project Resource Management

We are no longer provisioning new installations of the Project Resource Management feature. Existing Project Resource Management users may continue to use the feature.

The Project Resource Management SuiteApp offers visual management of your project task assignments and resource allocations. You can edit existing tasks and allocations, and create new task assignments and allocations directly from the grid.

Important:

Project Resource Management is a shared SuiteApp. Your account must be given access to the SuiteApp prior to installation. Contact your account manager for more information.

Prerequisites

Before you install the Project Resource Management SuiteApp, make sure that the following features are enabled in your NetSuite account:

Project Management and Resource Allocations features. For more information, see Enabling Project Features.
Per-Employee Billing Rates feature. For more information, see Using Billing Classes.
Time Tracking feature. For more information, see Managing Time Tracking.

Installation

To install Project Resource Management, go to Customization > SuiteBundler > Search & Install Bundles.

Use the following information to search for the SuiteApp:

Name – Project Resource Management
Bundle ID – 164289
Account ID - 4679177

Project Resource Management is a managed SuiteApp and is automatically updated whenever there are changes. These issue fixes and enhancements are available after the SuiteApp is updated in your account.

When installed, administrator and full access roles can access the SuiteApp by default. Other roles need additional permissions to access the SuiteApp. The table below outlines the permissions required for accessing Project Resource Management. For information about customizing roles, see Customizing or Creating NetSuite Roles.

Permission	Level
Lists > Projects	View
Lists > Project Tasks	View Full (required for editing or creating new tasks)
Lists > Work Calendar	View
Lists > Employees	View
Lists > Vendors	View
Lists > Items	View
Lists > Customers	View
Lists > Generic Resources	View
Lists > Documents and Files	View
Lists > Subsidiaries (OneWorld accounts)	View
Setup > Accounting Lists	View
Transactions > Track Time	View
Lists > Resource Allocations	View Full (required for editing or creating new allocations)

Required if Classes, Departments, or Locations, or all three options are enabled:
Lists > Classes	View
Lists > Departments	View
Lists > Locations	View

After you have customized a role to access Project Resource Management, an administrator must also add these new role to the script deployment in order for the SuiteApp to launch when using the new role.

To add access for a custom role:

Go to Customization > Scripting > Script Deployments.
Click Edit next to customdeploy_prm_sl_main.
On the Audience subtab, in the Roles filed, select the roles you want to have access to Project Resource Management.

You can select multiple roles by holding down the Ctrl button while selecting each role.
When you have finished, click Save.

When logged in as administrator, you can view Project Resource Management at Lists > Custom > Project Resource Management. When logged in with other roles, the chart is located in the following places:

Center	Navigation
Accounting	Vendors > Other > Project Resource Management
Executive	Expenses > Other > Project Resource Management
Support	Cases > Other Lists > Project Resource Management
Marketing	Campaigns > Other Lists > Project Resource Management

Prerequisites

Installation

To add access for a custom role:

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