Identifying an Employee as a Project Resource

You can identify an employee as a project resource on their employee record. Then, they can be utilized on projects to complete necessary tasks.

When an employee is marked as a project resource, the employee can be selected in the following places:

To set an employee as a resource:

  1. Go to Lists > Employees > Employees.

  2. Click Edit next to the employee you want to make a resource.

  3. Click the Human Resources subtab.

  4. Under Job Information, check the Project Resource box.


    After a resource has been assigned to a project, if you clear the Project Resource box, the resource is still available to be assigned if you use the Display All Resources for Project Task Assignment preference when creating your project in NetSuite

  5. In the Target Utilization field, select the percentage utilization of a project resource. For more information on target utilization, see Utilization.

  6. In the Work Calendar field, select a work calendar. For more information on work calendars, read Project Resource Work Calendars.

  7. In the Labor Cost field, enter the hourly overhead labor cost rate for this employee. This ensures the correct rate is charged per hour when this resource works on assigned project tasks. Pricing project labor in this way simplifies pricing to reduce errors and help ensure that proper margins are met.

    This rate to calculate project costs and profitability. The resource rates you set can also be overridden on individual project tasks.

  8. Click Save.

To assign employees and vendors to projects and tasks, go to Lists > Relationships > Projects. Click Edit next to a project in the list to open the record.

Related Topics:

Working with Resources in Project Management
Identifying a Vendor as a Project Resource
Creating a Project Resource Role
Assigning Project Resources
Project Resource Work Calendars
Managing Time and Expenses for Project Resources

General Notices