Mastering Resource Management in NetSuite OpenAir: Best Practices for Effective Resource Views
Recently we released our latest video on ways to manage project budgets in NetSuite OpenAir. In this video we shared valuable insights and strategies to help you stay on top of your project financials:
- Learn about the various resource views available in OpenAir, including the Booking List View, Worksheet, Chart View, and Planner View.
- Discover how each view serves a specific purpose, from making mass changes to bookings to identifying resource availability and utilization.
- Understand how to customize views, filter data, and perform bulk actions to efficiently manage your resources.
- Explore the Project Center view and its latest improvements, allowing you to access critical information and perform inline editing.
If you haven’t had the opportunity to watch, here is the link. In less than 15 minutes you can get the inside tips on how to effectively track utilization in OpenAir!
Frequently Asked Questions for Best Practices for Resource Views
What is the easiest way to push resource bookings in bulk when a project start date changes?
Using bulk actions in list view as well as the planner view to push bookings in increments of days.
What are the best views for seeing utilization for resources?
Resource Planner and Chart View provide color coded views of availability and utilization
Where can a project manager see actual time versus future bookings other than reports?
The project center can be set to enable view of actual time and future bookings
What views are best for adjusting hours period over period?
Booking worksheet and project center will allow spreadsheet type editing to move hours period over period
Can you color code bookings by different booking types?
Within the planner and the booking chart, booking types can be color coded.
