Best Practices for NetSuite OpenAir Resource Management Features
Successful Resource Management strategy is more process than tool. However, having the right tools can significantly improve process. NetSuite OpenAir offers many features for managing resource bookings; but which feature should be used when managing resource schedules?
Here are the most common NetSuite OpenAir features used:
- Booking List View
- Booking Chart
- Booking Worksheet (Grid)
- Resource Planner
These resource features can be used separately or in conjunction with each other. Here are some feature best practices for each resource action.
Action | Feature |
Create Bookings |
|
Bulk move start dates |
|
Swap resources |
|
Bulk edit, delete or clone bookings |
|
View resource over/under utilization |
|
Update bookings within a specific period |
|
Organizations will settle into the one or many of these features based on organization resource management goals and tool feature training.
TOP Step can help you develop a successful resource management strategy, help you implement the feature configuration, and give you training for ongoing management your research management strategy. Our Business Efficiency Assessment can focus on your system as a whole or on a particular focus such as Resource Management. Learn more here.