Copying Booking Chart Settings To Other Users

Did you know you could override user costs to accommodate project or task level differences?

Did you know that you can copy (or push out) the booking chart settings to other users?

For many customers, the resource bookings feature is how resource management is done. Reports provide insight into availability as well as a key feature called the Booking Chart. Over the years, the features available on the booking chart have greatly expanded making it a useful product with color-coding visibility, date filtering, and dynamic refresh of information using filters. The challenge in launching the booking chart usage was always to include the ‘setup’ step in training materials so users would be able to have their color coding and options set in similar fashions.

Via the bulk user change wizard, NetSuite OpenAir provides the ability to copy the Booking Chart Settings from one user to any other user or departments of users. This setup step is a huge time savings for administrators and ensure consistency in system configuration across your organization.

To access the bulk user wizard, navigate to the Home module -> Home page and under the Wizards section you will see ‘Bulk user change wizard’.

One of the available fields to copy is Booking Chart Settings.

Upon selecting ‘Next’ and selecting the users to copy the booking chart settings to, click ‘Run’. Voila! Your settings are now their settings.