One Page Feature List

Convenience Features

• Fill out blank rows in a weekly sheet based on all assigned projects
• Filter changes modify views with minimal clicks
• Submit time for approval with auto email notifications

Views

• Weekly view supports inline edits
• Dynamic totals as you add new time entry rows
• View up to 8 weeks in a tab at any point in time
• Move 8 week window forward and backward with one click
• Restricted to Project Managers, see project task cost and price information

Administrators

Impersonate others users to see exactly what they see including form behavior. See more features here.

Project Managers

See full visibility to your projects and the related time entries.  See more features here.

Filter Features

• Restrict filters only where there is actual time entries
• Select one Project from a Project list which is restricted to resource assigned or under management
• Select one Resource from a Resource list restricted to resources under management
• Time billing status of actual time Billed, Unbilled or Fixed Bid
• Select Approved or Unapproved Time

Timesheet Submissions and Bookkeeping

Manage the timesheet approval submission process with email workflow notifications, notes, approve or reject status, and connection to accounting.

• Staff submit time for approval
• Automatic email notification to project managers; approval reminder dashboard
• Time submission notes
• Reject notifications with messages and note reasoning
• Time approval generates linked NetSuite vendor bill saving bookkeeping

Pooled Resource Capacity

Many times, you may have a number of resources that can fulfill a task. Yet, you have a fixed budget of hours to get a job done. The Pooled Resource Capacity will allow you to define all the possible actors that can perform the task (the pool). You then assign each actor a portion of the budget. As resources enter time, the task time is rebalanced.

Example, you have 100 hours to complete a task. Assign the project as follows:

1. Resource Amy: 25 hours
2. Resource Bill: 25 hours
3. Resource Cindy: 25 hours
4. Resource Dan: 25 hours

Total hours: 100 hours

If Amy works 40 hours on the engagement, the remaining hours is 60 for the budget. Without this feature, NetSuite will do the following:

1. It will push the estimated work to 115 hours because Amy worked 15 more hours than her 25 hours originally estimated. (Amy at 40 hours and 3 other resources at 25 hours).
2. The estimated work is now over the NetSuite Baseline by 15 hours. However, we know we actually have 60 hours remaining across the entire task.

With the Pooled Resource Manager the following occurs:

• As Amy enters time beyond her estimated, the other resources are evenly rebalanced using weighted average factors.
• Since Amy went over her estimate, the estimated time rebalances as follows:

1. Resource Amy: 40 hours
2. Resource Bill: 20 hours
3. Resource Cindy: 20 hours
4. Resource Dan: 20 hours

Total Hours: 100 hours

The only way total hours goes over 100 is when the total pool over actual hours exceeds 100 hours — truly exceeding the budget. Now, as staff resources work on the project, they will see they have hours available to them to work on the pooled task.

See more information here.

Technical Requirements

• Built entirely in the NetSuite platform. No other software add-ons
• Requires NetSuite SRP (Advanced Projects) Module
• Works with One World Accounts
• Offered via a SuiteBundle
• Refinements to specific business requirements when requested