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NetSuite SRP - Resource Allocation Vs Assignation

Hello Gurus,

Could you please enlighten me on the best practices for resource management within NetSuite SRP.

I can't use assignment if I did not allocated (unless I uncheck the box in preferences).

If I use allocation, I can use the SuiteApp for resource allocation. But if I only use allocation, I don't have the costing information.

Then I would need to use assignment on tasks to have the cost / price / service item... So I need to duplicate this allocation in assignment.

As you can see, I'm lost and I can't seem to find the help in the documentation.

Hope you could help please :)

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Community Whiz

Quarter 2 (Apr-Jun 2024)

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