Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
NetSuite Admin Tips: Create a Saved Search for Project Tasks with Time Related Columns
In project management, users check the actual time, planned time and the approved time entries logged against a project task for reporting and reconciliation:
Instead of users checking the projects and project tasks one by one, they can instead create a saved search to view all project tasks with these columns. Here’s how:
1.) Navigate to Lists > Search > Saved Searches
2.) Select Project Tasks
3.) Under Results tab:
Sort by: Project
Then by: Name
4.) In Columns subtab of the Results tab remove all and add the following:
Field: Project | Summary Type: Group
Field: Name | Summary Type: Group
Field: Planned Work | Summary Type:
Tagged:
0