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.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
SuiteWorld | October 25–28, 2026 | Las Vegas Where our community gets ready for what’s next!
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
Restrict Project visibility to the assigned project manager, resources, and sponsors (custom)?
In NetSuite Project Management, we would like only the assigned project manager, project resources, and project sponsor (a custom field) to see the Project Record.
Currently, the default is that when someone’s employee record is set as a project manager or resource, they have access to all project records, not just the ones they are assigned to. Is there a way to restrict that using global permissions, role permissions, or a workflow?
In our project record, we have custom fields such as “Project Department,” which categorizes the projects, and “Project Type,” which subcategorizes them. Maybe we can restrict them by these fields? For example, if the project has Project Department A, only users 1, 2, 3 can see it?
Tagged:
0