Gain visibility and optimize staffing and resource utilization
What is NetSuite Resource Management?
NetSuite resource management provides a fast and easy way to assign resources to projects. With centralized access to up-to-date profiles of resources skills, interests, experience, work preferences, availability, and more, project managers can ensure that qualified resources are working on the right projects. By managing project resources effectively, businesses are able to optimize profit margins, improve billable utilization, retain top talent and increase client satisfaction.
Optimize Profit Margins and Utilization
Reduce dependence on resource management spreadsheets with real-time tracking of skills and availability and centralized, up-to-date, searchable resource profiles.
With NetSuite, we are able to see any potential issues ahead of time, which allows us to become very proactive rather than reactive.
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Free Product Tour(opens in new tab)NetSuite Resource Management Benefits
NetSuite Resource Management Features
In order to increase overall resource utilization effectively and efficiently, NetSuite resource management provides visibility into all aspects of your projects resource management needs. Get a centralized view of all allocations for each of the resources so that project managers can effectively balance their workloads and optimize utilization.
Project Staffing
Centralize and automate resource management requests and bookings with customizable workflows and optimize project teams using a single, global pool of resources. Quickly find and allocate resources to projects based on skill sets demographic information, experience, work preferences, or future time off so the right staff is on the right projects. At project initiation you can assign generic resources to serve as placeholders in order to determine requirements without needing to know the exact people.
Resource Forecasting
Gain insights into your ability to staff future projects while remaining profitable. Apply generic resources for planning, and view reports to determine actual staffing needs. Robust reporting, including capacity planning, forecasts, and utilization by hierarchy — including offices and lines of business — inform financial forecasts. Estimate billings, revenue, and margins based on staffing plans.
Utilization Tracking
Track and optimize resource use with dynamic charts and reports that can be generated periodically or on demand. Create custom utilization reports based on specific project needs. Drill down on details and fine tune priorities as project deliverables change. Add utilization reports right to managers’ dashboards to gain visibility into time spent on projects. Send alerts and notifications to project managers, supervisors, and other stakeholders if resource utilization exceeds set thresholds — with booking details and next steps attached.
Strategic Project Reporting
Robust utilization reporting allows you to select the metrics that matter. From most-worked hours, allocated hours, assigned hours and more, with real-time and relevant data available, project managers can make informed, and data driven decisions to keep projects on track and within budgets.
Challenges NetSuite Resource Management Solves
Faster Time to Value
NetSuite has packaged the experience gained from tens of thousands of worldwide deployments over two decades into a set of leading practices. These practices pave a clear path to success and are proven to deliver rapid business value and get you live on NetSuite in a predictable timeframe. Intelligent, stepped implementations begin with sales and span the entire customer lifecycle, so there’s continuity from sales to services to support.
Resources
Data Sheets
Access specifications, features and benefits of NetSuite resource management.
Customer Stories
Spark ideas with success stories from NetSuite customers.
NetSuite Webinars
View our on-demand webinars, which deliver insights from NetSuite and industry experts.
NetSuite Podcasts
Tune in to the NetSuite Podcast for our latest perspectives on resource management.
Papers & Blogs
Go deep into topics around NetSuite resource management.
- Automating Project Accounting to Boost Profits (Blog)
- 4 Reasons Why Your Services Projects May Not Be Profitable (Blog)
- 5 Ways PSA Optimizes Your Business (Paper)(opens in new tab)
- Metrics that Matter: Measuring Professional Services Business (Paper)(opens in new tab)
- Six Steps To Building an Effective Skills and Resource Management Program (Paper)(opens in new tab)
Essential Insights
Discover best practices and learn more about resource management from beginner to advanced levels.