Resource Allocation

Internal ID: resourceallocation

Fields

Internal ID	Type	nlapiSubmitField	Label	Required	Help
allocationamount	posfloat	false	Allocate	true	Enter the number of hours you want this resource allocated. Or, select Percent of Time in the dropdown and then enter the percentage you want this resource allocated over the selected time period. For example, a resource that typically works 8 hours a day for a 5 day work week is allocated 50% for two weeks would work on the project 4 hours per day for a total of 40 hours.
allocationresource	select	false	Resource	true	Select a resource for this allocation. Only employees and vendors identified as project resources are available for resource allocations. Check the Project Resource box on the employee or vendor record to identify a project resource.
allocationtype	select	false	Allocation Type	true	Select an allocation type. Hard – This allocation request is not flexible; the resource is committed to the dates and hours on this request. Soft – This allocation request is flexible; adjustments can be made to the date and hours if needed to accommodate other priorities.
allocationunit	select	false		false	This field displays how this allocation is requested. Hours – A specific number of hours distributed over the selected dates is requested. Percent of Time – A percentage of time distributed over the selected dates is requested. NetSuite calculates the number of hours based on the resources work calendar and the selected dates.
customform	select	false	Custom Form	true	If you customized a resource allocations form, select it here.
enddate	date	false	End Date	true	Select the date you want this allocation to end.
externalid	text	false	ExternalId	false
notes	textarea	false	Notes	false	Enter any additional information about this allocation.
numberhours	posfloat	false	Number of Hours	false	This field displays the number of hours requested in this allocation. If the allocation is requested using Percent of Time, NetSuite calculates the number of hours based on the requested percentage, selected dates, and the resource's work calendar.
percentoftime	posfloat	false	Percentage of Time	false	This field displays the percentage of time requested by this allocation. If the allocation is requested using Number of Hours, NetSuite calculates the percentage based on the requested hours, selected dates, and the resource's work calendar.
project	select	false	Customer:Project	true	Select the project this allocation applies to.
requestor	select	false	Requested By	false
startdate	date	false	Start Date	true	Select the date you want this allocation to begin.

Search Joins

Join ID	Join Description	Actual Join Name
customer	Customer	Customer
employee	Resource - Employee	Employee
job	Project	Job
user	User	Employee
vendor	Resource - Vendor	Vendor

Search Filters

Internal ID	Type	Label
allocationtype	select	Allocation Type
allocationunit	select	Allocate By
approvalstatus	select	Approval Status
customer	select	Customer
enddate	date	End Date
externalid	select	External ID
externalidstring	text	External ID (Text)
formuladate	date	Formula (Date)
formulanumeric	float	Formula (Numeric)
formulatext	text	Formula (Text)
internalid	select	Internal ID
internalidnumber	integer	Internal ID (Number)
nextapprover	select	Next Approver
notes	text	Notes
numberhours	float	Number of Hours
percentoftime	percent	Percentage of Time
project	select	Project
requestedby	select	Requested by
resource	select	Resource
startdate	date	Start Date

Search Columns

Internal ID	Type	Label
allocationtype	select	Allocation Type
allocationunit	select	Allocate By
approvalstatus	select	Approval Status
company	select	Project
customer	select	Customer
enddate	date	End Date
externalid	select	External ID
formulacurrency	currency	Formula (Currency)
formuladate	date	Formula (Date)
formuladatetime	datetime	Formula (Date/Time)
formulanumeric	float	Formula (Numeric)
formulapercent	percent	Formula (Percent)
formulatext	text	Formula (Text)
id	integer	ID
internalid	select	Internal ID
nextapprover	select	Next Approver
notes	text	Notes
numberhours	float	Number of Hours
percentoftime	percent	Percentage of Time
requestedby	select	Requested By
resource	select	Resource
startdate	date	Start Date