PM Toolkit Extension

Update NetSuite project billing rates across assignments with a single click at the project or task level. When rates change, teams can apply the update to the relevant assignments at once, rather than opening and editing each one individually. 

Assign new hires to multiple projects or tasks in one workflow. Use existing project criteria to identify where to add a resource and make assignments in a fraction of the steps required for one-by-one updates. 

Use the EZ Resource Assignment feature to assign available resources across projects or tasks when a new project is sold. Set assignment rates using project, task or resource defaults for a simpler way to distribute new work. 

Use the Delegate Time Approver to assign a stand-in to handle approvals when the usual approver is out on PTO. Project billing and timelines can keep moving through the approval process, helping them stay on schedule. 

Keep project progress current by updating task completion percentages in bulk through a CSV upload. This gives project managers a practical way to maintain percent-complete tracking across multiple tasks while following established project management practices. 

Start and wrap up projects with a single action, instead of multiple manual steps. The Project Close/Open feature creates a faster path to moving projects into the right status as work begins and ends.

Track missing time, invalid entries and the value of time entered through built-in searches with adjustable thresholds, so your team can flag issues before they affect billing.