[bchamblee@sourcebb.com]

Here’s my quandary – and I will try to provide details to make it understandable.

My reporting is needed at a project level. I need directors/managers/admins to have access to the project, or projects, that they are involved in – but do not want them to have access to the data on projects of others.

Netsuite allows access to be restricted by

1) department,

2) class (which we changed to a managerial hierarchy) and

3) location (which we have made a project type and actual project hierarchy in order to be able to have inventory by project).

The problem is that we do not have a linear reporting hierararchy (sometimes a manager reports to multiple directors) and a project’s management can change (managers come and go) – making the access to historical data a nightmare.

Since an employee can only have one class and one location in their employee record, rather than multiples, this has been a real problem for me.

My project managers/ regional directors/ project administrators all are given roles in Netsuite for two different types of review – basically a role that enables them to see financials (restricted by their dept and class) and another that enables them to see invoices and bills (no restrictions). (Many of our bills pay for items across projects and we do not use Netsuite to do our payroll – so we import that data as one big journal entry – showing detail by name which includes our executive salaries).

Is there anybody else that has issues like this? If so, have you found a workaround?

I’m concerned that since this is problem is specific to job cost users and companies that may not have linear hierarchies it would not get much enhancement voting attention.

We are not involved in e-commerce and we are not programmers – we are just simple folk – with major reporting issues.

Interested in hearing others thoughts.

Beth
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