How to Generate Weekly Task Summaries for Managers in Netsuite

📌 Without a clear view of weekly activity, managers struggle to understand team productivity, track time spent on projects, or assess employee effort. Oracle NetSuite provides timesheets, project tracking tools, and SuiteAnalytics reporting to give managers a consolidated, real-time view of team performance and task progress.‍

Steps to Generate Weekly Task Summaries for Managers 

Step 1: Review Submitted Weekly Timesheets

• Navigate to Transactions > Employees > Weekly Timesheet
  
  
• Filter by Employee Name or Date Range to view relevant entries
  
  
• Ensure time is tracked against correct projects, tasks, or payroll items
  
  
• Use the Actions menu to approve, reject, submit, or retract time entries

Step 2: Approve or Reject Time Based on Accuracy

• Open each Timesheet Record and verify entries for policy compliance
  
  
• Use fields like Total Hours, Task Assigned, and Job Code to assess accuracy
  
  
• Approve or reject directly within the record using the dropdown options

Step 3: Monitor Project Progress in the Project Module

• Navigate to the Project Record, then open the Schedule subtab
  
  
• Review task dependencies, hierarchies, and current status
  
  
• Check the Time subtab to validate time entries against individual project tasks
  
  
• Use the Gantt Chart to view progress visually and identify scheduling gaps

Step 4: Create Custom Reports with SuiteAnalytics

1. Use SuiteAnalytics Workbooks to generate detailed time and task reports
   
   
2. Analyze metrics such as:
   
   
   1. Time spent per employee/project
      
      
   2. Task completion rate
      
      
   3. Billable vs non-billable hours
      
3. Visualize results in dashboards for faster weekly reporting

Step 5: Review and Approve Expense Reports

• Go to Transactions > Employees > Enter Expense Reports
  
  
• Filter by week or employee to review submitted expenses
  
  
• Approve or reject based on matching documentation and relevance to project

Step 6: Communicate Summary Insights with Your Team

• Use the Comments or Messages feature in records to provide feedback
  
  
• Share weekly summaries or flagged issues during review meetings

Step 7: Schedule Recurring Review Routines

• Establish a weekly cadence to review:
  
  
  1. Timesheets
     
     
  2. Task progress
     
     
  3. Open expenses
     
     
  4. Outstanding issues or delays
     
• Add a Reminders Portlet or calendar event in NetSuite to ensure consistency

Pro tip: Growfin enhances customer management by providing finance and project managers with real-time visibility into task progress, aging workloads, and team-level accountability, so you’re not just reviewing what was done, but also what matters most. To learn more check out the Bridging the Receivables Efficiency Gap: Going beyond NetSuite webinar!

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