Install & configure

Install the SuiteApp, enable the required NetSuite features, and set the per-subsidiary defaults that Timeline uses for calendars, email templates and feature flags.

Module requirements

Required NetSuite features

  • Custom Records
  • Server-Side Scripting
  • Units of Measure
  • Accounting
  • Jobs
  • CRM
  • Time Tracking
  • Workflow

Optional features Timeline supports if enabled

  • Subsidiaries (OneWorld)
  • Opportunities
  • Custom Transactions
  • Custom Segments
  • Expense Reports
  • Multi-Location Inventory
  • Web Services

Any required features that aren't already enabled will be flagged automatically during install — turn them on at Setup → Company → Enable Features.

SuiteApp dependencies

Required

  • Code Library (com.fullclarity.codelibrary) — installs automatically. Timeline depends on TreeGrid (the Gantt rendering library) and jQuery, both served from Code Library's File Cabinet, plus shared utility modules.

Optional integrations Timeline detects at runtime

  • Project Financials (com.fullclarity.projectfinancials) — enables Estimate Task linkage on Gantt tasks for billing and cost integration. No extra configuration; the link appears when PF is installed.
  • Field Service Management (the standard NetSuite bundle 138180) — exposes FSM Asset, FSM Task Type and FSM Task fields on Gantt tasks.
  • Advanced Jobs (NetSuite feature flag) — switches the Gantt's project field from Customer to Job.

Installing the SuiteApp

  1. In NetSuite, navigate to Customisation → SuiteApps → SuiteApp Control Centre.
  2. Find FullClarity Timeline (Gantt for NetSuite) and click Install.
  3. Accept the Code Library dependency if not already installed.
  4. Wait for the install to complete — the post-deploy script verifies the sample admin role's permissions and creates the default Timeline configuration scaffolding.

The Timeline Configuration record

Timeline has a configuration record per subsidiary. Navigate to FullClarity → Timeline → Configuration → New to create one.

The configuration record captures:

  • Default calendar — the working-days/holidays calendar applied to new Gantts on this subsidiary
  • Email templates — Call-Up, In-Progress, Reminder templates used by the task email-notification workflow
  • Email author — the NetSuite user who appears as the sender on automated task notifications
  • Feature flags — toggles for optional behaviours (e.g. CRM task sync, automatic resource-allocation creation)

In single-subsidiary accounts, one Configuration record is all you need. In OneWorld accounts, create one Configuration record per subsidiary that will use Timeline.

Calendars

Timeline ships with calendar machinery rather than a fixed set of calendars. Out of the box, you'll get an empty default calendar with weekends marked as non-working. To make it useful:

  1. Navigate to FullClarity → Timeline → Project Calendars.
  2. Create a calendar per region or jurisdiction (e.g. Australia — NSW, Australia — VIC, New Zealand).
  3. Populate the holidays for that region — manually, or by importing from NetSuite's Holiday record type.
  4. Set the calendar as the default on the Configuration record, or as an override on the Project record (Project Calendar field).

Tasks honour the active calendar when computing start and end dates — non-working days are skipped automatically.

Permissions

Timeline ships with a sample admin role — FC Timeline Admin — that has full access to every Timeline record and feature. Treat this role as a reference checklist rather than a role to assign directly to users.

In a normal deployment, an implementer extends the customer's existing roles (Project Manager, Scheduler, Foreman, Estimator, etc.) with the matching Timeline permissions rather than swapping users onto the sample role. The post-deploy script verifies that the sample role still has its required permissions after every upgrade — if it ever loses access to a Timeline record, the script repairs it automatically.

Walkthrough

Walkthrough coming

A step-by-step Scribe walkthrough for installing Timeline and creating the first configuration record is being recorded. Track its status in the Scribe register (internal).

What success looks like

  • Navigating to FullClarity → Timeline in the top navigation shows the Timeline centre tab with links to Gantt, Resource Planning, Templates, Project Calendars and Configuration.
  • A Configuration record exists for every subsidiary that will use Timeline.
  • Opening any project (Job) shows a Timeline subtab with a Create Timeline action.

Gotchas

  • Code Library is non-negotiable. Even if Timeline appears to install successfully without Code Library, the Gantt won't render — the TreeGrid library is hosted there. Always install Code Library first (or accept the dependency prompt).
  • TreeGrid version matters. The Gantt is calibrated for TreeGrid 16.0. If Code Library has been customised to host a different TreeGrid version, expect rendering issues.
  • Permission gaps surface as missing buttons. Users without access to the Timeline custom records will see the Timeline subtab but no Create Timeline action. Walk through the sample role to see what they need.
  • Project timezone. Tasks store dates with timezone information; if the project's timezone isn't set, the system uses the NetSuite account default. For projects that span timezones, set the Project Timezone explicitly on the Job record.
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