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New to NetSuite | Creating Project Templates
Project Template is a pre-defined project configuration or blueprint that becomes a basis for creating new projects. In this record, users can add tasks, milestones, resources, set preferences and other project-related details. It also enables users to easily create recurring projects that a company/business routinely undertakes.
The Project Template is available when the Project Management feature is enabled, which can be enabled under Set Up > Company > Enable Features > Company > Projects, mark the Projects & Project Management checkboxes. You can also check New to NetSuite | Creating Projects using Project Management
Ways of creating a Project Template:
Via Project Template page
1.) Navigate to
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