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Join the NetSuite community to innovate, connect, and discover what’s next.
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Register now
NSC | What happens when you add a Subsidiary in a Project Template and adding a customer?
A 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. Please check: New to NetSuite | Creating Project Templates
Scenario:
A user is generating a project using a project template that includes a subsidiary. The user adds a customer to the project when generating the project via these steps:
1.) Navigate to Lists > Relationships > Project Templates
2.) Open an existing Project Template
3.) Click Create Project
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