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New to NetSuite | Creating Projects using Project Management

edited Aug 29, 2023 12:23AM in NetSuite SRP 1 comment


Project is a NetSuite record used to plan, manage, and execute a company’s project which can be independent or a sub record of a customer. This includes tracking of project-related data (related transactions), analyzing progress, and checking the utilization of resources.

 

Project Management or Advanced Projects is an advanced feature where users can create Project Tasks to identify each step that are required to finish it. Users can also track resources contributing to project completion, such as employees or vendors who are assigned to complete each task. 

With this feature, users can create project independently from customers: 

To enable Projects Management, go to

Patrick Fresnosa | Advanced Accounting | SRP | Ask a Guru


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