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SuiteWorld is the largest annual gathering of the NetSuite community! It will be held in Las Vegas on October 6-9, 2025. Our customers and partners look forward to SuiteWorld every year as a place to hear the latest from NetSuite, get hands-on learning, and connect with each other. 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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