Accounting / ERP

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NSC | What happens when you add a Subsidiary in a Project Template and adding a customer?

edited Apr 15, 2024 9:02PM in Accounting / ERP

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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