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Custom Fields in Project Template
When generating a Project from a Project Template, some custom field values are not automatically filled in on the Project Tasks. In documentation, we did not find anything about this not being supported. The values are also available when creating/editing a Project in the UI, so there should be no data-related issues.…
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NSC | Creating Subprojects (Child Projects) via CSV Import
Importing subprojects in NetSuite works similarly to regular projects, with one key difference: you need to assign a Parent Project as a Customer when importing a .csv file. This is similar to a UI process as discussed in this article: New to NetSuite | Creating Child Projects. For example, there is a Parent Project with…
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New to NetSuite | Displaying all Resources for a Project Task
In NetSuite Project Management, assigning the right resources to each task is crucial. However, the default project settings limit visibility and flexibility, allowing only resources explicitly listed in the Resources subtab to be assigned to tasks. This restriction applies even when assigning resources via Resource…
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NetSuite Admin Tip | Create a Saved Search for total Allocated Hours vs Actual Hours
Tracking the balance between allocated hours and actual hours is crucial in the service industry, where tasks like client meetings, research, and report preparation require precise time management. Monitoring this comparison helps ensure projects stay within scope, timelines, and budgets. In NetSuite, a Project Task Saved…
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NSC | How to create a Saved Search for Project Tasks with higher Actual hours than Planned
Scenario: User wants to create a Saved Search for Project Tasks with higher actual hours than planned in which helps them identify potential project budget overheads. This will allow them to make timely adjustments to resource allocation and timelines, ensuring such tasks to stay on track and within budget. Solution Note:…
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New to NetSuite | Making an Employee as an Allocated Resource
Following our guide about: New to NetSuite | Making an Employee as a Project Resource, let’s discover how we can allocate that resource to a project records. In NetSuite, a feature called Resource Allocations is designed to assist resource managers to efficiently select and allocate the right resources to projects based on…
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How to Upload Milestones?
Hi There I was wanting to check, how would I upload milestone records using csv imports?
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New to NetSuite | Creating Child Projects
Building on our previous discussion in New to NetSuite | Creating Projects using Project Management, did you know you can create Child Projects or assign Parent Projects in NetSuite? In NetSuite, structuring projects with a parent-child hierarchy enables better management and oversight of interconnected tasks, budgets, and…
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How to generate bills based on the completion of project milestone?
Dear all, I'm facing an issue when defining billing schedule with milestone type in a certain project, the issue is when we create an so for the entire project for example and process the billing operation the system generates all the items included in the original SO even if the task for the item is not yet started or…
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NSC | How to create a Project Charge Saved Search with Invoices?
SCENARIO User is tasked with determining project charges that have corresponding invoices in their instance. They need to create a Saved Search that links project charges to invoices, allowing them to identify which charges have already been invoiced. Creating a transaction with charges is currently not possible so they…