A new addition to the SuiteApp Marketplace is Purchase to Project, a new feature that allows users, especially project managers, to create purchase transactions that are related to projects and project tasks. Expenses related to projects can then easily be tracked and controlled. Having visibility over expenses and purchases related to projects and linked project… Continue reading NetSuite Purchase to Project
Tag: Project Management
Link project task to a purchase order in NetSuite
Step 1: Allow purchase orders and/or vendor bills on projects Firstly, the need would have to be identified on which projects the expenses and purchases needs to be tracked on. Setting up a project to allow purchase orders or vendor bills also allows the same to be tracked on the associated project tasks. To allow… Continue reading Link project task to a purchase order in NetSuite
Using Project Management
When you use the Project Management feature, you can do everything that the basic Projects feature enables you to do, and more. To begin using Project Management, the details in this topic can help familiarize you with ways to use your account that optimize the feature. Project management records are created and tracked as individual… Continue reading Using Project Management
Precision Project Management with NetSuite’s Job Costing and Project Budgeting Feature
Client Request: “We require an effective system to calculate costs for labor based on tracked time, integrate these costs seamlessly into our general ledger, and create project-specific budgets to manage expenses and labor costs accurately. Can you provide a solution to address these requirements?” Solution: Feature: JOB COSTING AND PROJECT BUDGETING NetSuite’s Job Costing and… Continue reading Precision Project Management with NetSuite’s Job Costing and Project Budgeting Feature
Enhancing Project Organization with NetSuite’s Activity Codes Feature
Client Request: “We need a more efficient way to categorize and classify activities across our various projects and customers. It’s crucial that we can better organize our project-related transactions and expenses. Additionally, we require a solution that allows us to create global activity codes to standardize our project activity organization across all projects within our… Continue reading Enhancing Project Organization with NetSuite’s Activity Codes Feature
Enhancing Project Cost Management
Client Request: “We need a more efficient system for budgeting and managing project expenses and costs. It’s crucial that we can define a Work Breakdown Structure (WBS) for our projects, providing a structured framework for budgeting and financial control. Can you provide a solution to meet these requirements?” Solution: Feature: ADVANCED PROJECT BUDGETS NetSuite’s Advanced… Continue reading Enhancing Project Cost Management
Elevating Project Profitability Analysis
Client Request: “We need a more comprehensive system for project profitability analysis that goes beyond individual transactions. It’s essential for us to create customized profitability reports based on accounts and items to gain deeper insights into our projects’ financial performance. Additionally, we require advanced customization capabilities to tailor these reports to our specific business needs.… Continue reading Elevating Project Profitability Analysis
Optimizing Project Planning with NetSuite
Client Request: “We require an effective system to create and manage fixed project plans, which will enable us to track planned versus actual work with precision. It’s important that these plans remain fixed, providing a stable reference point for project management. Can you provide a solution to meet these needs?” Solution: NetSuite’s Planned Work feature… Continue reading Optimizing Project Planning with NetSuite
Project Management Process in NetSuite without Using Project Management Module
Client Request: “We require an efficient system to manage our projects throughout the entire sales process, from the initial stages to successful execution. Additionally, we want to maintain a clear separation of project data from customer records to ensure clarity and organization. We are looking for a solution that allows us to define and manage… Continue reading Project Management Process in NetSuite without Using Project Management Module
Maximizing Customer Project Management with NetSuite
Client Request: “We need a streamlined approach to track our customer projects within NetSuite, ensuring we can efficiently monitor costs and revenues for each project. We require a solution that allows us to customize project records, track expenses, and generate detailed reports to better understand project performance. Additionally, we want to ensure that our project… Continue reading Maximizing Customer Project Management with NetSuite