🧱 NetSuite Project Management Tutorial | How to Set Up & Manage Projects in NetSuite (Step-by-Step)
In this video, Cris walks you through one of NetSuite’s most powerful features — Project Management. Whether you’re a project manager, consultant, accountant, or NetSuite administrator, this detailed tutorial will help you understand how to create, manage, and bill projects in NetSuite with confidence.
You’ll learn how to build a project from scratch, configure its preferences, assign team members, track hours, and set up billing rules that fit your organization’s needs — all inside the NetSuite ERP platform.
🧭 What You’ll Learn
✅ What Project Management is in NetSuite and why it matters
✅ How to view and edit projects in the NetSuite dashboard
✅ Step-by-step guide to creating a new project record
✅ Understanding project headers, managers, statuses, and timelines
✅ How to manage planned work vs. actual work vs. remaining hours
✅ Using baselines and percent complete tracking
✅ Project preferences setup — time entry, expense tracking, and resource allocation
✅ How to classify time as utilized, productive, or exempt
✅ Overview of billing types (Charge-Based, Fixed Bid Milestone, Fixed Bid Interval, Time & Materials)
✅ Setting billing schedules, currencies, and revenue recognition rules
✅ How to manage financial settings, budgets, and cost tracking in projects
💼 Key Topics Covered
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NetSuite Project Management Overview
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Project Creation & Setup in NetSuite ERP
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Assigning Project Managers and Employees
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Planned Work vs Actual Work Reporting
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Project Preferences & Time Entry Permissions
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Financial Settings and Billing Types Explained
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Fixed Bid vs Time & Material Billing
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Billing Schedules and Revenue Recognition
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Percent Complete Overrides
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Project Costing, Budgets, and Estimates
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How Project Management Integrates with Accounting in NetSuite
🎯 Ideal For
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NetSuite beginners and administrators
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Project managers working in NetSuite ERP
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Consultants and trainers implementing NetSuite for clients
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Accounting and finance teams handling project billing
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Anyone looking to master NetSuite Project Management tools
