Getting Started with the NetSuite Projects Feature | SuiteRep Training
In this NetSuite Projects Feature tutorial, discover how to enable, create, and manage projects in NetSuite using the basic Projects functionality. Whether you’re just getting started with NetSuite project management or looking for a simple way to track project costs, revenue, and time, this guide from SuiteRep walks you through every step in a clear, hands-on way.
Learn how to enable the Projects feature in NetSuite, create project records linked to customer accounts, and connect projects to transactions for streamlined data management. This video also explains how to import project information into NetSuite via CSV, ensuring your external project data is properly captured and synced within your ERP system.
💡 In this tutorial, you’ll learn:
✅ How to enable the Projects feature under the Company tab in NetSuite
✅ How to create a new project record from a customer record
✅ How to customize project forms to track project details like manager, status, and dates
✅ How to link projects to transactions for better record integration
✅ How to import project data using CSV for seamless data migration
✅ Why basic project tracking can still provide valuable financial and operational insights
This is the first video in the SuiteRep NetSuite Projects Series, introducing you to the foundational project tools available in NetSuite ERP. Upcoming videos will explore advanced project features for deeper control over resource management, billing, and time tracking.
If you’re looking to improve visibility, accuracy, and connectivity across your NetSuite project records, this video is a must-watch!
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