Description
In this tutorial, we explore the powerful Project Management feature in NetSuite — the next step beyond the standard Projects feature — to help you take full control of your project planning, tracking, and reporting.
With NetSuite Project Management, you can go far beyond basic project records by managing tasks, budgets, resources, and project timelines all within one unified ERP platform. This video walks you through how to enable Project Management in NetSuite, create new project records, use project templates, and monitor progress using dashboards and KPIs.
Here’s what you’ll learn in this step-by-step demo:
✅ How to enable the Project Management feature in NetSuite.
✅ How to create new project records manually or automatically through service items.
✅ How to use the Project Center to give project managers quick access to key data, transactions, and reports.
✅ How to view Project Dashboards for real-time insights into project KPIs, budgets, and Gantt charts.
✅ How to build and save Project Templates for recurring projects to save time.
✅ How to create and assign Project Task Records with due dates, estimated time, and budgets.
✅ How NetSuite’s project tracking and reporting tools improve productivity and visibility across your organization.
With NetSuite’s Project Management module, businesses can connect customers, transactions, and time tracking to specific projects, helping improve accuracy, billing efficiency, and resource utilization. Whether you’re managing client implementations, internal initiatives, or professional services projects — this feature helps streamline every phase from planning to completion.
Key Topics Covered
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Enabling Project Management in NetSuite
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Creating and Managing Project Records
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Using the Project Center Dashboard
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Viewing Project Dashboards and KPIs
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Building and Using Project Templates
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Creating and Managing Project Tasks
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Time Tracking and Resource Allocation
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Project Management Best Practices in NetSuite
Keywords for SEO
NetSuite Project Management, NetSuite Projects feature, NetSuite project templates, NetSuite project tasks, NetSuite Project Dashboard, NetSuite Gantt Chart, NetSuite Project Center, NetSuite time tracking, NetSuite project tracking, NetSuite ERP project management, SuiteRep NetSuite, NetSuite project enable features, project management software NetSuite, NetSuite for professional services
