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Visibility, collaboration and control to drive on-time project delivery

// Experience. Execution. Excellence.

What is NetSuite Project Management?

NetSuite Project Management enables teams to collaborate and keeps managers current on the status of projects using real-time data, so companies can proactively identify and head off potential issues. With NetSuite’s cloud-based solution, stakeholders gain complete visibility and control — they can monitor and report on project status anytime, anywhere. The result is a significantly improved project completion record, more satisfied clients and fewer nonbillable work hours.

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NetSuite Project Management Benefits

  • Improve Productivity. Collaborate seamlessly with teammates in real-time to effectively track project status and manage changes
  • Anytime, Anywhere Mobile Access. NetSuite’s purpose-built mobile app allows users to quickly and easily capture detailed time and expense data, so project records stay up-to-date.
  • Less Project Risk. Record project issues down to the task level and track the resolution process with descriptions, severity, dates and assignments.

NetSuite Project Management Features

NetSuite project management seamlessly integrates with NetSuite accounting, allowing you to monitor and manage revenues, expenses, billing and profitability over the lifetime of a project.

Project Setup​
Project Dashboards
Project Center​
Project Budgeting

Project Setup

Take advantage of reusable project templates that provide starting points for projects, speeding and standardizing the creation process. Required items can be tied to sales orders, and bulk project creation saves significant time. Assign project managers based on preset template criteria.

Project Dashboards

The Project 360 Dashboard gives project managers a consolidated status of all their projects. Gain complete visibility into an entire project, including Gantt charts, resourcing, and project profitability. View important KPIs at a glance, and quickly drill down into detailed focus pages for each project area. Take corrective or proactive measures using actionable links for faster mitigation. automatically opinion an up-to-date view of the current health of projects down to the task level.

Project Center

NetSuite delivers a convenient way for managers to view summary information about their projects and quickly enter transactions against those jobs. Gain vital visibility and improve collaboration by assigning project resources a standard consultant role, with access to the project center.

Project Budgeting

Create revenue and cost budgets to predict margins, and measure those estimates against actual transactions. Track progress and monitor the costs associated with each project to keep on top of financial performance — and adjust as needed to stay on time and on budget.

Challenges NetSuite Project Management Solves

  • Limited Project Status Visibility. Easily access up-to-date KPIs and customer data in project dashboards, reports and Gantt charts.
  • Manual Project Setup. Take advantage of automated job creation, project templates and native integrations to drive efficiencies from the start of a project to the final payment.
  • Inefficient Tracking. Organize calls, activities, tasks and events and link them to specific projects, all in one place, so resource tracking is completed in real time.
  • Unreliable Project Budgeting. NetSuite’s P&L, automated job creation and progress-reporting capabilities enable managers to review project profitability based on actuals.
  • Hit-or-Miss Resource Assignments. Automatically, completely and accurately apply time and expenses to projects.