NetSuite guide collection
Plan project tasks and staffing, compare budgets with actual work, and follow project charges and revenue.
Bill a fixed fee when a project milestone is completed. Check the project's charge-based billing setup, find the milestone, add a Milestone Rule on the Fixed Fee Rules list, and read the saved rule back.
Build a three-task NetSuite project plan with assigned resources and Finish-To-Start predecessors, change one task's planned work, and watch the later tasks and the Gantt chart move.
Read a project's money and hours budgets on the NetSuite OpenAir Projects list and in Properties, then use Task view to compare the hours budget with planned, worked, approved and billed hours.
Use Project 360 to find a project forecast to finish over budget, compare its baseline with its estimate at completion (EAC), find the WBS line behind the variance, and read profitability separately.
Read a NetSuite OpenAir billing-margin heat map grouped by class, project and job code, and drill from a slipping practice to the project and roles behind it.
Record a project's cumulative percent complete, update the revenue plans, and create the revenue recognition journal in NetSuite Advanced Revenue Management. Follow one month from a 25% to a 60% project.
Use the NetSuite OpenAir Bookings Planner to tell tentative soft bookings from confirmed hard bookings, spot demand on a generic resource, read utilization, and filter by role, project or booking type.
Set up an item, a project and a sales order so Advanced Revenue Management recognizes revenue by project percent complete. Here is the setup, through to an arrangement waiting for progress.
Split a saved NetSuite timesheet entry into two activities with separate memos. Preserve its project context and verify daily and weekly totals.