Jcurve Support Articles

CRM tasks represent "to do" activities that require completion. Each CRM task is an independent record tracking the task details and assigning responsibility. These tasks can be allocated to an employee, partner, or vendor for execution.

Structure project tasks in a hierarchical format, dividing them into parent tasks and subordinate tasks to effectively organize the various elements of a project.

Utilizing Project Management, you can establish a service item that generates a project each time the item is sold. This functionality applies exclusively to Service For Sale and Service for Resale items. You can specify a service item to initiate project creation and outline the associated tasks. Subsequently, after the sale of these items, you can efficiently generate projects in bulk from sales transactions.

Before you install the Project 360 Dashboard SuiteApp, make sure you enable the following features in your NetSuite account:

Make the information on the Project Profitability Detail report show up as it shows "No Data Available" when selected even though amount are in the Summary

User would like to show an Employee Column consisting of First and Last Name on the Project Profitability Report.

User with a custom role cannot access the Project Profitability report.

1. Create the Report:

When creating a newProjectfor multi-currencyCustomers, theCurrencyfield is disabled.

Go to Transactions > Financial > Make Journal Entry

Currently, there is no way to print Transaction Body/Line Fields that have been sourced from a different record on Advanced PDF/HTML Templates. A custom field and workflow can be used as a workaround for this limitation.

The downloaded Project table does not contain project data.

Purchase transactions (Purchase Orders and Vendor Bills) are not directly associated with Project entities because they are part of the Accounts Payable module and not the Advanced Project Management module of NetSuite. This is reproducible when the Accounting Preference "Consolidate Projects on Sales Transactions" is disabled.

When creating a new Job/Project, the Address tab may or may not be automatically populated, depending on the configuration set.

Purchase Orders/Vendor Bills are not displaying under the Related Records subtab of the Project record.

Bundle: Sequential Liability | ID: 301860 | Version: 1.03.0

When creating project profitability configurations, theTreat Tracked & Approved Timeas Actual Costpreference enables you to select approved time as actual costs without posting time. You can also display tracked and approved time as actual costs on the P&L subtab. Displaying approved time as actual costs ensures the estimate at completion and estimate to complete calculations are more accurate.

Go toSetup > Accounting > Project Profitability.