Articles tagged #PROJECTS
Articles tagged
#PROJECTS
Setting a Service Item to Create 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.
Currency Field Disabled when Creating New Project for Multi-Currency Customers
When creating a newProjectfor multi-currencyCustomers, theCurrencyfield is disabled.
Show Purchase Orders and Vendor Bills Under Related Records of Project/Job Record When Projects on Sales Transactions Are Not Consolidated
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.
Displaying Approved Time as Actual Costs in Advanced Project Profitability Report
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.
Creating Custom Project Profitability Reports
Advanced Project Profitability uses filters to map accounts and items to specific columns and rows within a custom project profitability report. The feature comes with a standard configuration of account and item mappings. You can edit and customize the standard configuration and create custom profitability reports to fit your business needs. You can create multiple configurations. All of your project profitability reports are located at Reports > Projects > Project Profitability Reports.