NetSuite Project Management

Plan, Execute, and Report on Projects Seamlessly

Project managers struggle with disconnected systems, manual processes, and limited visibility. Switching between apps blocks productivity. Teams lack alignment on project status. Reporting is time-consuming. NetSuite Project Management connects teams with connected project planning, scheduling, collaboration, and real-time reporting in a single system.

NetSuite Project Management goes beyond basic project tracking. With end-to-end project visibility, predictive resourcing, and automated billing, project teams deliver on time and on budget.  

Why Choose NetSuite Project Management?

Disconnected project systems lead to manual processes, bottlenecks, and limited visibility. NetSuite Project Management connects teams for seamless planning, execution, and reporting. 

  • Unified project hub connects tasks, issues, schedules, and teams
  • Predictive resourcing ensures proper team alignment
  • Automated billing based on progress milestones
  • Real-time reporting and analytics for visibility
  • Customizable platform for any project structure

Key Capabilities of NetSuite Project Management

Project Planning

  • Templates for repeatability
  • Top-down and bottom-up planning
  • Flexible work breakdown structure
  • Milestone and dependency planning

Billing and Accounting

  • Rules-based invoice triggering
  • Item-level revenue realization
  • Automated billing events and extras
  • Real-time accounting updates

    Execution and Collaboration

    • Centralized project hub
    • Commenting and file sharing
    • Interactive Gantt chart scheduling
    • Progress/status tracking

    Analysis and Reporting

    • Project financial analysis
    • Client profitability reporting
    • Productivity benchmarking
    • Custom reports and dashboards

    Resource Management

    • Skills-based assignment
    • Predictive workload balancing
    • Capacity utilization reporting
    • PTO and availability visibility

    Integration & Customization of NetSuite Project Management

    Customization

    • Custom billing rules and formulas
    • Vertical-targeted templates and workflows
    • Extended custom fields and entities
    • Advanced PM analytics and reporting
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    Integrations with NetSuite Modules

    • CRM synchronization for sales linkage
    • PSA solution integrations
    • Payroll connectivity for employee time
    • Custom reporting engine integration
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    Third-Party Integrations

    • Microsoft Project connector
    • HRIS and resource planning tools
    • Specialized planning software
    • Project materials providers

    Industry Solutions

    Software and Technology

    • Agile development workflows
    • Engineering team collaboration
    • License key and IP management

    Manufacturing

    • Production scheduling
    • Quality management
    • Supply chain automation

    Nonprofit

    • Fundraising campaign tracking
    • Grant and donation management
    • Volunteer coordination

    Food and Beverage

    • Recipe and ingredient tracking
    • Batch production workflows
    • Expiration date management

    Retail and Ecommerce

    • Omnichannel order orchestration
    • Customer segmentation
    • Loyalty program automation

    Healthcare

    • Patient portal integration
    • Insurance claim processing
    • Telehealth workflows

    Services

    • Project forecasting
    • Flexible billing rules
    • Consultant utilization reporting

    Wholesale Distribution

    • Inventory optimization
    • Automated purchasing
    • Supplier EDI integration

    Apparel and Accessories

    • Design workflow collaboration
    • Seasonal collection planning
    • 3D product rendering

    Let’s Take the Work Out of Project Work

    Uncoordinated project execution stifling your services business? Your project teams deserve better. We can’t wait to show you how NetSuite takes PM to the next level. Let’s get your next initiative organized for excellence.

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    FAQs

    How are projects linked to customers in NetSuite Project Management?

    NetSuite Project Management allows you to associate projects with specific customers from your customer master record. This connects your projects to customer details like contacts, invoices, and more.

    Can I manage project resources and schedules in one place?

    Yes, NetSuite Project Management provides integrated resource management and interactive Gantt chart scheduling in a unified project hub. Easily assign resources, balance workloads, and adjust schedules.

    How does the Project Management module help with project accounting?

    The system automatically connects projects, tasks, timelines, resources, and billings. As work is done, time and expenses are tracked at the project level. Rules can trigger invoices directly from delivered project milestones.

    Can I use time tracking with Project Management?

    Definitely, employees can log time against specific projects or tasks which feeds into payroll, billing, and project costing in real time. Managers have visibility into resource workload and capacity.

    How flexible is the Project Management module?

    NetSuite allows extensive customization of Project Management with tailored billing rules, custom fields and entities, specialized workflows by industry or business need, and connections to external software tools or data sources.

    Can the system adjust forecasts based on resourcing?

    Yes. The predictive resourcing engine lets you set project staffing guidelines. It will then flag overallocations based on employee availability and workloads and provide recommendations to keep projects feasibly staffed.