1. NetSuite Integration
  2. Importing Data From NetSuite Into SuiteProjects Pro
  3. Projects (Projects) Import Workflow
  4. Projects (Projects) Import Workflow Settings
  5. Enable expense policy duplication from template

Enable expense policy duplication from template

Check this box to copy the expense policy from the SuiteProjects Pro project template when you select an SuiteProjects Pro Project Template and check the Duplicate expense policy box on the project record in NetSuite and then import the project from NetSuite into SuiteProjects Pro.

Important:

The Create new projects based on the project template specified in NetSuite box must also be checked. See Create new projects based on the project template specified in NetSuite.