Create new projects based on the project template specified in NetSuite

Check this box to add the ability to select an SuiteProjects Pro Project Template when creating a new project record in NetSuite. When you import the project into SuiteProjects Pro, the SuiteProjects Pro project contains project-related information copied from the template.

Additional setup is required before you can use this feature:

• Create project templates in SuiteProjects Pro. For more information about creating project templates in SuiteProjects Pro, see Project Stage Use Case: Project Templates.

  Tip:

  Set the Project stage to Templates for ease of organizing and maintaining your project templates in SuiteProjects Pro.

• Create SuiteProjects Pro: Project Template records in NetSuite to match the SuiteProjects Pro project templates you want to use.

  To view the list of SuiteProjects Pro: Project Template records in NetSuite, go to Customization > List, Records & Fields > Record Types, and click List for the custom record type SuiteProjects Pro: Project Templates. From the SuiteProjects Pro: Project Templates list, click New SuiteProjects Pro: Project Template to create a new SuiteProjects Pro: Project Template record.

  Important:

  Review the following guidelines:

  • The SuiteProjects Pro: Project Template Name must be the exact same as the Project name on the properties form for the project template in SuiteProjects Pro. If the SuiteProjects Pro: Project Template Name does not match any project template in SuiteProjects Pro, the Projects (Projects) import workflow creates a new project in SuiteProjects Pro but does not copy any information from any project template.

  • Make sure project template names are unique. If there are multiple active project templates with the same name in SuiteProjects Pro, the Projects (Projects) import workflow uses the first project template to create the new project in SuiteProjects Pro.

After you set up project templates in both NetSuite and SuiteProjects Pro, you can select an SuiteProjects Pro Project Template on the project record in NetSuite (Template subtab within the SuiteProjects Pro subtab) and check the Duplicate <project-related record type> boxes for the project-related information you want to copy from the project template.

• The project tasks associated with the project template are copied by default including task IDs, names, priority, phase, task type, planned hours, percent complete, dates, assignments, and other standard task information.

• The following information is copied based on the Duplicate <project-related record type> boxes checked on the project record in NetSuite: Project pricing, budget, approvers, cost types, loaded costs, expense policy, dashboard settings, notification settings, phase and task custom fields, bookings, issues, billing rules, auto-bill settings recognition rules, recognition auto-run settings and invoice layout settings.

  Important:

  Review the following guidelines:

  • To be able to copy the expense policy from the project template, make sure you check the Enable expense policy duplication from template box in the workflow setting for the Projects (Projects import workflow in SuiteProjects Pro. See Enable expense policy duplication from template.

  • The ability to create project templates complete with bookings and then copy all bookings from your templates across to the new projects you create from these templates was introduced in SuiteProjects Pro 2022.1. For more information, see Copying Bookings with Projects.

  • The properties of custom fields created and managed by the SuiteProjects Pro SRP Integration(Bundle ID 369637) bundle are reset with bundle upgrade resets the properties of custom fields as per the custom field definition in the bundle. If you change the Validation & Defaulting properties of custom field for projects, such as the default selection for the SuiteProjects Pro project template, or the default state of the boxes for project-related information copied from the project template to the project imported into SuiteProjects Pro, for example, make a note of these changes, and remember to make the same changes again every time you upgrade the SuiteProjects Pro SRP Integration(Bundle ID 369637) bundle.

The SuiteProjects Pro: Project Templates [customrecord_oa_project_templates] custom record type and the following custom entity fields are created when you install the SuiteProjects Pro SRP Integration bundle — Bundle ID 369637 (previously 2851) 1.10 or later version.

• SuiteProjects Pro Project Template [custentity_oa_project_template]

• Duplicate project pricing [custentity_oa_copy_project_pricing] — Hidden by default

• Duplicate project budget [custentity_oa_copy_project_budget] — Hidden by default

• Duplicate project approvers [custentity_oa_copy_approver]

• Duplicate cost types [custentity_oa_copy_cost_type] — Hidden by default

• Duplicate loaded costs [custentity_oa_copy_loaded_cost]

• Duplicate expense policy [custentity_oa_copy_expense_policy]

• Duplicate dashboard settings [custentity_oa_copy_dashboard_settings] — Hidden by default

• Duplicate notification settings [custentity_oa_copy_notification_settings] — Hidden by default

• Duplicate phase and task custom fields [custentity_oa_copy_custom_fields] — Hidden by default

• Duplicate issues [custentity_oa_copy_issues] — Hidden by default

• Duplicate project billing rules [custentity_oa_copy_prbill_rules]

• Duplicate project auto-bill settings [custentity_oa_copy_prbill_auto_settings]

• Duplicate revenue recognition rules [custentity_oa_copy_revrec_rules]

• Duplicate recognition auto-run settings [custentity_oa_revrec_auto_settings] — Hidden by default

• Duplicate invoice layout settings [custentity_oa_copy_invoice_layout] — Hidden by default

The following custom entity field is created when you install the SuiteProjects Pro SRP Integration bundle — Bundle ID 369637 (previously 2851) 3.0 or later version:

• Duplicate bookings [custentity_oa_copy_bookings]

Some of the fields on the Template subtab are hidden by default. NetSuite account administrators can edit each custom entity field to show or hide the field on the project record in NetSuite and to set a default value for the field, if required. See Editing a Custom Field (external link to NetSuite SuiteAnswers | Answer ID: 42612).