Project Metadata
To use the Project metadata saved searches, go to the Lists subtab of the Permissions tab, and assign the Projects permission to your custom role. See Customizing the NSPB Integration Role.
When the Project metadata saved search is executed from Data Exchange, it returns the hierarchy of the project. The Planning and Budgeting Sync SuiteApp supports the following Project metadata saved searches:
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Basic Projects
Basic projects are part of NetSuite. For information, see Basic Projects Overview in the NetSuite Help Center.
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Advanced Projects
To do advanced project tracking, you must purchase the Advanced Projects add-on from NetSuite. For information, contact your NetSuite Account Manager.
Related Topics
- Metadata Export in Planning and Budgeting Sync
- Supported Metadata Saved Searches in Planning and Budgeting Sync
- Item Metadata
- Vendor Metadata
- Location Metadata
- Accounts Metadata
- Class Metadata
- Customer Metadata
- Department Metadata
- Customer Project Metadata
- Employee Metadata
- Subsidiary Metadata
- Custom Segment Metadata
- Creating the Hierarchy of Metadata in Planning and Budgeting Sync
- Optimal Number of Metadata Records to Import
- Returning Metadata Hierarchy Based Only on Cloned Saved Search
- Account Type Mapping
- Item Type Mapping