Project Metadata in Planning and Budgeting Sync
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 to Planning and Budgeting
- Supported Metadata Saved Searches in Planning and Budgeting Sync
- Item Metadata in Planning and Budgeting Sync
- Vendor Metadata in Planning and Budgeting Sync
- Location Metadata in Planning and Budgeting Sync
- Accounts Metadata in Planning and Budgeting Sync
- Class Metadata in Planning and Budgeting Sync
- Customer Metadata in Planning and Budgeting Sync
- Department Metadata in Planning and Budgeting Sync
- Customer Project Metadata in Planning and Budgeting Sync
- Employee Metadata in Planning and Budgeting Sync
- Subsidiary Metadata in Planning and Budgeting Sync
- Custom Segment Metadata in Planning and Budgeting Sync
- Creating the Hierarchy of Metadata in Planning and Budgeting Sync
- Optimal Number of Metadata Records to Import to Planning and Budgeting
- Returning Metadata Hierarchy Based Only on Cloned Saved Search in Planning and Budgeting Sync
- Account Type Mapping in Planning and Budgeting Sync
- Item Type Mapping in Planning and Budgeting Sync