Project Templates
Project Templates enable you to create project records in NetSuite for projects your business performs repeatedly.
Project templates help project managers handle their work quickly and efficiently. Project templates are reusable and provide a standardized starting point for projects and project items. This gives project managers ready-made tools to initiate, run, and close projects.
With Job Costing and Project Budgeting, you can include budget information in your project templates. If you use Resource Allocations and Generic Resources, you can also add project task assignments and allocations to your templates.
Project templates can include as much or as little detail as you want for new project records. You can also create a project template from an existing project.
Administrators can create project templates by default. Other roles need to be customized with the project template permission before they can use project templates.
To add permission for project templates:
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Go to Setup > Users/Roles > Manage Roles.
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Click Customize or Edit next to the role you want to add project templates permission to.
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In the Name field, you can change the name for your new custom role.
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On the Permissions subtab, click Setup.
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In the Permission column, select Project/Project Template Conversion.
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Click Add.
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When you're done, click Save.
You can now assign this custom role to any employee who needs access to project templates. For information about assigning roles, see Giving an Employee Access to NetSuite.
To begin creating project templates, go to Lists > Relationships > Project Templates > New. For more information, see Creating Project Templates.