1. Projects
  2. Basic Projects
  3. Creating a Basic Project Record

Creating a Basic Project Record

Create project records to track projects for your customers.

To create a basic project record:

  1. Go to Lists > Relationships > Customers and click View next to the customer for this project.

  2. Click the Create New icon_createNew icon, select Project.

  3. Under Primary Information:

    1. In the Custom Form field, select the form you want to use to enter this record. Select Standard Project Form, a custom form you have already created, or click Customize to create a custom project form.

    2. The Project ID field displays either the ID that has been entered in the Project Name field or an auto-generated ID.

      • Clear the Auto box next to Project ID if you want to manually enter a name for this record in the Project ID field.

      • If you leave this box checked, NetSuite assigns a name or number for this record based on your settings at Setup > Company > Auto-Generated Numbers.

    3. In the Project Name field, enter the name of the project.

      This name fills in the Project ID field unless you use auto-numbering. Enter a unique project name. If you use Auto-Generated Numbering, it's important that you enter the project name here because the Project ID doesn't include the project name.

    4. The Customer field shows the associated customer.

      Note:

      After you create a project record, you can't change the customer linked to the record.

    5. In the Status field, select a status that indicates the progress of this project.

      You can create new project statuses at Setup > Accounting > Accounting Lists > New. Select Project Status.

  4. Under Project Dates, in the Start Date field, enter the estimated start date for the project. If you have a contract for the project, use the contract's start date.

    You can change this date at any time during the project.

  5. Under Email | Phone | Address, enter the email address, phone and fax numbers for this project.

    The Address field shows the default billing address from the Address subtab.

  6. On the Financial subtab:

    1. If you use the Multiple Currencies feature, select the currency for this customer.

    2. If you use the Revenue Recognition feature, select a revenue recognition forecast template. The template is used only for forecasting expected revenue for the project.

  7. On the Relationships subtab, under Contacts, associate contacts with this project.

  8. Click the Communication subtab to enter phone calls, CRM tasks, events, attach files, and create user notes for this record. For more information, see Communication.

  9. On the Address subtab, enter the billing and shipping addresses for this project.

  10. When you have entered information about these subtabs, click Save. After you save the project, additional subtabs become available.

Note:

You can add any custom fields by creating a custom form. For more information, see Creating Custom Entry and Transaction Forms.

After you've saved the project, you can enter time for it on the Resources subtab by clicking New Time or New Weekly Time.

Related Topics:

General Notices