Project Templates in NetSuite facilitate the creation of project records for projects the business performs repeatedly. Project templates are reusable and provide a standardized starting point for projects and project items. This gives project managers ready-made tools to initiate, execute, and close projects.
To grant permission for project templates, follow these steps:
- Go to Setup > Users/Roles > User Management > Manage Roles.
- Click Customize or Edit next to the role you want to add project templates permission to.
- In the Name field, you can change the name for your new custom role.
- On the Permissions subtab, click Setup.
- In the Permission column, select Project Templates.
- Click Add.
- When you have finished, click Save.
To initiate the creation of project templates, go to Lists > Relationships > Project Templates > New.