Getting Started with NetSuite Project Management

Introduction:

• Brief overview of what NetSuite Project Management is and its importance.

Step-by-Step Guide:

1. Accessing the Project Management Module:

• Navigate to the Project Management module within NetSuite.
• Locate the Projects section under the main menu.

1. Creating a New Project:

• Click on “New Project.”
• Fill in the project details such as Project Name, Customer, Start Date, End Date, and Project Manager.
• Save the project.

1. Defining Project Tasks:

• Go to the “Tasks” subtab within the project.
• Click “New Task” to add tasks, assign them to team members, and set due dates.
• Save each task.

1. Assigning Resources:

• Navigate to the “Resources” subtab.
• Allocate resources by selecting employees and setting their roles and allocation percentages.

1. Tracking Time and Progress:

• Use the “Time Tracking” feature to log hours worked on each task.
• Monitor progress through the project dashboard.

1. Collaboration Tools:

• Utilize the communication and document sharing tools within the project to enhance team collaboration.

Benefits:

• Discuss how using the module can improve project visibility, resource management, and on-time delivery.