Projects

Creating & Editing Projects

Finding a Project & It's Related Transactions

Design Tasks (EX + Speed Decks)

Creating & Editing Projects

Creating a Project in NetSuiteA project is used to manage several opportunities for a customer, it is the beginning phase if you are creating an exploration deck

Create a project from the menu or from a customer

Editing ProjectsHow to update projects with new information, change to inactive, update value

How to make edits using a search, on the record itself, and changing the customer

Finding a Project & It's Related Transactions

Finding an Existing ProjectHow to locate an existing project in NetSuite

Finding a project using the 'Open Projects' search or using the customer record

Using a Project to Find Related TransactionsHow to use a project to find related opportunities, quotes, sales orders and invoices associated with your project

Finding related transactions (SO, Quote, Opps, Invoices) using the project record

Project Tasks

Design Tasks (EX + Speed Decks)

Creating Project Tasks (EX Decks)How to create a project task for an EX Deck

Process for sales reps on creating tasks for design

Design Project Tasks

This page includes task templates and SOP's for how designers manage tasks once they are created

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