Implementing customer projects and resources

Any business that has people performing services, such as installations, repairs, training, consulting, and so on, might want to use NetSuite’s Projects features. Projects are directly tied to a customer record, and they include a lot of useful features allowing these businesses to track all the details that go into their project, such as the assigned resources, the estimated costs of delivering the work, and more.

The first choice we make when implementing Projects is whether the business has relatively simple requirements (and so might use what we call Basic Projects) or have more complex needs, in which case they will use Project Management. For instance, if a company is primarily an electronics manufacturer, but they do perform field service calls on occasion, they might find it easier to work with Basic Projects. But if service work is their primary business, they will benefit from the more advanced Project Management features...