Managing projects and resources
In Chapter 7, Getting to Know the Organization’s Entities and Items, we talked about how you should come to understand a service-based client’s projects and how they staff them with resources. Let us focus here on how to set them up and get them started using these features within their NetSuite account.
A project (also known in NetSuite as a job) in NetSuite is like a sub-record you can create for any customer. Each customer can have one or more projects and projects have one or more resources assigned to them. For instance, if your client provides cleaning services for senior citizen facilities, they might want to have each facility as a customer and each cleaning service contract as a project. They might assign a manager and a staff of cleaners to each project, so they can keep track of who works at each facility, the start and end date of the contract, and so on. The tasks on the project might include some setup they will perform...
