Visibility, collaboration and control to drive on-time project delivery

What is NetSuite Project Management?

NetSuite Project Management enables teams to collaborate and keeps managers current on the status of projects using real-time data, so companies can proactively identify and head off potential issues. With NetSuite’s cloud-based solution, stakeholders gain complete visibility and control — they can monitor and report on project status anytime, anywhere. The result is a significantly improved project completion record, more satisfied clients and fewer nonbillable work hours.

What is NetSuite Project Management? (Video)

Drive Successful Projects

Manage multiple types of projects, including time-and-materials and fixed-price jobs. Easily plan projects, collaborate with others, stay organized and keep efforts on track. Managers can monitor all relevant financial metrics, including project budgets, estimates, bookings, work in progress and percentage complete, invoices, billing milestones, actual costs and more.

With NetSuite, we are able to see any potential issues ahead of time, which allows us to become very proactive rather than reactive.

Rebecca Ostrom
SVP Finance & Operations, W2O Group

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NetSuite Project Management Benefits

NetSuite Project Management Benefits
  • Improved Productivity. Collaborate seamlessly with teammates in real time to effectively track project status and manage changes.
  • Anytime, Anywhere Mobile Access. NetSuite’s purpose-built mobile app allows users to quickly and easily capture detailed time and expense data, so project records stay up-to-date.
  • Less Project Risk. Record project issues down to the task level and track the resolution process with descriptions, severity, dates and assignments.

NetSuite Project Management Features

NetSuite project management seamlessly integrates with NetSuite accounting, allowing you to monitor and manage revenues, expenses, billing and profitability over the lifetime of a project.

Project Setup

Take advantage of reusable project templates that provide starting points for projects, speeding and standardizing the creation process. Required items can be tied to sales orders, and bulk project creation saves significant time. Assign project managers based on preset template criteria.

Project Setup

Project Dashboards

The dashboard gives project managers a visual, graphical analysis of the status of all their projects. Gain complete visibility into entire project plans, including Gantt charts. View important KPIs at a glance, and quickly drill down to identify the root causes of issues. As team members enter information, the dashboard updates automatically to provide an up-to-date view of the current health of projects down to the task level.

Project Dashboards

Project Center

NetSuite delivers a convenient way for managers to view summary information about their projects and quickly enter transactions against those jobs. Gain vital visibility and improve collaboration by assigning project resources a standard consultant role, with access to the project center.

Project Center

Project CRM

Organize calls, events and tasks and link them to specific projects. Now, all information regarding a client is managed in one place, resource tracking and real-time collaboration are more effective, customer satisfaction improves and teams can easily find all the information they need so projects proceed efficiently.

Project CRM

Project Budgeting

Create revenue and cost budgets to predict margins, and measure those estimates against actual transactions. Track progress and monitor the costs associated with each project to keep on top of financial performance — and adjust as needed to stay on time and on budget.

Project Budgeting

Challenges NetSuite Project Management Solves

Challenges NetSuite Project Management Solves
  • Limited Project Status Visibility. Easily access up-to-date KPIs and customer data in project dashboards, reports and Gantt charts.
  • Manual Project Setup. Take advantage of automated job creation, project templates and native integrations to drive efficiencies from the start of a project to the final payment.
  • Inefficient Tracking. Organize calls, activities, tasks and events and link them to specific projects, all in one place, so resource tracking is completed in real time.
  • Unreliable Project Budgeting. NetSuite’s P&L, automated job creation and progress-reporting capabilities enable managers to review project profitability based on actuals.
  • Hit-or-Miss Resource Assignments. Automatically, completely and accurately apply time and expenses to projects.

Faster Time to Value

NetSuite has packaged the experience gained from tens of thousands of worldwide deployments over two decades into a set of leading practices. These practices pave a clear path to success and are proven to deliver rapid business value and get you live on NetSuite in a predictable timeframe. Intelligent, stepped implementations begin with sales and span the entire customer lifecycle, so there’s continuity from sales to services to support.

How Much Does NetSuite Project Management Cost?

How Much Does NetSuite Project Management Cost?

Companies of every size, from pre-revenue startups to fast-growing businesses, have made the move to NetSuite. Looking for a better way to run your business but wondering about the cost?

Users subscribe to NetSuite for an annual license fee. Your license is made up of three main components: core platform, optional modules and number of users. There is also a one-time implementation fee for initial set up. As your business grows, you can easily activate new modules and add users — that’s the beauty of cloud software.

Project management capabilities are included with the NetSuite SuiteProjects module or available to purchase as a separate add-on module.

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