How to find Project Templates Page in Netsuite
Mar 28, 2024
70
The Project Templates page will be used to create Child projects.
Click here for a video overview of the Project Templates Page & Shortcut
Project Templates: To access the Project Templates page, navigate to the Expenses tab (ribbon at the top of the page)> Other > Click on “Project Templates”. Project templates are set up based on workshop length and delivery modality.
To create a shortcut for easier access:
-
While viewing the Project Templates page, locate the Star icon in the top left corner.
-
Hover over the Star icon, and a dropdown list will appear.
-
Select 'Add to Shortcuts' from the dropdown list. This action will add the Project Templates page to your shortcuts, enabling quicker access in the future.
