How to find Project Templates Page in Netsuite
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 templat…
Parent Projects
**IMPORTANT UPDATE FALL 2024** The following Sales Order Items - Workshop Delivery [COMM], Design Services [COMM], and Real Deal Coaching [COMM] - automatically default to a Parent Project upon creation. When any of these Items has a Quantity of 1 on the Sales Order, the Parent Project process is still applied, r…
Child Projects
**IMPORTANT UPDATE FALL 2024** The following Sales Order Items - Workshop Delivery [COMM], Design Services [COMM], and Real Deal Coaching [COMM] - automatically default to a Parent Project upon creation. When any of these Items has a Quantity of 1 on the Sales Order, the Parent Project process is still applied, r…
