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…
How to find Create Projects from Sales Transactions Page in NetSuite
The Create Projects from Sales Transactions page will be used to create projects from new Orders/Contracts pushed over from Salesforce. Please click here for a video overview of Create Projects from Sales Transactions Page & Shortcut Create Projects from Sales Transactions: To access the Create Projects from S…
