NetSuite SuiteProjects capabilities

From project and resource management to billing and invoicing, NetSuite SuiteProjects capabilities help organizations complete projects quickly and profitably, generate invoices efficiently and shorten accounts receivable cycles.

SuiteProjects capabilities

A cloud-based suite designed for service organizations, SuiteProjects has capabilities to help deliver projects on time and on budget

Automated billing and invoicing

Centralize, manage, and automate billing with standardized rules to ensure accurate invoices, reduce days sales outstanding, and streamline approvals across the organization. Manage approvals based on the customer or project with an end-to-end invoicing engine, and view outstanding balances in real time.

Accurate revenue recognition

Recognize revenue according to your unique schedule and guidelines, including multiple revenue rules, such as labor, fixed, and percent complete. Leverage revenue recognition separate from project billing and easily view project profitability metrics to compare budgets versus actuals so projects stay on course.

Advanced job costing allocation

Identify, aggregate, and assign purchase orders to costs for specific projects and clients. Budget more effectively by identifying where each cost is allocated on a per-project basis to gain valuable insights into all billable and non-billable expenses.

Save time with reusable project templates

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

Get visibility with real-time dashboards

As team members enter information, the dashboard updates automatically to provide an up-to-date view of the current health of projects. Project managers can view important KPIs, project plans and Gantt charts at a glance, and quickly drill down to identify the root causes of issues.

Project CRM and budgeting tools

Link calls, events, and tasks to specific projects so that all client information is managed in one place for easy team collaboration and coordination. Create revenue and cost budgets to predict margins, and measure those estimates against actual transactions, then monitor the costs associated with each project to keep on top of financial performance.

Centralized and effective resource management

Automate resource requests and bookings with customizable workflows, and optimize project teams by tapping into a single, global pool of resources. Quickly search for and allocate staff to projects based on skill sets, demographic information, experience, work preferences, or future planned time off.

Utilization tracking and forecasting

Optimize resource utilization with dynamic charts and reports that provide real-time insights on allocation levels. Use forecasting capabilities to plan projects efficiently that provide vital insights into the organization’s ability to staff future projects while remaining profitable.

Robust utilization reporting

Utilization reports allow project teams to monitor key metrics such as most-worked hours, allocated hours, assigned hours and more. Real-time and relevant data empowers project managers to make informed, data-driven decisions to keep projects on track and within budgets.

Easily allocate time to projects

Customize timesheet processes to align with business rules, include hours for multiple projects on a single timesheet, and track and submit time logs in bulk. Connect employee timesheet data to the rest of the project management suite to see how time-off requests and holidays may impact project timelines.

Simplify approvals

Managers can define user- and project-level approvals, amend approved timesheets, and reject individual time entries on a timesheet. Set notifications for when new timesheet entries are ready for approval, and track approval progress through intuitive dashboards.

Utilize the NetSuite mobile app

Team members can use their mobile devices to create and submit time reports, view individual entries, and manage approvals. Managers can approve timesheets even while on the road or out of the office.

Expense entry with AMEX integration

SuiteProjects capabilities allow expenses to flow directly into NetSuite ERP. Team members can consolidate expenses from multiple projects into a single report or enter expenses on a project-by-project basis. American Express charges are automatically imported into NetSuite when a corporate card is used and will submit payments to American Express as expenses are approved.

Approval and workflow visibility

View an auditable history for each expense report, and set up approval alerts for overdue expenses. Get notified when new expenses are entered and are ready for approval, and track expenses via the interactive project dashboards for easy visibility.

Expense entry on-the-go

Employees can also use the NetSuite mobile app to create and submit expense reports, and directly upload images of receipts, and manage approvals while on-the-go or using a mobile device.

Native project profitability reporting

SuiteProjects capabilities enable companies to track performance and project health. Monitor, report on and analyze overall project performance in real time, and focus on metrics including resource utilization, profit margins, budgets versus actuals, and more.

Personalized dashboards for each user

Customizable, real-time dashboards provide notifications and one-click access to critical project information on a per-user basis. Create flexible reports, list views, and sort and filter data. Summary dashboards show your critical KPIs and enable stakeholders to track performance and adjust as needed to stay on course.

Create detailed forecasts

SuiteProjects comes with preconfigured professional services reports that are fully customizable. Users can create powerful historical and forecast reports, including billing and utilization data, and view items such as overdue tasks, newly assigned projects, time and expenses, opportunities and staffed and owned projects.

Project Accounting

Automated billing and invoicing

Centralize, manage, and automate billing with standardized rules to ensure accurate invoices, reduce days sales outstanding, and streamline approvals across the organization. Manage approvals based on the customer or project with an end-to-end invoicing engine, and view outstanding balances in real time.

Accurate revenue recognition

Recognize revenue according to your unique schedule and guidelines, including multiple revenue rules, such as labor, fixed, and percent complete. Leverage revenue recognition separate from project billing and easily view project profitability metrics to compare budgets versus actuals so projects stay on course.

Advanced job costing allocation

Identify, aggregate, and assign purchase orders to costs for specific projects and clients. Budget more effectively by identifying where each cost is allocated on a per-project basis to gain valuable insights into all billable and non-billable expenses.

Project Management

Save time with reusable project templates

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

Get visibility with real-time dashboards

As team members enter information, the dashboard updates automatically to provide an up-to-date view of the current health of projects. Project managers can view important KPIs, project plans and Gantt charts at a glance, and quickly drill down to identify the root causes of issues.

Project CRM and budgeting tools

Link calls, events, and tasks to specific projects so that all client information is managed in one place for easy team collaboration and coordination. Create revenue and cost budgets to predict margins, and measure those estimates against actual transactions, then monitor the costs associated with each project to keep on top of financial performance.

Resource Management

Centralized and effective resource management

Automate resource requests and bookings with customizable workflows, and optimize project teams by tapping into a single, global pool of resources. Quickly search for and allocate staff to projects based on skill sets, demographic information, experience, work preferences, or future planned time off.

Utilization tracking and forecasting

Optimize resource utilization with dynamic charts and reports that provide real-time insights on allocation levels. Use forecasting capabilities to plan projects efficiently that provide vital insights into the organization’s ability to staff future projects while remaining profitable.

Robust utilization reporting

Utilization reports allow project teams to monitor key metrics such as most-worked hours, allocated hours, assigned hours and more. Real-time and relevant data empowers project managers to make informed, data-driven decisions to keep projects on track and within budgets.

Timesheet Management

Easily allocate time to projects

Customize timesheet processes to align with business rules, include hours for multiple projects on a single timesheet, and track and submit time logs in bulk. Connect employee timesheet data to the rest of the project management suite to see how time-off requests and holidays may impact project timelines.

Simplify approvals

Managers can define user- and project-level approvals, amend approved timesheets, and reject individual time entries on a timesheet. Set notifications for when new timesheet entries are ready for approval, and track approval progress through intuitive dashboards.

Utilize the NetSuite mobile app

Team members can use their mobile devices to create and submit time reports, view individual entries, and manage approvals. Managers can approve timesheets even while on the road or out of the office.

Expense Management

Expense entry with AMEX integration

SuiteProjects capabilities allow expenses to flow directly into NetSuite ERP. Team members can consolidate expenses from multiple projects into a single report or enter expenses on a project-by-project basis. American Express charges are automatically imported into NetSuite when a corporate card is used and will submit payments to American Express as expenses are approved.

Approval and workflow visibility

View an auditable history for each expense report, and set up approval alerts for overdue expenses. Get notified when new expenses are entered and are ready for approval, and track expenses via the interactive project dashboards for easy visibility.

Expense entry on-the-go

Employees can also use the NetSuite mobile app to create and submit expense reports, and directly upload images of receipts, and manage approvals while on-the-go or using a mobile device.

Project Reporting and Analytics

Native project profitability reporting

SuiteProjects capabilities enable companies to track performance and project health. Monitor, report on and analyze overall project performance in real time, and focus on metrics including resource utilization, profit margins, budgets versus actuals, and more.

Personalized dashboards for each user

Customizable, real-time dashboards provide notifications and one-click access to critical project information on a per-user basis. Create flexible reports, list views, and sort and filter data. Summary dashboards show your critical KPIs and enable stakeholders to track performance and adjust as needed to stay on course.

Create detailed forecasts

SuiteProjects comes with preconfigured professional services reports that are fully customizable. Users can create powerful historical and forecast reports, including billing and utilization data, and view items such as overdue tasks, newly assigned projects, time and expenses, opportunities and staffed and owned projects.

White Paper

How much does NetSuite cost?

NetSuite pricing provides the right value for your business through a unique modular approach to subscription licensing. This includes modules that have competitive monthly prices for emerging (small) businesses, midmarket, and enterprise, and by industry such as professional services. Download this guide to learn more about NetSuite pricing.

DOWNLOAD NOW
NetSuite pricing guide

White Paper

How much does NetSuite cost?

NetSuite pricing provides the right value for your business through a unique modular approach to subscription licensing. This includes modules that have competitive monthly prices for emerging (small) businesses, midmarket, and enterprise, and by industry such as professional services. Download this guide to learn more about NetSuite pricing.

DOWNLOAD NOW

Combine NetSuite SuiteProjects capabilities with additional solutions​

Take your NetSuite SuiteProjects capabilities to the next level by integrating with other NetSuite solutions. Add on functionality for finances, accounting, customer management, sales and more or choose an industry-specific all-in-one solution.

NetSuite ERP

Get clear visibility and control of your business from financials to supply chain, order management, procurement, production management, and warehouse management with a scalable, cloud-based ERP system.

View NetSuite ERP

NetSuite CRM

Get a 360-degree view of your customers — from lead management to opportunity tracking, sales quotes, order management, fulfillment, and billing. Eliminating duplication of data entry, NetSuite CRM is tightly woven with your financials.

View NetSuite CRM

SuiteSuccess

NetSuite SuiteSuccess is the culmination of industry-leading practices and includes industry-specific bundles with pre-defined roles, dedicated process flows and KPIs, turnkey setup, and hundreds of prebuilt reports and dashboards.

View SuiteSuccess

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