Additional Project Record Fields
You can customize the standard project entry form to include several additional fields on your project record. The fields listed below are organized by the default section they would appear in when customizing a project record entry form.
For information on how to customize forms, read Creating Custom Entry and Transaction Forms.
Primary Information
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Project Type – Project types are user-defined values to classify projects in a way meaningful to your company. You can define project types at Setup > Accounting > Accounting Lists > New > Project Type.
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Category – Select a customer category for the project. You can define customer categories at Setup > Accounting > Accounting Lists > New > Customer Category.
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Comments – Add additional information about the project.
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Image – Add an image for the project. You can select an image from the File Cabinet or upload a new image.
Project Overview
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Estimated Work Baseline – This field shows the estimated work at the time the project baseline was set.
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Initial Time Budget – This field shows the sum of the initial time budgeted for the CRM Tasks that are included for the project. This field is only relevant if you include CRM Tasks in project totals.
Project Dates
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Estimated End Date – If you use forward planning, you can enter the date you plan to complete all project tasks. This field can be updated at any time. With Project Management, NetSuite calculates the end date based on the project schedule and displays it in the Calculated End Date field.
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Estimated End Date Baseline – If you use forward planning, this field shows the estimated end date at the time the project baseline was set.
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Calculated End Date Baseline – If you use forward planning, this field shows the calculated end date at the time the project baseline was set.
Financial
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Account – If you assign account numbers to projects, you can enter it here.
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Rev Rec Override Percent Complete – You can enter an estimate of how much of the total project work is complete. This percentage is not calculated or updated by NetSuite.
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Estimated Cost – Enter the projected cost to complete the project.
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Estimated Revenue – Enter the projected revenue to be billed for work performed on this project.
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Project Revenue Recognition Summary Information – Visible when the Project Revenue Recognition feature is enabled. The summary information shows total revenue, recognized revenue, planned revenue, and a link to Revenue Arrangement. This improvement helps you find the respective revenue arrangement for the project and it provides more transparency.