Project Templates

Project Templates enable you to create project records in NetSuite for projects your business performs repeatedly.

Project templates can help project manager’s manage their work in a timely and efficient manner. Project templates are reusable and provide a standardized starting point for projects and project items. This gives project managers ready-made tools to initiate, execute and close projects.

With Job Costing and Project Budgeting you can include budget information in your project templates. Using Resource Allocations and Generic Resources you can also add project task assignments and allocations to your templates.

Project templates can include as much or as little detail as you choose as the basis for new project records. You can also create a project template from an existing project.


Administrators can automatically create project templates. Any other roles must first be customized to add the project template permission before they can begin using project templates.

To add permission for project templates:

  1. Go to Setup > Users/Roles > Manage Roles.

  2. Click Customize or Edit next to the role you want to add project templates permission to.

  3. In the Name field, you can change the name for your new custom role.

  4. On the Permissions subtab, click Setup.

  5. In the Permission column, select Project/Project Template Conversion.

  6. Click Add.

  7. When you have finished, click Save.

You can now assign this custom role to any employees you want to have access to project templates. For information on assigning roles, see Giving an Employee Access to NetSuite.

To begin creating project templates, go to Lists > Relationships > Project Templates > New. For more information, see Creating Project Templates.

Related Topics:

Creating Project Templates
Copying Project Tasks
Generic Resources
Bulk Project Task Reassignment

General Notices