Additional Basic Project Fields

You can customize the standard basic project entry form to add extra fields to 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 about how to customize forms, read Creating Custom Entry and Transaction Forms.

Primary Information

• 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.

• Category – Select a customer category for the project. You can define customer categories at Setup > Accounting > Accounting Lists > New > Customer Category.

• Comments – Add additional information about the project.

• Image – Add an image for the project. You can select an image from the File Cabinet or upload a new image.

Project Dates

• Projected End Date – Enter the projected date all tasks will be complete for this project. You can update this date at anytime.

  Note:

  This field is never calculated for you.

• In the Actual End Date field, enter the date the project is actually finished.

Financial

• Account – If you assign account numbers to projects, you can enter it here.

• 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.

• Estimated Cost – Enter the projected cost to complete the project.

• Estimated Revenue – Enter the projected revenue to be billed for work performed on this project.

General Notices