Project Template

Internal ID: projecttemplate

Supports Custom Fields

Fields

Internal ID Type nlapiSubmitField Label Required Help
allowallresourcesfortasks checkbox false Display All Resources for Project Task Assignment false Check this box to allow any employees or vendor designated as a project resource on the entity record to be assigned to a project task. Clear the box if you want to restrict project task assignment to resources you add to the Resources subtab.
allowexpenses checkbox false Allow Expenses false Check this box to allow expenses to be entered for projects created from this template. If the Limit Time Entry to Assignees field is also checked, then only resources listed on the Resource subtab will be able to see the projects in the Customer/Project select list for Expense Reporting.
allowtasktimeforrsrcalloc checkbox false Allow Allocated Resources to Enter Time to All Tasks false Check this box to allow resources allocated to projects created from this template to enter time against project tasks regardless of being assigned to the task.
allowtime checkbox false Allow Time Entry false Check this box to enable time to be entered for projects created from this template. If the Limit Time Entry to Assignees field is checked, the project appears only in the Customer/Project dropdown for resources listed on the Resource tab of the created projects.
applyprojectexpensetypetoall checkbox false Apply to all time entries false Check this box to apply the selected project expense type to all time entries for this project template. This preference overrides any other project expense type for time transactions recorded for this project.
bbudgetshowcalculatedlines checkbox false Show Calculated Lines false Check this box to show calculated budgets for each category.
bbudgetusecalculatedvalues checkbox false Use Calculated Values for all Billing Budgets false Check this box to use calculated values for billing budget categories. You will no longer be able to manually enter amounts.
billingschedule select false Billing Schedule false A billing schedule determines when and how to bill a customer over the duration of the project. Billing schedules for Fixed Bid, Interval and Time and Materials projects are public schedules and can be shared across projects. A Fixed Bid, Milestone billing schedule is private and used only for the project it is created for.
cbudgetlaborbudgetfromalloc checkbox false Calculate Labor Budgets from Resource Allocations false Check this box to automatically calculate labor budgets from resource allocations. You will no longer be able to enter budget amounts manually.
cbudgetshowcalculatedlines checkbox false Show Calculated Lines false Check this box to show calculated amounts for all categories.
cbudgetusecalculatedvalues checkbox false Use Calculated Values for all Cost Budgets false Check this box to automatically calculate labor budgets. You will no longer be able to enter budget amounts manually.
customform select false Custom Form true
entityid text true Name true Enter a name for this project template.
estimatedcost currency false Estimated Cost false
estimatedgrossprofit currency false Estimated Gross Profit false Estimated Gross Profit is calculated as follows: For Time and Materials pojects: [Estimated Labor Revenue - Estimated Labor Cost] For Fixed Bid projects: [Project Price - Estimated Labor cost]
estimatedgrossprofitpercent percent false Estimated Gross Profit Percent false Shows the expected profit percentage, calculated as: For Time and Materials projects: [Estimated Gross Profit / Estimated Labor Revenue For Fixed Bid projects: [Estimated Gross Profit / Project Price
estimatedlaborcost currency false Estimated Labor Cost false The estimated cost for completing the project is displayed here. This cost is calculated from the labor cost of project tasks.
estimatedlaborrevenue currency false Estimated Labor Revenue false The estimated revenue for this project is displayed here. The estimate is calculated from the labor price of project tasks.
estimatedrevenue currency false Estimated Revenue false
estimatedrevenuejc currency false Estimated Revenue false The estimated revenue for this project is displayed here. The estimate is calculated from the labor price of project tasks.
estimatedtimeoverride time false Estimated Work false Estimated Work is the sum of the estimated work for all project tasks included in this template. Estimated Work also includes the Current Time Budget amounts for all CRM tasks if the Include CRM Tasks in Project Totals check box is selected for this project template.
externalid text false ExternalId false
includecrmtasksintotals checkbox false Include CRM Tasks in Project Totals false Check this box to allow CRM tasks to be included in costs, planned time, and actual time for projects created from this template.
isexempttime checkbox false Classify Time as Exempt false Exempt time is excluded when calculating utilization. It is not included in the numerator or denominator of the utilization formula.
isinactive checkbox true Inactive false If you check this box, then the project template no longer appears on the list of project templates. You cannot edit or make any changes to a project template marked inactive. Check the Show Inactives box at the bottom of the List page to view inactive project templates.
isproductivetime checkbox false Classify Time as Productive false Productive time is time worked on a project but not included when calculating revenue for the project. Productive time is not billed to the customer. Training and pre-sales support are examples of productive time.
isutilizedtime checkbox false Classify Time as Utilized false Utilized time directly contributes to the revenue for a project.
jobbillingtype select false Billing Type false Select a method to bill project costs to the customer. Any projects created with this template will use the selected billing type. Charge-Based: billable amounts are represented by charges. Charges are generated based on charge rules based on fixed dates, milestones, project progress, or time entries. This option requires that you have enabled the Charge-Based Billing feature. Fixed Bid, Interval: bill customers at predefined intervals for a portion of the fixed amount based on project percent complete. Fixed Bid Milestone: bill customers as milestones are completed for the percentage of the total project amount specified for the milestone. Time and Materials: bill customers for time and expenses entered against the project.
jobitem select false Billing Item false Enter the service item to appear on transactions billed to the customer.
jobprice currency false Project Price false Enter the price billed to the customer on transactions. Project Price is also used to calculate the gross profit margin for the project.
limittimetoassignees checkbox false Limit Time and Expenses To Resources false Select this box to allow only resources listed on the Resources subtab for the project to enter time and expenses for projects created from this template. Only resources listed on the Resource tab will be able to see the project in Project select lists for time and expenses. Note: Regardless of whether this box is marked, in the Vendor Center, projects created from this template will only show if the vendor is listed as a resource of the project.
materializetime checkbox false Create Planned Time Entries false Check this box to generate time entries for planned work on project tasks for projects created from this template. Resources assigned to projects will be able to see their planned time in Time Tracking or Timesheets. If you use Project Budgets, planned time entries are required to generate calculated costs.
projectexpensetype select false Project Expense Type true Select a project expense type for this project template. The project expense type determines which account is debited when posting time transactions recorded for projects created from this template.
projectformtemplate select false Custom Project Form true Select the form you want to use when new project records are created from this template.
startdate date false Start Date false Enter the estimated date work will start on the project. You can change this date when a project is created from this template. NetSuite schedules all project tasks without predecessors to start on this date.
subsidiary select false Subsidiary true Select a subsidiary for this project template.
useallocatedtimeforforecast checkbox false Use Allocated Time for Forecast false Check this box to use allocated time for project forecast reports.

Sublists

bbudget - Billing Budget

Internal ID Type Label Required Help
selectline checkbox Select false
totalamount currency Project Total false

cbudget - Cost Budget

Internal ID Type Label Required Help
selectline checkbox Select false
totalamount currency Project Total false

jobresources - Resource Details

Internal ID Type Label Required Help
jobresource select Name true
overridencost currency Cost Override false
role select Role true

Tabs

Name Label
custom Custom
workflow Workflow

Search Joins

Join ID Join Description Actual Join Name
genericresource Generic Resource Generic Resource
projecttask Project Task Project Task
rsrcallocation Resource Allocation Resource Allocation

Search Filters

Internal ID Type Label
address textarea Address
addressee text Addressee
addresslabel text Address Label
addressphone phone Address Phone
allowallresourcesfortasks checkbox Display All Resources for ProjectTask Assignment
allowexpenses checkbox Allow Expenses
allowtasktimeforrsrcalloc checkbox Allow Allocated Resources to Enter Time to All Tasks
allowtime checkbox Allow Time Entry
attention text Attention
billingschedule select Billing Schedule
bounced checkbox Hard Bounced
city text City
comments textarea Comments
country select Country
county text County/State
datecreated datetime Date Created
email text Email
entityid text Name/ID
estcost currency Estimated Cost
estenddate date Projected End Date
estimatedgrossprofit currency Estimated Gross Profit
estimatedgrossprofitpercent percent Estimated Gross Profit %
estimatedlaborcost currency Estimated Labor Cost
externalid select External ID
externalidstring text External ID (Text)
fax phone Fax
formuladate date Formula (Date)
formulanumeric float Formula (Numeric)
formulatext text Formula (Text)
giveaccess checkbox Login Access
globalsubscriptionstatus select Global Subscription Status
image image Image
internalid select Internal ID
internalidnumber integer Internal ID (Number)
isdefaultbilling checkbox Default Billing Address
isdefaultshipping checkbox Default Shipping Address
isexempttime checkbox Classify Time as Exempt
isinactive checkbox Inactive
isproductivetime checkbox Classify Time as Productive
isutilizedtime checkbox Classify Time as Utilized
jobbillingtype select Billing Type
jobitem select Billing Item
laborbudgetfromallocations checkbox Calculate Labor Budgets from Resource Allocations
language select Language
lastmodifieddate datetime Last Modified
level select Level
limittimetoassignees checkbox Limit Time and Expenses To Resources
materializetime checkbox Create Planned Time Entries
permission select Permission
phone phone Phone
phoneticname text Phonetic Name
representingsubsidiary select Represents Subsidiary
startdate date Start Date
state select State/Province (Deprecated)
subscription select Subscription
subscriptiondate date Subscription Date
subscriptionstatus checkbox Subscription Status
subsidiary select Subsidiary
type select Entity Type
useallocatedtimeforforecast checkbox Use Allocated Time for Forecast
usecalculatedbillingbudget checkbox Use Calculated Values for all Billing Budgets
usecalculatedcostbudget checkbox Use Calculated Values for all Cost Budgets
zipcode text Zip

Search Columns

Internal ID Type Label
address text Address
addressee text Addressee
addressinternalid integer Address Internal ID
addresslabel text Address Label
addressphone text Address Phone
allowallresourcesfortasks checkbox Display All Resources for ProjectTask Assignment
allowexpenses checkbox Allow Expenses
allowtasktimeforrsrcalloc checkbox Allow Allocated Resources to Enter Time to All Tasks
allowtime checkbox Allow Time Entry
altemail email Alt. Email
altname text Name
altphone phone Office Phone
attention text Attention
bbudgetusecalculatedvalues checkbox Use Calculated Values for all Billing Budgets
billcountrycode text Billing Country Code
billingschedule select Billing Schedule
billzipcode text Billing Zip
bounced checkbox Hard Bounced
cbudgetlaborbudgetfromalloc checkbox Calculate Labor Budgets from Resource Allocations
cbudgetusecalculatedvalues checkbox Use Calculated Values for all Cost Budgets
city text City
comments text Comments
companyname text Job Name
country select Country
countrycode text Country Code
datecreated datetime Date Created
email email Email
entityid text Name
entitynumber integer Number
estimatedcost currency Estimated Cost
estimatedgrossprofit currency Estimated Gross Profit
estimatedgrossprofitpercent percent Estimated Gross Profit %
estimatedlaborcost currency Estimated Labor Cost
estimatedlaborrevenue currency Estimated Labor Revenue
estimatedrevenue currency Estimated Revenue
estimatedtime float Initial Time Budget
estimatedtimeoverride float Estimated Work
estimatedtimeoverridebaseline float Estimated Work Baseline
externalid select External ID
fax text Fax
formulacurrency currency Formula (Currency)
formuladate date Formula (Date)
formuladatetime datetime Formula (Date/Time)
formulanumeric float Formula (Numeric)
formulapercent percent Formula (Percent)
formulatext text Formula (Text)
globalsubscriptionstatus select Global Subscription Status
image select Image
includecrmtasksintotals checkbox Include CRM Tasks in Job Totals
internalid select Internal ID
isdefaultbilling checkbox Default Billing Address
isdefaultshipping checkbox Default Shipping Address
isexempttime checkbox Classify Time as Exempt
isinactive checkbox Inactive
isproductivetime checkbox Classify Time as Productive
isutilizedtime checkbox Classify Time as Utilized
jobbillingtype select Billing Type
jobitem select Billing Item
jobprice currency Job Price
language select Language
lastmodifieddate datetime Last Modified
lastviewed datetime Last Viewed
level select Level
limittimetoassignees checkbox Limit Time and Expenses to Resources
materializetime checkbox Create Planned Time Entries
permission select Permission
phone phone Phone
phoneticname text Phonetic Name
representingsubsidiary select Represents Subsidiary
shipcountrycode text Shipping Country Code
startdate date Start Date
state select State/Province
statedisplayname select State/Province Display Name
subscription select Subscription
subscriptiondate datetime Subscription Date
subscriptionstatus checkbox Subscription Status
subsidiary select Subsidiary
subsidiarynohierarchy select Subsidiary (no hierarchy)
type select Type
useallocatedtimeforforecast checkbox Use Allocated Time for Forecast
zipcode text Zip Code