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NetSuite Project Management

NetSuite Project Management

Drive On-Time Project Delivery with Visibility, Collaboration and Control 

The Project Management module is part of NetSuite’s Professional Services Automation (PSA) product. It provides everything needed to manage projects efficiently, helping project managers plan, execute, and collaborate in an organised way.

NetSuite’s project management solution covers the entire project lifecycle, from inception to completion. As a fully integrated, cloud-based system, it allows seamless information sharing and can be accessed from any web browser. With a centralised view of all projects, managers can track progress, time, and deadlines in real time.

Customisable dashboards and real-time reporting keep teams informed, while tools for resource management, scheduling, and team coordination help meet organisational goals.

When combined with UniFi, our next-generation automation platform, project management in NetSuite becomes even more efficient. UniFi enhances reporting, reduces manual data entry, and automates approvals, freeing up valuable time for your team.

With improved visibility, control, and automation, NetSuite’s project management solution—enhanced by UniFi—helps increase project completion rates, improve client satisfaction, and reduce non-billable work.

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Key Features

Visibility Into Every Project 

Gain complete real-time visibility to your project management with the project scope, task list, and deadlines that are constantly updated. Plan and view your project with an easy-to-view Gantt chart. Never again will you have a problem understanding where your project is at. 

Project Profitability Tracking 

NetSuite’s project management solution provides you with information on the rate of spend, actuals versus planned and earned value. From budgets, estimates, work in progress, and bookings to invoices, billing milestones, percentage complete and costs, you can track all financial metrics with ease. You also have the capability to drill down and receive financial details for specific tasks, job codes or client accounts. 

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Project Risks and Issues Control 

NetSuite’s project management solution offers the ability to view and manage risks and issues across all projects. It helps you identify key risks, create and prioritise risk plans, and implement controls to ensure risks are addressed before they have an adverse impact on your project. You will be able to view risks on a project level or task level and track them with descriptions, severity, resolution date and assignment. 

Detailed Project Level Budgets Monitoring 

Create cost and revenue estimates for engagements and use “what if” scenarios to optimise pricing, margins, billing rates, and staffing levels. You will be able to monitor planned versus actual costs for projects and tasks. 

Easy Project Setup 

This tool comes built-in with easy-to-customise project templates and project duplication options to allow you to easily set up projects. You can save hours in setting up multiple projects because the process is simple and effortless. 

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Benefits

Drive Successful Projects 

You will be able to manage your project in an organised and structured manner, allowing you to complete projects on time and within budget. You can create cost and revenue estimates for engagements, plan your project scope, define start and end dates, and estimate resource requirements. 

Collaborate in Real-Time 

This tool allows project managers and team members to work together seamlessly. You will be able to share information in real-time with everyone involved in the project. You also have an integrated collaboration platform and access to shared documents, team calendars and chat features. 

Estimate Project Profitability 

View and analyse revenue, margins, and financial stats that matter. Drill down to specific tasks, job codes or client accounts to view specific billing information. This information can be used to identify risk areas of the project and make informed decisions. 

WHY CHOOSE FINANSYS AS YOUR NETSUITE SOLUTION PROVIDER

FinanSys is a full-service NetSuite Partner with a proven track record of success. We’ve been implementing ERP and financial management solutions for over two decades in a range of industries. To us, it’s not just work — we take pride in the quality of the solutions we deliver and we aren’t satisfied until your projects meet the highest standards. Our team takes keen interest in understanding your requirements and each project, large or small, is done with unmatched attention to every detail.

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