SRP: Configuring NetSuite for Your Business

SRP: Configuring NetSuite for Your Business Certification Training Course Overview

SRP: Configuring NetSuite for Your Business training course is designed to learn the essential concepts of NetSuite Services Resource Planning (SRP), and teaches the critical skills needed to set up, plan, and execute projects in NetSuite. In this training class, you will start with the overview and demonstrations of core functionality and capabilities to introduce you to NetSuite SRP. After that you will learn the core tasks and best practices for planning and collaborating on projects, reducing dependence on resource management spreadsheets, techniques for ensuring projects are completed on time and within budget, and much more!

Target Audience:

  • NetSuite Administrator
  • Project manager
  • Project resource manager

SRP: Configuring NetSuite for Your Business (16 Hours) Download Course Contents

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Course Modules

Module 1:
  • SRP Configuration and Set Up
  • Set Up Users, Roles and Clients
  • Create Resource Categories and Skill Sets
  • Set Up Revenue Recognition and Item Records
  • Set Up Projects
  • Set Up Billing and Expenses
Module 2:
  • Set Up Job Costing and Project Budgeting
  • Set Up and Staff Projects
  • Timesheets, Expenses and Managing Invoices
  • Dashboard Set Up and Management
  • Reporting and Saved Searches
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Course Prerequisites
  • Basic Computer Knowledge.
  • Set up projects using templates and duplication options.
  • Track financial metrics including budgets, estimates, work in progress, invoices, and more.
  • View project plans with easy-to-read Gantt charts and get comprehensive, real-time snapshots of project status.
  • Automate resource utilization and allocation with graphic, interactive reports.
  • Track and allocate resources by defining multiple booking types and specific timeframes.
  • Customize time entry to meet business rules and tailor timesheet layout.
  • Monitor project profitability and get real-time visibility into project finances against budget.

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