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SRP: Configuring NetSuite for Your Business Course Overview

SRP: Configuring NetSuite for Your Business Course Overview

The "SRP: Configuring NetSuite for Your Business" course is designed to equip learners with the knowledge to tailor the SuiteProjects (formerly known as SRP - Suite Resource Planning) module to their company's needs. Through this comprehensive course, participants will learn how to optimize the NetSuite environment, starting with SRP Configuration and Set Up. The curriculum delves into setting up users, roles, and clients, crucial for maintaining secure access and proper workflow delegation.

Participants will also learn to create resource categories and skill sets to effectively manage their workforce, along with the intricacies of setting up revenue recognition and item records. The course further explores project setup, billing, and expenses - all vital for project management. In Module 2, learners will advance to job costing, project budgeting, staffing projects, and managing timesheets, expenses, and invoices. Finally, the course covers essential skills in dashboard setup, management, reporting, and saved searches, empowering users with the tools for insightful analysis and decision-making.

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

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  • Live Online Training (Duration : 16 Hours)
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  • Live Online Training (Duration : 16 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

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Course Prerequisites

To ensure that participants are prepared to successfully undertake the SRP: Configuring NetSuite for Your Business course, the following minimum prerequisites are recommended:


  • Basic understanding of ERP and CRM systems.
  • Familiarity with business processes such as accounting, project management, and billing.
  • Some experience with financial operations (invoicing, revenue recognition, etc.) is beneficial.
  • Comfortable with navigating software interfaces and using basic computer applications.
  • Ability to comprehend and manage business data and reporting requirements.
  • No prior knowledge of NetSuite is required, but any experience with NetSuite or similar cloud-based business management software is a plus.

These prerequisites are designed to ensure that all participants have the foundational knowledge necessary to grasp the course content effectively. The course is intended to be accessible to individuals with a general background in business operations and technology.


Target Audience for SRP: Configuring NetSuite for Your Business

  1. The SRP: Configuring NetSuite for Your Business course is designed for professionals responsible for optimizing their company's NetSuite environment.


  2. Target audience for the SRP: Configuring NetSuite for Your Business course includes:


  • NetSuite Administrators
  • IT Managers overseeing NetSuite implementations
  • Business Analysts involved in NetSuite setup
  • Financial Analysts focused on revenue recognition and project budgeting
  • Project Managers working with NetSuite project management tools
  • Operations Managers looking to streamline billing and expenses
  • ERP Consultants specializing in NetSuite solutions
  • Accountants and Finance Professionals setting up NetSuite financials
  • System Integrators configuring NetSuite for clients
  • Technical Support Staff maintaining NetSuite systems
  • HR Managers overseeing resource categories and skill sets in NetSuite


Learning Objectives - What you will Learn in this SRP: Configuring NetSuite for Your Business?

Introduction to Course Learning Outcomes

The SRP: Configuring NetSuite for Your Business course provides comprehensive knowledge on customizing NetSuite for project management, from initial setup to reporting and analysis.

Learning Objectives and Outcomes

  • Understand how to configure and set up NetSuite's Service Resource Planning (SRP) module to align with business processes.
  • Learn to create and manage user accounts, define roles with appropriate permissions, and set up client records within NetSuite.
  • Gain the ability to create resource categories and skill sets to efficiently organize and deploy personnel.
  • Master the setup of revenue recognition rules and the creation of item records tailored to the business's service offerings.
  • Develop skills to set up project records, including project templates, tasks, and milestones.
  • Acquire knowledge to configure billing rules, expense categories, and expense reports to manage project finances.
  • Learn to implement job costing and project budgeting tools for accurate financial tracking and forecasting.
  • Understand how to staff projects with appropriate resources based on skills and availability.
  • Gain proficiency in managing timesheets, processing expenses, creating invoices, and overseeing project-related financial activities.
  • Learn to customize dashboards for project management and develop insightful reports and saved searches for decision-making and performance tracking.