NetSuite PSA Add-in Help Documents

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NetSuite PSA Add-in for Microsoft Project

Overview

The NetSuite PSA Add-in for Microsoft Project allows Microsoft Project users to view and modify NetSuite PSA projects in Microsoft Project.

Microsoft Project vs NetSuite Projects

Learn about how Microsoft Project and NetSuite Projects are different from each other, and how the NetSuite Add-in for Microsoft Project handles them.

Installing the NetSuite SuiteApp

The NetSuite PSA Add-In for Microsoft Project requires custom RESTlets to be added to your NetSuite account. This document provides the instructions for installing these RESTlets.

Setting Role Permissions

Before your Project Managers can use the add-in, their NetSuite role(s) needs to be updated with the correct permissions.

Installation

Installation and First-Time Setup

Licensing

Activate your NetSuite PSA Add-in

Using the Add-in

Now that you have NetSuite PSA Add-in activated, lets get you setup to start using your software.

Appendix and Release Change Log

Check the Appendix for field mapping between projects and check the latest release notes.