Customise terminology (rename records)

Every construction business has its own language. What one company calls an "Estimate", another calls a "Budget" or "Tender". FullClarity lets you rename the key terms used throughout the system so that it matches the way your team already works.

Who can do this: NetSuite administrators only.

Where to find it: FullClarity → Project Financials → Rename Records

When to use this

Use this during initial system setup, or any time your business adopts different terminology for core records. Changes apply system-wide, so plan and agree on your preferred terms before making them.

Prerequisites

• NetSuite administrator access
• Agreement across your team on the new terminology before making changes

Walkthrough

Renaming record types

The main section of the Rename Records page controls the names of core records used across FullClarity. For example, you could rename "Estimate" to "Tender", "Contract" to "Agreement", or "Claim" to "Progress Claim".

Changes apply system-wide — every menu, label, and reference throughout FullClarity will update to use your new terminology.

The available record names are:

• Estimate and Estimate Collection — the primary estimating records within a project
• Main Contract and Variation Contract — contract and change order records
• Claim — progress billing records, along with the Claim Prefix used to auto-generate reference numbers (e.g. CL-001, CL-002)
• Cost Centre — cost code groupings
• Safety Checklist, Daily Log, Development, Plan, and Lot — operational and tracking records

All fields are required — you cannot leave any record name blank.

Customising worksheet columns

The Rename Records page also has four subtabs that control the column headings shown in each of FullClarity's worksheet views. For each column, you can change the Label to something more meaningful to your team. For example, you might rename "Amt" to "Amount" or "Net $" to "Net Value".

On the Estimate, Budget, and Forecast tabs, you can also hide columns that aren't relevant to your business. Hidden columns are removed from the worksheet entirely — users cannot restore them on their own. Only an administrator can unhide a column by returning to this page and unchecking the Hide box.

Revenue Recognition columns cannot be hidden, as all fields are considered essential for accounting compliance.

See the full column reference for each worksheet:

• Estimate columns (35 columns)
• Budget columns (47 columns)
• Forecast columns (47 columns)
• Revenue recognition columns (28 columns)

What success looks like

After saving, all menus, labels, and references throughout FullClarity immediately reflect your new terminology. Users logging in after the change will see the updated names without needing to refresh or clear their cache.

Gotchas

• Plan before you rename. Agree on your preferred terminology before making changes, since the new names appear everywhere in the system.
• Be careful hiding columns. If you hide a column that a user relies on, they won't be able to see it until an administrator restores it here.
• Claim Prefix is used for numbering. If you change it, future claims will use the new prefix, but existing claim references won't be retroactively updated.
• All record name fields are required. You cannot save the page with any record name left blank.