Reference

Project Financials reference material — fields, permissions, custom records, and column glossary. Use this section to look up something specific rather than to learn a workflow.

In this section

• Configuration record fields — every field on the per-subsidiary Configuration record, and what it controls
• Permissions — roles and access (currently being rewritten — see page warning)
• Custom records — the records Project Financials adds to NetSuite, what each one represents, where to find it
• Column glossary — the columns you'll see on Estimate, Budget, Forecast and Revenue Recognition worksheets, what each one means

See also

• How to → Customise terminology — rename or hide columns on each worksheet
• Install & configure — first-time setup