Project Financials adds a number of custom records to NetSuite. This is a reference list — not a how-to. Use it to look up what each record is and which area of the app uses it.
A grouping of one or more estimates that roll up to a single contract
Project → Estimating subtab
Estimate
A worksheet of cost lines for a single bid scope or project budget
Estimate Collection
Estimate Line
A single cost line on an estimate (item, quantity, rate, mark-up)
Estimate worksheet
Estimate Expenses
An expense (non-item) line on an estimate
Estimate worksheet
Forecast Line
A forecast adjustment to a budget cost line
Project → Forecasting subtab
Cost Centre
A work-breakdown unit used to organise an estimate, budget or forecast
FullClarity → Project Financials → Cost Centres
Cost Centre Set
A reusable collection of cost centres that can be applied to a project as a template
FullClarity → Project Financials → Cost Centre Sets
Category
A cost classification (e.g. Concrete, Carpentry) within a cost centre
Cost Centre
Cost Type
A secondary cost classification (e.g. Materials, Labour, Equipment, Subcontractor)
Global custom segment
Allowance Type
Prime Cost / Provisional Sum allowance classification
Custom list
Stage
A billing or project stage used by Stage billing and stage-grouped estimating
Custom segment
Phase
A delivery grouping of work or units (a release, a block of units) that a cost belongs to. Distinct from Stage and from Billing Stage. See Managing phases
A customer quote (pre-contract proposal). The same record type also holds a vendor's bid under a Vendor Bid Request — the "bid" in Requesting vendor bids is a Quote record
The subcontract family is the current way to manage subcontractor agreements, variations and progress claims. See the Subcontracts guide for how to use them.
Record
What it is
Found on
Subcontract
A subcontractor agreement for a piece of work on a project, carrying the contract terms, retention, compliance model and lifecycle status
FullClarity → Project Financials → Subcontract
Subcontract Lines
A line on the subcontract's Schedule of Values — the priced breakdown the subcontractor claims against
Subcontract record
Subcontract Variation
A change to a subcontract's scope or value, numbered VAR1, VAR2… and approved before it changes the contract
Subcontract → Variations subtab
Variation Lines
A line on a variation, either adjusting an existing Schedule of Values line or adding new scope
Subcontract Variation record
Vendor Claim
A progress claim submitted by a subcontractor against a subcontract
Subcontract record
Vendor Claim Lines
A line on a subcontractor's progress claim, one per claimed Schedule of Values or variation line
Vendor Claim record
Claim Schedule Snapshot
A point-in-time record of what a claim was assessed against, kept for statutory evidence
Vendor Claim record
Bill Claim Link
The link between an assessed claim and the vendor bill raised from it
Vendor Claim record
Master Services Agreement
An overarching agreement with a subcontractor that supplies default terms to the subcontracts under it
Selected on the Subcontract record
Portfolio
A grouping under a Master Services Agreement, used to set shared terms in one place
Master Services Agreement record; selected on the Subcontract
Compliance Artefact
A compliance document captured against a progress claim, such as a statutory declaration or insurance certificate
A property development — a group of lots that share Plans. See Set up a development.
FullClarity → Project Financials → Developments
Lot
An individual lot or unit within a development. Carries an address, a default Plan, and a link to its own project once created.
Development → Lots
Plan
A pricing and cost template for one dwelling design, carrying the estimate that prices it. A standalone record — a development selects the plans it offers, and the same plan can be offered on more than one development. See Create a plan.
FullClarity → Project Financials → Plans, and a development's Plans field
Drawdown Facility
A loan or funding facility a project can draw against
Project → Drawdown subtab
Fund Type Allocation
Splits an estimate line across multiple fund types (e.g. construction loan + equity)