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.
Record What it is Found on Estimate Collection 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 Worksheet Preferences Tab-level configuration for which columns show on Estimate / Budget / Forecast / RevRec worksheets, including renames FullClarity → Project Financials → Worksheet Preferences
Record What it is Found on Contract The customer agreement against a project; holds the contract value, billing type and billing structure Project → Contracts sublist Billing Stage A milestone on a stage-billing contract (percentage and date) Contract → Billing Stages sublist Schedule of Values A billable line item on a progress-billing contract Contract → Schedule of Values sublist Claim A single billing cycle against a contract Contract → Claims sublist; or Project → Billing Claim Line A line on a claim (one per SoV line, stage or transaction) Claim record PDF Template Registry of the Advanced PDF templates available for claim and contract printing (Standard, AIA G702/G731/G732, Drawdown variants) FullClarity → Project Financials → PDF Templates
Record What it is Found on Quote A customer quote (pre-contract proposal) Project → Quoting subtab Quote Item A quote line item Quote record Quote Expenses A quote expense line Quote record Quote Decline Reasons Reason codes captured when a quote is lost Custom list Vendor Bid Request A request for a quote sent to one or more vendors Estimate or project Vendor Bid Request Line A line on a bid request Vendor Bid Request Vendor Contract A subcontractor agreement Project → Subcontracts subtab Vendor Assignment The allocation of a vendor to a piece of work Project Vendor Assignment Line A line on a vendor assignment Vendor Assignment
Record What it is Found on Field PO A field-raised purchase order created from a mobile or site flow FullClarity → Project Financials → Field POs Create PO Custom Field Configuration of which fields appear on the Create PO Suitelet Internal config
Record What it is Found on Revenue Recognition A month-end revenue recognition batch (one round, one per period) FullClarity → Project Financials → Revenue Recognition Revenue Recognition Line Per-project line on a recognition batch Revenue Recognition record Capitalisation A capitalisation batch (capital projects) FullClarity → Project Financials → Capitalisation Capitalisation Line Per-project line on a capitalisation batch Capitalisation record Capital Claim A claim against a capital funding facility Project → Drawdown subtab Capital Claim Line A line on a capital claim Capital Claim record
Record What it is Found on Development A property development (a group of lots that share Plans) FullClarity → Project Financials → Developments Lot An individual lot or unit within a development Development → Lots sublist Plan A pricing and cost template for a lot type within a development Development → Plans sublist 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) Estimate Line
Record What it is Found on Safety Checklist A reusable checklist template FullClarity → Project Financials → Safety Checklists Safety Checklist Line A checklist item Safety Checklist Project Safety Checklist An instance of a checklist applied to a project Project → Safety subtab Project Safety Checklist Line An item on a project safety checklist Project Safety Checklist Daily Log A daily site log entry Project → Daily Logs subtab Project Inventory On-site stock for a project Project → Inventory subtab WP Location Work-package location (a physical area within a site) Project; estimate / budget worksheets Warranty Insurer Warranty insurance provider FullClarity → Project Financials → Warranty Insurers
Record What it is Found on Configuration Per-subsidiary configuration record — see Configuration record fields FullClarity → Project Financials → Configuration Information System information record (versioning, post-deploy data) Internal Report Preferences Reporting configuration FullClarity → Project Financials → Report Preferences