Project Storage

Project Storage extends File Storage onto project (Job) records, giving every project a dedicated Files subtab that aggregates documents attached anywhere within the project — plus separate handling for plan files (drawings).

Author input needed

"Project Storage" sits on top of File Storage and uses the same underlying cloud document store. The boundary between the two is still being clarified internally — see the open items at the bottom of this page. If you're looking for general file attachment functionality, start at File Storage.

What Project Storage adds on top of File Storage

File Storage gives every NetSuite record a drop-zone and a file list in the body of the record. Project Storage adds two project-specific surfaces on top of that:

  • Files subtab on the project record. Every Job (project) record gets a dedicated Files subtab that aggregates every file stored anywhere within the project — files on the project itself, on transactions tied to the project, on contracts and claims, and on related records. Files are grouped by category so it's easy to find drawings, certificates, photos, and supporting documents separately.
  • Plan files. A parallel surface for plan records (drawings, design documents) used by Project Financials. Plan files use the same underlying cloud storage as File Storage but have their own list and upload widget tailored to the way plans are managed (versioning, drawing numbers, revisions).

Where Project Storage fits

Project Storage isn't really a separate SuiteApp — it's File Storage's project-aware UI. The capability is delivered by the File Storage SuiteApp; the Files subtab and the plan files surface are simply additional features that switch on once File Storage is installed and Project Financials is in use.

If you're configuring file storage for the first time, the order is:

  1. Install Portal and register the account.
  2. Install File Storage.
  3. Enable the File Storage widget on the record types your projects touch (transactions, vendors, custom records, etc.).
  4. Confirm the Files subtab appears on Job records and shows files grouped by category.

For plan files, you'll also need Project Financials installed — the plan record itself is owned by Project Financials, with File Storage providing the underlying document persistence.

Next steps

Open items

  • The precise boundary between File Storage and Project Storage as separately-described products is being clarified. Today, "Project Storage" describes the project-aware UI features layered on top of File Storage; there is no separate SuiteApp install. This page may be reframed in a future help-centre revision.
Last Updated: