Install & configure
Project Storage is delivered as part of File Storage — there is no separate install. This page covers the small amount of additional configuration needed to switch on the project-aware surfaces.
Prerequisites
Before you can use the project-aware Files subtab and the plan files surface, you need:
- Portal installed and registered against the account — see Portal
- File Storage installed — see File Storage install & configure
- Project Financials installed (only required if you intend to use plan files)
- The Jobs NetSuite feature enabled (under Setup → Company → Enable Features → Company)
Switching on the Files subtab
The Files subtab is automatically rendered on every Job record once File Storage is installed and the Jobs feature is enabled. There is no separate configuration step — the subtab appears, populated with any files attached to records linked to the project.
If the Files subtab is not appearing on Job records, check:
- File Storage is fully installed — the subtab is delivered by File Storage and only appears once the install has fully completed.
- The role you're logged in with has File Storage permissions (see File Storage permissions).
- The Jobs feature is enabled.
Switching on plan files
Plan files are a shared capability: File Storage provides the underlying document storage, while Project Financials provides the plan record and the plan-files surface that sits on it. Plan files therefore require both File Storage and Project Financials to be installed.
Because the plan record itself is owned by Project Financials, plan files are administered through Project Financials' plan records — see Project Financials for plan setup.
What success looks like
- Opening any Job record shows a Files subtab populated with documents attached anywhere within the project, grouped by category.
- Uploading a file from within the Files subtab stores it against the project in cloud storage and it appears immediately in the list.