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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Project managers spend too much time pulling budget reports from NetSuite instead of analyzing the data and managing projects. Manual budget reporting creates delays and limits how often you can check project health.
Here’s how to automate your NetSuite project budget reporting so your PM team always has current data.
Set up automated project budget dashboards using Coefficient
Coefficient connects your NetSuite project budget data directly to Google Sheets with automatic updates. Your PM team gets real-time budget information without navigating NetSuite or running manual reports.
How to make it work
Step 1. Connect to NetSuite project budget data.
Use the Records & Lists import method to access Project Budget records and related financial data. Select the fields your PM team needs like budget amounts, actual costs, variance calculations, and project phases.
Step 2. Filter for relevant projects.
Apply filters for active projects, specific budget categories, or date ranges to keep your reports focused. You can also import NetSuite custom budget fields that match your project methodology.
Step 3. Customize the report layout.
Drag and drop columns to match your team’s preferred budget report format. The data preview shows you the first 50 rows so you can verify everything looks right before importing.
Step 4. Schedule automatic refreshes.
Set up daily or weekly updates to keep your budget reports current. You can also combine project budgets with actual expenses and time tracking data for comprehensive project financial dashboards.
Keep your PM team focused on managing projects
Automated NetSuite budget reporting gives your PM team more time for actual project management instead of data compilation. Start automating your project budget reports today.
