)
Written by
Table of Contents
“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.”
NetSuite’s standard budgeting module doesn’t support project-specific budgets, forcing organizations to find creative workarounds that often compromise either budget detail or system integration.
Here’s a superior alternative that combines NetSuite’s project tracking capabilities with flexible budget management for comprehensive project financial control.
Combine NetSuite project data with flexible budget management
Coefficient offers a comprehensive solution that imports NetSuite project data and transactions while enabling detailed project budget management in NetSuite spreadsheets.
How to make it work
Step 1. Import NetSuite project data and structure.
Use Coefficient’s Records & Lists to import Projects/Jobs with Project ID, Name, Status, Customer, Start/End Dates, and custom fields. This gives you the complete project structure to build budgets against while maintaining NetSuite data integrity.
Step 2. Create comprehensive project budget templates.
Build detailed project budget templates with unlimited breakdown: Labor (Development, Design, PM), Software licenses, Contractor costs, and any other categories you need. Include resource allocation, timeline-based budgets, and milestone tracking that NetSuite’s native budgeting can’t support.
Step 3. Link NetSuite actuals to project budgets.
Query transactions tagged to projects using SuiteQL: SELECT p.entityid as project, a.name as expense_category, SUM(tl.amount) as actual_cost FROM transaction t JOIN job p ON tl.job = p.id GROUP BY p.entityid, a.name. This connects every project expense to your detailed budget categories.
Step 4. Build comprehensive project dashboards.
Create project portfolio views showing all projects with budget vs actual, individual project detail with drill-down to specific costs, resource allocation tracking by budget category, and timeline analysis showing monthly burn rate vs budget allocation.
Get project budget visibility NetSuite lacks natively
This approach provides project-specific budget tracking with unlimited detail while maintaining data integrity and enabling real-time project financial management without expensive module requirements. Start tracking your project budgets with complete visibility today.
