Course Objective

SRP: Configuring NetSuite for Your Business introduces you to the essential concepts of NetSuite Services Resource Planning (SRP), and teaches the critical skills needed to set up, plan, and execute projects in NetSuite.

The course begins with a "big picture" overview and demonstrations of core functionality and capabilities to introduce you to NetSuite SRP. Then you examine core tasks and best practices for planning and collaborating on projects, reducing dependence on resource management spreadsheets, techniques for ensuring projects are completed on time and within budget, and much more!

We strongly recommend that you attend “NetSuite Essentials” before taking this course.

For administrators and managers, we also recommend that you attend the “SuiteAnalytics: Reports and Searches” course.


This course is right for you if you...

  • Are a NetSuite Administrator, project manager, or project resource manager

Key Tasks Taught: How do I...

  • Set up projects using templates and duplication options.
  • Track financial metrics including budgets, estimates, work in progress, invoices, and more.
  • View project plans with easy-to-read Gantt charts and get comprehensive, real-time snapshots of project status.
  • Automate resource utilisation and allocation with graphic, interactive reports.
  • Track and allocate resources by defining multiple booking types and specific timeframes.
  • Customise time entry to meet business rules and tailor timesheet layout.
  • Monitor project profitability and get real-time visibility into project finances against budget.

Duration: 2 days
Price: $1,600 USD

View the Course Data Sheet

View the Course Schedule



CPE Sponsors

CPE credits

CPE credits are available for NetSuite courses.
Check out our CPE list for details.