PSA in NetSuite — Projects, Timesheets & Resource Management

Track time, manage resources, and bill clients accurately. Master NetSuite PSA for project teams — project setup, timesheets, expense coding, resource assignments, and project reporting — from Awatay PSA implementation experience. 6 hrs · 2 sessions · Foundation. Overview NetSuite PSA connects the delivery of professional services to the billing, costing, and revenue recognition that make the business financially viable. When PSA is used correctly — projects set up with the right billing schedule, time entered against the right tasks, expenses coded to the right project — the project invoice is accurate and the profitability is visible. When it is not, billing disputes, revenue leakage, and opaque project margins follow. This course is built directly from Awatay PSA implementation experience — a real professional services organisation using NetSuite PSA for consulting project delivery, HR, CRM, and finance. Every exercise uses the scenarios that matter: entering time on a fixed-price engagement where billable hours track to a milestone, logging a travel expense against a client project, and reading the profitability report that tells the practice director whether the month was good or bad. Learning outcomes • Set up a project with the correct type, billing schedule, and task structure • Submit timesheets accurately against project tasks and understand the approval workflow • Code expense report lines to projects and tasks for billable and cost-tracked expenses • Generate a project invoice from the billing review combining time, expenses, and milestone fees • Read the project dashboard and profitability report to monitor delivery performance Prerequisites • NetSuite Navigation & Personalisation course or comfortable with the interface • Basic understanding of project management concepts (tasks, resources, milestones) • No NetSuite configuration knowledge required Modules 1. Project setup, tasks & the project plan (3 hours) The project record: the fields that matter for billing and costing — project type (time and materials, fixed price, cost plus), customer link, billing schedule, and project manager. Project types in practice: a T&M project bills every approved hour; a fixed-price project bills at milestones regardless of hours spent — and why the project type choice fundamentally changes the financial risk profile. Project tasks: creating the task hierarchy (phases, tasks, sub-tasks), assigning resources to tasks, and setting planned hours. The project plan view: reading the gantt, adjusting task dates, and understanding why tasks that look optional in the plan are often critical to billing. Project templates: how to use a standard project template so that new engagements start with the correct structure without re-entering it every time. Project budgets: entering the planned hours and cost by task and resource, and the planned revenue by billing milestone. The project dashboard: the completion percentage, the budget versus actual cost, the billing milestone status, and the project health indicator. Topics: Project record fields; Project types: T&M vs fixed price; Billing schedules; Task hierarchy; Resource assignment; Planned hours; Project plan view; Gantt chart reading; Project templates; Budget entry; Project dashboard 2. Timesheets, expenses & project billing (3 hours) The timesheet in NetSuite: the weekly timesheet view, adding a time entry (project, task, service item, hours, date, notes), the validation rules that prevent incorrect entries (wrong project status, unassigned task), and submitting the timesheet for approval. The approval workflow: how the timesheet routes to the project manager, how to approve individual lines or the full timesheet, and how to return a timesheet with a comment. What happens to approved time: the time appears in the billing review, the cost posts to the project cost account, and the resource utilisation updates. Project expenses: how to add a project and task to an expense report line, the billable versus non-billable classification, and how approved project expenses appear in the billing queue. Project billing: the billing review — viewing all approved time and expenses ready to invoice, marking items as non-billable when necessary, adding a fixed-fee milestone line to the same invoice as T&M charges, and generating the project invoice. The project invoice format: what the client sees (time by consultant and task, or a single project fee), and how to choose the right level of detail. Resource management: viewing your own utilisation, the resource availability report for project managers, and how to raise a staffing request when additional resources are needed. Topics: Weekly timesheet view; Time entry fields; Validation rules; Timesheet submission; Approval workflow; Cost posting on approval; Utilisation update; Project expense coding; Billable vs non-billable; Billing review; Non-billable marking; Milestone invoicing; Invoice format options; Resource availability; Staffing requests Delivery Best delivered to the project team and their finance counterparts together — the connection between time entry and the invoice is only understood when both sides attend. Groups of 6–15. On-site delivery on the client's NetSuite account is strongly recommended. Certification Certificate of completion Price USD 450 · per participant per person · indicative · group pricing available HRDC eligibility Up to 75% refundable Mauritius-registered employers may claim this training via the HRDC levy. We provide full documentation to support your claim. Languages English Provider reference SIMPLIT-053-NS_PSA_BASICS

• Consultants and project staff who submit timesheets against project tasks • Project managers who set up projects and monitor delivery progress • Resource managers who manage team allocation and availability • Finance staff who generate project invoices from approved time and expenses • Practice directors who need project profitability and utilisation data • HR managers at professional services firms who manage employee time