Sector 06
NetSuite for professional services
Projects, resourcing, time tracking, billing and revenue recognition with NetSuite PSA, for consultancies and agencies.
Professional services
The record flow we configure firstTimesheetApprovalProject actualsBillingRev recMargin
Utilization81%
Unbilled$46K
Projects27
Asha
92%
Ben
78%
Chen
85%
Dara
64%
Eli
88%
Timesheets approved · 48 / 52
Sample data · demo accountIndustries · Sector 06
What is included
What you get.
Included
Budget, actuals and margin per project
Included
Who is booked, and on what
Included
Approval flows that people use
Included
Milestone, percentage complete or fixed
Watch it run
Recorded in a demo NetSuite account.
Sample data throughout. The screens are the kind we build and leave running for clients.
Sample data · demo account
Sample data · demo account
Where we usually start: Time capture. Everything in PSA is downstream of timesheets actually being filled in, so that has to be painless first.
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