Purchase to Project SuiteApp Roles and Permissions

There are no custom roles included with the Purchase to Project SuiteApp. An administrator must do the following to set up the Purchase to Project roles and permissions:

1. Create custom consultant and project manager roles or edit existing roles. For more information, see Customizing or Creating NetSuite Roles.

2. Set the required permissions for the custom consultant and project manager roles. For more information, see Setting Required Permissions for Purchase to Project Custom Roles.

3. Set employee restrictions for the custom consultant role. For more information, see Setting Employee Restrictions for the Purchase to Project Custom Consultant Role.

General Notices