KES NETSUITE EXTENSION

PM Toolkit

EXTEND YOUR NETSUITE FUNCTIONALITY

Streamline Common Project Management Functions

The KES PM Toolkit for NetSuite enhances NetSuite's project management module by simplifying billing rate and assignment updates and providing enhanced time and billing management features and utilization reporting. Built by KES Systems Solutions (KES) as a NetSuite extension, there is no separate integration needed, and we leverage standard NetSuite functions and data as much as possible. Simply work with our team to quickly deploy the toolkit in your NetSuite environment and enjoy immediate improvements for your project management team.

KES NetSuite SuiteApp Extensions

KES PM Toolkit Key Features

BILLING RATES

Our toolkit allows you to quickly and easily update your billing rates for resources or tasks on all assignments with just a click, saving you valuable time. You no longer need to update billing rates on each assignment individually! You can set these billing updates on the project or task level.

PROJECT ASSIGNMENT

When you hire or retain a new resource, our EZ Project Assignment feature allows you to quickly assign that resource to one or many projects or tasks. You can easily control the projects to include by leveraging a saved search.

RESOURCES ASSIGNMENT

When you sell a new project, our EZ Resource Assignment feature allows you to quickly assign that project to one or many resources who are available. You can easily set assignment rates based on resource, project, or task defaults.

TIME APPROVAL DELEGATION

When an individual who typically approves time is on PTO, you can easily delegate another person to approve time while they are out, so your project remains on schedule, and your billing isn't delayed!

PROFITABILITY REPORTING

COMING IN THE 2024.1 RELEASE

TIME & BILLING MANAGEMENT

Our toolkit provides many useful searches for managing and reporting time and billing, including tracking value of time entered, missing time entries, invalid time entries, etc. We give you lots of options for controlling what is included and thresholds to report against.

UTILIZATION REPORTING

We’ve added a custom utilization report that allows easy filtering of resources to include/exclude, as well as utilization goals, allowing you to get a more insightful and useful view of resource utilization.

KES PM Toolkit Edition

STANDARD

  • Billng Rate Updates
  • EZ Project Assignment
  • EZ Resource Assignment
  • Time Approval Delegation
  • Time & Billing Management Searches
  • Advanced Utilization Report
  • Project Profitability Report

Ready to learn more? Watch our video demo of the KES PM Toolkit in action.

Learn more about KES NetSuite Extensions by viewing our educational materials.

“KES really understands what the word partner means. It’s been a fantastic experience working with each and every one of their team members. Our partnership with KES was one of the best business decisions we’ve made.”

Ryan Evan, CFO
Uncommon James