NetSuite Bundles

The following NetSuite application is available to all active Prolecto Resources clients without license charge. Click here to get back to the bundle list.

Prolecto Projects Task Coordinator

Comprises two major capacities:
1. Projects: The Projects record is automatically created in the background as you work with opportunities, estimates or sales orders. Projects can then be automatically linked to subsequent records.

2. Task Coordinator: The Project Task Coordinator is a special custom record designed to deem a transactional line as a key coodination relative to status. For example, when a sales order has a drop purchase order, the copied sales order line on the purchase order line runs independent. But it really is the same line. Thus tracking is independent of the sales order and purchase order yet cross referenced. Not only does it track line information, but at the header.

Bundle ID

Ask for Bundle ID: 191416.

Version History


Enhancements for project tasks submission recalculations and refinements for project date / coordination date logic.


Enhancements for state machines between project tasks and projects.  Includes calculated amounts at project level for operational and financial performance.


Enhancements for copy routines. Refinements for statuses and inline edit functions.


Refinements to drive automated project shipping schedule driving off the Content Renderer Engine


Refinements for copy sales order features depending on project situation.


Additional production refinements.


Refinements for implementation


Initial release

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Marty Zigman

Holding all three official certifications, Marty is Southern California's NetSuite expert and leads a team of senior professionals at Prolecto Resources, Inc. He is a former Deloitte & Touche CPA and has held CTO roles. For over 25 years, Marty has produced leadership in ERP, CRM and eCommerce business systems. Contact Marty to set up a conversation.

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