SuiteVolunteerVolunteers: Cesar Acosta, Myla Alcera and Wilbert Jonathan Efondo
Project Manager: Wilbert Jonathan Efondo
SuiteVolunteer Project Overview
Grantee has been using NetSuite for some time and everyone's dashboard is different. Looking for help to standardize and have everyone "sing from the same hymn book."
Volunteer will review existing dashboards, help grantee determine which information should be surfaced on dashboards and provide guidance on making the required dashboard changes.
How to Use the SuiteVolunteer Project Wiki
Edit this page (click the edit button top right)
Create child pages (click the create button in the header)
Record meeting notes
Upload documents for easy access
Please note the wiki is live on the web, accessible by ANYONE, so chose what you share accordingly.
Project Schedule
TIMELINE/ DELIVERABLES:
Date
Responsible
Task
Status
Notes
Wednesday
Feb 12
Volunteer and Grantee
Introduction Call
Completed
Feb 13-14, 20-21
Volunteer
Volunteer delivers completed project brief & timeline to grantee
Completed
Feb 21 - 24
Grantee
Grantee signs off on project brief & timeline
In progress
Wed, Feb 26
9:30-10:30am PST
Grantee & Volunteer
Project meeting #1
1. Review the enable features and preferences.
2. Review current transaction that’s applicable to this project for both standard and custom processes.
3. Discuss the need to determine what information will be in the dashboard of each group.
Grantee
Deliverable #1
1. Determine what information is required by each group or by user on a daily, weekly, monthly, and or quarterly basis.
2. Finalize what will be the content of each user’s or group’s Dashboard
3. Set prioritization among the requirements. Which are required and nice to have
Use a spreadsheet to list all this by user or by group.
Fri, Feb 28
9:30-10:30am PST
Grantee & Volunteer
Project meeting #2
1. Review and qualify the dashboard requirements
2. Work on the applicable requirements. Are they available, standard or requires customization.
Grantee
Deliverable #2
1. Customization and / or finalization of requirements
Mon, Mar 3
9-10am PST
Grantee & Volunteer
Project meeting #3
1. Review the roles and permission associated to the information to be published in the dashboard making sure the role can access the information.
2. Customization of roles
Grantee
Deliverable #3
1. Review the individual roles and permissions as discussed.
Note the center type they belong to
Wed, Mar 5
9-10am PST
Grantee Volunteer
Project Meeting #4
1. Dashboard Setup walkthrough
2. Publishing Dashboard walkthrough
3. Q&A
Please take notes
Grantee
Deliverable #4
1. Review / simulate the steps in our project meeting # 4.
2. Ask questions
Fri, Mar 10
9-10am PST
Grantee Volunteer
Project Meeting #5
4. Checkpoint
5. Review progress
6. Q&A
Grantee & Volunteer
Project Completion
Volunteer
Survey/ feedback given to NS.org
PROJECT OVERVIEW:
In Scope:
Personalizing Dashboard
Simple customization of (only as needed):
Custom list
Custom field (entity, item, body, transaction column)
Custom sub-tab
Report and report snapshot
Simple saved search
Publishing Dashboard
The NetSuite volunteer will guide you and provide best practices for Dashboard setup
Out of Scope:
Complex customization with SQL statements and the likes as maybe determined by the NetSuite team.
Scripting
End-user training
Others not specified in the “In scope” section.
Completion Criteria:
The Project is complete with a custom dashboard for each group containing the information and / or metrics they use to measure success by OR that the grantee representative (c/o Annette) will be able to continue working on her own time to provide the Dashboard with the information required by the groups.