Organization Name: CleanFish

Grantee Name: Anette Lee

SuiteVolunteer Volunteers: Cesar Acosta, Myla Alcera and Wilbert Jonathan Efondo

Project Manager: Wilbert Jonathan Efondo

CleanFish Project Brief Dashboard Project.pdf

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.

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):
1. Custom list
2. Custom field (entity, item, body, transaction column)
3. Custom sub-tab
4. Report and report snapshot
5. 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.