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2/20/2014 Meeting Note

Attendees

Barry, Gang, James

Notes

James introduced the EdTec organization and their operation and main usage of Netsuite product
The most desired deliverable of this project is a saved search based portlet that displays the high level information on the Budget vs Actual report. And from the portlet, ideally user could drill down into the next level details.
We agreed that the threshold/highlighting feature mentioned in the original project document might be hard to implement. We can lower the priority for that.

Action Items

Barry and Gang will do some investigation about the feasibility of the work.
James will add Barry and Gang as admin users in their sandbox account and import some data into the account.

Grantee seeks advice on achieving their ideal state. In a perfect world, we would be able to set thresholds for each major budget category, and display expenses that are going over budget by that threshold. Second best would be to have a single threshold (i.e. 10%) and display those that go over in a custom search, report or portlet.

Volunteer will review grantee's requirements, determine whether the requirements can be met and provide support on configuring NetSuite to meet the requirements.

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