CleanFish - Dashboard Setup

Owned by David Geilhufe
Last updated: Mar 10, 2014 by Rhoda Navarro (Unlicensed)
Organization Name: CleanFish
Grantee Name: Anette Lee
SuiteVolunteer Volunteers: 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

  1. Edit this page (click the edit button top right)
  2. Create child pages (click the create button in the header)
  3. Record meeting notes
  4. 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. 1.    Review the enable features and preferences.
  2. 2.    Review current transaction that’s applicable to this project for both standard and custom processes.
  3. 3.    Discuss the need to determine what information will be in the dashboard of each group.

 

 

 

 

Grantee

Deliverable #1

  1. 1.    Determine what information is required by each group or by user on a daily, weekly, monthly, and or quarterly basis.
  2. 2.    Finalize what will be the content of each user’s or group’s Dashboard
  3. 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. 1.    Review and qualify the dashboard requirements
  2. 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. 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. 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. 1.    Dashboard Setup walkthrough
  2. 2.    Publishing Dashboard walkthrough
  3. 3.    Q&A

 

Please take notes

 

Grantee

Deliverable #4

  1. 1.    Review / simulate the steps in our project meeting # 4.
  2. 2.    Ask questions

 

 

Fri, Mar 10

9-10am PST

Grantee Volunteer

Project Meeting #5

  1. 4.    Checkpoint
  2. 5.    Review progress
  3. 6.    Q&A

 

 

 

Grantee & Volunteer

Project Completion

 

 

 

Volunteer

Survey/ feedback given to NS.org

 

 

PROJECT OVERVIEW:

In Scope:

 

  1.        Personalizing Dashboard
  2.        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
  3.        Publishing Dashboard
  4.        The NetSuite volunteer will guide you and provide best practices for Dashboard setup

 

Out of Scope:

 

  1.        Complex customization with SQL statements and the likes as maybe determined by the NetSuite team.
  2.        Scripting
  3.        End-user training
  4.        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.