Date

17 Sep 2014

PROJECT BRIEF

Grantee Org: Bay Area Video Coalition

Grantee Names: Vicki Nunez, Carol Varney and Innesa Goldman

Volunteer Name(s): Antonio Lim, Matthew Guggemos, Mark Welch and Russell Cull

Date: September 17, 2014

Customer #: 1245818

Account Manager Name: David Geilhufe

Project Type (i.e. Dashboard): Reporting – Saved Report | Saved Searches

_______________________________________________________________________________

In Scope:

Provide a training session on how to customize a saved report and saved searches.
Assistance in the creation of at least two or three custom payroll saved reports or saved search reports that will provide better reporting for Bay Area Video Coalition.
To conduct weekly meetings, if needed, to demonstrate and discuss the created custom saved reports or saved search reports.

Out of scope:

Completion Criteria:

The project is complete when volunteers have delivered a training session on how to customize a saved report and saved searches and able to provide assistance in creating at least two or three payroll saved reports or saved search reports that will provide better reporting for BAVC’s upper management.

Project Schedule:

Date	Responsible	Task	Goals	Status
*August 18, 2014* 930am PST	Volunteer and Grantee	Introduction call	Getting to know the volunteers and grantees. Discuss the scope of the project. Discuss the timelines and next steps.	Completed
*August 18-22, 2014*	Volunteer and Grantee	Project Task 1	Grantee to provide their payroll reporting requirements. NetSuite to start the generation of the search reports and contact the grantees for any clarifications.	Completed
*August 22, 2014* 930am PST	Volunteer and Grantee	Project Task 2	NetSuite to provide a training on how to customize a saved report and saved searches.	Completed
*August 29, 2014* 930am PST	Volunteer and Grantee	Project Task 3	Weekly meeting and provide updates about the project and next steps.	Completed
*September 5, 2014* 930am PST	Volunteer and Grantee	Project Task 4	Provide a review of the saved search feature to be led by Mark Welch.	Completed
*September 19, 2014*	Volunteer and Grantee	Project Task 5	Provide updates about the project. Weekly meeting, if needed.	Not Started
*September 26, 2014*	Volunteer and Grantee	Project Task 6	Confirmation about the completion of the project. Final meeting	Not Started

Acceptance:

NetSuite Volunteers and Bay Area Video Coalition are in agreement of the project scope and schedule.

NetSuite Acceptance: Antonio Lim, Matthew Guggemos, Mark Welch and Russell Cull

Customer Acceptance: Vicki Nunez, Carol Varney and Innesa Goldman

Browser not supported