Project 360 Dashboard

The Project 360 Dashboard SuiteApp provides project managers with consolidated metrics, reports, and resources on a central location to manage and complete projects on time and within the budget.

Setting Up Project 360 Dashboard SuiteApp

You must complete the following steps before you can start managing projects:
1.Enable the required features.
2.Install the Suite App.
3.Configure the Roles and Permissions
4.Set Up the Dashboard Portlets

1. Prerequisites for Project 360 Dashboard SuiteApp

Before you install the Project 360 Dashboard SuiteApp, make sure you enable the following features in your NetSuite account:

2.Installing the Project 360 Dashboard SuiteApp

To install the Project 360 Dashboard SuiteApp:
1.Go to SuiteApps.
2.In the Search SuiteApps field, enter Project 360 Dashboard.
3.Click the SuiteApp tile.
4.On the SuiteApp Details page, click Install.
5.Click OK.
Note: A NetSuite OneWorld account is required.

Roles and Permissions for Project 360 Dashboard

Any standard or custom NetSuite role can use the Project 360 Dashboard SuiteApp if the Project Manager box on the Employee record of the user is checked. Employees with full permissions to the project record can assign a project manager to view and edit the data in the Project 360 Dashboard.

Setting Up Project 360 Dashboard Portlets

The Project 360 Dashboard portlets display various data from different features of NetSuite.
Some portlets on the SuiteApp require prior set up to display the contents.

• Project Portfolio Portlets Set Up
• Project Overview Portlets Set Up
• Resource Planning Portlets Set Up
• Budget and EAC Portlets Set Up
• Billing and Revenue Portlets Set Up
• Financial Portlets Set Up

Accessing the Project 360 Dashboard

There are three different ways to access the Project 360 Dashboard.
Any standard and custom NetSuite roles with sufficient permissions can access the Project 360 Dashboard using the following navigation path:

Project 360 Dashboard Limitations

• The SuiteApp only supports Planned Time entries. Resources assigned using the Assignee subtab of the Project Task record generates planned time while resources assigned using the Resource Assignment generates allocated time.
• The SuiteApp only supports Percent Work Complete, not Percent Work Complete by Allocated Work when populating the Percentage Complete values in the My Project Portfolio portlet.
• The Client Invoices and Client Invoices Details portlets do not associate the amounts from a transaction with line items associated to multiple projects.When you enable the Consolidate Projects on Sales Transactions preference, the Project field becomes available on the transaction line.
• A project status uses the internal ID’s assigned value on the Accounting List page. If you modify the values for the internal IDs, the projects to retrieve based on the project status may not be included.
• The Project 360 Dashboard SuiteApp uses the standard project profitability settings in your account. If you modify the settings, the Actuals values may differ for the following portlets:
  • Budget portlet
  • Budget vs. Actuals by WBS portlet
  • Profitability Report portlet
  • Project Profitability portlet

Best Practices for Project 360 Dashboard

• Make sure you select a project task or activity code for each line item on a transaction associated to a project. Selecting a project task or activity code ensures the correct mapping of Actuals to the WBS line.
• When creating or entering transactions associated to a project, always recalculate the values from the Profitability Report page to view the updated values on the following portlets:
  • Budget portlet
  • Budget vs. Actuals by WBS portlet
  • Profitability Report portlet
  • Project Profitability portlet
• You can manually recalculate or set a periodic recalculation of financial data in the profitability report. To manually recalculate, go to Reports > Projects > Project Profitability Reports Reports > Projects > Project Profitability Reports. Under the Report column, click Project Profitability. On the Project Profitability page, click Recalculate. Periodic recalculation happens daily. NetSuite sets the default frequency to every 24 hours, which you can view on the Project Profitability Setup page.
• After recalculating the financial data on the Profitability Report, make sure you refresh the Portfolio or focus page you use to view the updated values on the graph or report.