Roles and Permissions for Project 360 Dashboard

Any standard or custom NetSuite role can use the Project 360 Dashboard SuiteApp if a Project 360 access level is assigned on the Employee record. See Access Levels for Project 360 Dashboard.

However, some roles with insufficient permissions cannot view accurate saved search results or access some data on records.

To set up permissions for custom roles, go to Setup > Users/Roles > Manage Roles and click Edit beside the custom role.

Make sure you include the following permissions and access levels to the user's role:

Subtab	Permission	Access Level
Transactions	Invoice	View
	Bills	View
	Purchase Order	View
	Enter Vendor Credits	View
Reports	Project Profitability	View
List	Project	Edit
	Project Tasks	View
	Contacts	View
	Employee Record	View
	Departments	View
Setup	Bulk Time Entry Modification	Edit
	Custom List	View
	Other List	View
	Project Profitability Setup	View
Custom Record	Project 360 Dashboard Preference	View

For more information, see the help topics Assigning Roles to an Employee and Customizing or Creating NetSuite Roles.

Related Topics

• Setting Up Project 360 Dashboard SuiteApp
• Prerequisites for Project 360 Dashboard SuiteApp
• Installing the Project 360 Dashboard SuiteApp
• Setting Up Project 360 Dashboard Portlets
• Accessing Project 360 Dashboard

General Notices