Project 360 Dashboard Limitations and Best Practices
Read this section to view the best practices and known limitations when you use the Project 360 Dashboard.
Project 360 Dashboard Limitations
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The portlets available on every focus pages are fixed and are currently not customizable.
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The SuiteApp does not support Expense Report transactions and Time Record entries with a subsidiary that is different from the project subsidiary. When the subsidiaries do not match, the transaction or time entry you create uses the transaction subsidiary which does not align to the Project currency.
Additionally, a mismatched subsidiary on the Expense Report transactions or Time Record entries, and on the project causes incorrect values shown on the following portlets:
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Budget vs. Actuals by WBS
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Budget
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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 SuiteApp uses the following project internal IDs to populate the list of projects in the Project Portfolio page and the count of Projects Overdue on the Reminders portlet:
Internal ID
Description
5
Awarded
2
In progress
4
Pending
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The SuiteApp can load a maximum of 6000 projects only with a status of Pending, In Progress, and Awarded. Adding and maintaining more than 6000 projects in the SuiteApp may cause performance instability of the SuiteApp.
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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.
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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.
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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. See Using the Project Consolidation Preference
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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:
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Budget portlet
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Budget vs. Actuals by WBS portlet
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Profitability Report portlet
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Project Profitability portlet
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Best Practices for Project 360 Dashboard
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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.
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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:
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Budget portlet
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Budget vs. Actuals by WBS portlet
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Profitability Report portlet
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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.
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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.