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.

Make sure you enable the required features before setting up the dashboard portlets, see Prerequisites for Project 360 Dashboard SuiteApp.

Refer to the following setup guides for Project 360 Dashboard portlets:

• 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

Project Portfolio Portlets Set Up

The following table describes the tasks to set up the Project Portfolio portlets:

Portlet

Task

My Project Portfolio Portlet

Create a Project Record – Create a project record so you can track vital project deliverable for completion. Project records hold information about your project, such as customer, start date, and status. For more information, see Creating a Project Record. Make sure you set the project status. Only projects with In progress, Awarded, or Pending appear on the portlet. Assign a Project Manager to the Project – Employees with full permissions to the project record must assign a project manager to access the records and pages for the projects. For more information, see Assigning a Project Manager to a Project.

Project Overview Portlets Set Up

The following table describes the tasks to set up the Project Overview portlets:

Portlet	Task
Key Performance Indicators Portlet	Create a Project Budget – Create a project budget to set the expenditure expectations for completing the project. The Budget vs. EAC gauge chart sources data from the project budget. To set up a project budget, see Creating a Budget from a Work Breakdown Structure. For the Profitability gauge chart setup, see the requirement listed on Financial Portlets Set Up. The gauge chart displays the values and chart colors (green, amber, or red) when there are transactions associated to the project.
Primary Information Portlet	No prior setup is required. When you create a project record, the system automatically populates the project’s primary information.
Team Details Portlet	Identify Project Team Resources – Identify an employee, a generic resource, or a vendor to include in your project as a resource, so you can begin delegating tasks. See Identifying an Employee as a Project Resource and Identifying a Vendor as a Project Resource. If you need to create a specific project resource role or create a generic resource, see Working with Resources in Project Management. Assign Resources to a Project – With the Resource Allocations feature enabled, you can allocate resources to individual projects or directly to assign resources to project tasks. See Assigning Resources with Allocations. For more information about enabling a feature, see Enabling Features.
Project Documents Portlet	No prior setup is required. When you create a project record, the system automatically displays the project documents attached to the project record.
Client Contact Portlet	Create a Contact Record – Create a contact record for individuals whom you have business with. To create a new contact, read Creating a Contact. Only a contact with a Primary Contact role is shown on the portlet. Associate a Contact to the Customer Record – To associate a contact with the customer record, read Associating a Contact with a Record. You must select the customer to which you associate the contact in the Customer field of the project record.

Resource Planning Portlets Set Up

The following table describes the tasks to set up the Resource Planning portlets:

Portlet	Task
Gantt Chart Portlet	Create a Project Schedule – Create a project plan to lay out the timeline for delivering the project. To create a project schedule, see Working with the Project Schedule. Create a Project Task or Milestone Task – A Gantt chart requires at least one milestone task or project task to display the data on the portlet. To create a project task, see Creating a Project Task Record. To create a milestone task, see Creating Milestone Tasks.
Resource Allocation Chart/Grid Portlet	Enable the Resource Allocations Feature – You must enable the Resource Allocations feature to install the Resource Allocation Chart/Grid SuiteApp. See Enabling Features. Install the RACG SuiteApp – Install the Resource Allocation Chart/Grid SuiteApp 2.0 to access the features and display the data specific to RACG. See Installing the Resource Allocation Chart/Grid SuiteApp. Grant New Custom Roles with Access to RACG. – After customizing a role to access the Resource Allocation Chart/Grid, an Administrator must also add these new roles to the script deployment. For more information, read Granting Custom Roles Access to Resource Allocation Chart/Grid. Run the Required Script – After granting access, you can proceed with running the PSA RACG SU Main script. See Running Scripts for Resource Allocation Chart/Grid.
Milestones Portlet	Create a Milestone Task – Create milestones to mark a significant progress toward the goal of the project. To create a milestone task, see Creating Milestone Tasks.
Timesheet Tracking Portlet	Enable the Required Feature – You must enable the Weekly Timesheets feature to view the data on the portlet. For more information, See Enabling Features.
Actual Hours vs. Planned Hours by Resources Portlet	Set Project Preferences – Check the Allow Time Entry and Create Planned Time Entries boxes on the Preferences subtab of the project record. Assign a Resource to a Project Task – Assign a resource to a project task to generate the planned time. For more information, see Assigning Project Resources. The Actual Hours data on the graph are shown after the project managers approve the timesheets submitted for the project.

Budget and EAC Portlets Set Up

The following table describes the tasks to set up the Budget and EAC portlets:

Portlet	Task
Budget Portlet	Create a Work Breakdown Structure – Create a work breakdown structure to deconstruct and organize project deliverable into sizable parts. See Creating a Work Breakdown Structure. Create a Project Budget – For more information, see Creating a Budget from a Work Breakdown Structure.
Budget vs. Actuals by WBS Portlet
Budget vs. EAC by WBS Portlet

Billing and Revenue Portlets Set Up

The following table describes the tasks to set up the Billing and Revenue portlets:

Portlet	Task
Client Invoice Details Portlet	No prior setup is required. Invoices and unbilled charges associated to the project appear on the portlet after creating the transaction.
Client Contact Portlet	This portlet is similar with the Client Contact portlet on the Project Overview page, which displays the information from the contact record you associate to the project. Create a Contact Record – To create a new contact, read Creating a Contact. Associate a Contact to the Project Record – To associate a contact with the project record, read Associating a Contact with a Record.

Financial Portlets Set Up

The following table describes the tasks required to set up the Financial portlets:

Portlet	Task
Client Invoices Portlet	No prior setup is required. The portlet displays the graph when there are invoices for the project to show.
Project Profitability Portlet	Enable the Required Feature – You must enable the Advanced Project Profitability feature to view the data on the portlet. For more information, see See Prerequisites for Project 360 Dashboard SuiteApp.
Profitability Report Portlet

Related Topics

Accessing Project 360 Dashboard

Setting Up Project 360 Dashboard SuiteApp

Prerequisites for Project 360 Dashboard SuiteApp

Installing the Project 360 Dashboard SuiteApp

Roles and Permissions for Project 360 Dashboard

General Notices