Project Dashboard

Similar to your main NetSuite Home dashboard, you can access a project dashboard with information specific to an individual project.

The project dashboard offers portlets and quick links for creating project tasks, managing resources, viewing the Gantt chart, and entering time and expenses.

There are visual indicators to quickly give you an idea of the project’s status. The % Complete Meter offers an at-a-glance look at where your project is along the timeline. Key Performance Indicators are available to show additional information about the health of your project.

You can also view a list of project tasks and resource allocations directly from the Project Dashboard. You can customize the dashboard with additional standard and custom portlets and rearrange how they appear by clicking Personalize Dashboard at the top of the page.

To view the project dashboard for a project, click the Dashboard icon at the top of the project record or in the Projects list.

Personalizing a Project Dashboard

NetSuite provides a default set of project dashboard portlets. This default dashboard configuration is largely personalizable. NetSuite lets you change your project dashboard content almost completely.

You can personalize a dashboard in the following ways:

Add content to a dashboard

Click the Personalize Dashboard link in the top right corner of the page.
On the Add Content panel that appears on the left side of the page, click on content to add it to a default location on the page, or drag and drop content to add it to another location.
- Content that is already displayed includes a check mark and bold text.
- You can roll your cursor over a folder or content listing to see popup help.

Delete content from a dashboard

Select Remove from the menu in the upper right corner to remove the portlet.

(You cannot remove a portlet from a dashboard through any action on the Add Content panel; there is no mechanism within the panel for clearing a content listing.)

Set up portlet content

After they appear on the project dashboard, most portlets have a Set Up link available under a dropdown arrow in the upper right corner. You can click this link to open a popup window, where you can choose data to display in the portlet and/or define portlet layout options.

Note:

When displaying data for more complex financial reports (e.g. Income Statement Report), the KPI portlet can include data from all the existing projects on your account. To display content reflecting the chosen project only, we recommend you to create a custom report with filters based on your project. For more information, see Custom KPIs and Report Customization

Print or export portlet content

The KPI Meter portlet has menu options for printing and exporting the content, under the same link as the Set Up option. It has options to print the chart, or download it to a PNG, JPG, PDF, or SVG file.
Each popup trend graph includes a button for printing the chart, a button for downloading it to a PNG, JPG, PDF, or SVG file, and an Export to CSV link.

Minimize portlets on a dashboard

To minimize a portlet, click on the title bar at the top of the portlet. Minimizing a portlet prevents it from loading when the page is generated, improving the speed at which the page loads. After the page is loaded, you can click portlet’s title bar again to display its contents as needed.

If a dashboard contains a portlet that is extremely slow to load, the first time the portlet opens, NetSuite may display a popup suggesting that you minimize the portlet, to speed dashboard loading time.

Refresh portlet content

Portlets with content that is calculated from current data include a Refresh icon in the upper right corner, that you can click to ensure content is based on the latest data.

Rearrange portlets on a dashboard

You can use drag and drop to reorder your portlets. Click the header of the portlet, and drag the portlet to the location you desire on your page. You can drag them above or below other portlets, and to the left, center, or right column. For more detailed steps to drag and drop portlets, see Arranging Dashboard Portlets.

Depending on the type, some portlets will display more detailed information if placed in the center column of a page.