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Optimizing Your Project Management with NetSuite’s Project Dashboard

Updated: Apr 26

Project Management

In the world of project management, having real-time access to key metrics and project updates is essential. With NetSuite's Project Dashboard, you can now have all crucial project-related information at your fingertips. The dashboard is customizable and contains a suite of default project-related portlets offering a comprehensive view of your project's health.

NetSuite’s project dashboard is a powerful tool that enables you to manage your projects more effectively.

Project Info

This portlet provides quick access to essential project information. You can see the project’s status, start and end dates, and other key details at a glance.

Project KPI Meter

The KPI Meter offers a visual representation of your project’s progress. It provides an instant overview of where your project is along the timeline, helping you to monitor its progress effectively.

Project Links

This portlet provides quick links for creating project tasks, managing resources, and entering time and expenses. This saves you time and ensures that you can quickly navigate to essential project functions.

Project Profitability

The Project Profitability Portlet offers critical insights into the financial performance of your project. You can track revenue, costs, and margins, helping you to manage the project’s financial health effectively.

Gantt Chart

The Gantt chart provides a visual representation of your project schedule. It helps you understand the project timeline, including task dependencies, ensuring you can manage your project schedule effectively.

Project Indicators

These visual indicators provide an at-a-glance look at the project's status. They offer additional information about the health of your project, helping you to identify potential issues early and take corrective action.

Project Related Lists

This portlet lets you view a list of project tasks and resource allocations directly from the Project Dashboard. It offers a convenient way to manage your project resources and tasks.

The project dashboard is customizable, allowing you to add additional standard and custom portlets and rearrange how they appear to suit your project management needs.

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

With the NetSuite project dashboard, you can streamline your project management processes, ensuring that your projects are delivered on time and within budget.

To access the project dashboard, simply click the Dashboard icon at the top of the project record or in the Projects list. The NetSuite Project Dashboard is designed to provide you with all the tools you need to manage your projects effectively, efficiently, and with maximum transparency.

Remember, a project well-managed is a project well-done, and NetSuite's Project Dashboard is here to ensure just that!

For further NetSuite expertise and a successful journey, remember that the E+R team is always here to support you as your trusted NetSuite Success Team.

Etter+Ramli as the Trusted, Independent Managed Services Provider for NetSuite

Using NetSuite Managed Services could be your growing company's best strategic move. NetSuite Managed Services offers a comprehensive solution, granting companies access to a team of experienced NetSuite administrators and consultants to manage their NetSuite ERP. Typically, this service is more affordable than hiring in-house staff. When you use managed services, your systems are always up-to-date. In the world of IT, systems are consistently upgraded and patched and come with a slew of security protocols. It is a lot to handle, but your teams can handle this when implementing managed services.

The goal is to ensure your NetSuite instance supports your business’ growth.

For over 20 years, Etter+Ramli has helped several companies optimize their NetSuite software solution. With a 95% customer satisfaction rate, Etter+Ramli can provide your company with world-class support, Certified NetSuite experts, and a value-based pricing structure.

Etter+Ramli As Your Extended NetSuite Team

Etter+Ramli is an Independent Managed Success Provider for NetSuite clients. We are NOT partnered with Oracle NetSuite and do not take commissions. We bring our knowledge, expertise, and passion for success to our clients. We help clients Buy, Deploy, Grow, and Abandon NetSuite. We engage as a client-side managed service to ensure our priorities align with our clients.

To explore the benefits of retaining Etter+Ramli as your Managed Success Provider, contact Todd Kimpton or visit the website for a free consultation today. Subscribe to our Newsletter: SuiteWords of Etter+Ramli to stay up-to-date with the latest trends on NetSuite, tips n’ tricks, productivity solutions, and events.


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