If you are using NetSuite project management and looking for ways to improve your management skills for information distribution and reporting, then this article can guide with all that you need to know for creating an efficient structure. The Netsuite project management practices described here do not support any kind of lock down mentality. You should make sure that you’re open to new ideas and ready to implement them for organization’s betterment.
Here we will focus on developing the practices to create and distribute certified and trustworthy reports that save everyone’s time.
Netsuite Project Management – Overview
Creating a New NetSuite Reporting Workcenter
Creating a new reporting workcenter refers to creating tabs and menu layout structure to give a meaningful approach to your organization. You can create a different tab for each department and location with specific menu layouts, reflecting different functions altogether. The whole idea is to get access to the information from different workcenters that is verified and trustworthy. The reporting workcenter should develop a common organization language to talk about reports within the organization.
Leveraging Netsuite Departments
Leverage all the department, class, and location dimensions including their sub structures. Here you should be able to define hierarchies to support your organization’s model. This will ensure better flexibility and more security on the workfront.
Creating a New NetSuite Security Role
Creating a new security role for Netsuite will lead to better distribution of reports. You can call the new role as “Executive Reporting” and assign your saved search and well-designed reports permissions to the new security role. This will enable read only permission to the reporting center and also limit permissions to modify reports and searches.
If you wish to implement NetSuite hide data on the basis of departments, class or locations, create another NetSuite Security Role specific for each. In these specific role definitions, apply department, class or location dimension permissions to inform the NetSuite about ways to hide information on the basis of employee’s assigned profile.
Linking Roles Based On Different Categories
Link different roles of your managers and employees to these dimensions, while applying hierarchies wherever possible. For simplified report development, lookup processes and maintenance create a specific convention to give title to your saved reports and searches to make them easy to find them. It would also be great to add descriptions to record the purpose. The description can also include special considerations and relevant explanations to help users understand the purpose thoroughly as they review the reports.
Assign employees their specific roles who are supposed to receive reports. With Netsuite definition tool you can ensure that the report lands exactly where it is supposed to be. As employees need to access particular reports, they can always switch NetSuite roles and quickly access the information they need.
The suggested Netsuite project management practices do not affect your power to interact with end user community. Instead, it is an effective way to provide a low cost mechanism for users to access the same screens and develop a common organization’s language to talk about business performances, and also increase the rate of satisfaction of using NetSuite project management system in the organization.