Once you are logged into NetSuite, you can navigate to the home page. The home page is considered your personalized dashboard. Your dashboard is based on the user role you have in NetSuite, so it may look different than other users in your project who have difference roles.
Your dashboard includes reminders and tasks, shortcuts to frequent forms you can submit, and views into the status of purchase orders, grants, payments, etc. Your dashboard can be customized to fit your project needs and this will not impact your other project users. If you are interested in customizing your dashboard, reach out to the financial services administrators through at ask in NetSuite.
Community Partners will periodically make updates to all project dashboards. We will alert you when an update is being rolled out. When an update is made, it will overwrite unique customizations to your dashboard. Please work with the financial services administrators to save any unique customizations to your dashboard so they can be re-configured after a periodic update.
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