Expert Quick Tips
The SuiteProjects Pro PSA tool offers many options for streamlining your management of project task structure, user access, and permissions related to project management. One feature that helps in this…
Once an Expense report is no longer in Open status, attachments can no longer be deleted directly. You would need to unapprove the report and delete the attachments one by…
Project templates can include bookings, which are automatically carried over when you create a new project from a template. This means your staffing setup travels with the template, giving you…
The Project Center in SuiteProjects Pro is a powerful tool, used to build project plans and forecast resource hours, labor cost, and time billings. In addition to Forecasting, the “Actuals”…
If you’ve ever wondered why your projected hours derived from bookings don’t match your booked hours in SuiteProjects Pro, you’re not alone. Charge projections use bookings (depending on your charge…
Many SuiteProjects Pro accounts contain numerous standard or custom fields that are not always relevant or populated, depending on the value of another field. For example, a custom field such…
SuiteProjects Pro lets you override the market foreign exchange rate value with a company rate for each currency. The company rate is used instead of the market rate for foreign…
The NetSuite Connector in SuiteProjects Pro enables data to move seamlessly between SuiteProjects Pro and NetSuite. With multiple record types to process (often with different priorities) understanding how and when…
It’s common for SuiteProjects Pro to be integrated with NetSuite using the native connector. One frequent frustration for users is having to switch between systems and spend time locating the…
The SuiteProjects Pro recognition rule type, Time project billing rule (TPBR), recognizes revenue based on approved, billable time entered against a project. The revenue is recognized at the hourly rate…
