Expert Quick Tips
The NetSuite Connector offers advanced mapping capabilities beyond standard field-to-field mappings. Advanced mappings allow organizations to determine how data is transferred between NetSuite and SuiteProjects Pro, helping to accommodate business needs and reduce manual data entry between systems. Below are some of the most commonly used mapping types, when to leverage each, and practical examples…
Keep stakeholders informed with project summaries SuiteProjects Pro enables you to share a project summary directly to the project news feed as a status update. This helps you communicate key project information to stakeholders and keep everyone who has access to the news feed informed. Once you have created and saved a project summary, you…
The NetSuite SuiteProjects Pro revenue recognition rule type Time project billing allows the user to recognize revenue from charges that have been – or would be – created by selected time billing rules. If you try to create the rule without a time billing rule, you will receive a ‘You must first create at least…
Normally when creating a new Project, you can copy the Phases/Tasks from the Project template. There are instances that if you need to add more Phases/Tasks and the Project already exists, you need to manually add them 1 by 1 which is time consuming. If the same Phases/Tasks structure already exist from an existing Project…
Scenario: A problem almost all organizations have is ensuring that their time is entered and submitted promptly. By utilizing this feature, you can help automate away one of the pain points for many users. Which is simply creating the timesheet in the first place. An administrator can set up a timesheet rule to automatically create…
Time entry mistakes happen, and in some cases, those errors may make their way onto a client invoice. Understanding how to use the Timesheet Adjustment feature in SuiteProjects Pro is essential for correcting time entries, ensuring accurate client billing, and keeping project financials up to date. In the example below, we will review how to…
When you need a resource in a project, Resource Compare View lets you review potential resources side by side before creating a booking. Compare availability, skills, and other employee details to identify the best fit. If your account uses resource skills, you can display those skills in Compare View to help identify the most suitable…
One of the cool features of SuiteProjects Pro that is seldomly utilized is the ability to create a custom dropdown field that changes the background color of the field when shown in a List View and Reports depending on the value selected. Steps to create a custom dropdown field with a background color: With appropriate…
SuiteProjects Pro now provides enhanced flexibility for managing exported transactions through the Integration Manager un-export feature. In addition to the existing ability to mark transactions as un-exported, users can now specify the application to which the transaction was exported and choose whether to un-export the parent record, child record, or both. This functionality provides greater…
Beyond simply listing tasks and dates, the Project Center Gantt view lets you map how tasks relate to one another — and that’s where schedule risk usually hides. By setting task Predecessors, you can link dependent tasks together, so the Gantt view visually shows the sequence of work, not just a flat list. The Gantt…
