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 regard is the setting Closing a phase will close all sub-phases and sub-tasks within that phase which allows you to close multiple tasks at once,…
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 one. By using the Expense report attachment deletion wizard, you can delete attachments in bulk from either Approved or Reimbursed Expense reports. To use this…
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 a head start on resourcing from day one. Each booking on the new project is scheduled relative to the project start date, mirroring how the…
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” toggle allows you view actual time worked, labor cost, and billed hours to date while still displaying forecasted data from the current date forward. Viewing…
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 projection setting such as Booked, Worked and Booked, or Approved and Booked), but they are calculated on a per day basis. The system breaks down…
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 as Project Service Type may determine which additional fields Project Managers or other users need to complete. Certain fields may only need to be populated…
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 currency receipts created after you set the company rate for that foreign currency. It is also used as the default value of the Exchange rate…
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 the connector runs is key to ensuring data is transferred at the right time. There are two methods for triggering the connector process. The first…
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 corresponding project in NetSuite. By adding a link to your project properties in SuiteProjects Pro, you can give users a quick, direct way to navigate…
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 assigned to those approved hours, but it is possible to use this feature even if the billing rule is inactive. Setting up billing rules Before…
