Expert Quick Tips
The Business Intelligence Connector is an add-on to SuiteProjects Pro that allows list views and reports built in the application to be fed to other applications or to the SuiteProjects Pro scripting engine. You can publish your saved reports if the Business Intelligence (BI) Connector feature is enabled for your account and if you have…
Stay on top of your reporting with the Reports Status Page – your central hub for monitoring, managing, and optimizing reports in your account. It gives you visibility into report activity and allows you to quickly address issues such as long-running reports, outdated reports, or scheduled reports that may affect system performance. In SuiteProjects Pro,…
When delivering services with both a Fixed Fee and Time & Materials component, the Fixed Fee portion will often cover only a certain number of hours per week or month. In addition to the Fixed Fee billing rule, create the following Time Billing Rules for your project: First, create a Time Billing Rule using a…
If you’ve worked in SuiteProjects Pro for any length of time, you’ve likely relied on the Data Dictionary. It’s packed with essential reference information that helps you configure, customize, and fine-tune your account to better support your business needs. Because it’s such a valuable resource, quick access matters. This tip shows you how to use…
SuiteProjects Pro offers a solution to update users’ historical costs based on actual utilization via an Advanced Report, delivering more accurate profitability reporting. With this feature, you can run a report to generate users’ actual utilization for a prior period and then prompt the system to automatically populate/update the users’ cost tables with the adjusted…
The out-of-the box configuration for SuiteProjects Pro includes a “Billable receipt” checkbox on the expense receipt form that allows users to flag an expense as billable (if checked) or nonbillable (if left unchecked). The issue that you may run into, however, is that there is no way to make this field required with form permission…
Several usability improvements to the Resource Center in Suite Projects Pro have recently come out to help users filter, view, and edit resource data more efficiently. These updates are available when the Resource Center feature is enabled for your SPP account. What’s New at a Glance Enhanced Advanced Filters Clearer and more descriptive Column names…
The SuiteProjects Pro Resource Booking Planner is a powerful tool that lets you create and modify resource bookings in a user-friendly and dynamic interface. One of the most useful features of this tool is that it allows you to create, modify, or delete bookings in one screen. Enabling Bulk Actions in the Resource Booking Planner…
When downloading a Timesheet Report, not all columns and data are displayed. The Timesheet Report Layout in SuiteProjects Pro is customizable to fit a company’s needs. Users can select which fields to display in the report via a drop-down in the related column. Additionally, users may add text or HTML to the top or end…
After a period is closed and you want to prevent users from creating timesheets for past dates, you can use the “Enabled timesheet open/closed periods” feature. This feature allows you to specify which specific weeks a user is permitted to create a timesheet. To enable this internal switch, you must contact SuiteProjects Pro Support by…
