Expert Quick Tips
SuiteProjects Pro provides many options and features to help you customize and manage your users’ experience with the tool. At times, it may be necessary to configure a form so…
One of the key responsibilities of SuiteProjects Pro (SPP) administration is the creation and maintenance of user records. Whether making a one-off change, or pushing system-wide updates to users, this…
Many organizations are transitioning from automatic billing transaction creation to manual approval processes, allowing finance teams to review charges before they’re generated. The manual approach provides better control over month-end…
As part of the April 2025 release, SuiteProjects Pro introduced the “Project Discussions” feature, an enhancement that provides a centralized, persistent communication hub for each project. This feature enhances team…
Planning resources but can’t see who’s actually available? You might be missing team members with zero bookings entirely! The “Include active resources without bookings” setting in Bookings – Planner solves…
Want to make your custom fields more visually impactful? While SuiteProjects Pro custom fields don’t support HTML by default, there’s a simple way to enable rich formatting including color-coded icons…
Using the Exchange Rate Integration between NetSuite and SuiteProjects Pro? Here’s a timing consideration that can prevent costly discrepancies between your systems. The Issue: If your integration runs before NetSuite…
Some companies prefer manual control over when billings are created — often for accuracy, timing, or revenue recognition reasons. When managing a large number of projects, this becomes time-consuming—especially if…
In SuiteProjects Pro, there is no way to automatically generate a discount with a specific percentage and apply it to an invoice. However, users with the right permissions can create…
Not every record type in SuiteProjects Pro supports native approval workflows – but that doesn’t mean you’re stuck with an open process. With a bit of strategic configuration using form…
