Expert Quick Tips
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…
When creating Bookings in Project Center and the Booking type is required, the User will have to manually select it each time they create new bookings. Most of the time,…
Are you tired of the number of clicks it takes you to get to where you want to be in SuiteProjects Pro? There is a solution for that in the…
Today we want to shine a spotlight on a relatively new SuiteProjects Pro feature – Global Search. Like the Search bar at the top of the page in NetSuite that…
Your environment may have already been pre-configured this way, but did you know that the ability to get a list view of all time entries in SuiteProjects Pro (SPP) is…
You can use the resource search functionality to search for resources matching your profile, job code and availability criteria, and review other projects these resources are booked to directly from…
The Project Pricing feature in SuiteProjects Pro lets you create pricing estimates for specific projects based on different staffing, rates, and time required scenarios, and automatically view the key financial analysis for…
For SuiteProjects Pro users and admins who manage NetSuite integration workflows, running a full synchronization on demand can be a powerful way to ensure data consistency across systems. Previously full…
