Expert Quick Tips
Deleting a Charge Stage is necessary when it is no longer required in your workflow. However, a Charge Stage cannot be deleted if it has existing associations with other records or transactions in SuiteProjects Pro. Understanding how to identify these associations is essential for maintaining accurate project billing and ensuring Charge Stages can be properly…
SuiteProjects Pro introduces an enhanced homepage, available alongside the classic version, designed to elevate the user experience. This next-generation homepage offers a customizable interface that improves productivity and efficiency. Users can personalize their homepage with relevant lists and reports, making it easy to access key information—such as projects—and track progress in real time for a…
Most companies require their users to submit the exact or more hours based on users’ regular working hours. Since Timesheet rules are global and enforce all users to submit 100% of their regular working hours on their timesheets, for example, 8 hours a day for 5 days which is equivalent to 40 hours per week,…
Invoice layouts are a great way to customize your invoices in SuiteProjects Pro. Layouts allow you to pick and choose from available column headers and subsequent values that some clients might want included while others might not. There is also the possibility of different subsidiaries or clients requiring different information to be visible on the…
If the Non-billable task checkbox isn’t showing up in SuiteProjects Pro, here’s a quick check: Head to the Financials tab on your project. If you don’t see Billing listed there, it’s likely due to your global billing settings. Here’s how to fix it: Go to Administration > Global Settings > Jobs, Rates > Billing Rates…
Organizations often employ team members who work different hours each day or follow alternating weekly schedules. To accommodate these more complex patterns, SuiteProjectsPro offers multi-week work schedules, allowing you to define up to eight weeks of varying work hours and cycle them automatically. This makes planning, reporting, and resource management far more accurate for teams…
The Closed for timesheet checkbox in task assignments can be applied per resource to stop a specific user from adding new time to a task. However, this only takes effect when the user creates a new timesheet. Existing timesheets where the task was already selected can still be saved and submitted. To enforce stricter control,…
The Baseline feature allows users to capture the current status of a project at any moment and save it as a Baseline. Users can then compare the current project status with that baseline to identify changes in: Start and finish dates Planned hours Duration Percent complete Revenue Cost Budgets Important: Baseline comparisons do not track…
The latest release of SuiteProjects Pro Mobile 5.3 introduces the new To-Do Widget, giving you instant visibility into your action items—right from your mobile app dashboard or your device’s home screen. Stay on top of approvals and tasks in SuiteProjects Pro without needing to open the app. To add and use the new To-Do…
In some cases, system performance can be impacted by operations taking place behind-the-scenes in SuiteProjects Pro. One major feature, that is hidden to the average user, is the conversion of Bookings and Assignments to a daily value. Have you ever wondered how you can set a Booking to “400 hours” with a Start Date, End…
