Expert Quick Tips
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…
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…
