Expert Quick Tips
Maintaining visibility into system changes is crucial for compliance, troubleshooting, and operational transparency. SuiteProjects Pro’s audit trail functionality provides comprehensive tracking of modifications made to your data, including who made…
The Project Status Summary (PSS) feature allows you to create customizable project status page, offering a clear overview of important project details such as project progress, financials or budget, quick…
If a user is submitting or approving timesheets on behalf of others (as a proxy), you can set up email alerts to stay in the loop. To get an email…
SuiteProjects Pro supports standard list or multi-select custom segment fields from NetSuite when using the SuiteProjects Pro NetSuite integration. However, if you try to directly map a dropdown-type custom field…
When an approver rejects a transaction in NetSuite SuiteProjects Pro—such as a timesheet, expense report, or invoice—clear communication about why can dramatically improve the resubmission process. By including the rejection…
If your organization uses the Incurred vs Forecast Revenue Rule for recognition it is important to stay on top of Resource Scheduling or Bookings. The Rule uses this formula to…
Some of your clients might be billed for a fixed fee amount every month for work on their projects. If you are tired of creating new fixed fee billing rule/recognition…
Timesheet rules are dependent on current work schedule defined (on company or user level) and apply both for weekdays and weekends. The system will not apply the usual daily timesheet…
SuiteProjects Pro has been enhanced with a new Home Screen for even more targeted and actionable views than before. For this Expert Quick Tip, we will create a report and…
When a record is exported, part of the process is marking it as exported and populating the NetSuite Internal id in SuiteProjects Pro. There are instances where the export process…
