Expert Quick Tips
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…
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…
