Expert Quick Tips
Target Utilization is a feature in SuiteProjects Pro that you can enable to allow you to set a target utilization on a per User basis. By going to the User record, a new subtab called Target Utilization will become available. This will allow you to track the target utilization and compare it to the actual…
Creating revenue recognition transactions at the project level offers a high degree of control; however, depending on the size of your organization, this option can become difficult to manage. Fortunately, SuiteProjects Pro provides an easy way to generate recognition transactions in bulk using the Pending Recognition Report. Navigate to the Pending Recognition Report Reports…
In the NetSuite Connector, the ‘Initial only’ check box is located on the mapping definition table for integration workflows importing records from NetSuite into SuiteProjects Pro (Mapping tab). To enable ‘Initial only’, check the box to tell integration that the mapping definition row should be used only the first time a record is imported from…
SuiteProjects Pro invoice layouts come with a slew of customization options, but did you know that one of those options allows you to include your own organization- or department-specific custom fields in the Invoice Header section? From my prior days working in accounting, something that we regularly wanted to put on all of our invoices…
SuiteProjects Pro Mobile makes it easy to record recurring time patterns using time card templates. These templates are prefilled time cards you can reuse when completing a timesheet. Using these enables you to Save templates easily: Create a template from any existing time card in your open or rejected timesheets. Before saving, you can modify…
Group expense charges on invoices with the Custom Expense Item Groups feature setting in SuiteProjects Pro Invoice Layouts. This feature allows you to group expense charges with different expense items into custom groups to help condense and streamline the display of expense charges on an invoice. There are a multitude of use cases where combining…
SuiteProjects Pro provides many options and features to help you customize and manage your users’ experience with the tool. At times, it may be necessary to configure a form so that only specific values are allowed—or disallowed—in designated fields. By using a feature called permission rules, you can customize both the look and functionality of…
One of the key responsibilities of SuiteProjects Pro (SPP) administration is the creation and maintenance of user records. Whether making a one-off change, or pushing system-wide updates to users, this can be a time-consuming process. SuiteProjects Pro makes this effort much easier with the use of a feature called Bulk User Change Wizard. The Bulk…
Many organizations are transitioning from automatic billing transaction creation to manual approval processes, allowing finance teams to review charges before they’re generated. The manual approach provides better control over month-end and week-end invoicing cycles and ensures more accurate reporting. By default, the system automatically creates charges when transactions (Time, Expenses, Purchases, or Fixed Fees) are…
As part of the April 2025 release, SuiteProjects Pro introduced the “Project Discussions” feature, an enhancement that provides a centralized, persistent communication hub for each project. This feature enhances team collaboration by improving information sharing, reducing miscommunication, and creating a permanent knowledge repository that supports better project outcomes. Project Discussions allow project team members to…
