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 this by showing all active users, not just those already booked. Why this matters: See the full picture – spot completely available resources at a…
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 and custom styling. How to Enable HTML in Custom Fields Step 1: Submit a SuiteProjects Pro Support ticket via SuiteAnswers. Step 2: Request that your…
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 The Issue: If your integration runs before NetSuite updates its exchange rates, SuiteProjects Pro will pull outdated rates, creating mismatched financial data between the two systems. The Solution: Schedule your Exchange Rate Integration…
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 you need to navigate to each project individually and can delay invoicing cycles. In SuiteProjects Pro, this can be done much more efficiently by running…
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 discount charges manually for a client : project. Once a discount charge has been created, either one of the following can be done: You can…
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 permissions, you can implement custom approval flows for virtually any object in the system, no scripting required! By combining custom fields with role-based field permissions,…
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, the booking type will be the same value upon creation. So, setting the default Booking type upon adding a new booking row will save 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 relatively new feature called Shortcuts. Located in the top right corner, you may have noticed the ever-present star utility button. This utility button is only…
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 provides quick access to a wide range of information, the SuiteProjects Pro Global Search feature lets you search for and quickly go to any of…
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 actually an internal setting/switch? The switch is called “Enable the time entry tab” and admins can have it enabled by requesting it from SPP Support.…
