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Expert Quick Tips

Exclude Weekends from Daily Timesheet Rules 

By Richard Cainglet | April 7, 2025 | Comments Off on Exclude Weekends from Daily Timesheet Rules 

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…

Optimize KPIs with the New SuiteProjects Pro Home Screen

By Jimmy Morales | March 31, 2025 | Comments Off on Optimize KPIs with the New SuiteProjects Pro Home Screen

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…

Prevent the Creation of Duplicate Records When Running NetSuite Connector

By Fernand Perez | March 24, 2025 | Comments Off on Prevent the Creation of Duplicate Records When Running NetSuite Connector

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…

Properly Use Caps on Time Billing Rules

By Sibyl Parsons | March 19, 2025 | Comments Off on Properly Use Caps on Time Billing Rules

Understanding how to properly configure Time Billing Rules with Caps is crucial to ensure accurate customer invoicing. Since SuiteProjects Pro doesn’t provide an automated way to cap invoiced amounts, using…

Automate User Active Status Between NetSuite and SuiteProjects Pro

By James Owen | March 12, 2025 | Comments Off on Automate User Active Status Between NetSuite and SuiteProjects Pro

Managing user accounts across multiple systems can be time-consuming and prone to error. When an employee leaves your company, you typically need to update their status in both NetSuite and…

Allowing Timesheet Line-Item Rejection in SuiteProjects Pro for Optimal Usage

By Alexandra Goodrich | March 3, 2025 | Comments Off on Allowing Timesheet Line-Item Rejection in SuiteProjects Pro for Optimal Usage

You may already know about the optional feature to allow timesheet line-item rejection in NetSuite SuiteProjects Pro, but did you know that there are actually two internal switches that need…

Keep Projects on Track with Project Status News Feed Feature in SuiteProjects Pro

By Spica Rocafort | February 25, 2025 | Comments Off on Keep Projects on Track with Project Status News Feed Feature in SuiteProjects Pro

Keep your project stakeholders updated by adding, updating, and displaying project status messages. Once this feature is enabled: A news feed icon will appear in project record headers and QuickViews.…

Managing Your Project Plan Using the Project Center in SuiteProjects Pro

By Ronn Breaux | February 17, 2025 | Comments Off on Managing Your Project Plan Using the Project Center in SuiteProjects Pro

One of the strengths of SuiteProjects Pro is the flexibility for managing project plans.  Traditionally project plans were managed via project task assignments with dates and predecessor relationships.  But if…

Using Custom Fields in SuiteProjects Pro

By Tres Churchill | February 11, 2025 | Comments Off on Using Custom Fields in SuiteProjects Pro

One of the most common ways that users get more from their SuiteProjects Pro tool is by using custom fields to track information, calculation values, or enhance form usage. Custom…

Prevent Mixup Between SuiteProjects Pro Production and Sandbox Instances

By Andrea Larsen | February 4, 2025 | Comments Off on Prevent Mixup Between SuiteProjects Pro Production and Sandbox Instances

For those SuiteProjects Pro users and Admins who bounce back and forth between sandbox and production environments frequently or have both instances open on their PCs regularly, a quick tip…

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