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Expert Quick Tips

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…

Displaying Leave Accrual Balances for Manager Approval in SuiteProjects Pro

By Richard Cainglet | January 28, 2025 | Comments Off on Displaying Leave Accrual Balances for Manager Approval in SuiteProjects Pro

When managing time-off requests in SuiteProjects Pro, depending on your internal process it may be important for managers to see an employee’s current leave accrual balance during the approval process.…

Managing Retainers When Crediting an Invoice in NetSuite SuiteProjects Pro

By Alexis Jackson | January 21, 2025 | Comments Off on Managing Retainers When Crediting an Invoice in NetSuite SuiteProjects Pro

Understanding how retainers are managed when crediting invoices is crucial for maintaining accurate financial records and ensuring your retainer balances are correctly applied in NetSuite SuiteProjects Pro. When an invoice…

Why You Should Consider Using the Business Intelligence Connector

By Jim Schein | January 13, 2025 | Comments Off on Why You Should Consider Using the Business Intelligence Connector

What is it? The Business Intelligence Connector is an add-on to SuiteProjects Pro that allows list views and reports built in the application to be fed to other applications or…

Access Your Action Items from Anywhere with SuiteProjects Pro To-Do List

By Jonathan Sitterley | January 7, 2025 | Comments Off on Access Your Action Items from Anywhere with SuiteProjects Pro To-Do List

Previously users had to visit several locations and dashboards to find all of the tasks assigned to them.  With the October 2024 release of OpenAir, now known as SuiteProjects Pro,…

How to Change the Additional Text to Stand out on Invoice Layouts

By Bianca Marinca | December 30, 2024 | Comments Off on How to Change the Additional Text to Stand out on Invoice Layouts

Did you know you can change the additional text color, size, bold underline and italics? If you want some of your text to stand out and have a bit more…

Quick Fix: Report Level Filters Are Not Respected If There is a Custom Calculation on the Report

By Gio Pineda | December 23, 2024 | Comments Off on Quick Fix: Report Level Filters Are Not Respected If There is a Custom Calculation on the Report

By default, if you have a custom calculation on your report and that custom calculation has a filter on the same record type as your report level filters, SuiteProjects Pro…

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