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 center to find the best staffing fit for your projects. You can use the resource search to add a new resource on a…
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 those scenarios. This feature can be enabled at the project stage level. It is displayed as a link under the financial tab within a…
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 sync runs could only be performed on all records for a specific record type, but as of a recent SuiteProjects Pro release, there is now…
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 changes, when they occurred, and what specific values were altered. While audit trail information is readily available for most data through standard reports, invoice layout…
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 links to key areas (like the dashboard, time entries, and financial analysis), project notes, and outstanding charges of the project. You can tailor the view…
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 when a proxy approves a timesheet: 1.Go to: Administration > Global Settings > Application Settings > Timesheet Settings > Notifications 2. Click Create and…
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 from NetSuite into SuiteProjects Pro, no value will be passed during synchronization. This occurs because SuiteProjects Pro requires conditional logic (using IF/END) for dropdown mappings…
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 reason directly in notification emails, you help users quickly understand the issue, make corrections, and resubmit their transactions without unnecessary back-and-forth communication. This simple configuration…
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 recognize: As the project progresses, if booked hours in the past are less than approved, but no one updates the future hours to reflect that…
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 rule every month for client project recurring fixed fee, you can leverage the repeat billing/recognition rule. To do this, follow the steps below: Go to…
