Expert Quick Tips
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 rules for Saturdays and Sundays, therefore the administrator can choose to exclude Saturday and Sunday from timesheet rules. Steps to Exclude Weekends from Timesheet Rules:…
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 action list to display on the new Home Page. Note: To activate the new Home Page, you must submit a ticket via SuiteAnswers requesting the…
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 is interrupted before SuiteProjects Pro receives the response from NetSuite. Records may be exported to NetSuite but will not complete marking it as exported and…
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 Caps on Billing Rules is the best method to prevent billing beyond the project budget. To track amounts that exceed the Billing Rule Cap for…
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 SuiteProjects Pro separately. Wouldn’t it be convenient to manage these statuses from a single location? This week’s tip shows you how to automatically sync the…
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 to be enabled by SuiteProjects Pro Support for its optimal usage? Switch #1 Name: Line Item Rejection in Timesheets If you only have this switch…
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. Click this icon to access the project status news feed, where you can add new status updates or review existing ones. You can add the…
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 you would prefer to have resource bookings drive the project plan instead, SuiteProjects Pro has options to accommodate this requirement. Steps to enable: Enable the…
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 field values can be included in reporting, and dropdown fields can be used as report filters. This can be a great way to specify report…
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 to prevent mixup of which environment you are working in, is to use different logo images as an effective visual indicator to distinguish between the…
