Synchronizing SuiteProjects Pro Mobile with SuiteProjects Pro

SuiteProjects Pro Mobile downloads the relevant data from your company's SuiteProjects Pro account and stores it securely on your device during the initial synchronization when you set up SuiteProjects Pro Mobile or change the connection settings.

The initial synchronization downloads all the information relevant to your timesheets and expenses, including customers, projects and tasks data. When the initial synchronization is running, SuiteProjects Pro Mobile shows a progress bar or wheel showing the synchronization status.

Note:

The initial synchronization can take a few minutes, depending on the amount of data to download — make sure you let the synchronization complete.

After SuiteProjects Pro Mobile is installed and configured, your data is updated automatically if you are using the app online. You can work on your open timesheets and expense reports and follow the approval status of your submitted items in SuiteProjects Pro Mobile or in the SuiteProjects Pro web application. Any changes you make using the mobile app are sent to the SuiteProjects Pro server and conversely any changes on the SuiteProjects Pro server are sent to your mobile device.

Your SuiteProjects Pro Mobile data is updated automatically with the latest information from the SuiteProjects Pro server when you switch back to SuiteProjects Pro Mobile after working with another app for more than 5 minutes, or when you connect the SuiteProjects Pro Mobile app with your company's SuiteProjects Pro account and enter your SuiteProjects Pro sign-in details again.

If you are using SuiteProjects Pro Mobile on an Android device or working with expenses using SuiteProjects Pro Mobile on an iPhone:

The synchronization happens in real time when you make changes in SuiteProjects Pro Mobile. When you save changes in SuiteProjects Pro Mobile, the information is updated automatically on the SuiteProjects Pro server.
You can trigger the synchronization manually to get the latest data from the SuiteProjects Pro server at any time — see Triggering the Synchronization Manually.

Note:

Your company may restrict access to your company's SuiteProjects Pro account depending on the IP address of your device. Your company may require that your device is connected to your company's Wi-Fi network or VPN, for example, for SuiteProjects Pro Mobile to connect or stay connected with your company's SuiteProjects Pro account.

On both iPhone and Android devices:

SuiteProjects Pro Mobile is updated with the latest information from the SuiteProjects Pro server when you launch the app.
If the app was inactive or the phone offline the synchronization runs automatically when your phone is connected to the internet again, and you bring the app to the foreground.
When you save changes in SuiteProjects Pro Mobile, SuiteProjects Pro Mobile is updated with the latest expenses or timesheets information from the SuiteProjects Pro server, depending on the type of record you edited.
You can continue working with timesheets using SuiteProjects Pro Mobile when your device is offline. SuiteProjects Pro Mobile stores the changes you make to timesheets on your device, and runs the synchronization when you are back online.

On the lists, timesheets changed in SuiteProjects Pro Mobile since the last synchronization show a “To sync” label.

Note:
If you update the same fields on the same record in both SuiteProjects Pro Mobile, when offline, and the SuiteProjects Pro web application, the information entered in SuiteProjects Pro Mobile (and stored on your device) will overwrite the information entered in the SuiteProjects Pro web application (and stored on the SuiteProjects Pro server) the next time the synchronization runs.
You can make changes to expense reports and receipts using SuiteProjects Pro Mobile only if your device is connected to the internet.

Data refresh

You can use the Refresh data option to repeat the initial synchronization. You should use this option to include any changes from your company's SuiteProjects Pro account, items such as customers, projects, and tasks are missing from lists.

To Refresh data:

Go to the Settings screen. See Configuring SuiteProjects Pro Mobile.
Tap Update.

A confirmation dialog appears.
Tap Update.
The synchronization begins automatically.

Note:
The Update link appears in gray color when the synchronization is running or when the app is offline. It appears in green color again after the synchronization completes.

Triggering the Synchronization Manually

You can launch the synchronization at any time to update SuiteProjects Pro Mobile with the latest data from timesheets, expenses, customers, projects, tasks and other items from the SuiteProjects Pro server and send any timesheets or expense reports you modified using SuiteProjects Pro Mobile to the SuiteProjects Pro server.

To trigger the synchronization manually

In SuiteProjects Pro Mobile, ap the menu icon in the toolbar.

The navigation drawer appears.
Tap the Synchronize icon at the top of the navigation drawer.

The synchronization progress status appears.

Note:

The synchronization runs in the background. You can continue working with timesheets and expenses while the synchronization is running.

Data refresh

To Refresh data:

Triggering the Synchronization Manually

To trigger the synchronization manually

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