Introduction

Overview

This guide documents the SuiteProjects Pro OffLine application. To simplify its use, we may refer to your SuiteProjects Pro account on <company-id>.app.netsuitesuiteprojectspro.com as your SuiteProjects Pro account or your online account, and the SuiteProjects Pro OffLine application as OffLine.

SuiteProjects Pro provides SuiteProjects Pro OffLine as an application that extends the convenience of your SuiteProjects Pro account to your personal computer. Since it is accessible without a connection to your SuiteProjects Pro account, it allows you to save time and effort as you keep track of project-related charges, expenses, and time. As with your SuiteProjects Pro account, the features that are available depend on a variety of factors such as your SuiteProjects Pro account configuration, module access, and role settings and filter sets.

SuiteProjects Pro OffLine features and functions support entering charges, expenses, and time on all tasks to which you are assigned. You can even start and stop timers to help you determine how much time you spend on specific projects and tasks. When it is convenient to sign in to your SuiteProjects Pro account, transfer the offline information to SuiteProjects Pro. Each function is explained in more detail as follows.

• Charges – Use the Charge function to document hourly, flat rate, other rate, expense item, or mileage billable items. Record hours on specific dates for several different projects and activities. This corresponds to the Invoices > Charges view in your online account. Start, edit, and stop a timer to automatically keep an account of the time you work on a specific project task and activity. When you stop the timer, SuiteProjects Pro OffLine creates a timebill or charge that transfers to your SuiteProjects Pro account upon Update. To see charges transferred to SuiteProjects Pro, go to Invoices > Charges. See Introduction to Charges.

• Expenses – Use the Expenses function in SuiteProjects Pro OffLine to create expense reports and add receipts to them. If your company uses the feature for rejecting receipts, rejected receipts also display. When you Update, the expense reports and the receipts they contain transfer to SuiteProjects Pro. To see expense reports transferred to SuiteProjects Pro, go to Expenses > Expense reports. Click on an Expense report to see individual receipts. See Introduction to Expenses.

• Time – Use the Timesheets function to list all timesheet activity. From the list, you can create a new timesheet, view and modify an existing timesheet, submit a timesheet for approval, or delete a timesheet. If your company uses the feature for rejecting time entries, rejected time entries also display. After they are submitted and transferred to SuiteProjects Pro through an Update, timesheets follow the normal approval process used in your company. To see timesheets transferred to SuiteProjects Pro, go to Timesheets > Timesheets. Click on a Timesheet to see time entries. See Introduction to Timesheets .

Use SuiteProjects Pro OffLine to create charges, expense reports, and timesheets or download existing records and edit them at your leisure. When you are finished, simply Update and they are uploaded to your SuiteProjects Pro account.

While you download customers, projects, tasks, time types, expense items, and activities from your SuiteProjects Pro account to SuiteProjects Pro OffLine as you work with charges, expenses, and timesheet, SuiteProjects Pro OffLine does not support creating or modifying any of these types of records. You also cannot access Invoices from SuiteProjects Pro OffLine. Use your SuiteProjects Pro account to change or add to all company-related information. The role and access control settings assigned to your User ID in SuiteProjects Pro apply in SuiteProjects Pro OffLine.

Saved Reports

You can select SuiteProjects Pro Saved Reports and run them during the next Update. This generates a PDF copy of the report and sends it to you at the email address specified for your SuiteProjects Pro user account. See Introduction to Reports.

Email Reports

You can send yourself a PDF copy of your OffLine timesheets and expense reports. When you Update, they are sent to the email address specified for your SuiteProjects Pro user account. See Email Reports from OffLine.