Help Center Updates

What's New – Interim Release Notes

• Added Changes to Project Discussions – Identify project discussions with new messages and new messages in a project discussion at a glance.

• Added Changes to Document List – Sort documents by last modified date and version number.

• Added SuiteProjects Pro Mobile 5.3 – Get an up-to-date reminder of what you need to do both from the app dashboard and from the home screen of your mobile device.

• Added Changes to REST API – New extensions to the REST API.

• Added Changes to SOAP API and XML API – Clear the filter set cache when using OAuth 2.0 access token to authenticate a read request.

Additional Resources

Updated New Feature Preview Webinar Replays – Added SuiteProjects Pro: 2025.1 New Feature Preview (April 2025).

Administrator Guide

Moved content of help topic Creating, Editing, and Deleting Timesheets under User Guide > Working with Timesheets.

Mobile

• Added Working with the To-Do List in SuiteProjects Pro Mobile – Go to timesheets and expense reports you need to review or submit, and approve timesheets and expenses in one place form the to-do list introduced in SuiteProjects Pro Mobile 5.3.

• Updated Widget gallery – Added description of the to-do dashboard widget introduced in SuiteProjects Pro Mobile 5.3.

• Updated and renamed Home Screen Actions and Widgets – Added description of the to-do home screen widget introduced in SuiteProjects Pro Mobile 5.3.

REST API

• Added the filter set cache refresh endpoint POST /session/cache/refresh – See Filter Set Cache Refresh.

• Added the ThreadedMessage resource – See Threaded Messages and ThreadedMessage object properties.

• Added the following endpoints and methods:

  • POST /projects/{id}/threaded-messages/ – See Insert a Project Discussion Message

  • GET /projects/{id}/threaded-messages/ – See Get the List of Project Discussion Messages

  • PUT /projects/{id}/threaded-messages/{messages_id} – See Update a Project Discussion Message

  • DELETE /projects/{id}/threaded-messages/{messages_id} – See Delete a Project Discussion Message

• Added the following object properties. See ProjectTask Object Properties and User object properties.

  Object type	Property	Description
  ProjectTask	assignedGroups	The assignment groups assigned to this task. Array of internal IDs for assignment group objects.
  ProjectTask	assignedUsers	The users directly assigned to this task. Excludes users assigned to the task as part of an assignment group only. Array of internal IDs for user objects.
  User	displayName	The display name of the user, formatted as <first name> <last name>, where <first name> is the user's first name [firstName] and <last name> is the user's last name [lastName].

• The Referenced Objects and Expansion feature can be used to expand the name of the referenced assignment groups assigned to a project task. For more information about the expansion feature, see Referenced Objects and Expansion.

• Updated Testing the REST API Using Postman – Steps updated and tested using Postman v11.4.7. Note that these steps are provided for illustration purposes only.

SOAP API and XML API

Updated Read Attributes – Added attribute clear_filter_cache for read requests.

User Guide

• Added Timesheets Application – Added help topics for working with timesheets and time-off requests.

• Added Working with Attachments – Added help topic for working with attachments using the classic attachments functionality.

• Removed help topic about Grids under Working with Lists and Records > Records – Description of the time entry moved to Timesheet Record.

What's New

Added interim release note Changes to Homepage and Dashboards – Clear the sort order of your report data in homepage and dashboard report portlets.

NetSuite Integration

Updated the version history for the NetSuite bundle SuiteProjects Pro SRP Integration – Bundle ID 369637 (Previously 2851) – Version 5.03 is now available.

User Guide

Updated Homepage and Dashboards and Getting Started with the Next-Generation Homepage – Clear the sort order of your report data in homepage and dashboard report portlets.

NetSuite Integration

• Updated the version history for the following NetSuite bundles. New bundle versions are available, with tighter permissions for some objects and changes in the way the real-time import certificate record, file and folder are created by integration bundles.

  • SuiteProjects Pro SRP Integration – Bundle ID 369637 (Previously 2851)

  • SuiteProjects Pro Real-time Add-on – Bundle ID 369630 (Previously 12610)

• Updated Configuring Real-Time Record Import from NetSuite into SuiteProjects Pro – Changes in the way the real-time import certificate record, file and folder are created by integration bundles.

• Updated Real-Time Record Import Certificate and Certificate Rotation – Changes in the way the real-time import certificate record, file and folder are created by integration bundles. Changes in the certificate file location depending on the installation history for integration bundles in your account.

What's New

• The SuiteProjects Pro 2025.1 Release Notes are available – 2025.1 Release Notes · April 12, 2025.

• Interim Release Notes have been deleted and incorporated into the Release Notes for the SuiteProjects Pro 2025.1 release.

Administrator Guide

• Updated Projects > Other Settings – Check the Enable project discussions box to enable the Project Discussions feature for your account.

• Updated Advanced Booking Worksheet – Control the booking period granularity by role permission.

Business Intelligence Connector

• Added steps to connect Oracle Analytics Cloud to your SuiteProjects Pro OData feed. See Connecting Oracle Analytics Cloud to Your OData Feed.

• Added references to the Report Analytics feature in relevant topics including BI Connector Role Permissions and Data Access Privileges, Publishing Your Reports Manually, Publishing Reports Others Have Shared with You, Verifying the Publication Status of your Reports, Deleting Published Reports from the BI Connector.

Database

Added Threaded Message – Relationships diagram for tables supporting the Project Discussions feature.

NetSuite Integration

• Updated the following topics – Added workflow setup step to enable the autorecovery feature for the workflow.

  • Customers (Customers) Export Workflow

  • Projects (Projects) Export Workflow

  • Expense Reports (Expense Reports) Export Workflow

  • Invoices (Invoices) Export Workflow

  • Send SuiteProjects Pro Credits (Negative Invoices) as NetSuite Credit Memos Export Workflow

• Updated Projects (Projects) Import Field Mapping Definition – Corrected example of Additional Field Mappings for importing project stage information and added example of field mapping to import project manager information.

• Updated the following topics – Added default field mappings storing the internal ID of the SuiteProjects Pro record into a custom field in the NetSuite record when the autorecovery feature is enabled for the export workflow.

  • Customers (Customers) Export Field Mapping Definition

  • Projects (Projects) Export Field Mapping Definition

  • Send SuiteProjects Pro Credits (Negative Invoices) as NetSuite Credit Memos Field Mapping Definitions > Credit Mapping Group

• Updated Projects (Projects) Export Field Mapping Definition – Added examples of Additional Field Mappings to export project owner information and the internal ID of the SuiteProjects Pro record.

• Updated Update NetSuite Projects with SuiteProjects Pro Project Data Field Mapping Definition – Added examples of Additional Field Mapping to export project owner information and the internal ID of the SuiteProjects Pro record.

Optional Features

Added Report Analytics – Add an analytics section to the Reports menu, view the list of resources you can publish to BI Connector in one place, and go to your Oracle Analytics Cloud account.

REST API

• Added the following resource: Booking – See Bookings and Booking object properties.

• Added the following endpoints and methods:

  • GET​ /bookings/ – See Get the List of Bookings.

  • GET​ /bookings/{id} – See Get a Booking.

• Updated Referenced Objects and Expansion – Expand the name of the referenced booking type when reading bookings, the name of the referenced job code when reading bookings, time entries and users, and the name of the referenced expense item when reading receipts. See also sample responses under Get a Booking, Get a Time Entry, and Get a User.

• Updated Attachment object properties, Project object properties, ProjectMilestone Object Properties, ProjectPhase Object Properties, and ProjectTask Object Properties – Added the following object properties.

  Object type	Property	Description
  Attachment	parentId	The internal ID of the parent attachment. 0 or Null if the attachments has no ancestors (top-level attachment or folder).
  Project	discussionMessageCount	The number of messages in the project discussion for the project. For more information about the Project Discussions feature, see Project Discussions.
  Project	originatingId	The internal ID of the source project, if this project was copied from an existing project. 0 if this project was created from blank.
  ProjectMilestone	originatingId	The internal ID of the source project, if this project milestone was copied from an existing project milestone. 0 if this project milestone was created from blank.
  ProjectPhase	originatingId	The internal ID of the source project, if this project phase was copied from an existing project phase. 0 if this project phase was created from blank.
  ProjectTask	originatingId	The internal ID of the source project task, if this project task was copied from an existing project task. 0 if this project task was created from blank.

XML API & SOAP API

• Updated Project and Projecttask – Added the following object properties.

  Object type	Property	Description
  Project	originating_id	The internal ID of the source project, if this project was copied from an existing project. 0 if this project was created from blank.
  Projecttask	originating_id	The internal ID of the source project task, if this project task was copied from an existing project task. 0 if this project task was created from blank.

• Updated Payment – Adding, modifying, upserting, or deleting a payment using the XML API or SOAP API also updates the associated invoice so that the change is recorded on the invoice history tab in SuiteProjects Pro.

User Guide

• Added Project Discussions – Work together for project success, staying in the loop with discussions and decisions.

• Updated User Menu – User menu was refreshed as part of the Oracle Redwood Experience.

• Updated Getting Started with Global Search – Search expense reports, receipts, workspaces, and workspace documents.

• Updated Getting Started with the Next-Generation Homepage – Add area, line, vertical bar, donut and pie charts to the next-generation homepage.

What's New

• 2025.1 Sneak Peek – Get a sneak peek of some of the features planned for the SuiteProjects Pro 2025.1 release on April 12, 2025. You can also view and download a printable version from the following link: 2025.1 Sneak Peek.

• Added Changes to Invoices List – Control who can perform bulk actions in the invoices list by role permission.

• Updated Introducing SuiteProjects Pro. Restructured content to separate what already changed (product name and URL redirection) from upcoming changes (system email sender).

NetSuite Integration

Updated NetSuite 2023.1 Communication Endpoint – Added NetSuite Communication Endpoint FAQ section.

User Guide

Updated Bulk Actions – Account administrators control who can perform bulk actions in the invoices list by role permission.

What's New – Interim Release Notes

• Added SuiteProjects Pro Exchange Integration Manager 5.3.1 – A new and rebranded version of SuiteProjects Pro Exchange Integration Manager is available.

• Added SuiteProjects Pro Integration Manager 7.2.1 – A new and rebranded version of SuiteProjects Pro Integration Manager is available.

• Added SuiteProjects Pro OffLine 3.5.1 – A new and rebranded version of SuiteProjects Pro OffLine is available.

• Added SuiteProjects Pro Project Connector 4.6.0 – A new and rebranded version of SuiteProjects Pro Project Connector is available.

• Updated FAQ Are new versions of the add-on service desktop applications available? and Do existing Integration Manager shortcuts continue to work after the rebranding? under Introducing SuiteProjects Pro – Add-on service desktop applications are available as of February 19, 2025. When upgrading Integration Manager shortcuts to the rebranded version, be sure to update any batch (BAT) files you use to run a sequence of Integration Manager shortcuts.

• Updated Changes to Real-Time Record Import From NetSuite Into SuiteProjects Pro – Add real-time import support for NetSuite customer, project or user records updated one by one using a RESTlet API request.

Administrator Guide

• Updated Actions Required after Sandbox Creation or Refresh – Added note about NetSuite sandbox refresh impacting integration records and the SuiteProjects Pro within NetSuite integration feature.

• Updated Custom Fields and Incurred vs. Forecast Revenue Recognition Audit Custom Fields – Added high level description of locations where custom fields are available.

Exchange Integration Manager

OpenAir Exchange Integration Manager is now SuiteProjects Pro Exchange Integration Manager – References to "OpenAir" are replaced with "SuiteProjects Pro" throughout the Exchange Integration Manager help topics. Updated help topics to match changes in the Exchange Integration Manager 5.3.1 user interface.

Integration Manager

OpenAir Integration Manager is now SuiteProjects Pro Integration Manager – References to "OpenAir" are replaced with "SuiteProjects Pro" throughout the Integration Manager help topics. Updated help topics to match changes in the Integration Manager 7.2.1 user interface.

Mobile

Updated Time Cards – Time cards show the total time in the time card in version 5.2.

NetSuite Integration

• Added real-time import support for NetSuite customer, project or user records updated one by one using a RESTlet API request.

  • Updated Real-Time Record Import feature description under NetSuite Integration Main Features.

  • Updated Customers (Customers) Import Workflow, Employees (Employees) Import Workflow, and Projects (Projects) Import Workflow.

  • Updated the version history for the following NetSuite bundles. Release versions supporting the real-time import of NetSuite customer, project or user records updated one by one using a RESTlet API request.

    • SuiteProjects Pro SRP Integration – Bundle ID 369637 (Previously 2851)

    • SuiteProjects Pro Real-time Add-on – Bundle ID 369630 (Previously 12610)

• Updated Enabling Access to SuiteProjects Pro From Within NetSuite – Added note about NetSuite sandbox refresh impacting integration records and the SuiteProjects Pro within NetSuite integration feature.

• Updated Switching to SuiteScript 2 Versions of Integration Bundle Scripts and SuiteProjects Pro SRP Integration – Bundle ID 369637 (Previously 2851) – Added note about SuiteScripts 2 versions not yet available for oa_get_field_info and oa_ping RESTlet scripts.

OffLine

OpenAir OffLine is now SuiteProjects Pro OffLine – References to "OpenAir" are replaced with "SuiteProjects Pro" throughout the OffLine help topics. Updated help topics to match changes in the OffLine 3.5.1 user interface.

Project Connector

OpenAir Project Connector is now SuiteProjects Pro Project Connector – References to "OpenAir" are replaced with "SuiteProjects Pro" throughout the Project Connector help topics. Updated help topics to match changes in the Project Connector 4.6.0 user interface.

What's New – Interim Release Notes

• Added Changes to Resource Demand Request Feature – Control who can finalize resource requests by role permission.

• Updated Introducing SuiteProjects Pro – Corrected the assertion that no email is sent from sandbox accounts. Triggers for email notifications, alerts and other scheduled events are disabled by default on Sandbox but can be enabled on request (see Actions Required after Sandbox Creation or Refresh).

• Updated Rebranded NetSuite Integration Bundles – You should upgrade the SuiteProjects Pro ARM (Bundle ID 370366) to Version 1.01 instead of Version 1.0, if you are using this integration feature.

Administrator Guide

Updated Creating and Editing a Resource Request Queue – The Resource request finalize is not available for users with the role permission Disallow employee to finalize resource requests.

NetSuite Integration

Updated the version history for SuiteProjects Pro ARM – Bundle ID 370366 (Previously 217172) – Version 1.01 changes the name of the revenue event created by the bundle from SuiteProjects Pro Event back to OpenAir Event.

Mobile

• Added Time Card Templates and Adding a Time Card from Template – Use time card templates in version 5.2 to add prefilled time cards to your timesheets.

• Updated screenshots and icons throughout Mobile help topics to match the app layout in version 5.2, which was refreshed with new colors, icons, and fonts.

What's New – Interim Release Notes

• Added Rebranded NetSuite Integration Bundles – New version of the NetSuite bundles supporting the NetSuite integration are available to coincide with the rebranding of NetSuite OpenAir to NetSuite SuiteProjects Pro on January 25, 2025.

• Added SuiteProjects Pro Mobile 5.2 – Speed through recording regular time patterns with time card templates in a rebranded app.

• Updated Introducing SuiteProjects Pro:

  • Mobile – To ensure that the mobile app continues to work as expected after January 25, 2025 for sandbox accounts, and February 15, 2025 for production accounts, users must update the app to version 5.2 or later (and not version 5.1.5 as previously stated).

  • Add-on service desktop applications – The target date for availability of rebranded add-on service desktop applications is postponed to February 19, 2025.

  • Rebranded versions of the NetSuite bundles supporting the integration are available starting January 22, 2025.

  • Added FAQ When will support for openair.com service URLs end? (Any future plans to end support will follow the usual process).

  • Added FAQ When will the system email sender change for our company's SuiteProjects Pro account? (Plans to be communicated separately in advance of the change)

  • Added FAQ Do we need to update the DKIM record for SuiteProjects Pro email notifications in our DNS settings? (No action required).

• Updated Changes to Next-Generation Homepage – List portlets use the standard layout if the custom layout selected in the setup is not or no longer available.

• Updated Changes to Supported Currencies – The Zimbabwe Gold (ZWG) is now a supported currency.

NetSuite Integration

• Updated NetSuite Bundle Version History – Rebranded versions of NetSuite bundles supporting the integration are available and current lists of components have been added for each bundles.

• Updated NetSuite Bundles for the Integration and Important Notes and Guidelines About Bundle Updates – Added note about the rebranded versions of integration bundles.

What's New – Interim Release Notes

Updated Introducing SuiteProjects Pro – Added FAQ Are new versions of the add-on service desktop applications available? and a note about an exception to rebranded service URLs in your integrations.

What's New

Added Changes to Global Search to Interim Release Notes – Search projects by internal ID.

API

Updated reference material for XML and SOAP API objects BookingByDay and Schedulebyday – Added note regarding the id property for these objects (existing behavior). Entries in the booking_by_day and schedule_by_day tables are deleted and added again with different internal IDs every time a change impacting bookings or work schedules on a specific day is saved.

Optional Features

• Consolidated the content of Customized User Avatars with content previously available under Administrator Guide > Resources.

• Deleted Set Preferred Landing Page for Projects – Standard functionality. See Preferred landing page for projects and Other Settings.

• Deleted Loaded Cost Respects Time Entry Date Regardless of Date to Use Value in Reports – Standard functionality. See Reporting Options.

Single Sign-On

Deleted Configuring Microsoft AD FS 3.0 for the SAML Integration – The vendor's support for Active Directory Federation Services 3.0 (Windows Server 2012 R2) ended in October 2023.

What's New

Updated Introducing SuiteProjects Pro – The rebranding changes will be delivered in phases, starting January 25, 2025. Updated information throughout the announcement.

Administrator Guide

• Updated SuiteAnswers and Creating a Support Case in preparation for SuiteAnswers upgrade to version 2.0 announced in SuiteProjects Pro 2024.2 release notes and targeted for release on December 3, 2024.

• Also replaced the topics Requesting a New Feature by Creating a Support Case (under Optional Features > Overview) and Contacting SuiteProjects Pro Customer Support (under Mobile > References > Troubleshooting) with links to Creating a Support Case.

What's New

Administrator Guide

Added notes to the following topics about the upcoming product name and domain name change (no actions required):

• Your Account URLs

• SuiteProjects Pro Sandbox

• Email Settings

• Checking SuiteProjects Pro Service Status

API

Added notes to the following topics about the upcoming product name and domain name change (no actions required):

• Request Format (REST API)

• XML Schema and WSDL Definition Documents (XML & SOAP API)

Business Intelligence Connector

Updated Consuming SuiteProjects Pro OData Resource Data in Your Applications – Added note about the upcoming product name and domain name change (no actions required).

NetSuite Connector

Added notes to the following topics about the upcoming product name and domain name change (no actions required):

• Upgrading NetSuite Integration Features to Remove the Dependency on SuiteSignOn

• Enabling Access to SuiteProjects Pro From Within NetSuite

• Configuring Real-Time Record Import from NetSuite into SuiteProjects Pro

Single Sign-On

Added notes to the following topics about the upcoming product name and domain name change (no actions required):

• SuiteProjects Pro SAML Metadata

• Configuring Microsoft Entra ID for the SAML Integration

• Changing Profile Details or Upload the Metadata for an Identity Provider

Security

• Updated Availability – Added note about the upcoming product name and domain name change (no actions required).

• Updated Mail Domain and Firewall Configuration – (Action Required) Update any domain allowlist to ensure a seamless transition during the upcoming product name and domain name change.

• Added Sender Policy Framework (SPF) Record – (Action Required) Update your SPF record for SuiteProjects Pro to ensure a seamless transition during the upcoming product name and domain name change.

• Updated DMARC Alignment and SuiteProjects Pro Email – Added note about the upcoming product name and domain name change (no actions required).

User Guide

Added notes to the following topics about the upcoming product name and domain name change (no actions required):

• Signing In to SuiteProjects Pro

• Reset Your Two-Factor Authentication (2FA) Settings

• Signing In to SuiteProjects Pro Using Single Sign-On (SSO)

What's New

API

Updated Object Types Supporting Approval-Related Operations and Schedulerequest – Submit, approve or reject time-off requests (schedule requests) using the SOAP API or XML API.

NetSuite Integration

• Added real-time import support for NetSuite customer, project or user records updated one by one using a SOAP API request.

  • Updated Real-Time Record Import feature description under NetSuite Integration Main Features.

  • Updated Customers (Customers) Import Workflow, Employees (Employees) Import Workflow, and Projects (Projects) Import Workflow.

  • Updated the version history for the following NetSuite bundles. Release versions supporting the real-time import of NetSuite customer, project or user records updated one by one using a SOAP API request.

    • SuiteProjects Pro SRP Integration – Bundle ID 369637 (Previously 2851)

    • SuiteProjects Pro Real-time Add-on – Bundle ID 369630 (Previously 12610)

• Updated SuiteProjects Pro Within NetSuite under NetSuite Integration Main Features. The SuiteProjects Pro UI viewed from NetSuite supports the latest features including global search and to-do list, accessible from the top bar.

Optional Features

Updated Forex Precision Control for Invoices to show only supported currencies with a precision other than 2 decimal places.

User Guide

Updated Getting Started with the Next-Generation Homepage – You can also press Enter to save changes in the content portlet setup drawer.

What's New

Administrator Guide

• Moved Deleted Attachment Recovery under Optional Features > Global.

• Added Incurred vs. Forecast Revenue Recognition Audit Custom Fields – Create custom fields to record the calculation details for incurred versus forecast revenue recognition transactions.

• Updated Charge Projections – Added missing information about charge projections based on approved and booked hours.

• Updated Logos: UI, documents – Updated the dimension guidelines for the company pictogram in the upper-left corner of the Redwood experience UI.

API

Updated OAuth 2.0 for Integration Applications Developers – The bi scope cannot be combined with any other scope values in the OAuth 2.0 authorization code flow, and updated list of Token Request Errors.

NetSuite Integration

• Updated Advanced Field Mapping Definition – Corrected description and additional clarification for looked up SuiteProjects Pro field value advanced mapping.

• Updated Enabling Access to SuiteProjects Pro From Within NetSuite and Configuring Integration Preferences and Terminology Preferences in NetSuite – Updated the Suitelet content dimension guidelines for viewing SuiteProjects Pro within NetSuite 2024.2 with the Redwood experience theme.

Optional Features

• Moved Deleted Attachment Recovery from the Administrator Guide.

• Updated Display Incomplete Tasks on Dashboard – The feature controls whether pending tasks are included in the to-do list as well as in the My status and Company status portlets on the classic homepage.

User Guide

Updated Getting Started with the Next-Generation Homepage – Updated button labels. The total row in list portlets includes the number of rows in the full list as well as in the number of rows visible in the list portlet.

Additional Resources

• Updated SuiteWorld Presentations – Added links to presentation decks about SuiteProjects Pro from SuiteWorld 2024.

• Updated New Feature Preview Webinar Replays – Added OpenAir 2024.2 Release New Feature Preview (October 2024).

Administrator Guide

• Added Global Search – Control global search settings and perform maintenance tasks.

• Updated Optional Features – Set the base name for download files. Default base name is now "download".

• Added Next-Generation Homepage Setup and updated Home Application Setup – If the next-generation homepage is enabled in your account, you can copy

API

Updated selected help topics under OAuth 2.0 Authorization and REST API. Accessing published reports using the REST API only requires the BI Connector feature. API Access and REST API are not required. See in particular:

• Get the List of Published Reports

• Get a Published Report

Business Intelligence Connector

• Added Reading Published Reports Data Using SuiteProjects Pro REST API – Read published report data using the /published-reports/ REST API endpoint.

• Updated BI Connector Requirements and Limits – The BI Connector limits administration page shows a breakdown of requests to the OData service and REST API endpoint.

Optional Features

• Added Global Search – Search and quickly go to any of the create actions, lists, tools and settings pages accessible from the navigation menu, or search for a customer, project, employee or resource.

• Added Next-Generation Homepage – View up to 12 sections of information across three content regions in a new homepage.

• Added To-Do List – View a list summarizing items that require your action from any area of SuiteProjects Pro.

• Updated Inline-Editing in Lists – Change the selected values in multiple selection standard and custom fields from inline-editable lists.

User Guide

• Added To-do list – View a list summarizing items that require your action from any area of SuiteProjects Pro.

• Added Getting Started with Global Search – Search and quickly go to any of the create actions, lists and settings pages accessible from the navigation menu, or search for a customer, project, employee or resource.

• Added Getting Started with the Next-Generation Homepage – When enabled for your account, you can start personalizing your homepage and include lists and reports to show the information that is relevant to you.