Help Center Updates

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

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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

    Can we test to ensure that SSL/TLS inspection will not impact access to SuiteProjects Pro after the domain change? (Yes – see help topic for a list of URLs available for testing purposes).

  • 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 (see Will my account URL change, and when?).

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. See also New Version of SuiteAnswers (Coming Soon).

• 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.

What's New

• The SuiteProjects Pro 2024.2 Release Notes are available — 2024.2 Release Notes · October 12, 2024.

• Interim Release Notes have been deleted and incorporated into the Release Notes for the SuiteProjects Pro 2024.2 release.

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.

What's New

• 2025.1 Sneak Peek

  Get a sneak peek of some of the features planned for the SuiteProjects Pro 2024.2 release on September 12, 2024. You can also view and download a printable version from the following link: 2024.2 Sneak Peek.

• Interim Release Notes

  Added Changes to the Monitored Fields Feature – Optionally turn off the Monitored Fields feature for all import workflows supporting the feature.

NetSuite Integration

Added administration setting Use monitored fields – Control whether to use the Monitored Fields integration feature.

Administrator Guide

• Removed most help topics under Custom Field Types – Consolidated content in a single help topic.

• Updated Home Application Setup and topics under it – Reviewed and consolidated content in the Administrator Guide and User Guide.

• Updated Custom List Layouts – Reviewed and consolidated content in the Administrator Guide and User Guide.

NetSuite Integration

Updated Projects (Projects) Import Field Mapping Definition – Added information about mapping actualTime and similar NetSuite standard calculated fields under Additional Field Mappings.

What's New

Interim Release Notes

Added SuiteProjects Pro Mobile 5.1 – The new app version, released on May 15, 2024 for both iOS and Android, lets you jot down time and expenses as you go in your draft inbox, and pull your time entry or receipt drafts when you’re ready to complete your timesheet or expense report.

Mobile

• Added Working with Drafts in SuiteProjects Pro Mobile – Create draft time entries and receipts and pull these drafts when you’re ready to complete your timesheet or expense report in SuiteProjects Pro Mobile 5.1 and later versions.

• Updated Widget gallery – Use widgets to add a draft or attach a file to a draft receipt.

• Updated topics under Working with Timesheets in SuiteProjects Pro Mobile and Working with Expenses in SuiteProjects Pro Mobile – Add time entries from drafts to your timesheets and receipts from drafts to your expense reports.

What's New

Interim Release Notes

Added SuiteProjects Pro Integration Manager 7.2 — Read and modify the internal ID of the credit memo (negative invoice) layout [credit_invoice_layout_id] associated with a customer or project using SuiteProjects Pro Integration Manager.

Additional Resources

Updated New Feature Preview Webinar Replays — Added 2024.1 Release New Feature Training (April 2024).

Administrator Guide

• Updated Managing two-factor authentication in SuiteProjects Pro – SuiteProjects Pro sends an email notification automatically to inform enrolled users of the requirement to setup 2FA.

• Added the following help topics under Getting Help:

  • SuiteProjects Pro Support – Overview of support services for SuiteProjects Pro including usage best practice guidelines.

  • NetSuite Account Center – From the NetSuite Account Center, you can view support cases and issues, and contact Customer Support.

  • SuiteProjects Pro User Group – You can connect with other SuiteProjects Pro users and certified consultants to ask questions and trade tips.

  • Checking SuiteProjects Pro Service Status – The SuiteProjects Pro service status page is a communication tool used to inform you about the current status as well as past and future disruptions to the SuiteProjects Pro service.

  • Oracle Help Center – Most of the SuiteProjects Pro Help Center content can also be viewed in the NetSuite SuiteProjects Pro section of the Oracle Help Center. The SuiteProjects Pro help topics in the Oracle Help Center provide an updated look and feel, with the benefit of being able to access the content without signing in to SuiteProjects Pro.

  • Get Ready for Your SuiteProjects Pro Account Upgrade – Information about how SuiteProjects Pro delivers changes to customers and how to prepare for each major release.

API

Updated XML API and SOAP API > XML and SOAP API Business Object Reference > User – Added the list of possible values to the description of property mfa_status.

Integration Manager

Updated Records and Fields Reference > Customer and Project – Read and modify the internal ID of the credit memo (negative invoice) layout [credit_invoice_layout_id] associated with a customer or project using SuiteProjects Pro Integration Manager.

Security

• Updated Availability – Added tip about using NetSuite Account Center to request audit reports.

• Updated Data Export for Auditing. Added information about the two-factor authentication status [mfa_status] field/column in the user table under Quick reference for fields/columns commonly use for auditing purposes.

User Guide

• Updated Signing In Using Two-Factor Authentication (2FA) – SuiteProjects Pro sends you an email notification if an account administrator enrolls you to sign in to your company's SuiteProjects Pro account using 2FA.

• Updated Set Up Two-Factor Authentication (2FA) – SuiteProjects Pro sends you an email notification when you complete your 2FA setup.

Additional Resources

• Added Developer Reference Documentation – A summary page listing all available reference documentation aimed at developers.

• Added Integrations and Add-on Services – A summary page listing all integrations and add-on services provided by SuiteProjects Pro.

• Relocated the Glossary under Additional Resources.

Administrator Guide

• Added Two-Factor Authentication and Managing two-factor authentication in SuiteProjects Pro — Add more security to SuiteProjects Pro with an extra verification step during sign-in.

• Added SuiteProjects Pro Account Identifiers and URLs and moved Your Account URLs from Optional Features.

• Updated Optional Features – Added administration settings for the Navigation Shortcuts feature.

• Updated Project Status News Feed – The project status news feed status UI components were changed. New layout, same functionality.

Integration Manager

Updated Records and Fields Reference > User – Read and modify the value of the Two-factor authentication required [mfa_status] user setting using SuiteProjects Pro Integration Manager.

API

Help topics for the XML API and SOAP API are now available in the SuiteProjects Pro Help Center in addition to a fully reviewed and consolidated PDF guide for both API components — See API and XML API and SOAP API.

NetSuite Integration

• Updated Importing or Mapping NetSuite Classifications to SuiteProjects Pro Hierarchies, Real-Time Record Import and Configuring Real-Time Record Import from NetSuite into SuiteProjects Pro — The Real-Time Record Import feature now supports custom import workflows importing NetSuite custom record types SuiteProjects Pro: Cost Center and SuiteProjects Pro: Project Rate Card into SuiteProjects Pro as cost center or rate card records.

• Removed help topics describing how to set up optional integration functionality relying on the Outbound Single Sign-On (SuiteSignOn) feature in NetSuite. NetSuite is ending support for SuiteSignOn in NetSuite 2025.1. Upgraded versions of the SuiteProjects Pro NetSuite Connector functionality removes the dependency on SuiteSignOn. See the following help topics.

  • Upgrading NetSuite Integration Features to Remove the Dependency on SuiteSignOn

  • Enabling Access to SuiteProjects Pro From Within NetSuite

  • Enabling the SuiteProjects Pro Within NetSuite Feature in SuiteProjects Pro

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

Security

Updated Authentication by SuiteProjects Pro – Two-factor authentication is now available natively in SuiteProjects Pro.

User Guide

• Added Shortcuts – Add shortcuts to any pages in SuiteProjects Pro and external URLs, and go to your favorite pages in and outside SuiteProjects Pro from anywhere in SuiteProjects Pro.

• Added Signing In Using Two-Factor Authentication (2FA) – Add more security to your company's SuiteProjects Pro account with an extra verification step during sign-in. The new section includes the following topics:

  • Set Up Two-Factor Authentication (2FA)

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

  • Trusted Devices

  • Two-Factor Authentication FAQ

  • Troubleshoot Authenticator Apps

• Updated Signing In to SuiteProjects Pro now separated out into several page-level help topics.

• Added preference Disable shortcut under Personal Settings.

• Updated Working with the Project Center View and topics under it in light of new functionality.

  • Added Searching for Resources in the Project Center – 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.

  • Updated Project Center Column Options – View and edit Notes content for bookings, and Non-billable task field for tasks and milestones.

  • Updated Date Navigation in the Project Center – Scroll horizontally to move through your project time line.