Record Types and Forms Supporting Custom Fields

The following table lists the record types and forms for which you can add custom fields. These custom fields are also available in the relevant lists. The table also includes the name of the corresponding API objects and database table

Note:

Your company's SuiteProjects Pro account may use custom terminology. The following record type names and form navigation paths may be different in your company's account.

Record type	Form navigation path	API object	Database table
Expenses — Authorization	Expenses > Authorizations > [Select an expense authorization] > Properties	—	`authorization`
Expenses — Authorization expense item	Expenses > Authorizations > [Select an expense authorization] > Future expenses (grid columns)	—	`authorization_item`
Global — Charge	Invoices > Charges > [Select a charge]	`Slip`	`slip`
Global — Contact	Administration > Global Settings > Customers > Contacts > [Select a contact]	`Contact`	`contact`
Global — Cost center	Administration > Global Settings > Jobs, Rates > Cost Centers > [Select a cost center]	`Costcenter`	`cost_center`
Global — Customer	Administration > Global Settings > Customers > Customers > [Select a customer] > Demographic	`Customer`	`customer`
Global — Department	Administration > Global Settings > Organization > Departments > [Select a department]	`Department`	`department`
Global — Employee	Administration > Global Settings > Users > Employees > [Select an employee] > Demographic	`User`	`user`
Global — Expense item	Administration > Global Settings > Application Settings > Invoices Settings > Expense items > [Select an expense item]	`Item`	`item`
Global — Expense report	Expenses > Expense reports > [Select an expense report] > Properties	`Envelope`	`envelope`
Global — Invoice	Invoices > Invoices > [Select an invoice] > Properties	`Invoice`	`invoice`
Global — Issue	Projects > [Select a project] > Issues > [Select an issue]	`Issue`	`issue`
Global — Hierarchy	Administration > Global Settings > Organization > Hierarchies > [Select a hierarchy] Note: Requires NetSuite integration workflow settings to map NetSuite classifications to SuiteProjects Pro hierarchies.	`Hierarchy`	`hierarchy`
Global — Hierarchy node	Administration > Global Settings > Organization > Hierarchies > [Select a hierarchy] > Levels\|Nodes\|Records > [Select a level\|node\|record] Note: Requires NetSuite integration workflow settings to map NetSuite classifications to SuiteProjects Pro hierarchies.	`HierarchyNode`	`hierarchy_node`
Global — Job code	Administration > Global Settings > Jobs, Rates > Job codes > [Select a job code]	`Jobcode`	`job_code`
Global — Payment	Invoices > Invoices > [Select an invoice] > Payments	`Payment`	`payment`
Global — Loaded cost	— Note: The Loaded Cost Custom Import optional features enables you to create a custom import workflows for the NetSuite integration to import information from a NetSuite custom record type into SuiteProjects Pro as loaded cost [`loaded_cost`] records. It is not possible to create custom fields for loaded cost records in SuiteProjects Pro. Enabling the feature creates the `netsuite_loaded_cost_id` custom field, The custom field is not visible in the SuiteProjects Pro UI but you can use the Integration Manager or the API to read or set values for this custom field.	`LoadedCost`	`loaded_cost`
Global — Payment terms	Administration > Application Settings > Invoices > Payment terms	`Paymentterms`	`payment_tems`
Global — Payment type	Administration > Application Settings > Expenses > Payment types	`Paymenttype`	`payment_type`
Global — Project	Projects > Projects > [Select a project] > Properties	`Project`	`project`
Global — Receipt	Expenses > Expense reports > [Select an expense report] > Receipts > [Select a receipt]	`Ticket`	`ticket`
Global — Reimbursement	Expenses > Expense reports > [Select an expense report] > Reimbursements (grid columns)	`Reimbursement`	`reimbursement`
Global — Service	Administration > Application Settings > Invoices > Services > [Select a service]	`Category`	`category`
Global — Service <N> line	Administration > Application Settings > Projects > Service <N> lines > [Select a service <N> line]	`Category_<N>`	`category_<N>` (`category_1`)
Global — Tax location	Administration > Global Settings > Organization > Tax Locations > [Select a tax location]	`TaxLocation`	`tax_location`
Global — Uprate (API only)	API only Note: Select Uprate (API only) from the Add custom field to dropdown to create custom fields associated with project employee combination rate records used for project employee billing and project billing. The Uprate (API only) entity appears under Global in the dropdown. The custom field will be available through the XML API and SOAP API only. It will not be available on any form or list in SuiteProjects Pro.	`Uprate`	`up_rate`
Global — Vendor	Administration > Application Settings > Expenses > Vendors > [Select a vendor]	`Vendor`	`vendor`
Invoice — Agreement	Administration > Application Settings > Invoices > Agreements > > [Select an agreement]	`Agreement`	`agreement`
Invoice — Customer PO	Administration > Application Settings > Invoices > Customer POs > [Select a customer PO]	`Customerpo`	`customerpo`
Invoice — Revenue container	Invoices > Revenue Containers > [Select a revenue container]	`RevenueContainer`	`revenue_container`
Opportunities — Deal	Opportunities > Deals > [Select a deal] > Edit	`Deal`	`deal`
Opportunities — Event	Opportunities > Events > Events > [Select an event]	`Event`	`event`
Opportunities — Proposal	Opportunities > Proposals > Events > [Select a proposal] > Edit	`Proposal`	`proposal`
Opportunities — To Do	Opportunities > To dos > [Select a to do]	`Todo`	`todo`
Projects — Billing rule	Projects > [Select a project] > Financials > Billing > Rules > [Select a billing rule]	`Projectbillingrule`	`project_billing_rule`
Projects — Budget	Projects > [Select a project] > Financials > Budget Transactions> [Select a budget transaction]	`Budget`	`budget`
Projects — Issue	Projects > [Select a project] > Issues > [Select an issue]	`Issue`	`issue`
Projects — Issue stage	Administration > Application Settings > Projects > Issue Stages > [Select an issue stage]	`IssueStage`	`issue_stage`
Projects — Phase	Projects > [Select a project] > Phases/Tasks > [Select a phase]	`Projecttask`	`project_task`
Projects — Project task type	Administration > Application Settings > Projects > Task types > [Select a task type]	`Projecttask_type`	`project_task_type`
Projects — Recognition rule	Projects > [Select a project] > Financials > Recognition > Rules > [Select a recognition rule]	`Revenue_recognition_rule`	`revenue_recognition_rule_amount`
Projects — Recognition transaction	Projects > [Select a project] > Financials > Recognition > Transactions > [Select a recognition transaction]	`Revenue_recognition_transaction`	`revenue_recognition_transaction`
Projects — Revenue stage	Administration > Application Settings > Invoices > Revenue stages > [Select a revenue stage]	`RevenueStage`	`revenue_stage`
Projects — Project stage	Administration > Application Settings > Projects > Project stages > [Select a project stage]	`ProjectStage`	`project_stage`
Projects — Task	Projects > [Select a project] > Phases/Tasks > [Select a task]	`Projecttask`	`project_task`
Projects — Task assignment	Projects > [Select a project] > Phases/Tasks > [Select a task] (grid columns under the Assignments form section)	`Projecttaskassign`	`project_task_assign`
Purchases — Accounts payable location	Administration > Application Settings > Purchases > Accounts payable locations > [Select an accounts payable location]	—	`accounts_payable`
Purchases — Carrier	Administration > Application Settings > Purchases > Carriers > [Select a carrier]	—	`carrier`
Purchases — Fulfillment	Purchases > Fulfillments > [Select a fulfillment]	`Fulfillment`	`fulfillment`
Purchases — Manufacturer	Administration > Application Settings > Purchases > Manufacturers > [Select a manufacturer]	—	`manufacturer`
Purchases — Product	Administration > Application Settings > Purchases > Products > [Select a product]	`Product`	`product`
Purchases — PO	Purchases > POs > [Select a PO] > Edit	`Purchaseorder`	`purchaseorder`
Purchases — Purchase item	Purchases > POs > [Select a PO] > Purchases items > [Select a purchase item]	`Purchase_item`	`purchase_item`
Purchases — Purchase request	Purchases > Purchase Requests > [Select a purchase request] > Edit	`Purchaserequest`	`purchase_request`
Purchases — Purchaser	Administration > Application Settings > Purchases > Purchasers > [Select a purchaser]	`Purchaser`	`purchaser`
Purchases — Receiving location	Administration > Application Settings > Purchases > Receiving locations > [Select a receiving location]	—	`receiving`
Purchases — Request item	Purchases > Purchases Requests > Request items > [Select a project stage]	`Request_item`	`request_item`
Resources — Booking	Resources > Bookings > [Select a booking]	`Booking`	`booking`
Resources — Booking requests	Resources > Booking requests > [Select a booking request] > Edit	`Booking_request`	`booking_request`
Resources — Booking type	Administration > Application Settings > Resources > Booking types > [Select a booking type]	`BookingType`	`booking_type`
Resources — Deal booking request	Resources > Deal Booking Requests > [Select a deal booking request] > Edit	—	`deal_booking_request`
Resources — Resource request	Resources > Resource Requests > [Select a resource request] > Properties	`ResourceRequest`	`resource_request`
Resources — Resource request queue	Resources > > Resource Request > [Select a resource request] > Resource Request Queues > [Select a resource request queue] > Properties	`ResourceRequestQueue`	`resource_request_queue`
Timesheets — Payroll type	Administration > Application Settings > Timesheets > Payroll types > [Select a payroll type]	`Payrolltype`	`payroll_type`
Timesheets — Time card	Timesheets > Timesheets > [Select a timesheet] > Edit (Additional time card form for each day)	`Timecard`	`time_card`
Timesheets — Time entry	Timesheets > Timesheets > [Select a timesheet] > Edit (Additional information form for a time entry)	`Task`	`task`
Timesheets — Time off request	Timesheets > Time off requests > [Select a time off request] > Edit	`Schedulerequest`	`schedule_request`
Timesheets — Time type	Administration > Application Settings > Timesheets > Time types > [Select a time type]	`Timetype`	`time_type`
Timesheets — Timesheet	Timesheets > Timesheets > [Select a timesheet] > Edit	`Timesheet`	`timesheet`
Workspaces — Discussion	Workspaces > Workspaces > [Select a workspace] > Discussions > [Select a discussion] > Edit	—	`discussion`
Workspaces — Document/Folder	Workspaces > Workspaces > [Select a workspace] > Documents > [Select a document/folder] > Edit	`Attachment`	`attachment`
Workspaces — Workspace	Workspaces > Workspaces> [Select a workspace] > Properties	`Workspace`	`workspace`

Record type

Form navigation path

API object

Database table

Expenses — Authorization

Expenses > Authorizations > [Select an expense authorization] > Properties

—

authorization

Expenses — Authorization expense item

Expenses > Authorizations > [Select an expense authorization] > Future expenses (grid columns)

—

authorization_item

Global — Charge

Invoices > Charges > [Select a charge]

Slip

slip

Global — Contact

Administration > Global Settings > Customers > Contacts > [Select a contact]

Contact

contact

Global — Cost center

Administration > Global Settings > Jobs, Rates > Cost Centers > [Select a cost center]

Costcenter

cost_center

Global — Customer

Administration > Global Settings > Customers > Customers > [Select a customer] > Demographic

Customer

customer

Global — Department

Administration > Global Settings > Organization > Departments > [Select a department]

Department

department

Global — Employee

Administration > Global Settings > Users > Employees > [Select an employee] > Demographic

User

user

Global — Expense item

Administration > Global Settings > Application Settings > Invoices Settings > Expense items > [Select an expense item]

Item

item

Global — Expense report

Expenses > Expense reports > [Select an expense report] > Properties

Envelope

envelope

Global — Invoice

Invoices > Invoices > [Select an invoice] > Properties

Invoice

invoice

Global — Issue

Projects > [Select a project] > Issues > [Select an issue]

Issue

issue

Global — Hierarchy

Administration > Global Settings > Organization > Hierarchies > [Select a hierarchy]

Note:

Requires NetSuite integration workflow settings to map NetSuite classifications to SuiteProjects Pro hierarchies.

Hierarchy

hierarchy

Global — Hierarchy node

Administration > Global Settings > Organization > Hierarchies > [Select a hierarchy] > Levels|Nodes|Records > [Select a level|node|record]

Note:

Requires NetSuite integration workflow settings to map NetSuite classifications to SuiteProjects Pro hierarchies.

HierarchyNode

hierarchy_node

Global — Job code

Administration > Global Settings > Jobs, Rates > Job codes > [Select a job code]

Jobcode

job_code

Global — Payment

Invoices > Invoices > [Select an invoice] > Payments

Payment

payment

Global — Loaded cost

—

Note:

The Loaded Cost Custom Import optional features enables you to create a custom import workflows for the NetSuite integration to import information from a NetSuite custom record type into SuiteProjects Pro as loaded cost [loaded_cost] records. It is not possible to create custom fields for loaded cost records in SuiteProjects Pro. Enabling the feature creates the netsuite_loaded_cost_id custom field, The custom field is not visible in the SuiteProjects Pro UI but you can use the Integration Manager or the API to read or set values for this custom field.

LoadedCost

loaded_cost

Global — Payment terms

Administration > Application Settings > Invoices > Payment terms

Paymentterms

payment_tems

Global — Payment type

Administration > Application Settings > Expenses > Payment types

Paymenttype

payment_type

Global — Project

Projects > Projects > [Select a project] > Properties

Project

project

Global — Receipt

Expenses > Expense reports > [Select an expense report] > Receipts > [Select a receipt]

Ticket

ticket

Global — Reimbursement

Expenses > Expense reports > [Select an expense report] > Reimbursements (grid columns)

Reimbursement

reimbursement

Global — Service

Administration > Application Settings > Invoices > Services > [Select a service]

Category

category

Global — Service <N> line

Administration > Application Settings > Projects > Service <N> lines > [Select a service <N> line]

Category_<N>

category_<N> (category_1)

Global — Tax location

Administration > Global Settings > Organization > Tax Locations > [Select a tax location]

TaxLocation

tax_location

Global — Uprate (API only)

API only

Note:

Select Uprate (API only) from the Add custom field to dropdown to create custom fields associated with project employee combination rate records used for project employee billing and project billing. The Uprate (API only) entity appears under Global in the dropdown. The custom field will be available through the XML API and SOAP API only. It will not be available on any form or list in SuiteProjects Pro.

Uprate

up_rate

Global — Vendor

Administration > Application Settings > Expenses > Vendors > [Select a vendor]

Vendor

vendor

Invoice — Agreement

Administration > Application Settings > Invoices > Agreements > > [Select an agreement]

Agreement

agreement

Invoice — Customer PO

Administration > Application Settings > Invoices > Customer POs > [Select a customer PO]

Customerpo

customerpo

Invoice — Revenue container

Invoices > Revenue Containers > [Select a revenue container]

RevenueContainer

revenue_container

Opportunities — Deal

Opportunities > Deals > [Select a deal] > Edit

Deal

deal

Opportunities — Event

Opportunities > Events > Events > [Select an event]

Event

event

Opportunities — Proposal

Opportunities > Proposals > Events > [Select a proposal] > Edit

Proposal

proposal

Opportunities — To Do

Opportunities > To dos > [Select a to do]

Todo

todo

Projects — Billing rule

Projects > [Select a project] > Financials > Billing > Rules > [Select a billing rule]

Projectbillingrule

project_billing_rule

Projects — Budget

Projects > [Select a project] > Financials > Budget Transactions> [Select a budget transaction]

Budget

budget

Projects — Issue

Projects > [Select a project] > Issues > [Select an issue]

Issue

issue

Projects — Issue stage

Administration > Application Settings > Projects > Issue Stages > [Select an issue stage]

IssueStage

issue_stage

Projects — Phase

Projects > [Select a project] > Phases/Tasks > [Select a phase]

Projecttask

project_task

Projects — Project task type

Administration > Application Settings > Projects > Task types > [Select a task type]

Projecttask_type

project_task_type

Projects — Recognition rule

Projects > [Select a project] > Financials > Recognition > Rules > [Select a recognition rule]

Revenue_recognition_rule

revenue_recognition_rule_amount

Projects — Recognition transaction

Projects > [Select a project] > Financials > Recognition > Transactions > [Select a recognition transaction]

Revenue_recognition_transaction

revenue_recognition_transaction

Projects — Revenue stage

Administration > Application Settings > Invoices > Revenue stages > [Select a revenue stage]

RevenueStage

revenue_stage

Projects — Project stage

Administration > Application Settings > Projects > Project stages > [Select a project stage]

ProjectStage

project_stage

Projects — Task

Projects > [Select a project] > Phases/Tasks > [Select a task]

Projecttask

project_task

Projects — Task assignment

Projects > [Select a project] > Phases/Tasks > [Select a task] (grid columns under the Assignments form section)

Projecttaskassign

project_task_assign

Purchases — Accounts payable location

Administration > Application Settings > Purchases > Accounts payable locations > [Select an accounts payable location]

—

accounts_payable

Purchases — Carrier

Administration > Application Settings > Purchases > Carriers > [Select a carrier]

—

carrier

Purchases — Fulfillment

Purchases > Fulfillments > [Select a fulfillment]

Fulfillment

fulfillment

Purchases — Manufacturer

Administration > Application Settings > Purchases > Manufacturers > [Select a manufacturer]

—

manufacturer

Purchases — Product

Administration > Application Settings > Purchases > Products > [Select a product]

Product

product

Purchases — PO

Purchases > POs > [Select a PO] > Edit

Purchaseorder

purchaseorder

Purchases — Purchase item

Purchases > POs > [Select a PO] > Purchases items > [Select a purchase item]

Purchase_item

purchase_item

Purchases — Purchase request

Purchases > Purchase Requests > [Select a purchase request] > Edit

Purchaserequest

purchase_request

Purchases — Purchaser

Administration > Application Settings > Purchases > Purchasers > [Select a purchaser]

Purchaser

purchaser

Purchases — Receiving location

Administration > Application Settings > Purchases > Receiving locations > [Select a receiving location]

—

receiving

Purchases — Request item

Purchases > Purchases Requests > Request items > [Select a project stage]

Request_item

request_item

Resources — Booking

Resources > Bookings > [Select a booking]

Booking

booking

Resources — Booking requests

Resources > Booking requests > [Select a booking request] > Edit

Booking_request

booking_request

Resources — Booking type

Administration > Application Settings > Resources > Booking types > [Select a booking type]

BookingType

booking_type

Resources — Deal booking request

Resources > Deal Booking Requests > [Select a deal booking request] > Edit

—

deal_booking_request

Resources — Resource request

Resources > Resource Requests > [Select a resource request] > Properties

ResourceRequest

resource_request

Resources — Resource request queue

Resources > > Resource Request > [Select a resource request] > Resource Request Queues > [Select a resource request queue] > Properties

ResourceRequestQueue

resource_request_queue

Timesheets — Payroll type

Administration > Application Settings > Timesheets > Payroll types > [Select a payroll type]

Payrolltype

payroll_type

Timesheets — Time card

Timesheets > Timesheets > [Select a timesheet] > Edit (Additional time card form for each day)

Timecard

time_card

Timesheets — Time entry

Timesheets > Timesheets > [Select a timesheet] > Edit (Additional information form for a time entry)

Task

task

Timesheets — Time off request

Timesheets > Time off requests > [Select a time off request] > Edit

Schedulerequest

schedule_request

Timesheets — Time type

Administration > Application Settings > Timesheets > Time types > [Select a time type]

Timetype

time_type

Timesheets — Timesheet

Timesheets > Timesheets > [Select a timesheet] > Edit

Timesheet

timesheet

Workspaces — Discussion

Workspaces > Workspaces > [Select a workspace] > Discussions > [Select a discussion] > Edit

—

discussion

Workspaces — Document/Folder

Workspaces > Workspaces > [Select a workspace] > Documents > [Select a document/folder] > Edit

Attachment

attachment

Workspaces — Workspace

Workspaces > Workspaces> [Select a workspace] > Properties

Workspace

workspace