Getting Started

With an account in SuiteProjects Pro and exchange access enabled for OffLine, you can download SuiteProjects Pro OffLine and use it to capture information that you can later transfer to your SuiteProjects Pro account. When you send information to and receive information from your SuiteProjects Pro account, you connect to the Internet to do so. But, you can enter information in SuiteProjects Pro OffLine without an Internet connection. Later, click Update to connect to your SuiteProjects Pro account and transfer that information from SuiteProjects Pro OffLine to your SuiteProjects Pro account.

• If you create or modify charges, expenses, or time in SuiteProjects Pro OffLine, when you Update, the records are sent to SuiteProjects Pro and display in your SuiteProjects Pro account.

• If you create or modify charges, expenses, or time in SuiteProjects Pro, when you Update, the records are downloaded to SuiteProjects Pro OffLine if you have configured Advanced Update Settings to do so. See Data Transfer and Advanced Update Settings.

• If you add time to a timesheet in SuiteProjects Pro and save it, after you Update, it appears in SuiteProjects Pro OffLine. When you add time to the same timesheet in SuiteProjects Pro OffLine and Update, that new time transfers to the same record in your SuiteProjects Pro account. All time entries are saved in both accounts.

• If you add receipts to an expense report in SuiteProjects Pro and save it, after you Update, it appears in SuiteProjects Pro OffLine. When you add more receipts to the same expense report in SuiteProjects Pro OffLine and Update, those receipts transfer to the same expense report in your SuiteProjects Pro account. All receipts are saved in both accounts.

• If you have saved reports in SuiteProjects Pro, you can select them and then run them when you Update. A PDF of the report results is sent to the email address specified in your SuiteProjects Pro account.

System Requirements

SuiteProjects Pro OffLine can be installed on the following platforms:

• Microsoft Windows 10 and 11.

Download SuiteProjects Pro OffLine

To use SuiteProjects Pro OffLine, you need to download it. Sign in to your SuiteProjects Pro account and go to Administration > Integration: Add-on Services. See Installing SuiteProjects Pro OffLine. In addition, you need exchange access to OffLine. This is handled by your system administrator. Refer to Administration.

Preferences

Launch SuiteProjects Pro OffLine and go to Edit > Preferences. There are several general preferences you can edit. They include:

• Show splash screen at startup -If you check the box, the splash screen appears at startup.

• Hide when minimized -If you check the box, you hide OffLine's task bar in Windows when you minimize it. However, OffLine keeps running and if you double-click on the icon or use a Keyboard shortcut as described below, it restores to where it was when it was minimized.

• Escape key minimizes -If you check the box, the Esc key minimizes SuiteProjects Pro OffLine.

• Keyboard shortcut -Enter a keyboard shortcut. The default is Ctrl +Shift +O. This restores OffLine to your screen when it has been minimized or hidden from view.

Check a box to enable a preference. Clear a box to disable a preference. Click OK. You can make changes to these preferences at any time.

Customize the Interface

There are several ways that you can customize the interface. Use the following techniques to help you maximize your efficiency when you use SuiteProjects Pro OffLine. You can:

• Change the size of any window or form. Drag your cursor to the edge of the window and the cursor changes. Click and drag the edge of the window to resize the window.

• Move column width to display additional information. Place your cursor on a column boundary and the cursor changes. Click and drag the boundary to the new location. The form automatically adjusts to the new width.

• Change the display order within a column list by double-clicking a column heading. The date column changes from the most recent date to least recent date and alpha columns re-order alphabetically.

• Display a drop-down list of options. Click on Select... and a drop-down list from your SuiteProjects Pro account appears.

• Double-click on a row with an entry. The Edit window for that entry appears. Make changes and click OK. This is especially helpful when you want to stop a timer.

• Double-click on a row that is blank. The New window appears. Create the new record and click OK.

• Change the date and time used in SuiteProjects Pro OffLine. Exit SuiteProjects Pro OffLine and go to Start > Settings > Control Panel > Date and Time. Change the date and time on your personal computer and click OK. Restart SuiteProjects Pro OffLine. It uses your computer's system settings for its date and time and you must restart it to allow it to capture the new date and time.

  Note:

  Changes you make to window size, column width, and display order remain until you change them later.

Data Transfer

To transfer data between SuiteProjects Pro OffLine and your SuiteProjects Pro account, you initially download your SuiteProjects Pro account information and then subsequently update it. Each time you connect with SuiteProjects Pro, it sends and receives information between the two systems. You can update information at any time and there are Advanced Update Settings that help handle situations where a conflict exists between records or when you want to limit the transactions downloaded. See Advanced Update Settings.

Downloading Account Information

Before you use SuiteProjects Pro OffLine, you must download your account information from SuiteProjects Pro. After the initial download, you can exchange information with your SuiteProjects Pro account using the Update function. In SuiteProjects Pro OffLine, go to File > Update.

Update

After you have downloaded your SuiteProjects Pro account information to SuiteProjects Pro OffLine, use the Update function to send information to your SuiteProjects Pro account and receive information from your SuiteProjects Pro account. You may do this as often as you want.

Advanced Update Settings

Use the Advanced Update Settings functions for two major purposes.

• Specify how to handle conflicts between SuiteProjects Pro records and SuiteProjects Pro OffLine records. The application uses the Advanced Update Settings when your SuiteProjects Pro account and your SuiteProjects Pro OffLine account contain different records or different versions of the same record. This can occur when you modify a record in both applications prior to doing an Update. It can also occur when you delete a record in one location, and modify the same record in the other location.

• Download all open transactions to SuiteProjects Pro OffLine or limit downloaded records to those modified prior to a specific date. After you download transactions to SuiteProjects Pro OffLine, you can edit them. When you are ready, upload them back to your SuiteProjects Pro account.

You can change the Advanced Update Settings at any time to meet your needs. SuiteProjects Pro OffLine follows the configuration settings you set.

Administration

Administrators provide users with permission to exchange information between the SuiteProjects Pro OffLine and a SuiteProjects Pro account. After you enable Exchange Access to OffLine for a user and that user downloads and installs the SuiteProjects Pro OffLine program, the user can communicate with their SuiteProjects Pro account to transfer information using SuiteProjects Pro OffLine. Remember, as with the user's SuiteProjects Pro account, the features that are available depend on a variety of factors such as the SuiteProjects Pro account configuration, module access, and role settings and filter sets.