BI Connector Functionality

The Business Intelligence (BI) Connector feature lets you:

• Publish lists — You can publish lists using any of your list layouts and make each published list available to you only or to all authorized employees. Published list data is updated in real-time. The information available from a published list in the BI connector feature is the same as the information you see when accessing the list in SuiteProjects Pro at all time. See Publishing Lists.

  Note:

  The BI Connector feature supports all major lists from the Expenses, Invoices, Projects, Purchases, Resources, Timesheets and Workspaces applications. The following lists are currently supported:

  • Expenses — Expense reports, Authorizations, Alerts.

  • Invoices — Invoices, Charges.

  • Projects — Bookings, Projects, Tasks, Issues, Billing Rules, Billing Transactions, Recognition Rules, Recognition Transactions, Alerts.

  • Purchases — Purchase requests, Purchase Orders, Fulfillment, Fulfillments.

  • Resources — Resources, Bookings, Alerts.

  • Timesheets — Timesheets, Time entries, Time off requests, Leave accrual, Alerts.

  • Workspaces — Workspaces, Discussions, Documents, Alerts.

  • Administration –Global Settings — Contacts, Customers, Job codes.

• Publish reports — From the Reports application in SuiteProjects Pro, you can publish your saved reports and give others access to your published reports. You can refresh your published reports manually or you can schedule automatic refreshes of your published reports on a daily, weekly or monthly basis. See Publishing Reports.

• Connect your BI tools to your OData feed — You can connect any BI tools or other applications supporting OData V4/JSON to published lists and reports in your SuiteProjects Pro OData feed. You can then use these BI tools to analyze, visualize and report on your SuiteProjects Pro data. Depending on your BI tools, you can schedule automatic refreshes to get the latest data from your OData feed and ensure that your dashboards and reports are always up-to-date. See Connecting BI Tools to Your OData Feed.

• Read published report data or read up-to-date list data in your form and scheduled scripts — You can use four SuiteProjects Pro user scripting functions to read your published list and report data. These functions give you access to the same information available when you use BI tools to access your OData feed. See Reading Published Resource Data in Form and Scheduled Scripts in SuiteProjects Pro.

• Export published report data to NetSuite — You can use SuiteProjects Pro NetSuite Connector to export your published report data from SuiteProjects Pro to custom records in NetSuite. After you export your published report data to NetSuite, you can create reports and dashboards in NetSuite to gain visibility into KPIs such as profitability and revenue forecast, combining NetSuite and SuiteProjects Pro data. See Exporting SuiteProjects Pro Published Report Data to NetSuite.

• (For developers) Read SuiteProjects Pro published resource data in your applications — You can read published report data using SuiteProjects Pro REST API. You can also use an HTTP request to read published list and report data from the SuiteProjects Pro OData service. See Reading Published Reports Data Using SuiteProjects Pro REST API and Consuming SuiteProjects Pro OData Resource Data in Your Applications.