OpenAir / SuiteProjects Pro (PSA) Services

Professional Services Automation Solutions for Projects, Resources, Billing & Growth

Hands-on experience with NetSuite OpenAir / SuiteProjects Pro, delivering end-to-end PSA solutions for project execution, timesheets, resource planning, billing, expenses, and ERP-connected financial operations.

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6+

Core PSA service areas

PSA + ERP

Connected delivery model

Automation

Workflow and billing efficiency

End-to-End

Configuration to reporting support

Complete OpenAir / SuiteProjects Pro expertise

End-to-end PSA setup across projects, tasks, milestones, budgets, resources, billing, and expenses
Strong project management support with templates, status reporting, profitability analysis, and delivery visibility
Accurate timesheet, expense, and approval workflow configuration to improve compliance and operational control
Resource allocation, utilization tracking, workload balancing, and capacity planning for delivery teams
Flexible billing models including Time & Materials, Fixed Bid, and Retainers with automated invoice generation
NetSuite ERP integration for seamless synchronization of customers, projects, employees, timesheets, expenses, and financial records

NetSuite OpenAir / SuiteProjects Pro (PSA) Services

PSA expertise aligned with delivery operations, finance, and project performance

We help organizations streamline professional services operations by aligning project execution, time capture, resource planning, expense control, billing logic, and ERP-connected reporting.

Project Driven

Configure structured project delivery with phases, tasks, milestones, templates, budgets, and reporting visibility.

Time & Expense Control

Improve timesheet accuracy, approval flows, and expense governance with automation and validation rules.

Resource Optimized

Support smarter utilization through allocation logic, capacity planning, scheduling, and workload balancing.

Revenue Aligned

Link project progress, billable time, expenses, and invoicing with accurate financial visibility and ERP sync.

Core Expertise

OpenAir / SuiteProjects Pro services across projects, resources, billing & integration

From project setup and timesheet approvals to resource utilization, revenue workflows, expense controls, and NetSuite ERP synchronization, each service is built to improve PSA maturity and operational efficiency.

Project Management

Hands-on delivery of structured project management setups in OpenAir / SuiteProjects Pro to support scalable, standardized, and measurable project execution.

End-to-end project setup including project structures, phases, and task hierarchies
Milestone tracking and dependency management
Budget planning, cost tracking, and profitability analysis
Real-time project status monitoring and reporting dashboards
Project templates creation for standardization and scalability

Timesheet Management

Configured timesheet processes that improve compliance, reduce entry errors, and support billing and payroll accuracy.

Configuration of timesheet rules, validations, and approval workflows
Multi-level timesheet approvals based on roles and departments
Automation of time entry validations to reduce errors
Integration of timesheet data with billing and payroll processes
Improved compliance and accurate time tracking

Resource Management

Built resource planning models that help organizations align people, skills, availability, and project demand effectively.

Resource allocation based on availability, skills, and project requirements
Capacity planning and utilization forecasting
Resource scheduling and workload balancing
Tracking billable vs non-billable utilization
Optimization of resource efficiency across projects

Billing & Revenue Management

Delivered billing and revenue setups that connect project activity with invoicing, WIP visibility, and financial accuracy.

Setup of billing rules including Time & Materials, Fixed Bid, and Retainers
Automated invoice generation from timesheets and project data
Revenue recognition alignment with project progress
WIP (Work in Progress) tracking and reporting
Integration with financial systems for seamless accounting

Expense Management

Configured expense controls and workflows to improve policy adherence, project costing, and reimbursable billing flows.

Expense report configuration and approval workflows
Mapping expenses to projects and cost centers
Policy enforcement and validation controls
Integration with billing for reimbursable expenses

NetSuite Integration (OpenAir ↔ NetSuite ERP)

Connected OpenAir / SuiteProjects Pro with NetSuite ERP to unify delivery, time, expense, billing, and financial visibility.

Synchronization of customers, projects, employees, and financial data
Seamless flow of timesheets and expenses into NetSuite for billing
Automated creation of invoices and financial records
Improved visibility between PSA and ERP systems

Delivery Approach

How OpenAir / SuiteProjects Pro projects are typically executed

Our PSA implementation approach balances project operations, user workflows, resource planning, finance alignment, and long-term reporting visibility.

Discovery & Process Review

Understand project delivery models, timesheet rules, billing logic, resource structures, expense flows, and reporting requirements.

Solution Configuration

Configure project structures, approval flows, resource models, billing rules, integrations, and financial mappings.

Validation & Optimization

Test timesheets, expenses, invoices, data synchronization, utilization reporting, and exception handling for operational accuracy.

Go-Live & Support

Deploy with reporting visibility, user adoption support, governance checks, and readiness for continuous process enhancement.