Professional Services Automation
SuiteProjects Pro Consulting & Implementation
Bring project planning, staffing, time and expense workflows into a defined professional services operating model. Macrofix can scope consulting and implementation work for SuiteProjects Pro, formerly OpenAir, with approved configuration, integration coordination, testing and team handover.
Discuss Your PSA Roadmap
Connect Service Delivery to Project Outcomes
Service teams need more than a task list. They need a shared understanding of who can take on work, how effort is recorded, who approves exceptions and what evidence supports billing. A PSA project should connect these decisions without hiding responsibilities behind automation.
This page focuses on SuiteProjects Pro. Explore our NetSuite consulting overview for the wider portfolio and NetSuite implementation services for the ERP rollout.
SuiteProjects Pro Delivery Workstreams
We begin with your delivery model, account readiness and the problems project managers, resource planners and finance teams need to solve. Define an agreed scope across project structures, staffing, time and expense capture, reporting and selected integrations. Subscription features and vendor setup responsibilities are verified before delivery commitments.
PSA Fit & Project Process Design
SuiteProjects Pro is a professional services automation product, formerly named OpenAir. Its product scope includes project and resource management, time and expense, project accounting and reporting. See the official SuiteProjects Pro overview.
Assess your project types, delivery roles, approval requirements and current tools. Decide whether this product fits the required operating model; do not treat its name as interchangeable with every NetSuite project-management feature.
- Project types and delivery responsibilities
- PSA fit and current-tool assessment
- Approval and exception requirements
- Scope, exclusions and acceptance owners
Resource Planning & Project Templates
Define project structures and reusable templates around the way teams deliver services. Agree task ownership, planning assumptions, resource attributes and the information managers need before assigning work.
Use representative projects to validate bookings, availability and staffing changes against account capabilities. Establish who maintains resource information and approves adjustments. A configured planning tool does not itself guarantee utilization improvements or on-time delivery.
- Reusable project and task templates
- Resource data and availability ownership
- Representative booking scenarios
- Controlled template and staffing changes
Time, Expense & Approval Workflows
Map how consultants submit time and expenses, how approvers review them and how rejected entries return for correction. Define project/task selection, billable classifications and cutoff responsibilities with business owners.
Test the process for missing entries, corrections, delegated reviews and leavers where included. Keep personal employee data and receipts in approved systems. Finance and HR owners approve policy decisions; the implementation translates approved rules into supported workflows.
- Time and expense submission journeys
- Approved classifications and review routes
- Correction and exception scenarios
- Secure data handling and process handover
Billing Readiness & NetSuite Integration
Agree the relationship between approved project activity and billing preparation. Customer finance owners define accounting and recognition treatment; Macrofix can help document configuration requirements, test cases and reconciliation evidence.
For the NetSuite connection, define record ownership, selected exchanges, approval gates and timing. Oracle describes initial configuration by its professional services team, so we coordinate required vendor setup rather than imply it is automatically included in our scope. See Oracle integration guidance.
Reporting, Testing & Team Adoption
Translate management questions into reporting definitions with agreed filters, owners and interpretation. Review representative project status, capacity and budget-versus-actual examples before treating a dashboard as an operational decision tool.
Train project managers, resource planners, contributors and administrators using their own approved scenarios. Test complete workflows and selected integration exceptions. Provide handover material and an improvement backlog, with ongoing operations covered by a separate support agreement.
A Professional Services Blueprint with Named Owners
The blueprint records how work moves from project setup through staffing, effort submission, review and billing readiness. Connect requirements to account features, configuration decisions and acceptance scenarios before expanding to every team.
Document what remains in another system, who owns each record and what happens when an approval or exchange fails. This prevents project managers and finance users from relying on different versions of the same operational story.
- Project lifecycle and customer teams
- Templates and resource-planning decisions
- Time, expense and approval responsibilities
- Finance-owned billing requirements
- Record ownership and integration dependencies
- Acceptance scenarios and phased rollout
Account Dependencies & Vendor Coordination
Check account subscriptions, enabled features, environments and supplier responsibilities. Oracle identifies currency, revenue-management and tax features as integration compatibility considerations. Have your qualified finance owners review applicable treatment and authorize configuration decisions. See Oracle compatibility guidance.
Oracle recommends sandbox testing for initial integration configuration and subsequent changes. Agree vendor coordination and approved access before implementation. See integration setup prerequisites. No vendor entitlement or new security access is implied by a consultation.
- Confirm features and vendor setup requirements
- Review finance-led compatibility decisions
- Use approved access and test environments
- Separate subscriptions and continuing support
From PSA Assessment to Operational Handover
Start with a bounded PSA assessment, then approve the project-process blueprint and responsibility map. Configure the agreed scope, coordinate vendor-dependent work and validate representative projects before operational release.
Rollout can be phased by team or project type when that fits your organization. Timeline depends on account readiness, process decisions, data quality and customer review capacity. Do not assume that all existing OpenAir configurations need replacement solely because the product name changed.
- Assess PSA fit and delivery processes
- Approve blueprint and responsibility map
- Configure and coordinate selected workstreams
- Test projects and downstream outcomes
- Train users and hand over operations
Evidence for Project Delivery Acceptance
Acceptance should connect approved requirements to usable project workflows. Review templates, staffing scenarios, time and expense approvals, reporting definitions and selected downstream records. Capture unresolved differences with an owner and a decision.
Customer project and finance leaders authorize go-live within their responsibilities. Confirm operational instructions, escalation routes and training evidence before handover. Reporting availability alone does not prove that every project balance or invoice is correct.
- Approved project and resource scenarios
- Time and expense approval evidence
- Selected integration reconciliation
- Reporting definitions and risk decisions
- User training and operational sign-off
SuiteProjects Pro FAQs
OpenAir is the former product name for NetSuite SuiteProjects Pro. Existing configurations should be assessed on their actual features and requirements, not assumed obsolete because the name changed.
Do not treat the names as interchangeable. This engagement focuses on the SuiteProjects Pro PSA product. We assess your existing account, project requirements and other NetSuite project capabilities before recommending a scope.
We can scope a review of workflows, templates, reporting, approvals and selected connections. Feasibility depends on account access, enabled features, configuration history and vendor responsibilities. Approved improvements can be prioritized rather than rebuilding everything.
The supported integration exchanges selected business records with NetSuite. Timing and workflows are configured for the account. Oracle describes vendor-led initial setup; Macrofix can coordinate dependencies and scope mapping, testing and operational handover around that setup.
Supported configuration can be assessed against finance-approved requirements. Your qualified finance owners determine accounting and revenue-recognition treatment. Automation is not a substitute for policy approval, reconciliation or account-specific testing.
The proposal identifies assessment, approved configuration, vendor coordination, testing, training and handover deliverables, with exclusions and customer responsibilities. Subscriptions, initial vendor services and continuing operational support are confirmed separately.
Plan Your SuiteProjects Pro Engagement
Tell us your current project tools, SuiteProjects Pro or OpenAir setup, main delivery challenges and required NetSuite connections. Macrofix can propose a fit assessment and scoped delivery plan. For wider connectivity, see NetSuite integration services; for ongoing account work, see NetSuite managed services.
Do not send credentials, employee records, expense receipts or confidential client contracts through the public enquiry form.