SuiteProjects Pro Best Practices
Streamlining Project Hierarchies: How the Copy Parent Fields to Child Script Maintains Data Integrity Across Nested Projects
For professional services organizations managing complex project portfolios, maintaining consistent data across parent and child projects can be a significant challenge. When projects are nested within larger programs or initiatives, critical information like Salesforce Opportunity IDs and NetSuite Project IDs need to flow seamlessly from parent to child projects for accurate revenue reporting and financial…
Read MoreTop Step’s Top 5 Features of the SuiteProjects Pro October 2025 Release
Building on the momentum of one of SuiteProjects Pro’s most popular features among end users in recent releases, the Project Center, the SPP 2025.2 release unveils a brand-new Resource Center and delivers enhanced tools for communication, analytics, and streamlined workflows across the system. To be rolled out into all SPP production environments on October 11th,…
Read MoreAutomating Leave Balance Management in SuiteProjects Pro: A Custom Script Solution
Managing employee leave balances can be a complex and time-consuming challenge for professional services organizations. Between tracking vacation time, sick leave, and banked hours, it’s easy for errors to slip through—leading to payroll issues, compliance headaches, and frustrated employees. For organizations using NetSuite SuiteProjects Pro alongside HRIS systems, keeping these balances synchronized and enforced presents…
Read MoreFixed Fee Revenue Split: Allocating Revenue by User Contribution in SuiteProjects Pro
The Challenge: When Fixed Fee Revenue Obscures Individual Contributions Professional services organizations frequently work under fixed fee arrangements where clients pay a predetermined amount regardless of the actual hours invested. While this model provides predictable revenue streams, it creates a significant challenge for internal reporting and performance management: how do you fairly attribute that lump-sum…
Read MoreThe Art of the Possible: How Custom Scripting Transforms Compliance Workflows in SuiteProjects Pro
At Top Step, we believe that the most powerful software solutions aren’t just about what comes out of the box, they’re about what becomes possible when you extend those capabilities to meet your unique business challenges. SuiteProjects Pro’s scripting engine opens up a world of possibilities, allowing organizations to transform cumbersome compliance processes into elegant,…
Read MoreFrom Spreadsheet Chaos to Systematic Success: The Universal Challenge Across Industries
Walk into any professional services organization—whether it’s a clinical research company, an engineering firm, a marketing agency, or a technology consulting firm—and you’ll likely find the same scene: teams managing complex, multi-million-dollar projects using sprawling Excel workbooks filled with interconnected tabs, formulas, and manual processes that have evolved over years. This isn’t a technology problem—it’s…
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