SuiteProjects Pro Best Practices
The Financial Blind Spot: Why Professional Services Need Unified Project and Financial Systems
It’s day 12 of the monthly close, and your finance team is still manually reconciling project data with invoices. Sound familiar? Your project managers swear the ABC Corp implementation is profitable, but your financial reports tell a different story. Meanwhile, your CFO is asking why the executive dashboard shows three different versions of project profitability—none…
Read MoreEnforcing Timesheet Compliance with Custom SuiteProjects Pro Scripts
Managing timesheet compliance across diverse organizational needs requires flexibility that goes beyond standard out-of-the-box functionality. At Top Step, we’ve developed many custom SuiteProjects Pro scripts that address ensuring time-off requests follow company policy and validating that project time entries align with work schedules. In this article we discuss two such examples. The Challenge: Diverse Time…
Read MoreEnhancing Project Visibility: Custom Scripts for Task Progress Tracking in SuiteProjects Pro
Professional services organizations rely on accurate tracking of project tasks to ensure timely delivery and maintain client satisfaction. While SuiteProjects Pro offers robust project management features out of the box, its true power lies in its flexibility through custom scripting. In this article, we’ll explore how a simple yet effective script can significantly enhance project…
Read MoreTop Step’s Top 5 Features of the SuiteProjects Pro Spring 2025 Release
The Spring 2025 release of SuiteProjects Pro has arrived, bringing exciting updates that strengthen Oracle NetSuite’s professional services platform. While the rebranding from OpenAir to SuiteProjects Pro takes center stage, this release also delivers practical enhancements that improve collaboration, search capabilities, and administrative control. Available in all production environments since April 12th, here’s our expert…
Read MoreAutomating Overtime Accruals: How Custom SuiteProjects Pro Scripting Solves Complex Leave Management Challenges
Managing overtime compensation can be extraordinarily complex, especially for organizations with employees working across multiple locations with different overtime rules and accrual rates. When a client approached Top Step with this challenge, our development team crafted a sophisticated yet elegant solution using SuiteProject Pro’s powerful scripting capabilities. The Challenge: Complex Overtime Management The client faced…
Read MoreEliminating Data Silos: The Key to Project Profitability with SuiteProjects Pro PSA
The Silent Profit Killer in Professional Services Recent studies reveal that professional services organizations lose an average of 20% of potential profitability due to disconnected systems and processes. In my two decades working with services firms, we’ve seen firsthand how these “data silos” quietly drain profits while teams work harder than ever. Data silos—isolated information…
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