Simplifying Leave Management: How a Custom SuiteProjects Pro Script Transforms PTO Compliance
Managing employee leave balances has long been a pain point for professional services organizations. Between vacation time, sick days, and banked hours, ensuring accurate tracking while preventing policy violations can consume significant administrative resources. One of Top Step’s recent clients faced exactly this challenge. The solution we developed demonstrates the transformative power of custom SuiteProjects…
Read MoreSuiteProjects Pro Year-End Administrator Checklist: Preparing for 2026 Success
As we approach the close of 2025, it’s a good time for SuiteProjects Pro administrators to prepare their systems for the year ahead. We recommend this annual process to prepare for 2026 and continue to optimize your professional services operations. At Top Step, we’ve refined our year-end preparation process through years of supporting hundreds of…
Read MoreSuiteProjects Pro Power-Up Series: Approval Processes Tips & Tricks
Are you struggling with configuring approval workflows in SuiteProjects Pro? Watch this Power Up Series video, where we’ll deep dive into the tips and tricks for setting up effective approval processes. From simple workflows to complex multi-layer approvals, understanding these configuration options is crucial for streamlining your business operations. Key Takeaways: Learn where to configure…
Read MoreStreamlining 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 MoreFrom Reactive to Predictive: Bridging the PSA Intelligence Gap
Let me share something I’ve been saying to clients for years. When you implement a proper PSA solution, it’s like going into a basement, a very dark basement that hasn’t had lights, and turning the lights on. All of a sudden, you’re seeing all the cracks in the walls and all the dust on the…
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,…
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