Top Step OpenAir Scripts

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For SuiteProjects Pro (formerly OpenAir)

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A Fast Way To Make Big Productivity Improvements

Suite Projects Pro scripts build upon the great features of your existing SuiteProjects Pro (formerly OpenAir) system with additional functionality to improve your PS operation, productivity, and process compliance.

We have a dedicated team of specialist who have developed over hundres of scripts.

With each each scripting project you will get:

A Top Step specialist who will install and configure your script to your satisfaction
Knowledge transfer for usage and administration
Change management advice to ensure you get the most from your new script
All done for you quickly — typically 1-2 weeks

Download the Fact Sheet

Here Are Examples Of Scripts We Have Developed For Our Customers

Administration Project Management Resource Management Time & Expense Management Financial Management Integration

Administration

Populate Text Area With Audit Log

SuiteProjects Pro keeps a thorough audit trail of changes to virtually every entity. While this audit trail can be used in detailed reports, it isn’t available on the entities themselves, customizable, exportable, or accessible via API. This script provides a customized audit log in a custom field on the entity itself, allowing it to be exported or accessed via the API or scripting. Learn More

Recovering Deleted Data

In SuiteProjects Pro, deleted records are retained in the tables from which they originated, preserved with a “deleted” flag. Users may set parameters and execute this script, scanning tables and restoring records meeting the parameter requirements. Learn More

Set Default User Preferences

This script updates all users, since last run, preferences to allow newly created users to see the “Actions” column when creating a Timer. This will allow all users to perform actions within the timer screen which stops or resumes them, providing functionality without requiring users to modify their personal preferences upon first login. Learn More

Entity Tagging

This script that has benefited dozens of clients who need to retain historical data. This script automates updates to entity tags based on changes to standard SuiteProjects Pro data so that reporting remains accurate and useful. Learn More

Project Management

Close Tasks, Billing Rules, Project On Stage Change

This script sets tasks, billing rules, and the project itself to a closed or inactive state when the project is moved to a specific stage (or to one of a set of defined project stages). Learn More

Populate Budget Hours From Transactional Budgets

Populate Milestone Dates On Project

SuiteProjects Pro tracks Milestone completion via marking the Milestone complete from the project plan. This script populates the date of this occurrence directly into the milestone record. Learn More

Custom Notification on Remaining Monetary Budget

Implementing this script allows project owners as well as executive sponsors, team members, etc., to be alerted as soon as a project hits a certain budget threshold, rather than waiting for a scheduled report or a periodic status evaluation. This allows immediate course corrections if necessary before the project experiences further budget challenges. Learn More

Notification For Contract Expiration Or Project End Date

This script will notify a project owner X days prior to the project’s end date or to a custom date field representing a contract expiration (or other applicable milestone). This notification can be an email or a Slack message. Learn More

Notification For Booking Or Task Assignment Expiration

This script will notify a user and/or project owner X days prior to the last date the user is booked or assigned to a project. This notification can be an email or a Slack message. Learn More

Populate Project Fields

On a nightly schedule, this script updates custom fields within the Project Properties to reflect recent updates to the overall project progress. Information includes the latest time-entry date, total billable hours and total dollars generated. Learn More

PTO Approval Notification For PMs

This script sends email alerts for approved Schedule Requests affecting certain projects in SuiteProjects Pro. When a schedule request is approved for a user and that schedule request coincides with dates he or she is assigned to a project, the project owner is notified of the approval. Learn More

Resource Management

Create Bookings From Task Assignments

Upon triggering this script bookings can be created based on task assignments on a project, or task assignments can be created automatically from the project’s bookings. Learn More

Create Bookings From A Template

When a template is used to duplicate Phases/Tasks from another project, this script will also duplicate the bookings from that template allowing the project owner to update these “open” bookings to represent the newly created project booking requirements. Learn More

Time & Expense Management

Auto Reject Timesheets That Exceed Bookings

This script analyzes all of the timesheets in this account’s approval queue and determines if any of the time entries exceed that user’s bookings on the associated projects, rejecting the timesheets in that situation. Learn More

Timesheet Compliance

This script collects the status for timesheets that have not been approved by an organization’s defined deadline and sends an email notification to key stakeholders. The email is formatted in an HTML table as a report, summing the timesheet compliance values. Learn More

Auto-Populate Holiday Hours

This script allows organizations to enter the holiday schedule in SuiteProjects Pro before the holiday. The hours will then auto-populate in employee timesheets, negating the need for manual entry and saving back offices the time it takes to ensure accuracy. Learn More

Financial Management

Integration

Quickbooks Integration

SuiteProjects Pro keeps a thorough audit trail of changes to virtually every entity. While this audit trail can be used in detailed reports, it isn’t available on the entities themselves, and it isn’t customizable, exportable, or accessible via API. This script provides a customized audit log in a custom field directly on the entity itself, which allows it to be exported or accessed via the API or scripting. Learn More

Smartsheet Integration

This script sums hours from a custom field on transaction budget and copies them to the Project Properties Budget field. Learn More

What Our Customers Are Saying

Top Step has been a great partner for us helping to expand our knowledge and improve our processes. They consulted with us early on in order to help us get setup, and then we participated in their webinars regularly to continue growing our expertise. Now we consult with them in setting up scripts to help us automate our processes. We recently engaged Top Step to build a script for a complicated revenue allocation process. The script they built allowed us to automate an otherwise manual process, saving us 2-4 hours each month and making our revenue allocation extremely accurate. Top Step took the time to understand our needs and once again delivered quality services to contribute to our organization's continued growth.

Josh Goodwin, CPA — Chief Financial Officer, Johnson Lambert LLP

Don't see what you need?

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