Posts by Amy McFadzean

Capturing Project Status and Metrics in OpenAir

Determine what data is needed Before spending time configuring several fields or building out forms in OpenAir, it is necessary to determine information to be captured and what will be done with that data. Project status and/or health data, typically referred to as RYG Status (Red, Yellow, Green), is commonplace for many organizations. Who will…

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Deciding Critical Roles and Scheduling Methods in OpenAir

Identifying Resource Roles When managing your bench schedule in OpenAir, you must identify what roles are needed. Generic resources can be used while in the planning and the pre-sales process prior to main users being identified, and assigned to a project. Generic resources will act as the placeholder in reports to also determine capacity planning.…

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