Posts by Jodi Cicci

Understanding Cost Tracking Features in OpenAir

Being able to track costs is vital for any business.  OpenAir supports several cost tracking features and related functions that allow you to easily track every expenditure related to a project. Within OpenAir, there are three main types of costs: Labor – the amount of time for and the rate at which employees are being compensated.…

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OpenAir Techniques for Forecasting Resource Utilization and Reporting

Resource utilization is a common measure in all professional services organizations. It’s a measure of productivity and of your people as assets in delivering services. Utilization can be described as a basic equation: how much have you worked and how much time do you have available to work. The numerator of the equation is the…

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Setting Up Subcontractor Resources in OpenAir

OpenAir uses an active user licensing approach that supports a wide range of permissions and data view controls. Knowing what you need your subcontractors to see and do vs. what they shouldn’t is key to role and filter set setup to limit access. A priority is to make sure your subcontractors do not see more…

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How To Manage Subcontractors in OpenAir Efficiently

How To Manage Subcontractors in OpenAir Efficiently

Subcontractors introduce complexities as users in OpenAir due to three primary reasons: They have non-standard work schedules Their cost may vary based on project and/or type of activity They may not be used full time, or only on an as-needed basis To achieve management and administrative efficiencies, contractors need to be clearly identified. The challenge…

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3 Methods for Establishing a Professional Services Revenue Forecast

3 Methods for Establishing a Professional Services Revenue Forecast

Forecasting is an art as there are a lot of factors involved such as opportunity pipeline, resource availability, negotiated selling prices, and so on. Mastering this art requires methodology, measures, and a little bit of instinct. There are three basic methods of forecasting that I’ve used in the past to define revenue forecasts as a…

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Empower Your Users With Self-Service Dashboards in NetSuite OpenAir

Empower Your Users

Every job position in the company has a goal and an objective, and self-service dashboards are a way to empower individuals to be able to achieve those goals. A self-service dashboard is one way to present data that help end users manage their workload. Self-service dashboards help users answer questions about their job goals and…

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