Posts by Jodi Cicci

Disabling the Auto-Generated ‘Timesheet Approved’ Message in OpenAir

Did you know you can disable the auto-generated ‘Timesheet Approved’ message to your users? OpenAir’s timesheet workflow supports the submission of timesheets to a designated timesheet reviewer either by project or by user or both. Using Notifications, reviewers are notified when a timesheet is ready for review and, by default, users receive an auto-generated email…

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Budget Feature Conversion Tip

If your organization is considering using the budget transaction feature, there are a few items to consider before ‘flipping the switch’. If you are not familiar with this feature, what it supports is the ability to enter a budget amount for the project with a specific date field. This budget amount can then be categorized…

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Controlling the Size of Pop-up Windows in OpenAir

Throughout the OpenAir application, many forms have pop-up windows to set values or filters or fields. The pop-up window will resize by default to the table or value list selected. In some cases you may want to resize the window to view the information more clearly as you populate values from the selection list. The…

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7 Questions to Ask Before Augmenting, Replacing, or Upgrading Your Operational Software Systems

So you have a system in place for your sales tracking (CRM), project management and time tracking (PSA), and accounting (ERP) along with one or more marketing communication systems, contract tracking systems, document storage and asset management solutions. Maybe you have a single software solution, or maybe you have invested in individual operational software systems…

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Using Tasks Tab to Close Tasks Across Projects

Depending on your project management methodology, you may have project managers responsible for closing completed tasks within a project or have department managers handling multiple projects for small engagements. Ever wonder if there was a quicker way to view a list of projects assigned to certain people or within certain customer projects and be able…

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Viewing Company Holidays on the OpenAir Calendar

The OpenAir calendar is found in the Home or Dashboard module (depending on your module names). Among the uses for the calendar is a quick way to look up your company holidays. Work schedules are established by your administrator to define working days and hours per day. The public or bank holidays that are observed…

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