Posts by tscadmin1

Accurately Capping Expense Item Billing Rules

Are your expense item billing rules being capped accurately in OpenAir? If you are adding caps to your expense item billing rules, chances are the cap isn’t being applied quite the way you expect. Normally, the system will apply the cap to the nearest hundredth, but it is based on quantity – not money. For…

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Creating Duration From Date Fields

Did you know you can create duration from date fields? Many times customers determine key metrics that are measured within the business for operational analysis and improvement. Metrics may include such values as project margin, utilization %, average bill rate, and so forth. Often there is a metric defined to determine key project lifecycle values…

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Enhancing Your Task View To See All Task Related Components

Did you know you can enhance your task view to see all task related components? In OpenAir projects, it is common for people to use the Outline view to manage their project plan. The outline view provides an indented display based on how you have setup phases on the project to clearly see task grouping.…

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Filtering Data on Reports While You Are Viewing Them

Did you know you can filter data on reports while you are viewing them? Summary report creation in OpenAir certainly has a wide variety of content filtering, subtotaling, timeframe control, and many more options. After running the report and viewing the displayed information, there are times when you want to dynamically filter the information being…

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Copying Bookings From One Project to Another

Did you know you can copy bookings from one project to another in OpenAir? If you are using bookings for resource scheduling, there is often the question of ‘can you copy bookings’? From the Resources module, where most booking creation and maintenance occurs, this function is not possible. However, there is a way to copy…

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