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Capturing Project Status and Project 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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Are You Using These 3 Powerful Booking Features in NetSuite OpenAir?

NetSuite OpenAir is a powerful PSA system that provides a multitude of features for maintaining your bookings as well as providing insight into your utilization and project staffing. Surprisingly, some of its best tools are frequently under-utilized. 3 Under-utilized Booking Features in NetSuite OpenAir Don’t waste time doing things manually when these powerful features might…

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How To Use Data Extracts For FinancialForce PSA System Integration

If you believe integrating your FinancialForce PSA solution means you no longer need manual data extracts, that’s understandable. The truth is, there will always be situations when you will need data extracts to get and share with others or other systems, formatted in a way that requires minimal overhead and effort. For example: During transition…

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Empower Your Users With Self-Service Dashboards in NetSuite OpenAir

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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Two FinancialForce PSA Customization Features Every Services Business Should Be Using

FinancialForce PSA users have access to a wide range of customization features. However, not all of these automation options are immediately apparent. If your business has not fully utilized the customizable automation features FinancialForce PSA offers, you could be missing out on areas where you can improve the efficiency of your business processes. Use FinancialForce…

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