Late Timesheet Alerts Can Align with Resource Management

The Late Timesheet Alert is one of the most often implemented reminders or notifications to ensure users are compliant with your timesheet policy. What most people overlook, however, is how the timesheet alert can be setup in such a way that it is only triggered when resources are expected to do work in a week.…

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Customizing the Message Board for Specific Departments

The Department definition in OpenAir is most frequently used to support reporting, such as grouping users by department in utilization reports, and to control receipt of alerts such as Late Timesheet notices. Many customers also rename this field to be an even higher organization definition such as Office, Region, Country, and so forth. Setting up…

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Struggling to Filter for Your Team in the Timesheets Module?

Many companies using OpenAir have team setups controlled by departments or hierarchies which allows an inheritance view of ‘who’ you can see in the system using the filter set concept. When you’ve got the filter sets setup correctly, data views help you see users, projects, etc. that you need to see and avoid seeing everything…

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Using Custom Fields Instead of Filter Sets

Do you know you can use custom fields instead of filter sets for pending billing and recognition reports? For many years the only way to limit projects included in the Pending Billing or Pending Recognition was using a standard set of OpenAir fields including customer, project, project stage, and project owner or by setting up…

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Analyzing Your OpenAir Roles

As your system was deployed or configured, there came a point when you had to define the type of users based on your business processes, their roles and responsibilities, and their permission sets into OpenAir Roles. Initially the roles make sense but adjustments over time may have started to blur the lines of your roles.…

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