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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How Browser Settings Impact Web Page Views in OpenAir

This week’s tip touches on something that happens quite frequently among OpenAir users. To increase the font size of the loaded web pages or to shrink data content to view more per page, users will tend to adjust their browser settings to zoom in or out as desired. This has the impact of causing some…

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Wish You Could See Hours Worked Per Person on a Task?

Task setup with planned hours can be done at a task level or a user assigned level, depending on how you’ve configured your system. Regardless of this configuration, many times we hear people asking ‘how many hours did each person work for the task?’ if there is more than one person who worked on it.…

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