Archive for Video

Date: Thursday, July 18, 2013
Time: 1:00-2:00pm EDT

Provide a seamless integration from opportunity to project by integrating your Salesforce system with OpenAir. With a SFDC-OA or bi-directional integration, information can be kept in sync and shared with users in each system.

In this webinar you will learn

  • Best practices on how users integrate SFDC/OA,
  • System alignment and user controls,
  • How to avoid integration pitfalls,
  • And more

Date: Thursday, June 13, 2013
Time: 1:00-2:00pm EDT

Using tools to accomplish resource scheduling is just one step in the overall resource management process. Join us in this webinar to discuss critical points to help your company adopt and achieve success with a defined resource management module.

In this webinar you will learn

  • which resources are key in data entry, maintenance, and/or usage
  • how resource schedules impact more than the end user
  • what level of detailed tracking information is appropriate for your organization.

Date: Thursday, May 23, 2013
Time: 1:00-2:00pm EDT

As organization change structures, there is a need to pull information in old structure formats for comparison reporting and research.

In this webinar we’ll discuss

  • Ways to capture historical tag data with date ranges
  • Understanding fields are system date controlled
  • Which types of custom fields to avoid and which ones to use in anticipation of company growth and evolution

Originally recorded April 2013

From managing task completion to revenue recognition, percent complete is a complex topic with many configuration options.

In this webinar, you will learn how OpenAir:

  • Calculates task percent complete
  • Provides options for revenue recognition
  • Computes forecasting values
  • And more…

Date: Thursday, March 14, 2013
Time: 1:00-2:00pm EDT

In this interactive webinar you will learn more about how to customize the end-user experience for improved system adoption in OpenAir including:

  • Ease of use considerations against data capture requirements – how to balance this conflict
  • Common Do’s and Don’ts on permissions and feature access (less is more!)
  • Reports and dashboards for self service
  • Communication and change management

Deleting Custom Fields

Friday, December 14th, 2012

If you need to delete a custom field, you will notice that you may not have the option to delete it initially. In the tips section at the bottom of the custom field, you’ll see a note stating why you can’t delete it. It will tell you the field is being used somewhere in the system that prevents it from being deleted. This video will help you solve the problem.

Categories : Video, Video Quick Tips

Receiving Automated Emails in OpenAir

Thursday, November 29th, 2012

Would you like to receive a copy of all the automated emails sent from your OpenAir account? This video will show you how.

Categories : Video, Video Quick Tips

Setting Proxy Dates and Expirations

Tuesday, November 6th, 2012

Did you ever want to set proxy expiration dates for users in OpenAir? This video will show you how.

Categories : Video, Video Quick Tips

Reporting Fields Reference Guide

Tuesday, August 28th, 2012

Need a reference guide for all those reporting fields in OpenAir? This video can help you.

Categories : Video, Video Quick Tips

Locking Columns

Monday, August 27th, 2012

Did you ever want to lock a column while scrolling through your data views? This video will show you how.

Categories : Video, Video Quick Tips