Financial Management Reporting and Metrics in NetSuite OpenAir

In this webinar, we will take a deeper look at typical reports and metrics to support Financial Management across your organization using NetSuite OpenAir Topics we will cover include: Backlog and pipeline forecasting against plan Budget to actual project views Intercompany revenue Dashboards for at a glance data views Following the webinar, we will open…

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Financial Management Reporting and Metrics for Predictive Accuracy

In this webinar, we will discuss best practices for metrics and reporting needed for financial health at each level of your organization to keep your teams informed and get you on the path toward predictive accuracy. Topics we will cover include: Revenue plan vs. actuals visibility Trending and forecasted margin by type of project Average…

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Overdue Invoice Automated Reminder

This OpenAir script is a big time saver if you are tracking invoice payments in OpenAir. The Overdue Invoice Reminder Notification script will eliminate the need to manually email customers who are late paying their invoices. This script will find all invoices that are past the defined terms (plus a configurable grace period) and have…

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Cost Tracking Approaches with NetSuite OpenAir

Labor costs are an important measure in OpenAir, contributing to a number of metrics and reports. In this webinar, we will take a deep dive into delivery effort costing approaches using NetSuite OpenAir including: User level cost tracking Cost transfers between departments/regions with considerations for at cost, standard rates, or mark-ups Adjusting cost to payroll…

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Gaining Control Over Project Costs to Drive Profitability for Your PSO

Many things can impact project margins and overall profitability of your professional services organization. Budgeting, approval, and monitoring practices are critical to success. In this webinar, we will discuss: Project budgeting process Timesheet / Expenses process for billing accuracy Empowering PMs with info they need Change order approval and management Following the webinar, we will…

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Auto-Reject Timesheets When Booking Exceeded

Do you need to prevent people from entering time past the number of hours that they are booked on a project? This script will analyze each timesheet waiting for “validation” approval. If the hours are exceeded for the user/project booked hours, the timesheet will be rejected and the user (and others if desired) will be…

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