Creating Duration From Date Fields

Did you know you can create duration from date fields? Many times customers determine key metrics that are measured within the business for operational analysis and improvement. Metrics may include such values as project margin, utilization %, average bill rate, and so forth. Often there is a metric defined to determine key project lifecycle values…

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Enhancing Your Task View To See All Task Related Components

Did you know you can enhance your task view to see all task related components? In OpenAir projects, it is common for people to use the Outline view to manage their project plan. The outline view provides an indented display based on how you have setup phases on the project to clearly see task grouping.…

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Filtering Data on Reports While You Are Viewing Them

Did you know you can filter data on reports while you are viewing them? Summary report creation in OpenAir certainly has a wide variety of content filtering, subtotaling, timeframe control, and many more options. After running the report and viewing the displayed information, there are times when you want to dynamically filter the information being…

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Customizing the End-User Experience

In this recorded 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…

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Copying Bookings From One Project to Another

Did you know you can copy bookings from one project to another in OpenAir? If you are using bookings for resource scheduling, there is often the question of ‘can you copy bookings’? From the Resources module, where most booking creation and maintenance occurs, this function is not possible. However, there is a way to copy…

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Emailing Trial Billing Balances From OpenAir

Did you know you can email trial billing balances from OpenAir? OpenAir supports the ability to set auto-bill options to run billing rules automatically based on configured frequency. However, there is another option available on the auto-bill form called Trial Billing. Until recently, this option was the only available approach to send emails with a…

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