Form Defaults for Process Support

How form defaults helped me better introduce and manage processes One of the common challenges we see with bad project data is when fields are overlooked in the project creation process. Using form default values can make it easier to set up projects and avoid errors in the process. To create form default values, you…

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Grouping Expenses on an Invoice

Did you know you can create a Custom expense item to combine expense items on an invoice? The accounting structure for handling expense items in many companies is quite detailed, and may even go down to the individual meal per day (breakfast, lunch, dinner) depending on their internal travel policies.   Tracking internal expenses to this…

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Take Control of Standard Field Names

Did you know you can customize invoice terminology per invoice layout?   As with many systems, the convenience of templates for documents like Invoices comes with the tradeoff of accepting the field names and column titles setup in the template.  OpenAir takes it one step further, however, by allowing you to override the field names…

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Tracking Budget Allotments by Sales or Team Members

Ever wonder if OpenAir can track deal booking credit for commission reporting or spread budget funds across the team for burn rate reporting with money? Over the past two weeks we’ve introduced the Budget Entry field for tracking components of a budget and how you can tie these components to categories and services for a…

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OpenAir Expert Webinar Series: Project Budget Management

In this webinar recording you will learn more about: Methods for budget management from simple to advanced Best practice process workflows for Project Managers Aligning effort with contract budgets Baselines and actual vs. plan reports Capturing metrics for estimation feedback ….and more!

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Using Budget Categories

How can I categorize pieces of a budget based on funding type or service being delivered? Last week we provided a tip about the Project Budget feature within an OpenAir project.  This feature has expansion capabilities that support a variety of tracking and reports needs including links to your defined services and descriptive budget category…

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