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Found 356 Results

Project Budget Management in NetSuite OpenAir

webinars

Webinars


In this webinar we will discuss and demonstrate in NetSuite OpenAir: Methods for budget management from simple to advanced Aligning effort with contract budgets Baselines and actual vs. plan reports. Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

OpenAir Webinar

September 14, 2017 | NetSuite OpenAir | Project Budget


Capturing Project Status and Project Metrics in OpenAir

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Determine what data is needed Before spending time configuring several fields or building out forms in OpenAir, it is necessary to determine information to be captured and what will be done with that data. Project status and/or health data, typically referred to as RYG Status (Red, Yellow, Green), is commonplace for many organizations. Who will…

Capturing Project Status and Metrics in OA

September 13, 2017 | NetSuite OpenAir | Metrics | Project Management


Measuring and Reporting Project Health With Key Performance Indicators

webinars

Webinars


In this webinar, we will discuss project health measures to track project progress, budget progress, and the total cost to enable and understand overall project performance and profitability. Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

PSA Webinar

September 7, 2017 | FinancialForce PSA NetSuite OpenAir | PS Best Practices | Reporting and Dashboards


Are You Using These 3 Powerful Booking Features in NetSuite OpenAir?

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NetSuite OpenAir is a powerful PSA system that provides a multitude of features for maintaining your bookings as well as providing insight into your utilization and project staffing. Surprisingly, some of its best tools are frequently under-utilized. 3 Under-utilized Booking Features in NetSuite OpenAir Don’t waste time doing things manually when these powerful features might…

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August 31, 2017 | NetSuite OpenAir | Booking and Billing


Tips For How To Get A More Accurate Revenue Forecast In NetSuite OpenAir

webinars

Webinars


In this webinar we will discuss: Tips and tricks on how to get a more accurate forecast How to reflect weighted forecast values based on your sales methodology Forecast resource needs along with financials Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

August 24, 2017 | NetSuite OpenAir | Revenue Forecasting


How To Use Data Extracts For FinancialForce PSA System Integration

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If you believe integrating your FinancialForce PSA solution means you no longer need manual data extracts, that’s understandable. The truth is, there will always be situations when you will need data extracts to get and share with others or other systems, formatted in a way that requires minimal overhead and effort. For example: During transition…

FF PSA Integration

| FinancialForce PSA | Integration


Tips For FinancialForce Revenue Management To Improve Visibility For Revenue Forecasting

webinars

Webinars


In this webinar, we will discuss revenue forecasting approaches and reporting including using dashboards to view by line of business, customer or region. Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

August 17, 2017 | FinancialForce PSA | Revenue Management


Pros and Cons of Revenue Forecasting Approaches for Professional Services Organizations

webinars

Webinars


Revenue Forecasting is an art and a science. Good forecasting isn’t just a benefit to the back office. Reliable forecasts make it possible to understand the utilization, margin and billings and overall project health. In this webinar, we will discuss the pros and cons of forecasting approaches. Following the webinar, we will keep the lines…

August 3, 2017 | FinancialForce PSA NetSuite OpenAir | PS Best Practices | Revenue Forecasting


Resource Management Techniques in FinancialForce PSA

webinars

Webinars


In this recorded webinar we will discuss how to manage your resources in FinancialForce PSA including: scheduling strategies and how/when to use them how to monitor and measure utilization and capacity data entry and maintenance tips

July 20, 2017 | FinancialForce PSA | Resource Management


Empower Your Users With Self-Service Dashboards in NetSuite OpenAir

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Every job position in the company has a goal and an objective, and self-service dashboards are a way to empower individuals to be able to achieve those goals. A self-service dashboard is one way to present data that help end users manage their workload. Self-service dashboards help users answer questions about their job goals and…

Empowered Employee Through Self Service Dashboard

July 19, 2017 | NetSuite OpenAir | Reporting and Dashboards


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