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Found 27 Results
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Capturing Project Status and Metrics in OpenAir


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…

Captureing Project Status and Metrics

September 13, 2017


Using Assignment Groups in NetSuite OpenAir to Support Organizational Scalability


NetSuite OpenAir is a powerful tool and can accommodate growth and change.  Often, small changes can make a tremendous impact. Using assignment groups is a quick and easy way to simplify, streamline and save administrative time in the NetSuite OpenAir system. Assignment groups are simple to set up and can be a significant time saver…

Using Assignment Groups

March 17, 2017


Not All PMO’s Are the Same and Why


In a Professional Services organization, one of the keys to improving your bottom line is consistency and efficiency in how projects are delivered. A Project Management Office (PMO) can help you do this. However, a PMO is often associated with negative connotations such as additional process, resources, and cost that if not implemented to benefit…

Project Management

February 14, 2017


FinancialForce for Project Management Oversight


In this session you will learn: Establishing templates Defining permissions and controls Setting up alerts, notifications, and regular reports for communication

December 15, 2016


OpenAir for Project Management Oversight


In this session you will learn: Establishing templates Defining permissions and controls Setting up alerts, notifications, and regular reports for communication

December 8, 2016


Project Management Oversight and the Need for a Project Management Office (PMO)


In this session you will learn: Benefits of establishing a PMO Types of methodologies for PMOs and staffing needs Do you need a PMO and, if so, which one?

December 1, 2016


Planners: FinancialForce PSA v15


There’s new planner functionality available in FinancialForce PSA version 15 Is your organization doing centralized resource management or trying to move towards a centralized, more controlled resource management approach? Are you looking for ways to give your resource managers the tools necessary to view and manage project staffing across the organization in a single UI?…

July 11, 2016


The Modern PMO: How PMO Perception and Implementation Have Evolved Over Time to Impact Business


If you could lower your professional services automation (PSA) tool administrative cost, would you do it? This paper will introduce you to best practices to improve your systems administration, lower your costs, and provide a greater ROI on your PSA tool. Download White Paper

October 15, 2015


OpenAir Expert Webinar Series: Project Management Methodologies


In this webinar you will learn more about: Project Management approaches and features Plan establishment and baselining/ MS Project Connector schedule interaction OpenAir Wizards

April 16, 2015


OpenAir Expert Webinar Series: Resource Management


In this webinar you will learn more about resource management in OpenAir including: Models and features with Pros/Cons How to determine the best one for you? Data Monitoring and Maintenance approaches Adoption and Metrics

February 19, 2015


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