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Found 28 Results

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


Using Assignment Groups in NetSuite OpenAir to Support Organizational Scalability

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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 | NetSuite OpenAir | Administration | Project Management


Not All PMO’s Are the Same and Why

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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 PSA NetSuite OpenAir | Project Management | PS Best Practices


FinancialForce for Project Management Oversight

webinars

Webinars


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

December 15, 2016 | FinancialForce PSA | Project Management


OpenAir for Project Management Oversight

webinars

Webinars


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

December 8, 2016 | NetSuite OpenAir | Project Management


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

webinars

Webinars


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 | FinancialForce PSA NetSuite OpenAir | Project Management | PS Best Practices | PSA Best Practices


Planners: FinancialForce PSA v15

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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 | FinancialForce PSA | Project Management | Resource Management


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

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White Papers


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 | FinancialForce PSA NetSuite OpenAir | Project Management


OpenAir Expert Webinar Series: Project Management Methodologies

webinars

Webinars


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 | NetSuite OpenAir | Project Management


FinancialForce PSA Webinar: Managing Project Work and Progress

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Webinars


Recorded: April 9, 2015 In this recorded webinar you will learn about using project tasks in FinancialForce PSA to manage project work for Project Managers and team members. How to leverage project tasks and milestones in FinancialForce PSA to manage project work and progress.

April 9, 2015 | FinancialForce PSA | Project Management


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