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Page 20 of 35

Overriding a User Cost to Accommodate Project or Task Level Differences


Did you know you can override a user cost to accommodate project or task level differences? There are typically two situations in which the cost associated to a user is not necessarily the same cost that is recognized for the work performed by that user on a specific project. The user is a subcontractor with…

April 12, 2013


OpenAir Expert Webinar Series: Percent Complete in OpenAir


From managing task completion to revenue recognition, percent complete is a complex topic with many configuration options. In this webinar, you will learn how OpenAir: Calculates task percent complete Provides options for revenue recognition Computes forecasting values And more…

April 11, 2013


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…

April 3, 2013


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.…

March 27, 2013


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…

March 20, 2013


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…

March 14, 2013


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…


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…

March 7, 2013


Copying Booking Chart Settings From One User to Another


Did you know that you can now copy (or push out) the booking chart settings to other users? For many customers, the resource bookings feature is how resource management is done. Reports provide insight into availability as well as a key feature called the Booking Chart. Over the years, the features available on the booking…

February 28, 2013


Custom Calculations Tips and Tricks


In this recorded webinar you will learn more about custom calculation tips and tricks in OpenAir including: Custom calculations usage and key features Getting to the right end result Consideration of report configuration with custom calculations Tips and Tricks

February 14, 2013


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