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Found 333 Results

Disabling the Auto-Generated ‘Timesheet Approved’ Message in OpenAir

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Did you know you can disable the auto-generated ‘Timesheet Approved’ message to your users? OpenAir’s timesheet workflow supports the submission of timesheets to a designated timesheet reviewer either by project or by user or both. Using Notifications, reviewers are notified when a timesheet is ready for review and, by default, users receive an auto-generated email…

January 9, 2013 | NetSuite OpenAir | Administration


Budget Feature Conversion Tip

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If your organization is considering using the budget transaction feature, there are a few items to consider before ‘flipping the switch’. If you are not familiar with this feature, what it supports is the ability to enter a budget amount for the project with a specific date field. This budget amount can then be categorized…

December 19, 2012 | NetSuite OpenAir | Administration | Project Budget


End of Year Administration

webinars

Webinars


In this recorded webinar you will learn more about some endo fo the year administration items that need to be handled within your OpenAir system including: Updating your holiday calendar and vacation/holiday allowance consideration Reporting impacts for year-to-date reports and custom time ranges Updating utilization targets Accounting dates And more…

December 13, 2012 | NetSuite OpenAir | Administration


Controlling the Size of Pop-up Windows in OpenAir

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Throughout the OpenAir application, many forms have pop-up windows to set values or filters or fields. The pop-up window will resize by default to the table or value list selected. In some cases you may want to resize the window to view the information more clearly as you populate values from the selection list. The…

December 6, 2012 | NetSuite OpenAir | Administration


7 Questions to Ask Before Augmenting, Replacing, or Upgrading Your Operational Software Systems

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So you have a system in place for your sales tracking (CRM), project management and time tracking (PSA), and accounting (ERP) along with one or more marketing communication systems, contract tracking systems, document storage and asset management solutions. Maybe you have a single software solution, or maybe you have invested in individual operational software systems…

| NetSuite OpenAir | PS Best Practices


Using Tasks Tab to Close Tasks Across Projects

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Depending on your project management methodology, you may have project managers responsible for closing completed tasks within a project or have department managers handling multiple projects for small engagements. Ever wonder if there was a quicker way to view a list of projects assigned to certain people or within certain customer projects and be able…

November 28, 2012 | NetSuite OpenAir | Project Management


Viewing Company Holidays on the OpenAir Calendar

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The OpenAir calendar is found in the Home or Dashboard module (depending on your module names). Among the uses for the calendar is a quick way to look up your company holidays. Work schedules are established by your administrator to define working days and hours per day. The public or bank holidays that are observed…

November 21, 2012 | NetSuite OpenAir | Administration


OpenAir Expert Webinar Series: Standardizing OpenAir Reports in Your Environment

webinars

Webinars


In this interactive webinar you will learn more about standardizing OpenAir reports in your environment including: Best practices for report development Handling report maintenance challenges Typical reports that should be standard in your organization

November 14, 2012 | NetSuite OpenAir | Reporting and Dashboards


Top Three Items to Consider When Aligning Global Operations

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How much should I align my offices to support a global business model within a PSA tool?

November 13, 2012 | FinancialForce PSA NetSuite OpenAir | PS Best Practices


Setting Timesheets and Expenses to Cover Different Time Periods

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Did you know you can have your timesheets and expenses cover different time periods? When you choose to use Timesheets and Expenses in OpenAir, one of the configuration decisions is the time period for each of these items such as weekly, bi-weekly, or monthly. Weekly is a fairly common selection among customers based on their…

November 9, 2012 | NetSuite OpenAir | Time and Expenses


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