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Page 20 of 36

Making (Worthwhile) Recommendations at the Right Time

I realize how valuable it is to have someone make a solid recommendation based on your specific requirements—and explain the alternatives in terms that make sense.

June 6, 2013

Cleaning Up Your Project Booking Grid

For long term projects that involve several resources over time, the project booking worksheet (also called Project booking grid) can get cluttered with too many rows of users who are no longer involved in the project. When this happens, you can clean up your view so that you only see users you want to. In…

May 24, 2013

Keeping the OLD and the NEW

As organization change structures, there is a need to pull information in old structure formats for comparison reporting and research. In this webinar we’ll discuss Ways to capture historical tag data with date ranges Understanding fields are system date controlled Which types of custom fields to avoid and which ones to use in anticipation of…

May 23, 2013

Limiting Expense Items by Project in OpenAir

Many companies have many expense items defined, but in practice certain types should only be used for internal activities. In other cases, companies will define region-specific expenses. You may be able to address this by limiting which expense items are accessible in user filter sets. But if you need to define available expense items by…

Expense Item

May 8, 2013

50 MORE Must-Have Tips for NetSuite OpenAir Users

We received such great response from our first ebook and ongoing support of our weekly tip publishing on our website, we decided to publish a second version filled with even more great tips that will help you use NetSuite OpenAir more effectively. Yes, these are all completely new! No overlap with our first publication, 50+ Must Have Tips for OpenAir Users. Included in this volume are tips for Administration and General Settings, Reporting, Projects, Timesheets, Expenses, Resources and Invoicing.

May 6, 2013

Preventing Expenses From Being Entered Against Certain Projects

Have you ever found expenses entered against a project that should never have had them? If you have, you might have wished you could disable expense entry against certain projects. To do this, you’ll need to create a custom checkbox field for Projects. Name the field ‘avail_for_exp’ and notify OpenAir Support that you’d like this…

Expenses Entered Against Certain Projects

May 3, 2013

Authorize Expenses in Advance

Have you ever wanted a way to let your employees request authorization in advance to incur certain expenses on a project? And would you like to be able to compare the actual expense report with the authorization? With Expense Authorizations, you can. You can enable this feature in Administration -> Application settings -> Expenses settings…

April 25, 2013

The Three Musketeers Had It Right

Many of us know the cliché “All for One and One for All”. It’s the team support spirit; everyone pitching in to support a common goal and having that goal benefit all who supported it. It’s also the basis for TOP Step Consulting’s focus – both with our customers and within our own team structure.…

April 24, 2013

Consulting Skills Training: Accomplish Objectives

The Accomplish Objectives module provides a framework for effective execution of project activities based on a common understanding of the process and skills necessary. Participants will gain an understanding of the steps required to ensure project success, and will often see immediate improvement in both productivity and collaboration skills. By working together to complete the…


April 22, 2013

Consulting Skills Training: Establish Strategic Relationships

The Establish Strategic Relationships module develops the participants’ instincts for seeing beyond the current project’s immediate objectives and client team.  Learning includes how to enhance your team’s reputation and increase your ability to influence future decisions and strategic direction.  This module relates to both building blocks on the middle layer of The Pyramid. Establishing effective…


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