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Page 30 of 38

Getting the word out to your teams


Communication I find is the key to change management, project management, team management, and operational management.  The cliché of ‘ignorance is bliss’ doesn’t apply in the real world of day to day business if you want to have reliable forecasting, happy customers, motivated employees, and profitable project engagements.   So how do you pass along information…

October 25, 2011


OpenAir Expert Webinar Series: Advanced Reporting


In this recorded webinar you will learn more about: Best practices for report development Features to aid in your reporting challenges Handling report maintenance challenges How to review your configuration to support reporting needs Typical reports that should be standard in your organization

October 20, 2011


How do you define Project Management?


I’ve had the privilege of working in US Federal Government contracting organizations, global and national software company services organization, and strict consulting organizations.   In working with our diverse customer base, I’ve also been educated on industries such as creative and social media, IT service and solution providers, and even marketing and research organizations.  Everyone has…

October 16, 2011


Receiving a Copy of Automated OpenAir Emails Sent From You


Ever wish you had a copy of the automated OpenAir emails sent from you? Your OpenAir system has most likely been configured with various alerts, notifications, and automated email messages that are triggered based on certain events or lack of events in the system.  Many of those notifications may be coming from you via OpenAir! …

October 12, 2011


When Automated Lead Generation Leaves a Sour Taste


There is an annual event my company attends to network, gain insight into new technology, and learn about new technology partners that may help us provide more solution options to our customer base.  Over the past couple of years, I attended on behalf of the company.  This past year I had one of our other…

October 10, 2011


Advanced Filtering Outside of Reports


You may be aware of the page filter capabilities within OpenAir to quickly filter information for more efficient data views. The standard page filtering feature has basic ‘is, is not, contains’, etc. functionality. There is a more advanced version of this filter that contains more filtering operations such as ‘is any of’, ‘is not any…

October 5, 2011


Locking Columns


Review lists of data or reports information many times span beyond the width of your browser view, even with smaller font settings. When you scroll to review the information, you may find yourself losing reference information in the first couple of columns that help you interpret the data. OpenAir provides the ability to lock columns…

September 28, 2011


OpenAir Expert Webinar Series: Project Management, Earned Value Management, and Wizards


In this recorded webinar you will learn more about: Plan establishment and baselining Review of EVM and schedule dependency MS Project Connector schedule interaction OpenAir Wizards Pros and Cons of schedule management. What is the right approach for you?

September 22, 2011


Anatomy of a Timesheet


Continuing with the timesheet requirements theme, now it’s time to figure out how precise your consultants and subcontractors need to be when entering time into their timesheets. And what about other descriptive data such as location, overtime, billable, etc?  Timesheets are a pretty unique entity as everyone has an opinion and they track what everyone is…

September 20, 2011


Copying Auto-bill and Auto-run Settings Across Projects (aka Tag You’re It!)


Are you using the Auto-bill and/or Auto-run features for billing and recognition rules, respectively? System defaults can be set for any new projects to inherit the desired default values for configuration of the auto running feature. But what about those existing projects that you may want to update to use or not use the settings…

September 14, 2011


Page 30 of 38

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OpenAir Advanced Reporting Tips and Tricks

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About Us:  Our mission is to enable and empower Professional Services Organizations to become profitable, scalable, and efficient through change management, technology deployment, and skill set training with a Customer First approach.  We are celebrating our 10th year of success and look forward to growing and learning with you.