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Found 333 Results

Skill Set and Resource Location Matches Leveraging User Entity Tags


Last week we introduced User Entity Tags as a general approach for providing a date indexed field upon which reporting would depend. Items such as tracking promotion job code status, department or region or company reporting organization, etc. User Entity Tags are ideal to support any facet of a user that changes over time and…

May 11, 2011 | NetSuite OpenAir | Resource Management

You’ve got a revenue plan – but do you have the capacity to deliver on it?


I’ve been fortunate (or unfortunate, depending on your viewpoint on such matters) to be included as a reviewer on budget planning activities with various companies. Being the owner of a company, I’ve done my own budget planning for the fiscal year. Early on it was a based on a trending of earning per types of…

May 10, 2011 | FinancialForce PSA NetSuite OpenAir | PS Best Practices

Tracking Historical Field Values for OpenAir Reporting


You may find yourself wishing you could have certain fields or values tracked as changes over time. OpenAir’s audit trail capability is quite robust in tracking field value changes, but it is not an easily parsed or used field for reporting to view information by historical values. Examples of reports you may have wanted to…

May 4, 2011 | NetSuite OpenAir | Reporting and Dashboards

Paid Time Off policies – What works best for your organization?


Summer is coming and this means many of your employees are planning their family vacations.  It’s also allergy season here in the Virginia area which has knocked quite a few people off their game with folks having to take time off to visit doctors.  I’ve even had a bout of bad luck with illness recently. …

May 2, 2011 | FinancialForce PSA NetSuite OpenAir | PS Best Practices

Self-Unlock OpenAir Feature for End User Logins


Did you know you can set up self service security controls that will allow users to unlock themselves? Are your password controls a bit complicated? Requiring uppercase and lowercase, a number, a symbol, and be a certain length? Although this is a good approach for secure logins to your system, it also creates a bit…

April 27, 2011 | NetSuite OpenAir | Administration

Advanced Timesheets



In this recorded webinar you will learn more about: Advanced features such as time entries tab and timesheet customization Support tax reporting by region/location Workflow processes and time approvals Adjusting timesheets Best practices for tracking overtime and shift work ….and more!

April 21, 2011 | NetSuite OpenAir | Time and Expenses

Restricting OpenAir Time Types by Project or Task


For those of you who use time types to track billable/non-billable work or overtime/shift work, ever run into the problem of a consultant selecting the wrong value for task or project (especially those internal or administrative tasks)? OpenAir has two control switches that may be of interest – but you can only use one or…

April 20, 2011 | NetSuite OpenAir | Time and Expenses

What I learned in Grade School is changing


Technology changes rapidly in today’s world – not only devices but programming approaches and languages. I started my career as a programmer working in PL/I and FORTRAN (dating myself a bit, I know) in industry. Then Object-Oriented languages took over and I stuck in there for a while but found myself more of a debugger…

April 18, 2011 | FinancialForce PSA NetSuite OpenAir | PS Best Practices

OpenAir Tracking Work Location for Services Delivery


It’s tax time and for many of us in the services world, we are working on computing how much services revenue was delivered in each of the US states to complete state tax obligations.   Unfortunately it’s this time of year when you realize that information tracking in your OpenAir system may be a bit limited…

April 13, 2011 | NetSuite OpenAir | Time and Expenses

Does the ‘man month’ metric still work in today’s world?


Early on in my project management life I read a book that described what a ‘man-month’ or ‘man-day’ is, which is paraphrased as the amount of productive time you can expect from an employee given a defined period.  Six hours of an eight hour day is the general rule of thumb.  This gives you about…

April 11, 2011 | FinancialForce PSA NetSuite OpenAir | PS Best Practices

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