Search Our Resources

Select one or more Types, PSAs and/or Topics from the drop-down menus.  The search results will automatically appear below.

  • Type

  • Choose a PSA

  • Topics

  • Reset
Found 348 Results

Want To Learn More About Our Services?

post


Thanks for your interest in learning more about our services!   Please provide your contact information below and one of our TOP Step Consultants will contact you to review the details of our service and answer any questions you may have. [contact-form 2 “Release Management Request”]

Tags:

January 26, 2011 |


OpenAir Expert Webinar Series: Resource Management and Utilization in OpenAir

webinars

Webinars


In this webinar recording you will learn more about Approaches for resource management in OpenAir Best practices based on the dynamics of your organization Tips and tricks on adjusting utilization equations to match your company definition Capacity planning and forecasting resource needs Best-fit resource matches searching by key values ….and more!

January 20, 2011 | NetSuite OpenAir | Resource Management | Utilization


Using the Booking Worksheet

post


Did you know you can now use the Booking Worksheet to view and manage all bookings in OpenAir no matter the duration? The booking worksheet (or grid) within the Resources module (or booking tab within the Project module) displays spreadsheet-like resource booking information in hours or percentage for a defined time period.  You can now…

January 19, 2011 | NetSuite OpenAir | Resource Management


Adding Location Details to the Booking Chart

post


Did you know you can add location details to the Booking Chart? The booking chart within the Resources module (or booking tab within the Project module) displays information related to resources and their workloads.  Booking types can be used to identify types of workloads or potential workloads such as tentative contracts.  But do you know…

January 11, 2011 | NetSuite OpenAir | Resource Management


Accessing the Resource Module from Within the Project Module

post


Did you know in OpenAir you can access the Resource module from within the Project module? If part of your resource management process includes Project Managers creating bookings (or allocations, staffing, resourcing, or any other name you may have defined in your OpenAir system), you may be having them leveraging the booking grid functionality within…

January 6, 2011 | NetSuite OpenAir | Resource Management


Excluding Items From An OpenAir Report

post


Did you know you could exclude items in an OpenAir report rather than just include them? How many times have you found yourself maintaining a report day after day or week after week because new resources have been added to the system or new customers or other items and they need to be included?  In…

December 22, 2010 | NetSuite OpenAir | Reporting and Dashboards


Forecasting – Using OpenAir As A Crystal Ball

webinars

Webinars


In this webinar recording you will learn more about Pros and Cons with forecasting approaches Tips and tricks on how to get a more accurate forecast Reflect weighted forecast values based on your sales methodology Forecast resource needs along with financials ….and more!

December 16, 2010 | NetSuite OpenAir | Forecasting


Improve Access To Key Project And Resource KPI’s Using OpenAir Graphical Dashboards

post


Did you ever hear the saying “a picture is worth a thousand words”?  It’s true, especially in the case of financial data viewing and critical metrics used to run your organization.  OpenAir supports customizable graphical dashboards that display your already configured OpenAir reports in a variety of graphing styles. To use a graphical dashboard, you…

December 15, 2010 | NetSuite OpenAir | Reporting and Dashboards


Create Custom Time Ranges For Reporting

post


Did you know that you can create custom time ranges for reporting purposes? Not everyone follows a standard calendar for annual and monthly reports. OpenAir allows you to define your company’s calendar so no matter when the start of the year begins or the number of weeks in a month, your reports can reflect your…

December 8, 2010 | NetSuite OpenAir | Reporting and Dashboards


Preserving Color Coding of OpenAir Reports in PDF Downloads

post


Did you know you could preserve color coding of OpenAir reports in PDF downloads? This is a check-box in the Reports module – Options tab. 1)  Navigate to the Reports module 2)  Click on the Options tab to display the global report options form. 3)  Scroll down the form to the Adobe Acrobat PDF settings…

December 1, 2010 | NetSuite OpenAir | Reporting and Dashboards


Keep in Touch

Stay informed of tips,
news, and webinars

Phone:  703-957-8370
Email:  info@TOPStepConsulting.com

Upcoming Webinars

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.

Privacy Policy  |  Terms of Service  |  Site Map