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Page 35 of 37

Tracking Budget Allotments by Sales or Team Members


Ever wonder if OpenAir can track deal booking credit for commission reporting or spread budget funds across the team for burn rate reporting with money? Over the past two weeks we’ve introduced the Budget Entry field for tracking components of a budget and how you can tie these components to categories and services for a…

February 23, 2011


OpenAir Expert Webinar Series: Project Budget Management


In this webinar recording you will learn more about: Methods for budget management from simple to advanced Best practice process workflows for Project Managers Aligning effort with contract budgets Baselines and actual vs. plan reports Capturing metrics for estimation feedback ….and more!

February 17, 2011


Using Budget Categories


How can I categorize pieces of a budget based on funding type or service being delivered? Last week we provided a tip about the Project Budget feature within an OpenAir project.  This feature has expansion capabilities that support a variety of tracking and reports needs including links to your defined services and descriptive budget category…

February 16, 2011


Tracking Project Budget Adjustments


Did you know you can track budget adjustments on a project? The project form has always had a Budget (money) field for project level financial budget management.  The challenge with this field is you can only get insight into historical values if you run a detailed project report to view the audit trail.  There is…

February 9, 2011


Time Entry Tab – Part 2: Vendor Tracking


Ever wish you could reference the vendor invoice status for your T&M subcontractors and reconcile payment status? Last week we pointed out the feature in the Timesheet module called the Time Entry tab to view individual time entries by user, project, even task. You can extend this feature to include a 2 types of fields…

February 2, 2011


A Quicker Way to Look Up Time Entries on OpenAir Timesheets


There is a quicker way to look up time entries on OpenAir timesheets – know how? A feature in the Timesheet module allows you to look up individual time entries across multiple users, timesheets, customer, projects, and more. It’s call the Time Entry tab. When enabled, a new tab appears in the Timesheets module for…

January 27, 2011


Thank you for your interest in our services and how we can help you!


We look forward to talking with you. 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”]

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January 26, 2011


Want To Learn More About Our Services?


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”]

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OpenAir Expert Webinar Series: Resource Management and Utilization in OpenAir


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


Using the Booking Worksheet


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


Page 35 of 37

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