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Page 36 of 37

Adding Location Details to the Booking Chart

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

Accessing the Resource Module from Within the Project Module

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

Excluding Items From An OpenAir Report

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

Forecasting – Using OpenAir As A Crystal Ball

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

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

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

Create Custom Time Ranges For Reporting

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

Preserving Color Coding of OpenAir Reports in PDF Downloads

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

OpenAir Advanced Invoicing

In this webinar recording you will learn more about Invoice number increments Expense groups Expense insert layout Prefix, billing codes …and more!

November 18, 2010

Email OpenAir Reports to non-OpenAir Users

Did you know you can schedule OpenAir reports to be emailed to contacts that are not OpenAir Users? To schedule the delivery of OpenAir reports to non OpenAir users do the following: Request from OpenAir Support to enable the internal switch called:” Enable emailing of contacts on scheduled reports”. Add the email recipient as a…

November 17, 2010

Big or Small – There is Work For Us All

When you work in a small consulting company, a big challenge is how you differentiate your company enough to stand out among all the others vying for the same business.

October 28, 2009

Page 36 of 37

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