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Page 4 of 38

5 Big Reasons for NetSuite OpenAir System Extensions


While your NetSuite OpenAir system may have thrived for years, you may be feeling some growing pains due to changes in your services business. Core system functionality is sufficient but there is just that one little change in processing you wish would be available to better meet the needs of your business. That’s where PSA…

NetSuite OpenAir System Extensions

November 6, 2017


NetSuite OpenAir Best Practices for Timesheets


In this webinar we will discuss timesheet features that can ensure data capture is accurate for reporting and analytics: auto-population options common scripting solutions handling timesheet corrections Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

October 12, 2017


Top 3 New Features In NetSuite OpenAir 2017.2 Release


The latest release of NetSuite OpenAir brings us some great new functionality and features. Here is our top three list we think you will also be excited about. Estimate to Complete (ETC) and Estimate at Completion (EAC) in Project Budgets The first feature we want to highlight adds Estimate at Completion (EAC) and Estimate to…

ETC and EAC in Project Budgets

October 5, 2017


PS Best Practices: Timesheets Capture More Than Hours Worked


In this webinar we will discuss how timesheets can provide more than just a way to capture hours worked. In this webinar you will learn best practices regarding: end user ease of use considerations data capture to assist with report and financials notifications and compliance


Project Budget Management in NetSuite OpenAir


In this webinar we will discuss and demonstrate in NetSuite OpenAir: Methods for budget management from simple to advanced Aligning effort with contract budgets Baselines and actual vs. plan reports. Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

September 14, 2017


Capturing Project Status and Metrics in OpenAir


Determine what data is needed Before spending time configuring several fields or building out forms in OpenAir, it is necessary to determine information to be captured and what will be done with that data. Project status and/or health data, typically referred to as RYG Status (Red, Yellow, Green), is commonplace for many organizations. Who will…

Captureing Project Status and Metrics

September 13, 2017


Measuring and Reporting Project Health With Key Performance Indicators


In this webinar, we will discuss project health measures to track project progress, budget progress, and the total cost to enable and understand overall project performance and profitability. Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

PSA Webinar

September 7, 2017


Are You Using These 3 Powerful Booking Features in NetSuite OpenAir?


NetSuite OpenAir is a powerful PSA system that provides a multitude of features for maintaining your bookings as well as providing insight into your utilization and project staffing. Surprisingly, some of its best tools are frequently under-utilized. 3 Under-utilized Booking Features in NetSuite OpenAir Don’t waste time doing things manually when these powerful features might…

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August 31, 2017


Tips For How To Get A More Accurate Revenue Forecast In NetSuite OpenAir


In this webinar we will discuss: Tips and tricks on how to get a more accurate forecast How to reflect weighted forecast values based on your sales methodology Forecast resource needs along with financials Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

August 24, 2017


How To Use Data Extracts For FinancialForce PSA System Integration


If you believe integrating your FinancialForce PSA solution means you no longer need manual data extracts, that’s understandable. The truth is, there will always be situations when you will need data extracts to get and share with others or other systems, formatted in a way that requires minimal overhead and effort. For example: During transition…

Integration


Page 4 of 38

Keep in Touch

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news, and webinars

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

Upcoming Webinars

Nov 08

OpenAir Advanced Reporting Tips and Tricks

November 8 @ 1:00 pm - 1:45 pm
Nov 15

Best Practices for Using Tags in OpenAir

November 15 @ 1:00 pm - 1:45 pm
Dec 13

OpenAir Scripting Tips and Techniques

December 13 @ 1:00 pm - 1:45 pm

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.