Creating Duration From Date Fields

Did you know you can create duration from date fields? Many times customers determine key metrics that are measured within the business for operational analysis and improvement. Metrics may include such values as project margin, utilization %, average bill rate, and so forth. Often there is a metric defined to determine key project lifecycle values…

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Customizing the End-User Experience

In this recorded webinar you will learn more about how to customize the end-user experience for improved system adoption in OpenAir including: Ease of use considerations against data capture requirements – how to balance this conflict Common Do’s and Don’ts on permissions and feature access (less is more!) Reports and dashboards for self service Communication…

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Custom Calculations Tips and Tricks

In this recorded webinar you will learn more about custom calculation tips and tricks in OpenAir including: Custom calculations usage and key features Getting to the right end result Consideration of report configuration with custom calculations Tips and Tricks

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Disabling the Auto-Generated ‘Timesheet Approved’ Message in OpenAir

Did you know you can disable the auto-generated ‘Timesheet Approved’ message to your users? OpenAir’s timesheet workflow supports the submission of timesheets to a designated timesheet reviewer either by project or by user or both. Using Notifications, reviewers are notified when a timesheet is ready for review and, by default, users receive an auto-generated email…

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Budget Feature Conversion Tip

If your organization is considering using the budget transaction feature, there are a few items to consider before ‘flipping the switch’. If you are not familiar with this feature, what it supports is the ability to enter a budget amount for the project with a specific date field. This budget amount can then be categorized…

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Deleting Custom Fields

If you need to delete a custom field, you will notice that you may not have the option to delete it initially. In the tips section at the bottom of the custom field, you’ll see a note stating why you can’t delete it. It will tell you the field is being used somewhere in the…

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