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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Four Methods for Viewing Schedules in OpenAir

There are four methods available in OpenAir for viewing schedules outside of running reports. The first is the calendar view. This can be found in the Home or Dashboard module and made available as a ‘My Calendar’ tab throughout the application. If you have longer term projects, this can be a very helpful view. By…

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Cleaning Up Your Project Booking Grid

For long term projects that involve several resources over time, the project booking worksheet (also called Project booking grid) can get cluttered with too many rows of users who are no longer involved in the project. When this happens, you can clean up your view so that you only see users you want to. In…

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Accurately Capping Expense Item Billing Rules

Are your expense item billing rules being capped accurately in OpenAir? If you are adding caps to your expense item billing rules, chances are the cap isn’t being applied quite the way you expect. Normally, the system will apply the cap to the nearest hundredth, but it is based on quantity – not money. For…

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Copying Bookings From One Project to Another

Did you know you can copy bookings from one project to another in OpenAir? If you are using bookings for resource scheduling, there is often the question of ‘can you copy bookings’? From the Resources module, where most booking creation and maintenance occurs, this function is not possible. However, there is a way to copy…

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Copying Booking Chart Settings From One User to Another

Did you know that you can now copy (or push out) the booking chart settings to other users? For many customers, the resource bookings feature is how resource management is done. Reports provide insight into availability as well as a key feature called the Booking Chart. Over the years, the features available on the booking…

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