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.

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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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Controlling End Date on Tasks

Project plans in OpenAir are made up of phases and tasks to manage both budget and schedule of the engagement. The task form in OpenAir defaults to have a start date available and support predecessors to link tasks together. This allows start dates on tasks to automatically calculate based on planned hours/effort and the end…

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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…

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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!

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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…

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