Limiting Expense Items by Project in OpenAir

Many companies have many expense items defined, but in practice certain types should only be used for internal activities. In other cases, companies will define region-specific expenses. You may be able to address this by limiting which expense items are accessible in user filter sets. But if you need to define available expense items by…

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Preventing Expenses From Being Entered Against Certain Projects

Have you ever found expenses entered against a project that should never have had them? If you have, you might have wished you could disable expense entry against certain projects. To do this, you’ll need to create a custom checkbox field for Projects. Name the field ‘avail_for_exp’ and notify OpenAir Support that you’d like this…

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Authorize Expenses in Advance

Have you ever wanted a way to let your employees request authorization in advance to incur certain expenses on a project? And would you like to be able to compare the actual expense report with the authorization? With Expense Authorizations, you can. You can enable this feature in Administration -> Application settings -> Expenses settings…

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OpenAir Expert Webinar Series: Percent Complete in OpenAir

From managing task completion to revenue recognition, percent complete is a complex topic with many configuration options. In this webinar, you will learn how OpenAir: Calculates task percent complete Provides options for revenue recognition Computes forecasting values And more…

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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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