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…

Read More

Planners: FinancialForce PSA v15

There’s new planner functionality available in FinancialForce PSA version 15 Is your organization doing centralized resource management or trying to move towards a centralized, more controlled resource management approach? Are you looking for ways to give your resource managers the tools necessary to view and manage project staffing across the organization in a single UI?…

Read More

Subcontractor Management for Professional Services

Date: Thursday, June 9, 2016 Time: 1:00 – 1:30pm EDT In this recorded webinar you will learn: Valuable metrics to aid in staffing decisions for subcontractor needs How to handle a mixture of approaches for costing How to handle impact on resource management Tips for subcontractor pool management

Read More

Deciding Critical Roles and Scheduling Methods in OpenAir

Identifying Resource Roles When managing your bench schedule in OpenAir, you must identify what roles are needed. Generic resources can be used while in the planning and the pre-sales process prior to main users being identified, and assigned to a project. Generic resources will act as the placeholder in reports to also determine capacity planning.…

Read More

Managing Capacity vs. Demand in your PS Organization

In this session you will learn: Usefulness of employee skills, staff development, and skill demand Usefulness of planning resource needs by skill or role Tips to optimize talent management, resource utilization, financial operations, and reporting How to ensure successful project delivery and improve client satisfaction

Read More
Page 1 of 512345

√ Request Extension

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.

Privacy Policy  |  Terms of Service  |  Site Map