OpenAir Expert Webinar Series

Date: Thursday, June 13, 2013
Time: 1:00-2:00pm EDT

Using tools to accomplish resource scheduling is just one step in the overall resource management process. Join us in this webinar to discuss critical points to help your company adopt and achieve success with a defined resource management module.

In this webinar you will learn

• which resources are key in data entry, maintenance, and/or usage
• how resource schedules impact more than the end user
• what level of detailed tracking information is appropriate for your organization.

Date: Thursday, July 18, 2013
Time: 1:00-2:00pm EDT

Provide a seamless integration from opportunity to project by integrating your Salesforce system with OpenAir. With a SFDC-OA or bi-directional integration, information can be kept in sync and shared with users in each system.

In this webinar you will learn

• Best practices on how users integrate SFDC/OA,
• System alignment and user controls,
• How to avoid integration pitfalls,
• And more

Recorded May 2013

As organization change structures, there is a need to pull information in old structure formats for comparison reporting and research.

In this webinar we’ll discuss

• Ways to capture historical tag data with date ranges
• Understanding fields are system date controlled
• Which types of custom fields to avoid and which ones to use in anticipation of company growth and evolution

This recorded webinar will be available soon. Please check back.

Originally recorded April 2013

From managing task completion to revenue recognition, percent complete is a complex topic with many configuration options.

This webinar will show you how OpenAir:

• Calculates task percent complete
• Provides options for revenue recognition
• Computes forecasting values
• And more…

Originally recorded March 2013

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 and change management

Originally recorded February 2013

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

Originally recorded January 2013

In this recorded webinar you will learn more about the advanced reports tab in OpenAir including:

• Overview of Advanced reports – what they are and what they require
• Determining which reports are applicable to your business model
• Leveraging key advanced reports to support/enforce operational processes
• Reports you may have always wished existed – and do!

Originally recorded December 2012

In this recorded webinar you will learn more about some end of the year administration items that need to be handled within your OpenAir system including:

• Updating your holiday calendar and vacation/holiday allowance consideration
• Reporting impacts for year-to-date reports and custom time ranges
• Updating utilization targets
• Accounting dates
• And more…

Originally recorded November 2012

In this recorded webinar you will learn more about standardizing OpenAir reports in your environment including:

• Best practices for report development
• Handling report maintenance challenges
• Typical reports that should be standard in your organization

Originally recorded October 2012

In this recorded webinar you will learn more about advanced timesheets in OpenAir including:

• Advanced features such as time entries tab and timesheet customization
• Workflow processes and time approvals
• Adjusting timesheets
• Data view and lookup controls
• Best practices for tracking overtime and shift work

Originally recorded September 2012

In this recorded webinar you will learn more about resource management in OpenAir including:

• Bookings vs. Task Assignments
• Feature analysis
• Pros/Cons
• How to determine the best one for you?
• Types of resources and how to manage them
• Forecasting and reporting utilization

Originally recorded August 2012

In this recorded webinar you will learn more about using skill profiles in OpenAir including:

• Creating and managing skill profiles
• Incorporating skill profiles into your resource management process
• Other uses for skill profile elements
• Best practice tips

Originally recorded July 2012

In this recorded webinar you will learn more about calendar usage in OpenAir and integration to OpenAir including:

• Data capture for effective and useful calendar use
• Vacation calendars for your teams
• Tips for using Outlook and Google Calendars with OpenAir

Originally recorded: July 2012
In this recorded webinar you will learn more about delivery effort costing approaches including:

• User level cost tracking – what types of hourly costs to track, handling data access permissions, and more
• Cost transfers between departments/regions with considerations for at cost, standard rates, or mark-ups
• Adjusting cost to payroll hours for more accurate margin reporting

Originally recorded: April 2012
In this recorded webinar you will learn more about the wide variety of way OpenAir’s automated communication mechanism can be customized to be effective in your environment including:

• When are alerts useful and what frequency is effective
• Customizing emails for critical content and information communication
• Conditionally sending notifications to avoid the ‘spam’ feel of too many emails

Originally recorded: March 2012
In this recorded webinar you will learn more about how integrations can help your business be more efficient and pitfalls to watch out for including:

• Sales and OpenAir integrations for early resource planning and complete OpenAir forecasting reports
• Accounting and OpenAir integrations to avoid rekeys
• Accurate data from feeder systems and controls
• When is automation a bad idea?

Originally recorded: February 2012
In this recorded webinar you will learn more about the topic of invoicing and credits including:

• Key configuration and permission considerations in handling invoice reviews
• What to be aware of in an integrated invoicing environment
• Best approaches for handling invoices corrections
• Generating credits and tracking invoice association

Originally recorded: January 2012
In this recorded webinar you will learn more about computing and reporting on revenue within OpenAir including:

• Revenue Containers – what are they and why do I need them?
• Deferred revenue reporting and supporting reconciliation with your Accounting system
• Different approaches and features to compute % complete revenue earning
• Considerations for forecasting of % complete, deferred revenue, and more

Originally recorded: December 2011

It’s the end of the calendar year, and for many of you the fiscal year comes with some maintenance items that need to be handled within your OpenAir system.

In this recorded webinar, TOP Step reviews important areas in the system that may need once-a-year attention to keep your operations running smooth.

Topics include:

• Updating your holiday calendar and vacation/holiday allowance consideration
• Reporting impacts for Year-to-date reports and custom time ranges
• Updating utilization targets
• Accounting dates
• And more…

Originally recorded: November 2011
In this recorded webinar you will learn more about:

• Sales funnel versus project lifecycle
• Overlap of Sales and PS information
• Interpretation of data – process workflow challenges versus data workflow
• Best practices for managing integrated solutions

Originally recorded: October 2011

In this recorded webinar you will learn more about:

• Best practices for report development
• Features to aid in your reporting challenges
• Handling report maintenance challenges
• How to review your configuration to support reporting needs
• Typical reports that should be standard in your organization

Originally recorded: September 2011

In this recorded webinar you will learn more about:

• Plan establishment and baselining
• Review of EVM and schedule dependency
• MS Project Connector schedule interaction
• OpenAir Wizards
• Pros and Cons of schedule management. What is the right approach for you?

Originally recorded: August 2011

In this recorded webinar you will learn more about:

• Accounting features within OpenAir – open periods accounting periods, accounting date
• Report leverage for reconciliation
• Functionality and process timing for information tracking
• Approaches for handling prepaid, deferred revenue, WIP, etc.
• Revenue of new Revenue Container feature (March 2011 release)

Originally recorded: July 2011

In this recorded webinar, we were joined by Godfrey Nolan of RIIS, who shared their experience in using OpenAir data outside the system. You will learn more about:

• Leveraging database export options for direct data access
• Examples of how to build reports and dashboards on exported data
• Tips and Tricks for working with OpenAir data
• Tools that have aided RIIS in working with the exported data….and more!

Originally recorded: June 2011

In this session you will learn more about:

• Cost tracking options within OpenAir (Pros and Cons)
• How to handle a mixture of approaches for costing
• How to handle impact on resource management
• Valuable metrics to aid in staffing decisions for subcontractor needs

Originally recorded: May 2011

In this recorded webinar you will learn more about:

• Overview of dashboarding in OpenAir – tips and tricks
• Typical and recommended dashboards
• How to review your configuration to support dashboards
• Limitations

Originally recorded: April 2011

In this recorded webinar you will learn more about:

• Advanced features such as time entries tab and timesheet customization
• Support tax reporting by region/location
• Workflow processes and time approvals
• Adjusting timesheets
• Best practices for tracking overtime and shift work

….and more!

Originally recorded: March 2011

In this recorded webinar you will learn more about:

• Customizing forms to support workflow
• Do’s and Don’ts on terminology
• The value of filter sets in controlling data access
• Branding your OpenAir instance to align with your logo

….and more!

Originally recorded: February 2011

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!

Originally recorded: January 2011

In this webinar recording you will learn more about

• Approaches for resource management in OpenAir
• Best practices based on the dynamics of your organization
• Tips and tricks on adjusting utilization equations to match your company definition
• Capacity planning and forecasting resource needs
• Best-fit resource matches searching by key values

….and more!

Originally recorded: December 2010

In this webinar recording you will learn more about

• Pros and Cons with forecasting approaches
• Tips and tricks on how to get a more accurate forecast
• Reflect weighted forecast values based on your sales methodology
• Forecast resource needs along with financials

….and more!

Originally recorded: November 2010

In this webinar recording you will learn more about

• Invoice number increments
• Expense groups
• Expense insert layout
• Prefix, billing codes

…and more!

Originally recorded: March 2010

In this webinar your will learn how Release Management for OpenAir can improve your bottom line.