Posts by Jodi Cicci

Expense Report Layouts

Expense reports in OpenAir can be configured to display key information for review by approvers as well as download for submission to Accounts Payable, Customers, etc. Configuration of the layout not only includes columns to display per receipt, there is an ability to display a summary grid of expenses for each day’s receipts. This grid…

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Viewing Customer POs Just Got Easier!

For those of you using the Customer PO functionality within OpenAir, there’s been a long time data access challenge in looking up the Customer PO information after it has been created and associated to a project. Reports filled some of this gap while the direct lookup of the Customer PO in the Administration module (or…

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Projections – Two Ways for Fixed Fee

When reporting on forecasting in OpenAir, the charge projections functionality is widely used in conjunction with the resource management methodology and billing/revenue rules setup on the projects. For your fixed fee projects, the forecasting will produce a forecasted amount for either the value of the rule based on the date of the rule (fixed fee…

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Milestones Forecast Dates Aligning to Your Calendar

The Billing and Revenue Fixed Fee % complete rules are pretty handy in OpenAir to allow Project Managers or Project Owners to control completion of milestones which will trigger invoicing and revenue. By setting the milestone to 100%, a typical approach, allows the project owners to control the ‘when’ for actuals. Forecasting, however, must rely…

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Check Those Leave Balances

For those of you taking advantage of the Leave Accrual feature in OpenAir, it’s that time of year to check those balances according to your leave policy. Many companies expire some or all of their balances on December 31 (which fell on a Saturday in 2011). If your rule is setup to expire on December…

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What Does Adjust Time Entries to Fit Under the Cap Mean?

The use of time billing rules on project is fairly common among OpenAir users to convert time spent on a project into billable money amounts for invoicing. The use of rule caps to limit money or hours allowed to be processed by the rule is also a popular feature, but rule caps comes with configuration…

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