Posts by Jodi Cicci

Not All PMO’s Are the Same and Why

In a Professional Services organization, one of the keys to improving your bottom line is consistency and efficiency in how projects are delivered. A Project Management Office (PMO) can help you do this. However, a PMO is often associated with negative connotations such as additional process, resources, and cost that if not implemented to benefit…

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Keys to a Successful Professional Services Skill Database

Quite often Professional Services organizations face the need to locate resources based on skill set, experience, or unique capabilities to meet delivery requirements for an engagement. This ends up driving the need to define a skill database as part of the organization’s resource management processes. There are a number of benefits in setting up and…

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Cleaning Up Your Project Booking Grid

For long term projects that involve several resources over time, the project booking worksheet (also called Project booking grid) can get cluttered with too many rows of users who are no longer involved in the project. When this happens, you can clean up your view so that you only see users you want to. In…

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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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