Posts by Jodi Cicci

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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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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Enhancing Your Task View To See All Task Related Components

Did you know you can enhance your task view to see all task related components? In OpenAir projects, it is common for people to use the Outline view to manage their project plan. The outline view provides an indented display based on how you have setup phases on the project to clearly see task grouping.…

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Filtering Data on Reports While You Are Viewing Them

Did you know you can filter data on reports while you are viewing them? Summary report creation in OpenAir certainly has a wide variety of content filtering, subtotaling, timeframe control, and many more options. After running the report and viewing the displayed information, there are times when you want to dynamically filter the information being…

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Copying Bookings From One Project to Another

Did you know you can copy bookings from one project to another in OpenAir? If you are using bookings for resource scheduling, there is often the question of ‘can you copy bookings’? From the Resources module, where most booking creation and maintenance occurs, this function is not possible. However, there is a way to copy…

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