Skip to content

NetSuite OpenAir Best Practices

Accurately Capping Expense Item Billing Rules

Are your expense item billing rules being capped accurately in OpenAir? If you are adding caps to your expense item billing rules, chances are the ...
Read More

Overriding a User Cost to Accommodate Project or Task Level Differences in OpenAir

Did you know you can override a user cost to accommodate project or task level differences? There are typically two situations in which the cost ...
Read More

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 ...
Read More

Enhance 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 ...
Read More

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 ...
Read More

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 ...
Read More

Emailing Trial Billing Balances From OpenAir

Did you know you can email trial billing balances from OpenAir? OpenAir supports the ability to set auto-bill options to run billing rules automatically based ...
Read More

Copying Booking Chart Settings From One User to Another

Did you know that you can now copy (or push out) the booking chart settings to other users? For many customers, the resource bookings feature ...
Read More

Adjust Columns of Timesheets to Minimize Scrolling

Did you know you can adjust the columns of your timesheets to minimize scrolling? If you are a timesheet user of OpenAir, then you may ...
Read More

Previewing Billing & Revenue Transactions in OpenAir

Did you know that you can preview the actual billing and revenue transactions without running the ‘Pending’ summary reports? Invoicing, revenue recognition, and month end ...
Read More

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.

Scroll To Top