Blog

What’s in your wallet (to cover expenses)? – Part II

Read Part 1 of this 2-part series. In this blog continuation, we’re talking about the tracking and handling of employee expenses.  When running a business, one of the things you definitely need to deal with is expenses of all types:  travel expenses, equipment expenses, facility expenses, subscription and association membership expenses, payroll expenses, and much…

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What’s in your wallet (to cover expenses)? – Part I

When running a business, one of the things you definitely need to deal with is expenses of all types:  travel expenses, equipment expenses, facility expenses, subscription and association fees, payroll expenses, and much more!   A couple of expenses are predictable and handled directly by Accounting such as facility and payroll expense.  Perhaps even subscription and…

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Quick entry of Vendor cost without Proxy!

Tracking the cost of subcontractors can be quite tedious if you are using approaches like expense reports or timesheets as they require the subcontractor or someone logging in as the subcontractor (proxy) to enter expense and timesheet data.  Another option you might want to consider is using the Purchases module and the Quick PO functionality. …

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The Give and Take of Global Teams

I’ve had the opportunity to work with many global clients and be on many global teams.  Many of you may find yourself in similar situations.  What I find interesting in each of these engagements is how global team coordination and communication occurs.  Over the years, I’ve come to observe three types of approaches 1)      The…

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Controlling End Date on Tasks

Project plans in OpenAir are made up of phases and tasks to manage both budget and schedule of the engagement. The task form in OpenAir defaults to have a start date available and support predecessors to link tasks together. This allows start dates on tasks to automatically calculate based on planned hours/effort and the end…

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Task Grid/Worksheet Customizations per User

If you use tasks on your projects, you most likely also use the Task Grid or Worksheet option to quickly create or update multiple tasks at once. Your system administrator sets up the columns displayed on the Worksheet but depending on your job or role when using OpenAir, you may need to access only a…

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