The Joys of Quarter End – Reality vs. Plan

For many of us, this month (June) marks the end of the second quarter and provides a good look at how your company is doing mid-year against the revenue plan you established last fall or at the end of last year.  You check all the parameters such as revenue to date, average bill rate, utilization,…

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Take Control of the OpenAir Booking Chart!

The booking chart in OpenAir has gone through many enhancements making it a more robust tool for visually checking your resource workloads and availability. Since the chart is time oriented, the days, weeks, or month information is displayed for the number of time periods you define in the settings portion of the chart. To move…

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How many Average Bill Rates do you track?

Average bill rate is one of the key metrics to managing your services organization.  With this metric, you can plan out revenue and staffing needs, measure your effectiveness of delivery, determine the impact on discounts, and forecast how your revenue looks again your overall budget.  Typically the average bill rate metric is computed by dividing…

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Redefining Fields by Filters in OpenAir

Last week’s tip talked about the powerful filtering capability within calculated fields that can help you define and redefine values for your OpenAir reporting needs.  When you want to define new values by simply filtering on a control values of a field to get a new one, such as creating a ‘billable time’ calculated field…

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Increasing your odds of change adoption

Change is never easy, especially to those everyday processes and actions that become patterns or habits in your life.  If someone moved the silverware drawer to the other side of the sink, how long would it take you to stop pulling out the old drawer, cursing to yourself about moving the silverware, then heading to…

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Customizing Utilization Values in OpenAir Reports

Did you know you can use filters and constants in custom calculations for creating utilization metrics? A common report request is to have a utilization report displaying billable, non-billable, pre-sales or business development, administration, and so forth types of %’s displayed for employees. The combination of all these values provides a great amount of insight…

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OpenAir Scripting Tips and Techniques

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