Using Budget Categories

How can I categorize pieces of a budget based on funding type or service being delivered? Last week we provided a tip about the Project Budget feature within an OpenAir project.  This feature has expansion capabilities that support a variety of tracking and reports needs including links to your defined services and descriptive budget category…

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Tracking Project Budget Adjustments

Did you know you can track budget adjustments on a project? The project form has always had a Budget (money) field for project level financial budget management.  The challenge with this field is you can only get insight into historical values if you run a detailed project report to view the audit trail.  There is…

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Time Entry Tab – Part 2: Vendor Tracking

Ever wish you could reference the vendor invoice status for your T&M subcontractors and reconcile payment status? Last week we pointed out the feature in the Timesheet module called the Time Entry tab to view individual time entries by user, project, even task. You can extend this feature to include a 2 types of fields…

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A Quicker Way to Look Up Time Entries on OpenAir Timesheets

There is a quicker way to look up time entries on OpenAir timesheets – know how? A feature in the Timesheet module allows you to look up individual time entries across multiple users, timesheets, customer, projects, and more. It’s call the Time Entry tab. When enabled, a new tab appears in the Timesheets module for…

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Using the Booking Worksheet

Did you know you can now use the Booking Worksheet to view and manage all bookings in OpenAir no matter the duration? The booking worksheet (or grid) within the Resources module (or booking tab within the Project module) displays spreadsheet-like resource booking information in hours or percentage for a defined time period.  You can now…

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Adding Location Details to the Booking Chart

Did you know you can add location details to the Booking Chart? The booking chart within the Resources module (or booking tab within the Project module) displays information related to resources and their workloads.  Booking types can be used to identify types of workloads or potential workloads such as tentative contracts.  But do you know…

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