NetSuite OpenAir Tips

Project Task Structure in OpenAir: Task vs. Time

The team here at Top Step is constantly asked the question about project task structure in OpenAir and what we recommend. While we have seen examples of what works well, and what doesn’t, across many clients there isn’t a one ...

Understanding Cost Tracking Features in OpenAir

Being able to track costs is vital for any business.  OpenAir supports several cost tracking features and related functions that allow you to easily track every expenditure related to a project. Within OpenAir, there are three main types of costs: Labor ...

OpenAir Techniques for Forecasting Resource Utilization and Reporting

Resource utilization is a common measure in all professional services organizations. It’s a measure of productivity and of your people as assets in delivering services. Utilization can be described as a basic equation: how much have you worked and how ...

Setting Up Subcontractor Resources in OpenAir

OpenAir uses an active user licensing approach that supports a wide range of permissions and data view controls. Knowing what you need your subcontractors to see and do vs. what they shouldn’t is key to role and filter set setup ...

How To Manage Subcontractors in OpenAir Efficiently

Subcontractors introduce complexities as users in OpenAir due to three primary reasons: They have non-standard work schedules Their cost may vary based on project and/or type of activity They may not be used full time, or only on an as-needed ...

Four Search Features to Identify the Right Resources for Your Project in OpenAir

A big part of scheduling and bench management is identifying the right resources for your projects. In this post, we will share with you four search options and how and when you might use each. Search within the Booking List ...

5 Powerful Examples to Expand the Boundaries of Your OpenAir System With Scripting

OpenAir scripting has been around for many years, yet few have taken advantage of this powerful tool. It is an effective way to perform behind the scenes data manipulations and automation. When this tool is used to its full potential, ...

Strategies For Improving Resource Management In Your Professional Services Organization

Most likely, your professional services organization ultimately sells one thing and one thing only – the expertise of your consultants in billable hours. With time being the ultimate commodity, you must have robust systems in place to track how your ...

3 Methods for Establishing a Professional Services Revenue Forecast

Forecasting is an art as there are a lot of factors involved such as opportunity pipeline, resource availability, negotiated selling prices, and so on. Mastering this art requires methodology, measures, and a little bit of instinct. There are three basic ...

Spring Into The Year With These Three Cool New NetSuite OpenAir Features

The first release of 2018 took place in your OpenAir production environment last month. Blooming up this spring are some great new features. Here are a few of our favorites how you can benefit from them. Save List View Configurations ...

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