NetSuite OpenAir Tips
Using Twilio with NetSuite OpenAir for Alerts
Blog | Notifications and Alerts | OpenAir Scripting | PS Best Practices | Twilio, Administration, Communication, OpenAir Scripts
|Alerts are a great way to remind your users of different tasks that must be completed. However, they are only effective when those users see them. In NetSuite’s OpenAir, alerts are apparent - if you log in. To address the ...
3 Best Practices for Project Management Oversight in OpenAir
Blog | Project Management, Project Management
|Project management is far more than just defining tasks, creating timelines, and finding resources. It’s also about keeping track of project health and surfacing problems and potential issues. In the best of circumstances, project management offers a crystal ball, providing ...
Integrate OpenAir with Quickbooks Online
Blog | Integration | Invoicing | QuickBooks, Integration, NetSuite OpenAir, QuickBooks
|Update: As of April 2023 OpenAir integration with QuickBooks desktop version using OpenAir Integration Manager will no longer be supported. In addition there is no out-of-the-box integration available for OpenAir and Quickbooks Online. However, this script that we have developed ...
Techniques To Help You Manage Utilization in OpenAir
Blog | Project Management | PS Best Practices | Utilization, NetSuite OpenAir, Project Management, Utilization
|Utilization is one of the most crucial metrics a professional services organization (PSO) has available. It’s a KPI that can help you understand past performance. Importantly, it’s also a measure that, when used correctly, opens opportunities for forecasting future needs ...
Want OpenAir alerts via a communication channel other than email?
Blog | Custom Notifications | Notifications and Alerts | PS Best Practices, Communication, OpenAir Scripts
|Email used to be the grease that turned the wheels of business communication. As distance work has increased, though, so has the volume of emails we get on a daily basis. Few people still use alerts for incoming messages, and ...
Managing Subcontractors with OpenAir
Blog | Administration | Project Management | Subcontractors, Project Management, Subcontractor Management
|Nearly every professional service provider is familiar with using subcontractors to fill the gaps in a project in staffing or knowledge. There are a vast number of ways in which a professional service organization can engage with subcontractors. You may ...
Automating Data Import to OpenAir Script
Blog | Data Import Automation | Scripting | Utilization, NetSuite OpenAir, OpenAir Scripts, Utilization
|It may come as a surprise to you, but there are almost as many different ways to customize NetSuite OpenAir as there are companies using OpenAir. For instance, while most companies use the existing interface or leverage tools like OpenAir ...
OpenAir Script for Translating Subcontractor Time Entries Into Expense Reports
Blog | OpenAir Scripting | Reporting, NetSuite OpenAir, OpenAir Scripts, Reporting
|Some OpenAir tasks aren't overly complex but are still ripe for automation. These tasks aren’t always something that everyone needs. For instance, our "Translating Subcontractor Time Entries Into Expense Reports" script is an excellent example. It's pretty straightforward, and somewhat ...
Best Practices for Using Skill Profiles in OpenAir
Blog | PS Best Practices | Scheduling | Skill Profiles, NetSuite OpenAir, Scheduling, Skill Profiles
|Imagine you've got a new client that needs a resource to come to their location to do some work. You find the perfect resource and book them, only to find out they are in another state or country. Or, after ...
Exciting Changes in 2022: A Look at the OpenAir Release Features
Blog | New Features | User Interface | Utilization, NetSuite OpenAir, New Features, Utilization
|NetSuite OpenAir’s May 2022 release is heavily focused on enhancements to UI4. If your organization has not already made the switch to the new user interface, now is the time to develop a plan for the change and execute. Here ...