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Tips to get a more accurate revenue forecast in NS OA

Tips For How To Get A More Accurate Revenue Forecast In NetSuite OpenAir

In this recorded webinar, we discuss: Tips and tricks on how to get a more accurate forecast How to reflect weighted forecast values based on your sales methodology Forecast resource needs along with financials 

Tips and Best Practices for Implementing Project Management Oversight in OpenAir

OpenAir is your tool for keeping your project delivery in line with expectations and processes. In this recorded webinar, we cover project management oversight features including: In-system visuals and standard alerts Useful dashboard charts and reports for communication News Feed ...
OA OpenAir Techniques for Forecasting Utilization and Reporting

OpenAir Techniques for Forecasting Utilization and Reporting

In this recorded webinar, we will share techniques for resource management in OpenAir that support utilization forecasting and reporting including: Tips and tricks on adjusting utilization equations to match your company definition Capacity planning and forecasting resource needs Best-fit resource ...
OA Subcontractor Management Techniques in OpenAir

Subcontractor Management Techniques in OpenAir

In this  recorded webinar, we discuss how OpenAir can help you manage your subcontractors more efficiently. We will cover the following topics: How OpenAir can help you manage your contractors more efficiently How to easily document contractor time Cost tracking ...
OA New Release April 2022 release webinar

Top Step’s Take on the Spring 2022 New Release

In this recorded webinar, we review the latest OpenAir release features and highlight how they can help your OpenAir System. This will include: OpenAir Projects OpenAir NetSuite Connector Business Intelligence Connector OpenAir Mobil 
OA Skill Profiles and Scheduling Techniques in OpenAir

Skill Profiles and Scheduling Techniques in OpenAir

In this recorded webinar, we discuss using skill profiles and scheduling techniques in OpenAir that includes: Creating and managing skill profiles Incorporating skill profiles into your resource management process Measuring and forecasting capacity vs. demand Tracking plan vs. actual for ...
OA NetSuite OpenAir Best Practices for Timesheets

NetSuite OpenAir Best Practices for Timesheets

In this recorded webinar, we share best practices and tips for timesheets in NetSuite OpenAir. You will learn: Advanced features such as time entries tab and timesheet customization Workflow processes and time approvals Adjusting timesheets data view and lookup controls ...
OA Scripting Tips and Techniques

OpenAir Advanced Scripting Tips & Techniques

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. In this recorded webinar, we will share common scripting ...
OA Are You Benefiting From the Project Center in OpenAir?

Are You Benefiting From the Project Center in OpenAir?

The Project Center is a newer feature, that allows users to edit tasks, milestones, phases and bookings from a single editable list view. Since no forms are required for editing these elements, making updates is quicker and easier. In this ...
OA 5 OpenAir Rarely Used Features You Will Benefit From

5 OpenAir Rarely Used Features You Will Benefit From

In this webinar, we will share five rarely used OpenAir features and how each feature can benefit you. 

About Us:  Our mission is to enable and empower Professional Services Organizations to become profitable, scalable, and efficient through change management, technology deployment, and skill set training with a Customer First approach.

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