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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 to limit access. A priority is to make sure your subcontractors do not see more…

December 27, 2018



OpenAir Advanced Reporting Tips and Techniques


In this webinar you will learn some of our favorite reporting tips and tricks in OpenAir: Best practices for report development Features to aid in your reporting challenges Handling report maintenance challenges How to review your configuration to support reporting needs Typical reports that should be standard in your organization

November 29, 2018


Best Practices for Using Tags in OpenAir


Tagging data in OpenAir can be a powerful tool. In this webinar we will review tips, tricks and how to use tags effectively. We will discuss: How best to tag key objects for metrics Tagging in custom calculations Pros and cons of using tags as filters  

November 15, 2018


Peeling Back The Layers For Demand Planning In OpenAir


In this webinar, we will peel back the layers for how to do demand planning in OpenAir to help you support timely, efficient, and cost-effective operations. We will cover: Pipeline tracking/reporting – integrating with your CRM Pipeline resource forecasting – tips and tricks Reporting on demand planning

October 18, 2018



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 basis To achieve management and administrative efficiencies, contractors need to be clearly identified. The challenge…

How To Manage Subcontractors in OpenAir Efficiently

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September 28, 2018



Subcontractor Management for Professional Services


In this session, we will discuss: Deciding when to use subcontractors Cost tracking techniques Resource management process and reporting impacts Tips for subcontractor pool management

September 13, 2018


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


Here’s an explanation of how to identify resources for projects using four search features in OpenAir

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August 29, 2018


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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.  We are celebrating our 10th year of success and look forward to growing and learning with you.