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Page 30 of 39

Maintenance Considerations for Year End and Prep for 2012

It’s the end of the calendar year, and for many of you the fiscal year comes with some maintenance items that need to be handled within your OpenAir system. In this recorded webinar, TOP Step reviews important areas in the system that may need once-a-year attention to keep your operations running smooth. Topics include: Updating…

December 7, 2011

Work Schedule Reporting with Holidays

As you work with reports, you may have noticed some fields that seems to mean the same thing but have slightly different names.  One of these fields is called Work Schedule.  In Summary reports, you see values called Work Schedule and Base Work schedule.  So what is the difference?    Base Work Schedule means the hours…

November 23, 2011

Travel Time Policies Around the World

I’ve been traveling quite a bit lately for both customer and company promotion activities. You may not think this is odd, but TOP Step is a virtual company and we pride ourselves on being able to effectively communicate with our customers remotely whenever possible. Saves on travel costs and makes people more productive, in my…

November 21, 2011

OpenAir Expert Webinar Series: PM and Sales Methodology Alignment

In this recorded webinar you will learn more about: Sales funnel versus project lifecycle Overlap of Sales and PS information Interpretation of data – process workflow challenges versus data workflow Best practices for managing integrated solutions

November 17, 2011

Alerting PMs to Team Members Taking Vacation

As a Project Manager, it is helpful to know when resources working on your project are asking to take time-off or vacation. OpenAir provides this notification functionality at the project level. When a resource submits a schedule request, Project Managers named as the owner of the project will receive an email notification that the request…

November 16, 2011

Correcting Approved Timesheets

Ever find yourself needing to make a correction to an approved timesheet but part of the timesheet has already been approved? There is a way by leveraging a feature called Adjust timesheets. People with the proper permissions, controlled by the role level, may create an adjustment timesheet to correct timesheet entries direct from the approved…

November 9, 2011

Is a completely remote services engagement feasible?

Working in a virtual company, communication is very important to keep everyone on track, engaged in the business, and aware of tips and tricks of the trade. We don’t all get to see other in person often – more often we’re looking at each other’s Skype picture that have been loaded in our profiles. Oh,…

November 7, 2011

Individual Project Forecasting Refresh

If you are doing forecasting in OpenAir, you are most likely using charge projections and setting them to run or recalculate each night. Your System Administrator can also run charge projections ad-hoc which will recalculate forecast for all projects. There is a way to refresh or recalculate forecasts for individual projects that is quick and…

November 2, 2011

Unapproving Timesheets

The timesheet review/approval workflow process within OpenAir allows a timesheet to track status of open, submitted, approved, etc. There are occasions where you find yourself needing to unapprove the timesheet to make corrections. The unapprove permission for timesheets as well as other objects that support review/approval in OpenAir is actually controlled on the User account…

October 26, 2011

Getting the word out to your teams

Communication I find is the key to change management, project management, team management, and operational management.  The cliché of ‘ignorance is bliss’ doesn’t apply in the real world of day to day business if you want to have reliable forecasting, happy customers, motivated employees, and profitable project engagements.   So how do you pass along information…

October 25, 2011

Page 30 of 39

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