Posts by Kristen MacMillan
Mastering Customer PO Management in NetSuite OpenAir
In this video we discuss and demonstrate best practices and options for streamlining your PO management process in NetSuite OpenAir. We cover how to: Set up and manage customer POs…
Read MoreBest Practices for Effective Resource Views in NetSuite OpenAir
In this video we share best practices for effective resource views in NetSuite OpenAir, including: The various resource views available in OpenAir, including the Booking List View, Worksheet, Chart View,…
Read MoreRevolutionizing CRO Operations: Insights from Top Step and Sikich
Clinical Research Organizations (CROs) face numerous operational challenges in today’s complex landscape. In a recent webinar, experts from Top Step and Sikich shared strategies to optimize study execution and financial…
Read MoreWays to Manage Project Budgets
In this video we share valuable insights and strategies to help you stay on top of your project financials including: The different budget options available in OpenAir, including inline editing,…
Read MoreEffective Utilization Reporting in OpenAir
In this video we share how OpenAir’s flexible features can help you define and monitor this key metric including how to: Use entity tags to include or exclude user time…
Read MoreSecrets to Managing Invoice Layouts in OpenAir
In this video we discuss and demonstrate how to custom invoice layouts for both internal and external use: Ways to show or summarize data Defaulting layouts to streamline creation Adding…
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