Posts by Kristen MacMillan
Effective Time Billing Practices in SuiteProjects Pro
In our recent Power Up Series video, we explored best practices for implementing billing rules in SuiteProjects Pro. Some key takeaways: The importance of multi-currency support and date ranges for managing rates across different periods Using rate cards effectively to standardize billing across job codes and roles Leveraging the flexibility of task-based billing assignments for…
Read MoreSuiteProjects Pro Power-Up Series: Classic Report Interface vs Report Management Interface
In this short video we discuss: Exploring the pros and cons of both the classic and new reporting interfaces Learning how to control interface access on a user-by-user basis Understanding the key features of each reporting interface Discovering tips for more efficient report creation and management Gaining insights into interface customization and search capabilities Frequently…
Read MoreBest Practices for Effective Work Breakdown Structures in OpenAir
In this Power-Up Series video, we discuss Best Practices for Effective Work Breakdown Structures in OpenAir. Some key takeaways: The importance of balancing timesheet accuracy and project planning requirements when designing the WBS Using templates to start with a standardized structure that can be customized for each project Leveraging the flexibility of OpenAir to create…
Read MoreMastering Percent Complete Revenue in NetSuite OpenAir
In this short video we discuss: The multiple percent complete revenue recognition rules in OpenAir How to customize calculations based on project structure and requirements The differences between hours-based and cost-based revenue recognition Options for generating revenue per user and controlling pivot dates Integrating OpenAir percent complete data with NetSuite for revenue recognition Frequently…
Read MoreOpenAir Timesheet Approval Tips and Tricks
Recently we released our latest video, Timesheet Approval Tips and Tricks for OpenAir. In this short video we discussed: Understand the layered approach to approvals in OpenAir (project-level vs. user-level) Learn how to use approval processes for flexibility and easy management Discover strategies to prevent double approvals and reduce approval spam Explore options for handling…
Read MoreTop Step Launches CollabCenter: Enhancing Client Collaboration for NetSuite OpenAir Users
Top Step, a leader in Professional Services Automation (PSA) solutions, has announced the full release of CollabCenter, a revolutionary extension for NetSuite OpenAir. This innovative add-on is set to transform how organizations collaborate with their clients and elevate successful project outcomes through transparency of project progress. CollabCenter addresses critical gaps in client collaboration and project…
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