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NetSuite OpenAir Best Practices

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Four Methods for Viewing Schedules in OpenAir

There are four methods available in OpenAir for viewing schedules outside of running reports. The first is the calendar view. This can be found in ...
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PSA Circle

Choosing the Best PSA Tool for Your Needs

A PSA tool is a great way to bring efficiency to project-based organizations. If you have decided that you want to implement a PSA tool ...
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Scheduling

Deciding Critical Roles and Scheduling Methods in OpenAir

Identifying Resource Roles When managing your bench schedule in OpenAir, you must identify what roles are needed. Generic resources can be used while in the ...
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Establishing a Professional Services Revenue Forecast

Establishing a revenue forecast in a professional services organization is an art as there are a lot of factors involved such as opportunity pipeline, resource ...
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graphs and charts

Planning and Managing Growth in a Professional Services Organization

As a professional services organization, the expectation is that the company should be consistently growing year after year. However, trying to manage growth can sometimes ...
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How Professional Services Automation (PSA) Can Improve Your Operational Success

What is a PSA Tool? There are many automation tools available today that most of us are using in our day to day business such ...
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Four Options For Integrating with NetSuite OpenAir

The challenge with multiple systems in an organization is they can create silos of information, where each system requires redundant information entry. Silos of information ...
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Report graphs

3 Simple Steps for Setting Up Your Metric and Reporting System in NetSuite OpenAir

Reports are fundamental to providing the information needed to run your business. Keeping your Professional Services organization focused on what is important is critical to ...
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5 Best Practices for Report Management in NetSuite OpenAir

So your company has replaced your many spreadsheets with NetSuite OpenAir PSA with the promise of better reporting for sharing data across the enterprise. All ...
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Resource Management: Utilization Reporting

Optimizing Your Organization's Utilization Calculations Are you optimizing your ability to calculate utilization with FinancialForce PSA? Have you reviewed how you view your organization's utilization ...
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