SuiteProjects Pro (formerly OpenAir)
Best Practices
Enhance Your Task View To See All Task Related Components
Blog | Project Management
|Did you know you can enhance your task view to see all task related components? In OpenAir projects, it is common for people to use ...
Read More Filtering Data on Reports While You Are Viewing Them
Blog | Reporting and Dashboards
|Did you know you can filter data on reports while you are viewing them? Summary report creation in OpenAir certainly has a wide variety of ...
Read More Copying Bookings From One Project to Another
Blog | Booking and Billing
|Did you know you can copy bookings from one project to another in OpenAir? If you are using bookings for resource scheduling, there is often ...
Read More Emailing Trial Billing Balances From OpenAir
Blog | Invoicing
|Did you know you can email trial billing balances from OpenAir? OpenAir supports the ability to set auto-bill options to run billing rules automatically based ...
Read More Copying Booking Chart Settings From One User to Another
Blog | Booking and Billing
|Did you know that you can now copy (or push out) the booking chart settings to other users? For many customers, the resource bookings feature ...
Read More Adjust Columns of Timesheets to Minimize Scrolling
Blog | Time and Expenses
|Did you know you can adjust the columns of your timesheets to minimize scrolling? If you are a timesheet user of OpenAir, then you may ...
Read More Previewing Billing & Revenue Transactions in OpenAir
Blog | Reporting and Dashboards
|Did you know that you can preview the actual billing and revenue transactions without running the ‘Pending’ summary reports? Invoicing, revenue recognition, and month end ...
Read More Importing a Credit Card CSV Into OpenAir Expense Reports
Blog | Time and Expenses
|Did you know that you can import a credit card CSV into OpenAir expense reports using an import wizard? OpenAir supports the ability to import ...
Read More Are Your Customers Your Virtual Sales Team?
Blog | PS Best Practices
| Originally published: Jan 2013 Inside Tech Services Written by: Jodi Cicci For a consulting firm to be successful, it’s important to have a solid ...
Read More