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Getting Started With The OpenAir Project Center

OpenAir Project Center eBook
The Project Center is a newer feature, that allows users to edit tasks, milestones, phases, and bookings from a single editable list view. Since no forms are required for editing these elements, making updates is quicker and easier. In this eBook we will cover the key features of the OpenAir Project Center
  • Project Plan Management
  • Project Booking Management
  • Task Booking Management
  • Inline editing

Get your copy here!

100 Best Tips and Tricks for NetSuite OpenAir

100 Best Tips for NetSuite OpenAir

NEW!  Our latest edition of 100+ NetSuite OpenAir tips is now available.  This latest eBook is filled with 173 pages of valuable tips, tricks, and advice from the Top Step experts.

  • Fully updated and refreshed including many new tips
  • Broken down by topics
  • Great reference when looking for help

Get your copy here!

Building the Business Case For Professional Services Automation Investment

Building the Case for Professional Services Automation Investment ebook cover  

A professional services automation (PSA) solution is the right next step for making revenue growth happen more efficiently. A PSA will: 

  • Help you take down work effectively 
  • Increase customer satisfaction while capturing new work 
  • Increase revenue from planned and in-flight projects 

Justification for the investment will take applying the benefits to the specific needs of the business. Rationalizing the acquisition of the PSA is a critical piece of the process that requires answering key questions and illustrating how the platform will increase profitability, simplify resource and project management, and improve internal reporting, forecasting, and compliance in specific, not generalities. 

This guide is intended to help prepare for these discussions and provide the tools a sponsor needs to ensure the organization’s leadership can make an informed investment decision. 

This is an 8-minute read.  Get your copy here

UI4: The New Frontier

UI4: The New Frontier ebook cover

The April 2021 release of our eBook is out!

OpenAir has redesigned the user interface (UI) to streamline tablet and mobile use. This eBook will explain the new user UI and highlight the differences between UI3 and the new UI, UI4. 

Summary of changes & key updates 

  • List views display
  • Gear actions (download, rows per page)
  • Public list views (now a standard feature)
  • Bulk action
  • Multi-column sorting
  • Consolidated filtering
  • New tab for workflow views: To Approve
  • User access center and ability to upload profile images
  • Tips/Compare views
  • Enhanced layout and navigation for tablets and mobile devices
  • Direct navigation to pages within each module

Free Download

About Us:  Our mission is to enable and empower Professional Services Organizations to become profitable, scalable, and efficient through change management, technology deployment, and skill set training with a Customer First approach.

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