Effective Utilization Reporting in OpenAir
Recently we released our latest video on how to effectively track utilization in NetSuite OpenAir. In this video we shared 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 periods when calculating utilization
- Set target utilization at the user level and adjust over time as users gain experience
- Leverage task types or time types to categorize billable and non-billable time
- Build custom calculations and reports to view utilization rates against goals
Haven’t watched it yet? Check out the full video here. In less than 15 minutes you can get the inside tips on how to effectively track utilization in OpenAir!
Frequently Asked Questions
- Can you have multiple user tags that can be used in reports?
Yes, a user can have multiple user tags that can be used in all OpenAir reports including utilization reports. - Can you set target utilization at a department level?
No, target utilization is set per user. - Can you limit which time types are available to be selected on a timesheet?
There are 2 options: You can use a filter set to limit time types for all users that share the filter set. Another option is to enable a switch that allows limiting time type options on a project specific level. - What’s the difference between base work schedule and work schedule?
Base work schedule calculates using hours per day and excluded company holidays. Work schedule hours include embedded company holidays. - What’s the best option to start the process to create a custom calculation?
Choose account-wide summary custom calculation which will be available in all the summary reports.
