Peeling Back The Layers For Demand Planning In OpenAir
OnlineIn this webinar, we will peel back the layers on how to do demand planning in OpenAir to help you support timely, efficient, and cost-effective operations. We will cover: Pipeline tracking/reporting – integrating with your CRM Pipeline resource forecasting – tips and tricks Reporting on demand planning Following the presentation, we will open the lines…
OpenAir Invoicing Tips and Tricks
OnlineIn this webinar, we will discuss tips and best practices for invoicing in OpenAir. You will learn more about: Invoice number increments Expense groups Expense insert layout Prefix, billing codes Following the presentation, we will open the lines for a 15-minute live Q&A discussion.
Best Practices for Auditing Data in Your Professional Services Automation System
OnlineIn this webinar, we will discuss best practices to auditing PSA data. This includes: How audits support business processes Types of data to audit Frequency and ownership Following the presentation, we will open the lines for a 15-minute live Q&A discussion.
NetSuite OpenAir Best Practices for Timesheets
OnlineIn this webinar, we will discuss timesheet features that can ensure data capture is accurate for reporting and analytics. This will include: Auto-population options Common scripting solutions Handling timesheet corrections Following the presentation, we will open the lines for a 15-minute live Q&A discussion.
Delivery Success with Project Management in OpenAir
OnlineIn this webinar, we’ll talk about some project management techniques such as: Plan vs. actual hours and cost delivery Percent complete of work and budget Other common tools used by Project Managers to help them deliver successful projects including variations by project type, size, and complexity. Following the presentation, we will open the lines for…
Top Step’s Take on the Spring 2023 New Release
OnlineIn this webinar, we will be reviewing the latest OpenAir release features and highlighting how they can help your OpenAir system. Some beneficial features include Attachment Drag and Drop, Licensing, Project Center Enhancements, OpenAir Mobile 4.5, and NetSuite Connector. Following the presentation, we will open the lines for a 15-minute live Q&A discussion.
