Best Practices for Auditing Data in Your Professional Services Automation System
OnlineNovember 11 , 2021 @ 1:00 pm ET In this webinar, we will discuss best practices for auditing PSA data. This will include: 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. REGISTER NOW
5 OpenAir Rarely Used Features You Will Benefit From
OnlineDecember 9 , 2021 @ 1:00 pm ET In this webinar, we will share five rarely used OpenAir features and how each feature can benefit you. Following the presentation, we will open the lines for a 15-minute live Q&A discussion. REGISTER NOW
Are You Benefiting from the Project Center in OpenAir?
OnlineJanuary 13 , 2022 @ 1:00 pm ET 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 webinar, we will demonstrate key features such…
OpenAir Advanced Scripting Tips & Techniques
OnlineFebruary 10 , 2022 @ 1:00 pm ET OpenAir scripting has been around for many years, yet few have taken advantage of this powerful tool. It is an effective way to perform behind the scenes data manipulations and automation. In this webinar, we will share common scripting scenarios and tips highlighting: Controlling form behavior with…
NetSuite OpenAir Best Practices for Timesheets
OnlineMarch 10 , 2022 @ 1:00 pm ET In this webinar, we will share best practices and tips for timesheets in NetSuite OpenAir. We will discuss: Advanced features such as time entries tab and timesheet customization Workflow processes and time approvals Adjusting timesheets data view and lookup controls Following the presentation, we will open the…
Skill Profiles and Scheduling Techniques in OpenAir
OnlineIn this webinar, you will learn more about using skill profiles and scheduling techniques in OpenAir including: Creating and managing skill profiles Incorporating skill profiles into your resource management process Measuring and forecasting capacity vs. demand Tracking plan vs. actual for project delivery success Following the presentation, we will open the lines for a 15-minute…
