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How to Use Bulk Actions to Update Bookings in OpenAir

By Bianca Marinca | September 10, 2024 | Comments Off on How to Use Bulk Actions to Update Bookings in OpenAir

Organizations use Resource Bookings to forecast staffing needs.  Updating bookings on a regular basis based on changes in schedules is essential to keep the forecast up to date. These changes…

How to Create an Invoice Overdue Approval Report

By Gio Pineda | September 3, 2024 | Comments Off on How to Create an Invoice Overdue Approval Report

Currently, there is no overdue approval alert/notification for Invoices where system will automatically send alert/notification to approvers if they have invoices waiting for their approval for X number of days…

Optimize Your Workflow with Conditional Dropdowns in OpenAir

By Jimmy Morales | August 26, 2024 | Comments Off on Optimize Your Workflow with Conditional Dropdowns in OpenAir

Conditional Dropdowns in OpenAir offer a powerful way to streamline data entry and enhance reporting accuracy. This feature allows you to create dynamic, nested dropdowns where the options in one…

How to Report Target Utilization that is Date Driven in OpenAir

By Fernand Perez | August 19, 2024 | Comments Off on How to Report Target Utilization that is Date Driven in OpenAir

Target Utilization is a feature in OpenAir that you can enable that will allow you to set a target utilization on a per User basis. By going to the User…

How to Identify Projects Missing Billing Rules in OpenAir

By Sibyl Parsons | August 13, 2024 | Comments Off on How to Identify Projects Missing Billing Rules in OpenAir

There are many approaches to Project creation and setup in NetSuite OpenAir but no matter the approach, there is always a chance that a step could be missed. Given the…

Fun with NetSuite Connector Advanced Mapping

By James Owen | August 6, 2024 | Comments Off on Fun with NetSuite Connector Advanced Mapping

There are times that only a NetSuite Connector advanced mapping will do when trying to export the right data to NetSuite. There are many advanced mappings available to meet your…

NetSuite OpenAir Form Permissions: Hiding Divider Sections

By Alexandra Goodrich | July 29, 2024 | Comments Off on NetSuite OpenAir Form Permissions: Hiding Divider Sections

Form permissions allow you to control the information that your end users can view or modify based on their role in the system. NetSuite OpenAir offers admins the ability to…

Bulk User Wizard Copy Tip

By Kim Albanese | July 22, 2024 | Comments Off on Bulk User Wizard Copy Tip

The bulk employee change wizard enables account administrators and users with the Bulk Employee Change Wizard role permission to copy information from one active employee record to multiple active or…

Use Filters to Enhance Your Use of the Advanced Booking Worksheet

By Tres Churchill | July 12, 2024 | Comments Off on Use Filters to Enhance Your Use of the Advanced Booking Worksheet

The OpenAir Advanced Booking Worksheet feature lets a user view, edit, and create bookings for multiple users, multiple projects, across multiple dates in a single screen. There are cases where…

How to Use the Restricting Option to ‘Leave the hours the same’ when Cloning Timesheets in OpenAir

By Andrea Larsen | July 9, 2024 | Comments Off on How to Use the Restricting Option to ‘Leave the hours the same’ when Cloning Timesheets in OpenAir

Would you like to allow your users to leverage the timesheet cloning feature to make the timesheet creation process more efficient without them being able to copy the hours from…

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