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Recovering Report Configuration/Settings of Last Report Run in OpenAir Report Management & Editor Interface

By Andrea Larsen | December 12, 2022 | Comments Off on Recovering Report Configuration/Settings of Last Report Run in OpenAir Report Management & Editor Interface

This is a trick that allows you to recover report configuration/settings when using the current OpenAir Report Management & Editor interface. If you are using the older reporting UI, this…

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Audit Trail in User Interface for Company Switches

By Tres Churchill | December 5, 2022 | Comments Off on Audit Trail in User Interface for Company Switches

“Who changed that setting?” There are many settings that can be toggled on and off in OpenAir if the user has sufficient privileges. Often these settings can drive changes to…

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Rate Multipliers for Special Situations in OpenAir

By Ali Walsh | November 21, 2022 | Comments Off on Rate Multipliers for Special Situations in OpenAir

In OpenAir there is an easy way to create billing rules that include situations for varying rates for weekend work, yearly increases, or for remote versus onsite work rates. Important:…

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Use Bookings Rather Than Assignments to Calculate Task Schedules in OpenAir

By Richard Curzi | November 15, 2022 | Comments Off on Use Bookings Rather Than Assignments to Calculate Task Schedules in OpenAir

Is your company using resource bookings faithfully, but you still need to separately manage assignments to keep your task dates and planned hours in line? There is a little-known feature…

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Warning — User Cannot be Deleted Due to Having Associations With list_layout_users

By Alexis Jackson | November 7, 2022 | Comments Off on Warning — User Cannot be Deleted Due to Having Associations With list_layout_users

Often, we run into the need to delete a record in OpenAir. Projects, Expense Reports, Timesheets, and Invoices are all very common records for deletion, but what about Users? Did…

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Why is Budget not populating on my Reports?

By Bianca Marinca | October 31, 2022 | Comments Off on Why is Budget not populating on my Reports?

Have you ever built a report and added Budget as a measure, but the budget didn’t populate, even though there was budget on the project? Budget will only populate if…

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Usage of OpenAir project templates when projects are created via NetSuite OpenAir Integration

By Kim Ward | October 24, 2022 | Comments Off on Usage of OpenAir project templates when projects are created via NetSuite OpenAir Integration

The required configuration needed to utilize project templates when projects are created via the NetSuite and OpenAir Integration has changed and been simplified. You no longer need to set the…

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Adding Additional Project-Specific Approvers in OpenAir

By Jim Schein | October 18, 2022 | Comments Off on Adding Additional Project-Specific Approvers in OpenAir

OpenAir’s project-specific approvers feature allows the system to have up to three additional approvers identified for each project. This can be activated through the Administration -> Organization -> Approval Options…

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Creating Projects Using Project Templates in NetSuite OpenAir – What’s Included and What’s Not

By Sibyl Parsons | October 3, 2022 | Comments Off on Creating Projects Using Project Templates in NetSuite OpenAir – What’s Included and What’s Not

OpenAir project creation can be a cumbersome process that requires a significant amount of administrative time. For that reason, many companies creating projects directly in OpenAir (versus via an integration/API)…

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Tracking OpenAir Expense Report Reimbursements

By James Owen | September 26, 2022 | Comments Off on Tracking OpenAir Expense Report Reimbursements

Stop me if you’ve heard this one before.  I submitted my expense report three weeks ago, and I know we process expenses every week.  So why haven’t I been reimbursed…

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