Expert Quick Tips
If you struggle to find the filters you need on a tabular report, using a crosstabbed report and suppressing the measures may be a good alternative. Crosstabbed reports have exponentially more filtering options. Important note, if the project has no activity, then it will be omitted from the report output. In this example, we created…
When projects are integrated from NetSuite to OpenAir, users may notice they don’t immediately appear in the Projects list (Projects > Projects > All), even after refreshing the page. While logging out and back in provides a temporary solution, there’s a better way to handle this. To make newly integrated projects visible instantly: Disable filter…
One of the strengths of OpenAir is the flexibility for billing time. This tip shows another option to set billing rates on approved time entries. Time based billing rule options The standard OpenAir feature allows billing rules to set billing rates using the following options: User based – set a default billing rate on user…
Save time by using the “Tag and Copy” feature to update auto-run settings for project billing or recognition rules in bulk. You tag the project that has the settings you want, then copy those settings to as many other projects as you want with just a few clicks! Auto-run (or auto-bill) schedules your billing or…
Check out these navigation tips and tricks to optimize your usage of NetSuite OpenAir. Using the Back Button Did you know that most records opened via a list view in NetSuite OpenAir have a back button that will take you back to the original list? For example, if you open a project from the Projects…
If your organization uses Resource Bookings, changes may be needed from time to time. Consider using the Worksheet view. Changes to multiple bookings can be updated all at once for values like Project, Booking Type, Task, and Hours. Things to note: Make sure the time range the worksheet is filtered on covers the total time…
Timesheets are a part of every workday. Sometimes errors occur that necessitate a correction. In cases where the timesheet is already approved, a timesheet adjustment is necessary. Steps to adjusting a timesheet in OpenAir: 1. Administrators and users with the option “adjust timesheets” on their user record are permitted to adjust approved timesheets. 2. This…
If you want to copy your Workspace documents list view to other users in OpenAir, you can easily do this using the Bulk User Change Wizard. Here’s a friendly step-by-step guide to help you through the process: Step 1: Access Your Current List View – Navigate to Workspaces > Documents > All. – At the…
Project plans can be complex and when a date changes on an early deliverable, keeping the rest of the plan in line can be time consuming. By linking tasks together with OpenAir’s predecessors and calculated duration features, project managers can create dynamic road maps that update automatically. Fixed vs Calculated Dates If a task date…
Charge projections in OpenAir help organizations forecast revenue and billing effectively. To ensure accuracy and efficiency when working with charge projections, consider the following best practices: Define Clear Projection Rules Establish consistent rules for generating charge projections. This can include billing rates, time and materials, fixed-price projects, and milestones. Use Accurate and Up-to-Date Data…
