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Expert Quick Tips

When to Use a Pick List Over a Drop Down In OpenAir

By Robert Giordano | August 22, 2022 | Comments Off on When to Use a Pick List Over a Drop Down In OpenAir

When creating custom fields in OpenAir there are two fields a user can choose which look similar but are used for different purposes: The dropdown and the pick list. Dropdowns…

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Managing OpenAir Task Assignments: Using Both Project and Task Assignments

By Ali Walsh | August 15, 2022 | Comments Off on Managing OpenAir Task Assignments: Using Both Project and Task Assignments

Some companies may have the situation where there are different business units who would like to manage project assignments differently: One wants to use project assignments that allow any user…

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How to Disable the Feature-Specific Survey Forms in OpenAir

By Tres Churchill | August 8, 2022 | Comments Off on How to Disable the Feature-Specific Survey Forms in OpenAir

Issue: When using specified features repeatedly OpenAir will prompt the user to complete a short survey. There are certain features that, when used multiple times, will prompt the user to…

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How to Change the Start Day for Weekly Timesheets

By Alexis Jackson | August 1, 2022 | Comments Off on How to Change the Start Day for Weekly Timesheets

Did you know that there are multiple ways to configure the start day for weekly timesheets? There are Open Air Administrator accessible settings that allow you to set it up…

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OpenAir Sandbox Refresh: Helpful Reminders

By Jimmy Morales | July 25, 2022 | Comments Off on OpenAir Sandbox Refresh: Helpful Reminders

When your organization has finished configuring and testing in OpenAir Sandbox, you are happy with the results, and ready to schedule a Sandbox refresh, here are some valuable reminders to…

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How to Control Column Widths for Custom Calculations in OpenAir

By Ronn Breaux | July 11, 2022 | Comments Off on How to Control Column Widths for Custom Calculations in OpenAir

Issue: Custom Calculations names don’t naturally break so the names can cause column widths to make reports difficult to read. Example: Fix: You can add breaks to custom calculations names…

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Copy Project Billing/Recognition Settings from One Project to Others in Bulk (Tag the Project)

By Kim Ward | June 27, 2022 | Comments Off on Copy Project Billing/Recognition Settings from One Project to Others in Bulk (Tag the Project)

The billing and recognition settings allow managers to schedule project billing and recognition rules to run automatically on a specified schedule, either on a trial or actual basis, and to email selected users as to the results.…

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Audit Trails for Detail Fields on Summary/Cross-Tabular Reports in OpenAir

By Jim Schein | June 20, 2022 | Comments Off on Audit Trails for Detail Fields on Summary/Cross-Tabular Reports in OpenAir

Often in Summary/Cross-Tabular reports there is a need to display detail fields associated with one or more of the sub-total groups identified in the report.  This is a very common…

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Sending OpenAir Reports to External Contacts

By James Owen | June 13, 2022 | Comments Off on Sending OpenAir Reports to External Contacts

There may be people outside your organization, with no OpenAir access, who need information from the OpenAir system.  For example, a manager at a company with resources working on your…

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OpenAir ‘Review Last Notification’ Feature

By Andrea Larsen | June 6, 2022 | Comments Off on OpenAir ‘Review Last Notification’ Feature

Ever get a notification pop-up when saving a form in OpenAir only to accidentally close out the notification box before clearly reading the message? The OpenAir ‘Review last notification’ option…

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