Expert Quick Tips
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 can entail project or resource availability changes. Organizations sometimes need to update a lot of bookings when the start of a task or project shifts. …
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 already. Only Timesheets and Expense have this kind of alert. As a workaround, users can create a custom detail field that will have a formula…
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 dropdown depend on the selection made in another. For example, selecting a region will automatically filter the states displayed in the next dropdown. Key benefits…
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 record, a new sub-tab called Target Utilization will become available. This will allow you to track the target utilization and compare it to the actual…
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 possible impact to your company’s bottom line, failing to create accurate Billing Rules could be the worst-case scenario. It can be a challenge to provide…
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 needs and some can be quite complex. In this expert quick tip we will look at one that isn’t complex and that can be quite…
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 control field visibility at a granular, field-by-field level as well as via field groupings by implementing hidden divider sections. The most common use case for…
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 inactive employee records. When you are copying information to many users you have the option to select a user department rather than individual users. Many…
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 less is more, and when you’re trying to streamline your resource management process it is often useful to narrow the focus somewhat. Luckily, OpenAir makes…
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 the previous week? Simply implementing a timesheet form permission rule that limits values on the ‘Change hours’ field will make it so your users can…
