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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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OpenAir Account Storage Alert

By Tres Churchill | May 31, 2022 | Comments Off on OpenAir Account Storage Alert

If you’ve used OpenAir for any extended amount of time, it’s likely that you’ve approach, or even met, your storage limit. This means that your users are unable to attach…

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Using the Task Percent Complete Setting in OpenAir

By Ali Walsh | May 23, 2022 | Comments Off on Using the Task Percent Complete Setting in OpenAir

The Task Percent complete interval controls many settings in OpenAir.  This setting is found in Other Settings within the Project Module administration settings. For any task-oriented percent complete calculation that…

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NetSuite OpenAir: Help Center vs. Suite Answers

By Amy McFadzean | May 16, 2022 | Comments Off on NetSuite OpenAir: Help Center vs. Suite Answers

NetSuite OpenAir has a couple of places, within the tool, set up as knowledge bases and tools for users. Both have great uses, depending on your role and function within…

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OpenAir Redesigned Advanced Filters (Optional Feature)

By Alexis Jackson | May 9, 2022 | Comments Off on OpenAir Redesigned Advanced Filters (Optional Feature)

The Redesigned Advanced Filters feature is an update to the previous existing advanced filters on redesigned list views. The redesigned advanced filters panel is compact and lists filter conditions horizontally instead of vertically. It lets you select and apply saved filters directly…

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The OpenAir Self-Rejection of Timesheets Feature

By Jim Schein | May 2, 2022 | Comments Off on The OpenAir Self-Rejection of Timesheets Feature

It’s not uncommon for a user to enter all of their time on a timesheet and submit the timesheet – and then notice something is off.  It’s not *as* common…

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Grouping Multiple Fixed Fee Charges Within an OpenAir Invoice Layout

By Ronn Breaux | April 25, 2022 | Comments Off on Grouping Multiple Fixed Fee Charges Within an OpenAir Invoice Layout

Business case: Client has multiple fixed fee charges with the same description but with different services and needs the fixed charges to appear as 1 charge on the Invoice. Challenge:…

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