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Improve Visibility with Project-Level Filter Sets in OpenAir

By Jimmy Morales | January 8, 2024 | Comments Off on Improve Visibility with Project-Level Filter Sets in OpenAir

Filter Sets allow you to limit the results presented in lists and reports to only what should be relevant to the user logged into OpenAir.  For example, you can use…

Set Time Entry Rounding at the User Level

By Sibyl Parsons | January 2, 2024 | Comments Off on Set Time Entry Rounding at the User Level

OpenAir can be configured to round time entries to the nearest minute, 5, 10, 15, 30, or 60 minutes. Another option is to round up to the next 6 minutes.…

Streamlining Time Off Management in OpenAir

By Jonathan Sitterley | December 19, 2023 | Comments Off on Streamlining Time Off Management in OpenAir

Tired of manually creating time off bookings when a time off request is approved, to accurately represent resource availability? Or remembering to add time entries for time off on timesheets?…

Save Time Populating Fields with “Save & Create Another” Form Permission Setting

By Andrea Larsen | December 12, 2023 | Comments Off on Save Time Populating Fields with “Save & Create Another” Form Permission Setting

Do you find yourself wasting valuable time populating redundant fields when creating data records in NetSuite OpenAir? Try the Fields which maintain value on “Save & create another” form permission…

Looks Aren’t Everything… But They Do Matter

By James Owen | December 4, 2023 | Comments Off on Looks Aren’t Everything… But They Do Matter

Would you like to add a little pizazz to your OpenAir viewing experience?  Today we’ll learn how to use some basic html tags to change the way some OpenAir fields…

Providing Project access to Portfolio Managers Using Project Hierarchies

By Ronn Breaux | November 27, 2023 | Comments Off on Providing Project access to Portfolio Managers Using Project Hierarchies

Often, we work with clients that have the concept of Project Portfolio managers.  Portfolio managers need access to a group of projects within the project, resource and report modules; however,…

Slow OpenAir Reports? Try Reducing Reporting Currencies!

By Jimmy Morales | November 20, 2023 | Comments Off on Slow OpenAir Reports? Try Reducing Reporting Currencies!

Enabling multi-currency in your system provides a comprehensive view of various currencies within reports, offering a broad spectrum of metrics. However, navigating through multiple currencies in reports might seem overwhelming…

Two Ways to Change the Owner of a Report in NetSuite OpenAir

By Alexandra Goodrich | November 13, 2023 | Comments Off on Two Ways to Change the Owner of a Report in NetSuite OpenAir

There are several use cases for needing to change the owner of a report in NetSuite OpenAir. Maybe you created a report for someone else and you’d like to simply…

Time Saving Technique for Time Entry Imports into OpenAir

By Gio Pineda | November 7, 2023 | Comments Off on Time Saving Technique for Time Entry Imports into OpenAir

Normally, OpenAir users do two separate uploads for importing time entries to OpenAir. The first upload is to create timesheets and then the second upload to create the time entries…

Streamlining Client Contacts within Projects: A One-Screen Solution

By Tres Churchill | October 31, 2023 | Comments Off on Streamlining Client Contacts within Projects: A One-Screen Solution

Creating Client Contacts In OpenAir you can associate contact information to a client record. These contacts can be designated as billing contacts to receive invoices, or simply additional customer contacts…

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