Expert Quick Tips
Balanced Incurred vs Forecast rule uses Internal Pivot Date when recognizing revenues. If an organization uses Accounting Dates this is a great option. For timesheets, the rule will recognize revenue…
If your company is like most, the OpenAir Reports module is used by many users in different parts of the organization to get and share information about your Projects, Users,…
If the ‘Delete’ button on an Approval Routing does not appear, even though it has no transactions routed through it, it can be due to the Approval Process being set…
OpenAir’s form permission rules are a great way to customize any forms—Project Properties, Timesheets, Expense Reports, etc. You can create your own logic to show/hide fields, make fields read-only or…
This is a trick that allows you to recover report configuration/settings when using the current OpenAir Report Management & Editor interface. If you are using the older reporting UI, this…
“Who changed that setting?” There are many settings that can be toggled on and off in OpenAir if the user has sufficient privileges. Often these settings can drive changes to…
In OpenAir there is an easy way to create billing rules that include situations for varying rates for weekend work, yearly increases, or for remote versus onsite work rates. Important:…
Is your company using resource bookings faithfully, but you still need to separately manage assignments to keep your task dates and planned hours in line? There is a little-known feature…
Often, we run into the need to delete a record in OpenAir. Projects, Expense Reports, Timesheets, and Invoices are all very common records for deletion, but what about Users? Did…
Have you ever built a report and added Budget as a measure, but the budget didn’t populate, even though there was budget on the project? Budget will only populate if…
