Expert Quick Tips
Timesheets are a part of every workday. Sometimes errors occur that necessitate a correction. In cases where the timesheet is already approved, a timesheet adjustment is necessary. Steps to adjusting…
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If you want to copy your Workspace documents list view to other users in OpenAir, you can easily do this using the Bulk User Change Wizard. Here’s a friendly step-by-step…
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Project plans can be complex and when a date changes on an early deliverable, keeping the rest of the plan in line can be time consuming. By linking tasks together…
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Charge projections in OpenAir help organizations forecast revenue and billing effectively. To ensure accuracy and efficiency when working with charge projections, consider the following best practices: Define Clear Projection Rules…
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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…
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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…
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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…
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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…
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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…
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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…
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