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Quickly Download Expense Attachments For Invoices in OpenAir

By Lindsay Mullinix | February 2, 2021 | Comments Off on Quickly Download Expense Attachments For Invoices in OpenAir
Money flying in air

Did you know you could gather all your expense report attachments for download from within an invoice? There are two options that allow you to do this, and you can…

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Place Custom Fields Exactly Where Needed on the Form in OpenAir

By Kim Ward | January 28, 2021 | Comments Off on Place Custom Fields Exactly Where Needed on the Form in OpenAir
Place Custom Fields Exactly Where Needed on the Form in OpenAir

Starting with the October 2018 release of OpenAir, it is possible to individually place each custom field just like standard fields, exactly where you need them on the form. The…

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Clean Up Your Project Booking Grid By Selecting The Users You Want To See In OpenAir

By Lindsay Mullinix | January 26, 2021 | Comments Off on Clean Up Your Project Booking Grid By Selecting The Users You Want To See In OpenAir
Businessman hand arranging wood block with icon business strategy and Action plan, copy space.

For long-term projects that involve several resources over time, the project booking worksheet (also called Project booking grid) can get cluttered with too many rows of users who are no…

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Two Controls For Booking Types In OpenAir

By Lindsay Mullinix | January 19, 2021 | Comments Off on Two Controls For Booking Types In OpenAir
Concept Of Time Thinking

Did you know there are 2 controls for booking types used? Booking types are a way to identify categories of work scheduled for resources. Typical values include Committed/Hard, Tentative/Soft, Internal,…

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How Billing Rule Caps Can Affect Charge Projections

By Carter McEvoy | January 14, 2021 | Comments Off on How Billing Rule Caps Can Affect Charge Projections
Professional camera on dark wallpaper

The Charge Projections feature in OpenAir is a very customizable feature that can often lead to confusion amongst clients. For example, when running reports to see forecasted revenue based on…

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Resource Management Directly from the Projects Module

By Lindsay Mullinix | January 12, 2021 | Comments Off on Resource Management Directly from the Projects Module
business man trying to hit a target his goal with bow and arrow

As a project manager, you find yourself in the Projects Module a lot within NetSuite OpenAir taking care of project planning, budget tracking and overall team management. Part of project…

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Copying Booking Chart Settings To Other Users

By Lindsay Mullinix | January 5, 2021 | Comments Off on Copying Booking Chart Settings To Other Users
Wooden pieces

Did you know you could override user costs to accommodate project or task level differences? Did you know that you can copy (or push out) the booking chart settings to…

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Overriding A User Cost To Accommodate Project Or Task Level Differences

By Lindsay Mullinix | December 29, 2020 | Comments Off on Overriding A User Cost To Accommodate Project Or Task Level Differences
Plant on pile coins in the bottle, Money growing concept and the goal success.

Did you know you could override user costs to accommodate project or task level differences? There are typically two situations in which the cost associated to a user is not…

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Enhancing Your Task View To See All Task Related Components

By Lindsay Mullinix | December 22, 2020 | Comments Off on Enhancing Your Task View To See All Task Related Components
Woman overcome with stress, out of time management late anxious with clock background

In NetSuite OpenAir projects, it is common for people to use the Outline view to manage their project plan.  The outline view provides an indented display based on how you…

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Consolidated Advanced Settings Form in OpenAir

By Amy McFadzean | December 17, 2020 | Comments Off on Consolidated Advanced Settings Form in OpenAir
Tech Startup with Driven Business Team of People

Within each of the Global and Application settings pages exists an option for ‘other settings’ or ‘advanced settings’ across your NetSuite OpenAir environment. As an administrator, how often have you…

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