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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
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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
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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
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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
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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
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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
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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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Copying Bookings From One Project To Another in OpenAir

By Lindsay Mullinix | December 15, 2020 | Comments Off on Copying Bookings From One Project To Another in OpenAir
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Did you know you could copy bookings from one project to another in NetSuite OpenAir? If you are using bookings for resource scheduling, there is often the question of ‘can…

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Using OpenAir Integration Manager to Update User “Switch” Fields

By Carter McEvoy | December 10, 2020 | Comments Off on Using OpenAir Integration Manager to Update User “Switch” Fields
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The OpenAir user record contains many fields and configuration options that, while they reside on the user form, are not actually associated with the user table in the OpenAir database.…

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Budget Transaction Feature Conversion Tip in OpenAir

By Lindsay Mullinix | December 8, 2020 | Comments Off on Budget Transaction Feature Conversion Tip in OpenAir
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If your organization is considering using the budget transaction feature, there are a few items to consider before ‘flipping the switch’. If you are not familiar with this feature, what…

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Updating the User Project Rate in Billing Rules with Integration Manager

By Alexis Jackson | December 4, 2020 | Comments Off on Updating the User Project Rate in Billing Rules with Integration Manager
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When setting up a time billing rule within a project, Open Air gives you the option to set the Billing Rates for that specific rule.  If the option (Get Billing…

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