Expert Quick Tips
Often, when looking at data in OpenAir, you need to access different components of the project. Rather than navigating from scratch from, say, the charge record to the project record,…
In many instances with OpenAir, companies will have customized java scripts running on their behalf. Scheduled scripts are executed within the context of a user. The scheduled script requires an admin user to…
Need to control what expense items can be charged to a project? Using Project Expense Policies is your solution. Using this module, you can set a max amount that can…
When completing your standard administrative auditing processes in OpenAir, it’s a good idea to review report usage and clean up reports owned by inactive users. Having reports that have not…
When using OpenAir and NetSuite, you can create custom record types in NetSuite and have them seamlessly sync to OpenAir. NetSuite custom record type allows you to add picklist fields…
OpenAir provides the capability to add Generic Resources with many of the same Demographic and other fields available on regular user records. Custom fields, entity tags, Job code, Cost, etc.…
OpenAir provides a feature that allows invoices to be pro-rated at the time of creation. This feature requires a switch be enabled by OpenAir Support. Once the switch is activated,…
Enabling the OpenAir switch, “Audit Trail Values Available in Summary Reports”, allows for the display of a new section in the Reports -> Options screen. This section shows all of…
In the Spring 2019 release, OpenAir introduced the Project Center. This optional feature, which must be enabled by OpenAir support, merges common project management functions into a single screen. If…
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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