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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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Using Tasks Tab To Close Tasks Across Projects

By Lindsay Mullinix | December 1, 2020 | Comments Off on Using Tasks Tab To Close Tasks Across Projects
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Depending on your project management methodology, you may have project managers responsible for closing completed tasks within a project or have department managers handling multiple projects for small engagements. Ever…

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Wish You Could See Hours Worked Per Person On A Task?

By Lindsay Mullinix | November 24, 2020 | Comments Off on Wish You Could See Hours Worked Per Person On A Task?
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Task setup with planned hours can be done at a task level or a user assigned level, depending on how you’ve configured your system. Regardless of this configuration, many times…

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What’s an Accounting Period Got to Do with a Project Manager?

By Alexis Jackson | November 19, 2020 | Comments Off on What’s an Accounting Period Got to Do with a Project Manager?
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During the accounting period, a company gathers and organizes its financial activity. This is used to create financial statements at the close of the accounting period. The accounting period can…

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Adjusting Columns Of Timesheets To Minimize Scrolling

By Lindsay Mullinix | November 17, 2020 | Comments Off on Adjusting Columns Of Timesheets To Minimize Scrolling
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Did you know you could adjust the columns of your timesheets to minimize scrolling? If you are a timesheet user of NetSuite OpenAir, then you may have run into the…

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Disabling The Auto-Generated ‘Timesheet Approved’ Message In NetSuite OpenAir

By Lindsay Mullinix | November 11, 2020 | Comments Off on Disabling The Auto-Generated ‘Timesheet Approved’ Message In NetSuite OpenAir
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Did you know you could disable the auto-generated ‘Timesheet Approved’ message to your users? NetSuite OpenAir’s timesheet workflow supports the submission of timesheets to a designated timesheet reviewer either by…

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Using the Timesheet Required Checkbox on the User Demographic Form in OpenAir

By Lindsay Mullinix | November 5, 2020 | Comments Off on Using the Timesheet Required Checkbox on the User Demographic Form in OpenAir
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Did you know how helpful the Timesheet Required checkbox is on the User Demographic form? On the User Demographic form in the Timesheet options area, there is a checkbox called…

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