Expert Quick Tips
When creating custom fields in OpenAir there are two fields a user can choose which look similar but are used for different purposes: The dropdown and the pick list. Dropdowns are used for very simple lists of items which would be used in the object you are adding to and rarely would cross into other modules. A…
Some companies may have the situation where there are different business units who would like to manage project assignments differently: One wants to use project assignments that allow any user assigned to the project to have access to the tasks and one wants to use task assignments that allow specific individuals to be assigned to…
Issue: When using specified features repeatedly OpenAir will prompt the user to complete a short survey. There are certain features that, when used multiple times, will prompt the user to provide feedback. These features include: Advanced resource search Consolidated resource profile Expenses module Outline, Gantt and task detail view Project center Receipt attachments UI Resource…
Did you know that there are multiple ways to configure the start day for weekly timesheets? There are Open Air Administrator accessible settings that allow you to set it up company wide and user specific. How to change the start day of the week for OpenAir timesheets: For existing users, the start day of the…
When your organization has finished configuring and testing in OpenAir Sandbox, you are happy with the results, and ready to schedule a Sandbox refresh, here are some valuable reminders to save you time, and headaches. Remember, with a refresh, the Sandbox will be erased completely, and you will be effectively given two copies of Production.…
Issue: Custom Calculations names don’t naturally break so the names can cause column widths to make reports difficult to read. Example: Fix: You can add breaks to custom calculations names to control column widths by using html <br>. Example:
The billing and recognition settings allow managers to schedule project billing and recognition rules to run automatically on a specified schedule, either on a trial or actual basis, and to email selected users as to the results. From the Financials: Billing or Recognition tab, select Auto-run and create the rule: To copy these settings from one project to other projects, from the…
Often in Summary/Cross-Tabular reports there is a need to display detail fields associated with one or more of the sub-total groups identified in the report. This is a very common use case and is easily handled through the standard report features shown below. What is less commonly known is that OpenAir also provides the ability…
There may be people outside your organization, with no OpenAir access, who need information from the OpenAir system. For example, a manager at a company with resources working on your projects wants to know if their team is submitting timesheets in a timely manner. You already built a report with that information, and OpenAir provides…
Ever get a notification pop-up when saving a form in OpenAir only to accidentally close out the notification box before clearly reading the message? The OpenAir ‘Review last notification’ option allows you to bring up the last displayed notification box on the form even if it was closed out. You can find this option by…
