Expert Quick Tips
Timesheet rejection notifications are commonly used in OpenAir to notify users that an entire timesheet has been rejected. Out of the box, new instances of OpenAir are usually set up with this standard notification. However, for those using the timesheet/expense line-item rejection feature, a notification should be set up to trigger based on rejections of…
Not all data is good data! Over time timesheets and expense reports may accumulate from canceled projects, inactive users, or from rejected approvals. OpenAir now offers features that will allow timesheets and/or expense reports to be deleted in bulk. When you enable the internal switch “Administrators can delete users timesheets” you will have the option…
Many OpenAir users track their hourly employee costs against specific project tasks. There are a few ways to do this. However, the simplest method is to use one of the three cost levels that can be assigned at a user level, enter the value to be used as that employee’s cost, then report on their…
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, use the QuickView and get where you want to go… much quicker. Setup: Global and Personal Options QuickView is first enabled at the organization level…
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 be assigned for the scheduled script to deploy under. This means the scheduled script will run on its specific set scheduled time as that assigned…
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 be charged per item as well as set a fixed price. After you contact OpenAir and ask for this feature to be turned on, you…
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 been utilized in a long time clutter the reports view and cause confusion. Below are a few ways you can clean up reports in OpenAir.…
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 in NetSuite that are also transactional values for reporting and views. To integrate these to OpenAir dynamically, the following steps need to be taken. Identify…
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. can be set when a Generic Resource is added. But what if you need to update some of those values later or want to set…
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, when creating the invoice the charges are shown individually and a frame appears at the bottom of the page indicating that an Action, “Pro-rate Charges…
