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Expert Quick Tips

Improve OpenAir User Experience By Using Page Reference Help

By Lindsay Mullinix | October 24, 2019 | Comments Off on Improve OpenAir User Experience By Using Page Reference Help
OpenAir Page Reference Help

You may have fields in your OpenAir forms that are not obvious to your users as to what the field is for or what information should be entered into the…

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Do You Know The Trick To Increasing Precision In Billing Rate Decimals?

By Lindsay Mullinix | October 21, 2019 | Comments Off on Do You Know The Trick To Increasing Precision In Billing Rate Decimals?
Precision

OpenAir’s time billing rule is very flexible for handling billing at hourly or daily rates. Daily rates, however, occasionally give us all a bit of a headache when processing individual…

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How To Use Margin Trending For Planning

By Lindsay Mullinix | October 7, 2019 | Comments Off on How To Use Margin Trending For Planning
Margin Trending for Planning in OpenAir

Margin trending requires the ability to view cost information. This applies to standard margin values as part of the OpenAir database or custom calculated margin values using cost in the…

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How To Trend Bill Rates For Budget Planning In OpenAir

By Jodi Cicci | September 27, 2019 | Comments Off on How To Trend Bill Rates For Budget Planning In OpenAir
How to trend billing rates

Trending bill rates will provide you with valuable information for budget planning. Top Step’s recommendation for bill rate trending is to set up reports and chart views by contract type:…

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Project Cloning Versus Project Copy In OpenAir

By Lindsay Mullinix | September 19, 2019 | Comments Off on Project Cloning Versus Project Copy In OpenAir
Clone vs Copy Project in OpenAir

Many services organizations provide standard services that are a consistent set of tasks, timelines, and resources.  OpenAir provides an option for creating projects – Cloning. How does this differ from the…

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Using Milestone dates in OpenAir

By Jimmy Morales | September 10, 2019 | Comments Off on Using Milestone dates in OpenAir
Using Milestone Dates in OpenAir

Using Milestone dates can be a bit tricky. Milestones have both Start & End dates.  The Start Date (if left blank) will default to the Project Properties Start Date, so…

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Overriding a User Cost to Accommodate Project or Task Level Differences in OpenAir

By Jodi Cicci | September 5, 2019 | Comments Off on Overriding a User Cost to Accommodate Project or Task Level Differences in OpenAir
override user cost

Did you know you can override user cost to accommodate project or task level differences in OpenAir? There are typically two situations in which the cost associated to a user…

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Use Custom Fields Instead of Filter Sets in OpenAir

By Jodi Cicci | August 29, 2019 | Comments Off on Use Custom Fields Instead of Filter Sets in OpenAir
Custom Fields vs Filter Sets for Reporting in

Did you know you can use custom fields instead of filter sets for pending billing and recognition reports in OpenAir? For many years the only way to limit projects included…

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Streamlining Configuration for Saved List Views in OpenAir

By Amy McFadzean | August 20, 2019 | Comments Off on Streamlining Configuration for Saved List Views in OpenAir
Custom Views

Saved list views in OpenAir allow for easy and streamlined setup of view configuration and sharing that configuration with users in the organization. This feature also enables the Create public…

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Analyzing OpenAir Roles

By Ronn Breaux | August 15, 2019 | Comments Off on Analyzing OpenAir Roles
OpenAir Roles

Here is a quick tip for analyzing OpenAir Roles with the purpose of reviewing your current types of users for realignment to business process and organizational changes. As your system…

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