Expert Quick Tips
Increase the adoption and reduce data entry errors using form controls in NetSuite OpenAir. OpenAir forms contain configuration controls that ensure users see only fields they should see, modify only…
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Project setup in OpenAir typically includes billing rule setup and may also include recognition rules setup, if your organization performs revenue recognition in OpenAir. Billing and recognition rules can be…
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Companies may receive one contract from a client that may need to be divided between multiple projects. As work is being done on these projects, billing may need to draw…
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If you have an existing assignment group and you are trying to load a large number of users to that assignment group, you can do so using OpenAir Integration Manager…
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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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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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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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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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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 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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