Expert Quick Tips
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…
Read MoreOpenAir’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…
Read MoreMargin 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…
Read MoreTrending 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:…
Read MoreMany 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…
Read MoreUsing 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…
Read MoreDid 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…
Read MoreDid 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…
Read MoreSaved 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…
Read MoreHere 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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