Expert Quick Tips
Do you want to get phase level budget vs. actuals reporting in OpenAir? We have found the best way to do this is to use the project budget feature and…
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When creating an include filter on Account-Wide Crosstabbed OpenAir reports, make sure you choose the “[No ]” as part of the filter. Otherwise, any other field on that report that…
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Have you set up an OpenAir account storage alert – then get a character limit warning? This quick tip will explain why and how to work around this limitation. When…
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If ever you wish to limit a role to only shared reports, and not be able to create or modify OpenAir reports on their own, you can do so by…
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Ready to get started with the OpenAir Business Intelligence Connector? Top Step has a step-by-step guide to show you how the publishing process works. For purposes of explanation here, we…
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On the project ‘outline’ view, by task, ‘Start’ & ‘Finish’ columns are not the same fields as ‘Start Date’ and ‘End Date’ columns (which are the fixed dates entered on…
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If you are not aware, there is a known issue in form permission rules. If you are creating a pair (or more) of related list limiting rules using a condition…
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The necessity for overlapping timesheets is typically driven by the need to enter two timesheets within a given week. For example, your company is on a monthly accounting calendar but…
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In order to control timesheet periods, did you know there is a feature to control which weeks are available for time entries and override on a per-user basis? The internal…
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Want to suppress a total column or quickly remove data from a report? In the new UI Report Editor, both of these options are easy to accomplish. To hide the…
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