Expert Quick Tips
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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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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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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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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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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