Expert Quick Tips
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…
Read More
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…
Read More
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…
Read More
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…
Read More
Did you know that OpenAir has a feature that allows a user to click a button on the Task List or Outline view on a project and it will create…
Read More
Are you going on vacation but want someone to submit or approve a timesheet or expense on your behalf? Under some account configurations, users are permitted to designate their own…
Read More
Want to forecast financials for a specific project ending next quarter? When using charge projections based on approved hours and there are projects that have time billing rules with caps,…
Read More
Did you know there is an OpenAir feature that can be used to automatically populate a project name with a project sequence number per client? Sometimes there are custom fields…
Read More
Data entry is key to capturing information and running your business. Because of this, how you layout your forms in OpenAir is key to ensure the end user is guided…
Read More
In OpenAir, there are many ways to manage resources. One key consideration is whether to create bookings directly into your system – manual bookings, or using a request/approval process. As…
Read More
