Expert Quick Tips
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…
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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…
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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,…
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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…
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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…
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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…
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If you own OpenAir, you should already know that each active user account requires a license. To ensure you manage the number of licenses being used, a periodic review of…
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Did you ever realize…?
That when you access any user dropdowns and search for a user by name, you never get the assignment groups in the results? There are a few reasons…
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Margin trending can provide insight into the profitability of service offerings or contract vehicles. This trending metric is useful to decide how to adjust your business for the services or…
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