Skip to content

Expert Quick Tips

Simplified Use of Percent Complete Recognition Rules in OpenAir

By Richard Curzi | February 5, 2024 | Comments Off on Simplified Use of Percent Complete Recognition Rules in OpenAir
Growing scale percentage bar up to 100. Work progress.

Organizations that would like to use percent complete revenue recognition rules often run into difficulty when their regular business processes do not include sufficient project or resource management information to…

Read More

Customizing OpenAir User Access Using the NetSuite Connector

By Bianca Marinca | January 29, 2024 | Comments Off on Customizing OpenAir User Access Using the NetSuite Connector

When using the NetSuite Connector to create new users in OpenAir, it’s possible to customize the Primary Filter Set assigned for a user.  This eliminates the need for manual updates…

Read More

Allow Future Dated Charges on OpenAir Invoices

By Gio Pineda | January 25, 2024 | Comments Off on Allow Future Dated Charges on OpenAir Invoices

NetSuite OpenAir’s default settings allow you to manually enter charges and create invoices containing those charges, as long as the charge dates are not in the future. However, some companies…

Read More

Managing How Job Codes Get Applied to Time Entries in OpenAir

By Ronn Breaux | January 16, 2024 | Comments Off on Managing How Job Codes Get Applied to Time Entries in OpenAir
The hand of a man with a light bulb And there is a gear icon in it And he is using a notebook computer.

Job codes in OpenAir provide key reporting and time billing capabilities.  Job codes are applied to time entries based on rules that can be managed in OpenAir.  For time-based billing,…

Read More

Adding HTML to NetSuite OpenAir home page or workspace messages.

By Robert Giordano | January 11, 2024 | Comments Off on Adding HTML to NetSuite OpenAir home page or workspace messages.
Young woman holding a megaphone cheerful smiles pointing to front.

NetSuite OpenAir allows html to be added to the Home screen message or Workspace messages.  You can provide links to impactful resources or enhance your message with tags. To add…

Read More

Improve Visibility with Project-Level Filter Sets in OpenAir

By Jimmy Morales | January 8, 2024 | Comments Off on Improve Visibility with Project-Level Filter Sets in OpenAir
Car windshield wiper cleaning water drops from glass while driving

Filter Sets allow you to limit the results presented in lists and reports to only what should be relevant to the user logged into OpenAir.  For example, you can use…

Read More

Set Time Entry Rounding at the User Level

By Sibyl Parsons | January 2, 2024 | Comments Off on Set Time Entry Rounding at the User Level

OpenAir can be configured to round time entries to the nearest minute, 5, 10, 15, 30, or 60 minutes. Another option is to round up to the next 6 minutes.…

Read More

Streamlining Time Off Management in OpenAir

By Jonathan Sitterley | December 19, 2023 | Comments Off on Streamlining Time Off Management in OpenAir
picture of woman who is trying to remember

Tired of manually creating time off bookings when a time off request is approved, to accurately represent resource availability? Or remembering to add time entries for time off on timesheets?…

Read More

Save Time Populating Fields with “Save & Create Another” Form Permission Setting

By Andrea Larsen | December 12, 2023 | Comments Off on Save Time Populating Fields with “Save & Create Another” Form Permission Setting
Close up of time and money with green bokeh background ,Business Finance and Money concept,Save money for prepare in the future.time is money concept

Do you find yourself wasting valuable time populating redundant fields when creating data records in NetSuite OpenAir? Try the Fields which maintain value on “Save & create another” form permission…

Read More

Looks Aren’t Everything… But They Do Matter

By James Owen | December 4, 2023 | Comments Off on Looks Aren’t Everything… But They Do Matter
two dogs dressed up in suites and sunglasses.

Would you like to add a little pizazz to your OpenAir viewing experience?  Today we’ll learn how to use some basic html tags to change the way some OpenAir fields…

Read More

About Us:  Our mission is to enable and empower Professional Services Organizations to become profitable, scalable, and efficient through change management, technology deployment, and skill set training with a Customer First approach.

Scroll To Top