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Expert Quick Tips

Control Which Users are Available for Assignment to a Project in OpenAir

By Tres Churchill | July 10, 2023 | Comments Off on Control Which Users are Available for Assignment to a Project in OpenAir

The Assignment feature is a flexible tool that allows you to control which projects and tasks are available to users for time entry.

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How to Suppress Standard Email Notifications in OpenAir

By Alexis Jackson | July 6, 2023 | Comments Off on How to Suppress Standard Email Notifications in OpenAir

OpenAir offers the capability to send custom email notifications when changes are applied to bookings, tasks, projects, or issues. However, in certain cases, users may not want to receive an…

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Using the Web Services Usage Log for Debugging Integrations

By Robert Giordano | June 28, 2023 | Comments Off on Using the Web Services Usage Log for Debugging Integrations

The Web Services Log records API calls to OpenAir and OpenAir’s response. This is useful in debugging integration with OpenAir. To access the web services usage logs, you will need…

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Wrapping Money-Based Custom Calculation Titles in OpenAir

By Richard Curzi | June 20, 2023 | Comments Off on Wrapping Money-Based Custom Calculation Titles in OpenAir

Back in July of 2022, we posted a tip called “How to Control Column Widths for Custom Calculations in OpenAir”. In that tip, we explained how to insert HTML line…

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Prevent Work Schedule Hours From Being Counted Towards Utilization Before the User Was Employed

By Alexis Jackson | June 12, 2023 | Comments Off on Prevent Work Schedule Hours From Being Counted Towards Utilization Before the User Was Employed

To address instances where utilization is being counted for new users before their start date, OpenAir provides a solution to ensure accurate utilization figures. The recommended approach is to update…

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How to Reject Your Own OpenAir Timesheet to Make Corrections

By Jim Schein | June 7, 2023 | Comments Off on How to Reject Your Own OpenAir Timesheet to Make Corrections

In situations where an employee submits a timesheet prematurely and wants to make alterations, the existing process entails the entire timesheet being rejected by an approver before changes can be…

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Easily Access Receipt Attachments for Invoiced Expenses in OpenAir

By Sibyl Parsons | May 30, 2023 | Comments Off on Easily Access Receipt Attachments for Invoiced Expenses in OpenAir

There is an easy way in OpenAir to gather and download all receipt attachments for expenses included on a particular invoice. This is great for customers that require receipt backup…

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Remove Personal Identifiable Information with OpenAir’s New Easy to Use Process

By Jonathan Sitterley | May 22, 2023 | Comments Off on Remove Personal Identifiable Information with OpenAir’s New Easy to Use Process

OpenAir has a new feature to remove personal information in their April 2023 release. This process is essential to comply with new laws governing PII. To get started, the organization…

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Using OpenAir Custom Notifications Feature and Suppressing Standard System Notifications

By Bianca Marinca | May 17, 2023 | Comments Off on Using OpenAir Custom Notifications Feature and Suppressing Standard System Notifications
picture of an notification symbol on a handheld device

Custom notifications are triggered in the same manner as standard system notifications are but custom notifications allow the ability to apply conditional criteria to your notification triggers and also provide…

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How to Remove Incomplete Tasks from the OpenAir Dashboard

By James Owen | May 8, 2023 | Comments Off on How to Remove Incomplete Tasks from the OpenAir Dashboard

The ‘Display Incomplete Tasks on Dashboard’ feature is enabled by default, and it adds two links regarding Incomplete Tasks on the Home screen.  in My Status the number of Incomplete…

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