Task Non-billable Control By Task Type
Track billable status using the “task type” field? This script will synchronize that field with the task’s non-billable checkbox and ensure you don’t miss charges for a billable task.
Read MoreScalable Maintenance Practices With NetSuite OpenAir
In this recorded webinar we will discuss scalable maintenance practices with NetSuite OpenAir: Tips for approval workflows Report maintenance suggestions Approaches to minimize configuration maintenance (roles, filter sets, etc.)
Read MoreKeys to Building a Scalable PSA System
In this recorded webinar we will discuss best practices for building a scalable PSA system: How to plan for growth and change How business mergers and acquisitions can be accommodated…
Read MoreActual Completion Date For Projects
This scheduled script runs periodically to set an actual completion date on any project moved to a designated project stage representing the project is complete.
Read MoreProject Closure Automation
Quickly close or deactivate all project entities. Save project admin time and prevent missed steps to manually close and deactivate entities associated with the project.
Read MoreOpenAir for Project Management Oversight
In this session you will learn: Establishing templates Defining permissions and controls Setting up alerts, notifications, and regular reports for communication
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