Using Assignment Groups in NetSuite OpenAir to Support Organizational Scalability
NetSuite OpenAir is a powerful tool and can accommodate growth and change. Often, small changes can make a tremendous impact. Using assignment groups is a quick and easy way to…
Read MoreBudget Hours From Budget Transactions
Keep both money budgets and budget hours fields in sync for budget transactions.
Read MoreNetSuite OpenAir Auditing Techniques to Keep your Data Clean
In this 30 minute webinar we will discuss auditing techniques for keeping your NetSuite OpenAir data clean: Common and recommended data audits Checks and balances
Read MoreWebinar: Best Practices for Auditing Data in Your Professional Services Automation System
In this 30 minute webinar we will discuss best practices to auditing PSA data. How audits support business processes Types of data to audit Frequency and ownership Following the webinar…
Read MoreProject Task Creation Automation
Provide users with limited task edit/create capability to create tasks based on entry of task names in defined task name custom fields on the project properties form.
Read MoreNot All PMO’s Are the Same and Why
In a Professional Services organization, one of the keys to improving your bottom line is consistency and efficiency in how projects are delivered. A Project Management Office (PMO) can help…
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