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NetSuite OpenAir Tips

Setting Up Subcontractor Resources in OpenAir

OpenAir uses an active user licensing approach that supports a wide range of permissions and data view controls. Knowing what you need your subcontractors to see and do vs. what they shouldn’t is key to role and filter set setup ...

Four Search Features to Identify the Right Resources for Your Project in OpenAir

A big part of scheduling and bench management is identifying the right resources for your projects. In this post, we will share with you four search options and how and when you might use each. Search within the Booking List ...

5 Powerful Examples to Expand the Boundaries of Your OpenAir System With Scripting

OpenAir scripting has been around for many years, yet few have taken advantage of this powerful tool. It is an effective way to perform behind the scenes data manipulations and automation. When this tool is used to its full potential, ...

Strategies For Improving Resource Management In Your Professional Services Organization

Most likely, your professional services organization ultimately sells one thing and one thing only – the expertise of your consultants in billable hours. With time being the ultimate commodity, you must have robust systems in place to track how your ...

3 Methods for Establishing a Professional Services Revenue Forecast

Forecasting is an art as there are a lot of factors involved such as opportunity pipeline, resource availability, negotiated selling prices, and so on. Mastering this art requires methodology, measures, and a little bit of instinct. There are three basic ...

Spring Into The Year With These Three Cool New NetSuite OpenAir Features

The first release of 2018 took place in your OpenAir production environment last month. Blooming up this spring are some great new features. Here are a few of our favorites how you can benefit from them. Save List View Configurations ...

Look Before You Leap: 4 Steps For Embracing Change Management for NetSuite OpenAir

Let’s face it; things change in any organization. In some cases, it is due to improving your process and in other cases it may be due to organizational change such as a merger or acquisition. Are you keeping up with ...

5 Big Reasons for NetSuite OpenAir System Extensions

While your NetSuite OpenAir system may have thrived for years, you may be feeling some growing pains due to changes in your services business. Core system functionality is sufficient but there is just that one little change in processing you ...

Top 3 New Features In NetSuite OpenAir 2017.2 Release

The latest release of NetSuite OpenAir brings us some great new functionality and features. Here is our top three list we think you will also be excited about. Estimate to Complete (ETC) and Estimate at Completion (EAC) in Project Budgets ...

Capturing Project Status and Metrics in OpenAir

Determine what data is needed Before spending time configuring several fields or building out forms in OpenAir, it is necessary to determine information to be captured and what will be done with that data. Project status and/or health data, typically ...

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