NetSuite OpenAir Tips

There are plenty of notification and alert options in OpenAir with most having either standard wording (timesheet awaiting approval, for example) or the ability to setup specific email body content (late timesheet alert, for example). For many the standard wording ...

'Tis the season for people to schedule vacation, if they haven’t already, and focus on their leave balances as they try to use up vacation or make sure they have enough vacation to cover this last month of the calendar ...

As you work with reports, you may have noticed some fields that seems to mean the same thing but have slightly different names.  One of these fields is called Work Schedule.  In Summary reports, you see values called Work Schedule ...

I’ve been traveling quite a bit lately for both customer and company promotion activities. You may not think this is odd, but TOP Step is a virtual company and we pride ourselves on being able to effectively communicate with our ...

As a Project Manager, it is helpful to know when resources working on your project are asking to take time-off or vacation. OpenAir provides this notification functionality at the project level. When a resource submits a schedule request, Project Managers ...

Ever find yourself needing to make a correction to an approved timesheet but part of the timesheet has already been approved? There is a way by leveraging a feature called Adjust timesheets. People with the proper permissions, controlled by the ...

Working in a virtual company, communication is very important to keep everyone on track, engaged in the business, and aware of tips and tricks of the trade. We don’t all get to see other in person often – more often ...

If you are doing forecasting in OpenAir, you are most likely using charge projections and setting them to run or recalculate each night. Your System Administrator can also run charge projections ad-hoc which will recalculate forecast for all projects. There ...

The timesheet review/approval workflow process within OpenAir allows a timesheet to track status of open, submitted, approved, etc. There are occasions where you find yourself needing to unapprove the timesheet to make corrections. The unapprove permission for timesheets as well ...

Communication I find is the key to change management, project management, team management, and operational management.  The cliché of ‘ignorance is bliss’ doesn’t apply in the real world of day to day business if you want to have reliable forecasting, ...