NetSuite OpenAir Tips
Starting Off in the Right Place (Module)
| Blog | Administration
For the longest time, you may have been logging into OpenAir and defaulting into the Home, Account or Dashboard module (depending on your version of the system). From here you navigate to a desired module for functional use of the ...
Logging In Multiple Times and Keeping Track of Modules
| Blog | Reporting and Dashboards
When working with OpenAir, many times you find yourself having to compare information between screens or modules. This is best handled by logging into the application more than once. Another tip however is to keep track of which module you ...
What’s in your wallet (to cover expenses)? – Part II
| Blog | PS Best Practices
Read Part 1 of this 2-part series. In this blog continuation, we’re talking about the tracking and handling of employee expenses. When running a business, one of the things you definitely need to deal with is expenses of all types: ...
What’s in your wallet (to cover expenses)? – Part I
| Blog | PS Best Practices | Time and Expenses
When running a business, one of the things you definitely need to deal with is expenses of all types: travel expenses, equipment expenses, facility expenses, subscription and association fees, payroll expenses, and much more! A couple of expenses are predictable ...
Quick entry of Vendor cost without Proxy!
| Blog | Vendor Management
Tracking the cost of subcontractors can be quite tedious if you are using approaches like expense reports or timesheets as they require the subcontractor or someone logging in as the subcontractor (proxy) to enter expense and timesheet data. Another option ...
The Give and Take of Global Teams
| Blog | PS Best Practices
I’ve had the opportunity to work with many global clients and be on many global teams. Many of you may find yourself in similar situations. What I find interesting in each of these engagements is how global team coordination and ...
Controlling End Date on Tasks
| Blog | Project Budget
Project plans in OpenAir are made up of phases and tasks to manage both budget and schedule of the engagement. The task form in OpenAir defaults to have a start date available and support predecessors to link tasks together. This ...
Task Grid/Worksheet Customizations per User
| Blog | Project Management
If you use tasks on your projects, you most likely also use the Task Grid or Worksheet option to quickly create or update multiple tasks at once. Your system administrator sets up the columns displayed on the Worksheet but depending ...
Signs you are a Workaholic
| Blog | PS Best Practices
This article should really be titled ‘it takes one to know one’. For as long as I can remember, I’ve always had a full plate of work. It could be planning out errands over the weekend, workload at a job, ...
Ramping Up New Resources
| Blog | PS Best Practices
It’s been a couple of weeks since my last blog, did anyone miss me? The main problem was workload, as you could have guessed, but I was also taking steps to prevent this from happening again. How? Well, we’ve hired ...
