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NetSuite OpenAir Tips

Form Defaults for Process Support

How form defaults helped me better introduce and manage processes One of the common challenges we see with bad project data is when fields are overlooked in the project creation process. Using form default values can make it easier to ...

Grouping Expenses on an Invoice

Did you know you can create a Custom expense item to combine expense items on an invoice? The accounting structure for handling expense items in many companies is quite detailed, and may even go down to the individual meal per ...

Take Control of Standard Field Names

Did you know you can customize invoice terminology per invoice layout? As with many systems, the convenience of templates for documents like Invoices comes with the tradeoff of accepting the field names and column titles setup in the template.  OpenAir ...

Using the Booking Worksheet

Did you know you can now use the Booking Worksheet to view and manage all bookings in OpenAir no matter the duration? The booking worksheet (or grid) within the Resources module (or booking tab within the Project module) displays spreadsheet-like ...

Cultivating a Project Manager

PS Villiage:  June 3, 2009 By Jodi Cicci I’m not sure anyone ever said ‘when I grow-up, I want to be a project manager’.  It’s the type of job that is critical in many companies but not one that necessarily ...

The Importance of Community and Communication

PS Village:  February 18, 2009 By Jodi Cicci What is the most effective way to communicate with your team and your organization?  Probably one of the most classic questions asked with no best answer other than “it depends”.  Why does ...

Integration is More Than Just Connecting the Dots

PS Village - November 6, 2008 Are you considering connecting your systems to remove that double data entry overhead?  Where do you start? The most logical starting place is what data does the receiving system need that the sending system ...

Catch 22’s with Technology vs. Business Processes

PS Village: August 21, 2008 By Jodi Cicci In working with many companies regarding process definition and efficient operational tool usage, I’ve come across a Catch-22 of sorts: process driving tool selection and usage tool features and limitations driving process ...

Professional Services and Sales

PS Village: May 7, 2008 The Importance of Teamwork Within the Company and in the Marketplace Throughout my career I’ve been on the technical side as a programmer and the managerial side as a project manager, team manager, and now ...

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