NetSuite OpenAir Tips
Four Fundamental Areas to Get The Most Out of OpenAir Reporting
| Blog | Reporting, Reporting
NetSuite OpenAir is a powerful PSA tool. However, like every other business tool, you want to get the most out of it. To achieve this, it's wise to understand tips and techniques that can work in your favor. In this ...
Using OpenAir Workspaces and OpenAir Scripting for Data Importing
| Blog | data import | PS Best Practices | Scripting, NetSuite OpenAir, Scripting
NetSuite OpenAir is a powerful PSA solution. By using the scripting functionality, we can extend and customize the system in creative ways to align with your business needs. Often users want to use text or .csv files as a way ...
4 Tips to Get a More Accurate Revenue Forecast in NetSuite OpenAir
| Blog | Revenue Forecasting | Revenue Management, Revenue Forecasting, Revenue Management
NetSuite OpenAir is a powerful automation tool that aims to redefine how businesses manage and track projects from beginning to end. Among the many functions it performs, OpenAir is useful in efficiently achieving accurate forecasts and can do this with ...
Using Twilio with NetSuite OpenAir for Alerts
| Blog | Notifications and Alerts | OpenAir Scripting | PS Best Practices | Twilio, Administration, Communication, OpenAir Scripts
Alerts are a great way to remind your users of different tasks that must be completed. However, they are only effective when those users see them. In NetSuite’s OpenAir, alerts are apparent - if you log in. To address the ...
3 Best Practices for Project Management Oversight in OpenAir
| Blog | Project Management, Project Management
Project management is far more than just defining tasks, creating timelines, and finding resources. It’s also about keeping track of project health and surfacing problems and potential issues. In the best of circumstances, project management offers a crystal ball, providing ...
Integrate OpenAir with Quickbooks Online
| Blog | Integration | Invoicing | QuickBooks, Integration, NetSuite OpenAir, QuickBooks
Update: As of April 2023 OpenAir integration with QuickBooks desktop version using OpenAir Integration Manager will no longer be supported. In addition there is no out-of-the-box integration available for OpenAir and Quickbooks Online. However, this script that we have developed ...
Techniques To Help You Manage Utilization in OpenAir
| Blog | Project Management | PS Best Practices | Utilization, NetSuite OpenAir, Project Management, Utilization
Utilization is one of the most crucial metrics a professional services organization (PSO) has available. It’s a KPI that can help you understand past performance. Importantly, it’s also a measure that, when used correctly, opens opportunities for forecasting future needs ...
Want OpenAir alerts via a communication channel other than email?
| Blog | Custom Notifications | Notifications and Alerts | PS Best Practices, Communication, OpenAir Scripts
Email used to be the grease that turned the wheels of business communication. As distance work has increased, though, so has the volume of emails we get on a daily basis. Few people still use alerts for incoming messages, and ...
Managing Subcontractors with OpenAir
| Blog | Administration | Project Management | Subcontractors, Project Management, Subcontractor Management
Nearly every professional service provider is familiar with using subcontractors to fill the gaps in a project in staffing or knowledge. There are a vast number of ways in which a professional service organization can engage with subcontractors. You may ...
Automating Data Import to OpenAir Script
| Blog | Data Import Automation | Scripting | Utilization, NetSuite OpenAir, OpenAir Scripts, Utilization
It may come as a surprise to you, but there are almost as many different ways to customize NetSuite OpenAir as there are companies using OpenAir. For instance, while most companies use the existing interface or leverage tools like OpenAir ...
