Recorded OpenAir Webinars

Provide a seamless integration from opportunity to project by integrating your Salesforce system with OpenAir. With a SFDC-OA or bi-directional integration, information can be kept in sync and shared with users in each system. In this webinar you will learn Best practices on how users integrate SFDC/OA, System alignment and ...

Using tools to accomplish resource scheduling is just one step in the overall resource management process. Join us in this webinar to discuss critical points to help your company adopt and achieve success with a defined resource management module. In this webinar you will learn which resources are key in ...

As organization change structures, there is a need to pull information in old structure formats for comparison reporting and research. In this webinar we’ll discuss Ways to capture historical tag data with date ranges Understanding fields are system date controlled Which types of custom fields to avoid and which ones ...

From managing task completion to revenue recognition, percent complete is a complex topic with many configuration options. In this webinar, you will learn how OpenAir: Calculates task percent complete Provides options for revenue recognition Computes forecasting values And more...

In this recorded webinar you will learn more about how to customize the end-user experience for improved system adoption in OpenAir including: Ease of use considerations against data capture requirements – how to balance this conflict Common Do’s and Don’ts on permissions and feature access (less is more!) Reports and ...

In this recorded webinar you will learn more about custom calculation tips and tricks in OpenAir including: Custom calculations usage and key features Getting to the right end result Consideration of report configuration with custom calculations Tips and Tricks

In this recorded webinar you will learn more about the advanced tab reports in OpenAir including: Overview of Advanced reports – what they are and what they require Determining which reports are applicable to your business model Leveraging key advanced reports to support/enforce operational processes Reports you may have always ...

In this recorded webinar you will learn more about some endo fo the year administration items that need to be handled within your OpenAir system including: Updating your holiday calendar and vacation/holiday allowance consideration Reporting impacts for year-to-date reports and custom time ranges Updating utilization targets Accounting dates And more…

In this interactive webinar you will learn more about standardizing OpenAir reports in your environment including: Best practices for report development Handling report maintenance challenges Typical reports that should be standard in your organization

In this recorded webinar you will learn more about advanced timesheets in OpenAir including: Advanced features such as time entries tab and timesheet customization Workflow processes and time approvals Adjusting timesheets Data view and lookup controls Best practices for tracking overtime and shift work