Recorded OpenAir Webinars

In this recorded webinar you will learn more about resource management in OpenAir including: Bookings vs. Task Assignments Feature analysis Pros/Cons How to determine the best one for you? Types of resources and how to manage them Forecasting and reporting utilization

In this interactive webinar you will learn more about using skill profiles in OpenAir including: Creating and managing skill profiles Incorporating skill profiles into your resource management process Other uses for skill profile elements Best practice tips

In this recorded webinar you will learn more about calendar usage in OpenAir and integration to OpenAir including: Data capture for effective and useful calendar use Vacation calendars for your teams Tips for using Outlook and Google Calendars with OpenAir

In this recorded webinar you will learn more about delivery effort costing approaches including: User level cost tracking – what types of hourly costs to track, handling data access permissions, and more Cost transfers between departments/regions with considerations for at cost, standard rates, or mark-ups Adjusting cost to payroll hours ...

In this recorded webinar you will learn more about the wide variety of way OpenAir’s automated communication mechanism can be customized to be effective in your environment including: When are alerts useful and what frequency is effective Customizing emails for critical content and information communication Conditionally sending notifications to avoid ...

In this webinar you will learn more about how integrations can help your business be more efficient and pitfalls to watch out for including: Sales and OpenAir integrations for early resource planning and complete OpenAir forecasting reports Accounting and OpenAir integrations to avoid rekeys Accurate data from feeder systems and ...

In this webinar you will learn more about the topic of invoicing and credits including: Key configuration and permission considerations in handling invoice reviews What to be aware of in an integrated invoicing environment Best approaches for handling invoices corrections Generating credits and tracking invoice association

In this recorded webinar you will learn more about computing and reporting on revenue within OpenAir including: Revenue Containers – what are they and why do I need them? Deferred revenue reporting and supporting reconciliation with your Accounting system Different approaches and features to compute % complete revenue earning Considerations ...

It's the end of the calendar year, and for many of you the fiscal year comes with some maintenance items that need to be handled within your OpenAir system. In this recorded webinar, TOP Step reviews important areas in the system that may need once-a-year attention to keep your operations ...

In this recorded webinar you will learn more about: Sales funnel versus project lifecycle Overlap of Sales and PS information Interpretation of data - process workflow challenges versus data workflow Best practices for managing integrated solutions