Recorded Webinars
Skill Profiles and Scheduling Techniques in OpenAir
| | Scheduling
In this recorded webinar, we discuss using skill profiles and scheduling techniques in OpenAir that includes: Creating and managing skill profiles Incorporating skill profiles into your resource management process Measuring and forecasting capacity vs. demand Tracking plan vs. actual for ...
NetSuite OpenAir Best Practices for Timesheets
| | Timesheets
In this recorded webinar, we share best practices and tips for timesheets in NetSuite OpenAir. You will learn: Advanced features such as time entries tab and timesheet customization Workflow processes and time approvals Adjusting timesheets data view and lookup controls ...
OpenAir Advanced Scripting Tips & Techniques
| | Scripting
OpenAir scripting has been around for many years, yet few have taken advantage of this powerful tool. It is an effective way to perform behind the scenes data manipulations and automation. In this recorded webinar, we will share common scripting ...
Are You Benefiting From the Project Center in OpenAir?
| | Projects
The Project Center is a newer feature, that allows users to edit tasks, milestones, phases and bookings from a single editable list view. Since no forms are required for editing these elements, making updates is quicker and easier. In this ...
5 OpenAir Rarely Used Features You Will Benefit From
| | New Features
In this webinar, we will share five rarely used OpenAir features and how each feature can benefit you.
Best Practices for Auditing Data in Your Professional Services Automation System
| | PSA Best Practices
In this recorded webinar, we discuss best practices for auditing PSA data. This will include: How audits support business processes Types of data to audit Frequency and ownership
Top Step’s Take on the Fall of 2021 New Release
| | New Features | Release Management
In this recorded webinar, we review the latest OpenAir Release features and highlight how they can benefit your OpenAir System. Some features we will review include: OpenAir Mobile, OpenAir NetSuite Connector, OpenAir Projects, and OpenAir User Experience
Connecting OpenAir Report Data To Your Other Core Systems with OpenAir Business Intelligence Connector
| | Business Intelligence
The OpenAir Business Intelligence Connector gives you access to OpenAir from existing reporting, business intelligence, workflow, and integration applications. The connector allows you to access OpenAir data without the need to write code. In this recorded webinar, you will learn ...
Managing Percent Complete in OpenAir
| | Revenue Forecasting | Revenue Management
From managing task completion to revenue recognition, percent complete is a complex topic with many configuration options. In this recorded webinar, you will learn how OpenAir: Calculates task percent complete Features to manage percent complete How percent complete forecasting is ...
