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Page 14 of 54
The Best of Both Worlds: Jira and OpenAir PSA
The Best of Both Worlds: Jira and OpenAir PSA By Jim Schein Jira is an incredibly popular tool with technology teams, with more than 65,000 businesses that rely on its…
Tags: Integration, OpenAir Scripts
October 21, 2021
Getting Started With The OpenAir Project Center
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…
Connecting OpenAir Report Data To Your Other Core Systems with OpenAir Business Intelligence Connector
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…
October 15, 2021
OpenAir Fall Enhancements in 2021: A Look at Top Step’s Favorite OpenAir Release Features
NetSuite OpenAir’s October 2021 release is primarily focused on building on previous interface enhancements to UI4. If your organization has not already switched to the new user interface, now is…
Tags: Release Management
October 14, 2021
The Power of Percent Complete in OpenAir
Understanding when a project will be complete is critical for a professional services organization. Project completion impacts budgets, resourcing, sales, hiring, revenue realization, and reporting. Regardless of what the definition…
Tags: Revenue Management
October 7, 2021
3 Pitfalls to Avoid When Implementing a PSA Solution
The process of implementing a Professional Services Automation (PSA) solution can be a long one. Cost justifications, platform comparisons, discussions with vendors – once it’s done, your organization is simply…
Tags: PSA Best Practices
September 27, 2021
Managing Percent Complete in OpenAir
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…
September 13, 2021
Best Practices for Using OpenAir Entity Tags
Professional services organizations rely on their PSA tool to provide accurate and complete data in order to operate effectively. It is critical that the data stored in your PSA is…
Tags: Administration
September 10, 2021
100 Best Tips and Tricks for NetSuite OpenAir
NEW! Our latest edition of 100+ NetSuite OpenAir tips is now available. This latest eBook is filled with 173 pages of valuable tips, tricks, and advice from the Top Step…
August 22, 2021
The Advantages of Integration with PSA
The process of evaluating a significant solution investment – like acquiring a Professional Services Automation (PSA) platform – is similar across businesses and verticals. The reasons are compiled, the needs…
Tags: PSA Best Practices
August 19, 2021
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