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Page 40 of 52

Creating Duration From Date Fields


Did you know you can create duration from date fields? Many times customers determine key metrics that are measured within the business for operational analysis and improvement. Metrics may include…

April 3, 2013


Enhance Your Task View To See All Task Related Components


Did you know you can enhance your task view to see all task related components? In OpenAir projects, it is common for people to use the Outline view to manage…

March 27, 2013


Filtering Data on Reports While You Are Viewing Them


Did you know you can filter data on reports while you are viewing them? Summary report creation in OpenAir certainly has a wide variety of content filtering, subtotaling, timeframe control,…

March 20, 2013


Customizing the End-User Experience


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…

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March 14, 2013


Copying Bookings From One Project to Another


Did you know you can copy bookings from one project to another in OpenAir? If you are using bookings for resource scheduling, there is often the question of ‘can you…


Emailing Trial Billing Balances From OpenAir


Did you know you can email trial billing balances from OpenAir? OpenAir supports the ability to set auto-bill options to run billing rules automatically based on configured frequency. However, there…

March 7, 2013


Copying Booking Chart Settings From One User to Another


Did you know that you can now copy (or push out) the booking chart settings to other users? For many customers, the resource bookings feature is how resource management is…

February 28, 2013


Custom Calculations Tips and Tricks


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…

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February 14, 2013


Adjust Columns of Timesheets to Minimize Scrolling


Did you know you can adjust the columns of your timesheets to minimize scrolling? If you are a timesheet user of OpenAir, then you may have run into the issue…

February 6, 2013


Previewing Billing & Revenue Transactions in OpenAir


Did you know that you can preview the actual billing and revenue transactions without running the ‘Pending’ summary reports? Invoicing, revenue recognition, and month end processing always has a series…

January 30, 2013


Page 40 of 52

About Us:  Our mission is to enable and empower Professional Services Organizations to become profitable, scalable, and efficient through change management, technology deployment, and skill set training with a Customer First approach.

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