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Page 53 of 54

Deleting Custom Fields


Did you know there’s an easier way to delete custom fields? If you need to delete a custom field, you will notice that you may not have the option to…

March 23, 2011


OpenAir Advanced User Interface


In this recorded webinar you will learn more about: Customizing forms to support workflow Do’s and Don’ts on terminology The value of filter sets in controlling data access Branding your…

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March 17, 2011


Form Defaults for Process Support


How form defaults helped me better introduce and manage processes One of the common challenges we see with bad project data is when fields are overlooked in the project creation…

March 16, 2011


Grouping Expenses on an Invoice


Did you know you can create a Custom expense item to combine expense items on an invoice? The accounting structure for handling expense items in many companies is quite detailed,…

March 9, 2011


Take Control of Standard Field Names


Did you know you can customize invoice terminology per invoice layout? As with many systems, the convenience of templates for documents like Invoices comes with the tradeoff of accepting the…

March 2, 2011


OpenAir Expert Webinar Series: Project Budget Management


In this webinar recording you will learn more about: Methods for budget management from simple to advanced Best practice process workflows for Project Managers Aligning effort with contract budgets Baselines…

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February 17, 2011


Want To Learn More About Our Services?


Thanks for your interest in learning more about our services!   Please provide your contact information below and one of our TOP Step Consultants will contact you to review the…

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January 26, 2011


OpenAir Expert Webinar Series: Resource Management and Utilization in OpenAir


In this webinar recording you will learn more about Approaches for resource management in OpenAir Best practices based on the dynamics of your organization Tips and tricks on adjusting utilization…

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January 20, 2011


Using the Booking Worksheet


Did you know you can now use the Booking Worksheet to view and manage all bookings in OpenAir no matter the duration? The booking worksheet (or grid) within the Resources…

January 19, 2011


Forecasting – Using OpenAir As A Crystal Ball


In this webinar recording you will learn more about Pros and Cons with forecasting approaches Tips and tricks on how to get a more accurate forecast Reflect weighted forecast values…

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December 16, 2010


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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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