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Techniques To Help You Manage Utilization in OpenAir

Utilization is one of the most crucial metrics a professional services organization (PSO) has available. It’s a KPI that can help you understand past performance. Importantly, it’s also a measure that, when used correctly, opens opportunities for forecasting future needs and informing decisions from sales to resourcing. Oracle NetSuite’s OpenAir offers a number of out-of-the-box…

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Top Step Recognized by Oracle NetSuite for Exceptional SuiteProjects Pro Product Expertise

Top Step, an award-winning and leading provider of Professional Services Automation solutions, was recently announced as the winner of the SuiteProjects Pro Alliance Partner Spotlight Award by Oracle NetSuite. Oracle NetSuite recognizes Alliance Partners that have demonstrated commitment and success in implementing NetSuite, including partners that have developed outstanding expertise, customizations and/or intellectual property in…

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Automating Data Import to OpenAir Script

It may come as a surprise to you, but there are almost as many different ways to customize NetSuite OpenAir as there are companies using OpenAir. For instance, while most companies use the existing interface or leverage tools like OpenAir Integration Manager to facilitate data exchange with other software applications or to import or export…

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OpenAir Script for Translating Subcontractor Time Entries Into Expense Reports

Some OpenAir tasks aren’t overly complex but are still ripe for automation. These tasks aren’t always something that everyone needs. For instance, our “Translating Subcontractor Time Entries Into Expense Reports” script is an excellent example. It’s pretty straightforward, and somewhat of a niche need, but for the companies that have requested this script from us…

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Best Practices for Using Skill Profiles in OpenAir

Imagine you’ve got a new client that needs a resource to come to their location to do some work. You find the perfect resource and book them, only to find out they are in another state or country. Or, after signing with the client, you discover that while you have six potential resources available, only…

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