Posts Tagged ‘Released’
SuiteProjects Pro Power-Up Series: Classic Report Interface vs Report Management Interface
In this short video we discuss: Exploring the pros and cons of both the classic and new reporting interfaces Learning how to control interface access on a user-by-user basis Understanding the key features of each reporting interface Discovering tips for more efficient report creation and management Gaining insights into interface customization and search capabilities Frequently…
Read MoreBest Practices for Effective Work Breakdown Structures in OpenAir
In this Power-Up Series video, we discuss Best Practices for Effective Work Breakdown Structures in OpenAir. Some key takeaways: The importance of balancing timesheet accuracy and project planning requirements when designing the WBS Using templates to start with a standardized structure that can be customized for each project Leveraging the flexibility of OpenAir to create…
Read MoreMastering Percent Complete Revenue in NetSuite OpenAir
In this short video we discuss: The multiple percent complete revenue recognition rules in OpenAir How to customize calculations based on project structure and requirements The differences between hours-based and cost-based revenue recognition Options for generating revenue per user and controlling pivot dates Integrating OpenAir percent complete data with NetSuite for revenue recognition Frequently…
Read MoreOpenAir Timesheet Approval Tips and Tricks
Recently we released our latest video, Timesheet Approval Tips and Tricks for OpenAir. In this short video we discussed: Understand the layered approach to approvals in OpenAir (project-level vs. user-level) Learn how to use approval processes for flexibility and easy management Discover strategies to prevent double approvals and reduce approval spam Explore options for handling…
Read MoreOpenAir BI Connector Best Practices
Are you looking to seamlessly integrate your OpenAir data with external systems and BI tools? Watch this OpenAir Power Up Series video, where we’ll explore the capabilities of the Business Intelligence (BI) connector. Discover how this powerful feature can streamline your reporting process, enhance data visibility, and open up new possibilities for data-driven decision-making. Key…
Read MoreSecrets to Managing Invoice Layouts in OpenAir
In this video we discuss and demonstrate how to custom invoice layouts for both internal and external use: Ways to show or summarize data Defaulting layouts to streamline creation Adding visuals and custom terminology Tailoring layouts for different clients/projects And more! Frequently Asked Questions Can you correct multiple timesheets in a single action? Using the…
Read More
