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…
Read MoreHow to Control Column Widths for Custom Calculations in OpenAir
Issue: Custom Calculations names don’t naturally break so the names can cause column widths to make reports difficult to read. Example: Fix: You can add breaks to custom calculations names…
Read MoreCopy Project Billing/Recognition Settings from One Project to Others in Bulk (Tag the Project)
The billing and recognition settings allow managers to schedule project billing and recognition rules to run automatically on a specified schedule, either on a trial or actual basis, and to email selected users as to the results.…
Read MoreWant OpenAir alerts via a communication channel other than email?
Email used to be the grease that turned the wheels of business communication. As distance work has increased, though, so has the volume of emails we get on a daily…
Read MoreAudit Trails for Detail Fields on Summary/Cross-Tabular Reports in OpenAir
Often in Summary/Cross-Tabular reports there is a need to display detail fields associated with one or more of the sub-total groups identified in the report. This is a very common…
Read MoreWhy Do So Many PSO’s Struggle with Resource Management?
Professional services organizations (PSOs) are a vital part of the modern business environment and continue to grow in numbers and importance. According to the SPI 2022 Professional Services Maturity™ Benchmark…
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