Two OpenAir Scripts for Creating Bookings Faster and Easier
As a project manager, you know how important it is to manage your team’s time and resources effectively. One tool that can help you do this is OpenAir, a cloud-based Professional Services Automation (PSA) software. However, even with a powerful tool like OpenAir, it can still be time-consuming to create bookings and manage your team’s schedules. That’s where Top Step’s OpenAir scripts come in.
Top Step has developed OpenAir scripts that can make creating bookings easier and faster. These scripts automate and allow you to extend that go beyond the native functionality that exists within OpenAir. With these scripts, you can create bookings in a fraction of the time it would take to do them manually.
Create Bookings From A Template
When a template is used to duplicate Phases/Tasks from another project, this script will also duplicate the bookings from that template allowing the project owner to update these “open” bookings to represent the newly created project booking requirements.
Some companies have product offerings that go beyond the native templatized functionality within OpenAir. In these situations, they may wish to offer “packages” whereby their engagements with their customers require a more fully templatized project plan, including bookings. This script simplifies the booking process for newly created projects while allowing the environment to utilize “sku” styled packages for engagements.
Create Bookings From Task Assignments
Upon triggering this script, bookings can be created based on task assignments on a project, or task assignments can be created automatically from the project’s bookings.
Using OpenAir project templates as the basis for creating projects provides many benefits. One of those benefits is that each template can be established with a set of tasks and task assignments with either using named or generic users. Bookings, however, can not be associated with an OpenAir template. This script mimics the template functionality of task assignments for bookings, allowing the company to create a set of bookings at the start of the project automatically that match the task assignment structure from the template. Then these bookings can be manipulated as needed to show the true project schedule in a resource management setting.
In conclusion, these OpenAir scripts can help you create bookings quickly, accurately, and efficiently. By taking advantage of this powerful tool, you can save time, improve accuracy, increase visibility into your team’s workload, and maximize the value of your OpenAir PSA.
Contact Top Step to learn more about the power of using OpenAir scripts to build upon the powerful features of OpenAir to improve your PS operation, productivity, and process compliance.
