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Page 36 of 39
Utilization – common term, uncommon definition
When I was going through school, I remember getting critiqued on my papers by using the word ‘use’ too much. So I would work around it by substituting ‘utilize’; tricky…
April 4, 2011
Conditional Form Permissions
Did you know you can control form fields using Conditional form permission rules? Expanding on the form permission features throughout OpenAir, many of the forms support the creation of logic…
March 30, 2011
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…
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…
March 2, 2011
Tracking Budget Allotments by Sales or Team Members
Ever wonder if OpenAir can track deal booking credit for commission reporting or spread budget funds across the team for burn rate reporting with money? Over the past two weeks…
February 23, 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…
February 17, 2011
Using Budget Categories
How can I categorize pieces of a budget based on funding type or service being delivered? Last week we provided a tip about the Project Budget feature within an OpenAir…
February 16, 2011
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