Expert Quick Tips

Are you going on vacation but want someone to submit or approve a timesheet or expense on your behalf? Under some account configurations, users are permitted to designate their own…

Want to forecast financials for a specific project ending next quarter? When using charge projections based on approved hours and there are projects that have time billing rules with caps,…

Did you know there is an OpenAir feature that can be used to automatically populate a project name with a project sequence number per client? Sometimes there are custom fields…

Data entry is key to capturing information and running your business. Because of this, how you layout your forms in OpenAir is key to ensure the end user is guided…

In OpenAir, there are many ways to manage resources. One key consideration is whether to create bookings directly into your system – manual bookings, or using a request/approval process. As…

If you own OpenAir, you should already know that each active user account requires a license. To ensure you manage the number of licenses being used, a periodic review of…

Did you ever realize…? That when you access any user dropdowns and search for a user by name, you never get the assignment groups in the results? There are a few reasons...

Margin trending can provide insight into the profitability of service offerings or contract vehicles. This trending metric is useful to decide how to adjust your business for the services or…

Resource Utilization is a key metric to understand productivity of employed staff and earnings. Typically, utilization implies billable hours and therefore the higher the billable hours the more revenue the…

Project Budgets allow you to create a budget against a project that is connected to a work breakdown structure or at the overall project level. One of the features within…

Why use page reference help? You have set up your system to track specific information which depends on accurate data entry. In efforts to improve accuracy, you have written user…

The credit/rebill feature allows an already generated invoice to be credited and a new invoice issued. This feature provides a trail of updated charges, versus simply deleting an invoice, charges…

Periodically it is a good idea to review the privileges each role has in OpenAir. Using the Role Privileges report will ensure each role has the correct privileges aligned to…