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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

My Stuff

New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Aneta Senczek-Oracle Red Ribbon

Comments

  • Hello, Do both users have exactly the same role? Unfortunately, this is not visible in the screenshots. If the Advanced Booking Worksheet is enabled on the account, access to the booking worksheet for users is driven by the role permissions 'View resource planner' and 'View and modify bookings'. Best regards, Aneta
  • Hello, The 'Associated Billing Rule' drop-down is an optional feature that can be enabled for selected revenue recognition rules. It allows to associate billing rules with revenue recognition rules (it is particularly useful for SuiteProjects Pro Revenue Recognition with NetSuite Advanced Revenue Management integration):…
  • Hello, Unfortunately, although the field order functionality is available under the form permissions for many forms within OpenAir (e.g. Projects), Expense Receipts are currently not supported and changing the order of the Receipt form is considered as an Enhancement request (already an existing one). Please feel free to…
  • Hello - thank you for your question! The bulk action can be used to delete multiple bookings only in the Open status: 1. Navigate to Resources > Bookings: Click Open 2. Enter checkmarks for the bookings to delete 3. Click Bulk Actions 4. Click Delete the selected bookings 5. Click OK Rejected bookings can be deleted only…
  • Hello, By default, when a project is marked as inactive, all sub-links are automatically hidden. In case you would like to expose the project sub-links (i.e. billing, rev rec…) for inactive projects, you may consider enabling the feature "Show project sub-links when project is inactive". With this feature enabled, the…
  • Hello, Rejected bookings can be re-submitted for approval only by the booking requester (or other user e.g. account admin proxying it as the booking requester): 1. Navigate to Resources > Bookings: Click Rejected 2. Actions: Click Edit for the booking to resubmit 3. Edit Booking tab: Perform needed changes 4.…
  • Hi Mike, Timesheet alerts can be defined using the criteria available at the alert settings page (Administration > Application Settings > Timesheet Settings > Alerts). At the moment they can be filtered to be send out to the group of users assigned to the specific department (Administration > Global settings: Organization…