User_UTB5L Blue Ribbon

Hi @User_3CN3G, There are two ways to get the audit for custom fields. I. By downloading the custom field table Go to Administration > Account > Integration: Import/Export > Select All data in text format Click Select All then all tables will be selected, scroll thru the list and look for table "cust_field" you have to…

Hi @KaylaM , Is it okay if you file a case for this? We will have our Support Team to check on this further. Regards,

Hi @KaylaM , My apologies for the confusion, I am referring to the "Rows". Base from the screenshot, the rows are set to Company > Projects Solution > Project Owner > Project > Task > User Can you try to re-arrange it? Make it Company > Project > Task > User > Project Solution > Project owner? Let us know the result.…

Hi @KaylaM , This happens if the subtotal used in the report itself does not have a direct link with the project task. For example, the order of the subtotal is Client > Billing Rule. This two records does not have a direct link with the project tasks. To see the project tasks the subtotals should be Client > Project >…

Hi User_39G95, Is this the feature that you are looking for? See SuiteAnswer article: https://suiteanswers.custhelp.com/app/answers/detail/a_id/88443/loc/en_US Looking forward to your reply. Regards,

Hi @User_39G95, May we know the exact navigational path of the list view? If in case the closed date column is not available, you can customize it by typing the C on your keyboard or by clicking the 3 dots icon located at the right side of the page. This will allow you to customize the columns being shown in the list view.…

Hi @User_CDQ4X , I understand what you are tying to achieve. Currently, the Attachment section in the project task form is unable to create a project task. It can only allow users to upload files. There's a different tool that can be used to create a project task in bulk. There's an API and the other one is the Integration…

Hi @User_CDQ4X , Can you describe the exact behavior on your end? Did the screen or page freezes or it just show you a white page? The expected behavior is that after you click the Choose File button, a pop up window will appear and will a user to select the file to be uploaded. After the selection, click Open. The form…

Hi @User_CDQ4X , You may open the project task record so that you will be routed to the edit page of the project task. For example, click BC task and scroll down you will see something like this: In the attachment section, you can attach a file such as word document, excel or pdf. Let me know if it works on your end.…

Hello @User_CDQ4X , Can you let me know the exact navigational path of the labor category/task structure that you want upload the excel file with? Is this related to the project budget feature? Regards,

Hi @User_CDQ4X , Per checking in OpenAir, the date filtering is different. If there is a need to filter it before the February 23, 2024, you can set a custom date range and you can set it as a start date or an end date:

Hi @User_CDQ4X, In OpenAir, you may create this report: Account Wide Company Summary report - in this report you can use the reporting value Timesheets - All Hours (this gets all time entries regardless of its status). And then filter the report by Project Stage. Also, you can set a date range. If you want to get all…

Hi, As per checking, the majority of the fields are standard fields and some are custom fields (but some custom fields are not included). However, not all standard fields can be added in the option "Save and create another". It appears that adding the billable receipt checkbox field in the "Save and Create another" is an…

Hi @User_CDQ4X , It appears that you are using the new report management UI. To create the invoice detail report, navigate to Reports>Management> Tabular and then select Invoices - Invoices. Regards,

Hi @User_CDQ4X Upon checking, you may use the Invoice detail report to get the details of the Invoice, it can get the data that you see from the Invoice Properties tab as well as the amount of the invoice and the client name. As for the Project Notes, where is the exact location of those data shown in the screenshot? is…

Hi, If the reporting field Projects - Projected Billing [rules] is still not yet visible on your account, you may file a case so we can further check. Regards,

Hello @KaylaM @KaylaM For the roadmap details, you may reach out to your account manager and request a live OpenAir roadmap session from our Product team. Regards,

Hello, Slip Projection and Charge Projection are the same. Charge projection can be pulled via the report using the reporting field Projects - Projected Billing [rules]. If you cannot see this reporting field in the Account Wide Company Summary report, it is possible that it was renamed. To check, you may navigate to…

Hello, The projected revenue depends on the recognition rule being used and in the charge projection settings. For example, if your charge projection settings are set to use booked hours and OpenAir detects that there is a booked hour for the month (let's say May 2023), it will still project or display a revenue projection…

Hi @Jyothi B , OpenAir has sandbox account. We also process OpenAir sandbox refresh. You may contact Support to check if your account has an active license for OpenAir sandbox environment. As for access to the production account, you may reach out to one of the OpenAir administrators on your end as they are the ones who…

Hello, Currently, the exchange rate audit is not yet exposed in OpenAir. There is a logged enhancement for it. As of this time, only the currency table has an audit trail and you may download it via the OpenAir database dictionary. In the Currency table, the Audit will only have a value if the account is using the…