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Leave Accrual Improvements
<p>Hello-</p><p>As new users, we have finally gotten leave accrual working (mostly.) However, I have some suggested improvements to make it work a bit better (one has already been submitted as an enhancement request).</p><p>1) We had an issue that when people moved to a new rule with balance carryover that a delay in the…
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Rounding Rules - Turn Off
<p>Need to be able to not round. For example the rounding is throwing numbers off and we have to add charges to remove pennies. This is time consuming. Would like to be able to select that the system does not round.</p>
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Search Engine Problems
<p>I have been (my users) running into problems with the search engine. When we type in a string it does not show all of the projects that contain that string. And it will be intermittent with the projects it does show. It appears that this may be an indexing problem? Has anyone else experienced this difficulty?</p>
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Billable hours report - how to?
<p>I need to run a report on employees within a department/cost code and capture their billable time across all projects for a time range.A I have attempted to do this based on what options are available and what I know about Open Air (not too much), but am not getting any results.A </p><p>I have also tried the reverse -…
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[Q]: Billing Rounding Rules by Month
<p>I want to round billing up on a monthly basis to say 75hours, if less hours were used. A And if more hours were billed, then bill the actual hours. A </p><p>How can I accomplish this?</p>
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Best Practice: Timesheet adjustment vs Non-invoiceable charges
<p>Does anyone have a best practice regarding Timesheet Adjustment vs Non-invoiceable charges?</p><p>We are trying to determine if one method is preferred for modifying time on various projects with over-runs or non-billable time.</p><p>Considerations include:</p><p>1.A Ease of information gathering using reports</p><p>2.A…
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Schedule Requests for "in the office" time
<p>Hello,</p><p>Our team often needs time in the office to catch up on learning new products, new features, and general administration overhead tasks. We would like to use OpenAir to allow team members to schedule this time themselves. Schedule Requests seem like the natural solution, but they mark it as "time off" when…
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Editing resource booking html view
<p>This Forum is great while they update the documentation. My question for today is:</p><p>How do I edit what information appears in the "View Booking Request" (HTML or PDF). I want to include the PO# and Notes field when I print from this view.</p><p>And while on this subject, how do I determine what information shows in…
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Entering Bookings easier way?
<p>My consultants are defaulting to using percentage because of the difficulty entering bookings into the system.A It seems that there is no way to enter recurring entries (like being onsite with a customer on Tuesdays and Thursdays) over a period of time.A Or, even once a month.A Are we missing something - is there an…
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OpenAir and Lotus Notes
<p>Our organisation is using Lotus Notes as its primary mailing/calendar system.A Only the consulting group uses OpenAir to track its activities/agendas.A </p><p>Does anyone know of a simple way to sync OA and Notes Calendar.</p><p>Thank you!</p>
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In timesheets, show phases along with tasks?
<p>Because some tasks, such as "Programming," tend to appear in multiple phases for a given project, it is impossible to distinguish these tasks on the timesheet. The workaround of appending the phase to each Programming task is ugly.</p><p>On timesheets, is there a way to display the phase for each…
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Projecting Revenue using Bookings and Rate Cards
<p>Has anyone done future revenue projections using the bookings by client/consultant and rate cards.A I've tried to discuss this with support, but they want me to provide the fields I want which isn't helping me.A We are learning to do more with the product, but this functionality - which should be basic - doesn't seem to…
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Documentation update?
<p>Perhaps this has been answered elsewhere, but I'm wondering if and when you plan to release updated documentation & help. It appears that key documents, such as <strong>OpenAirCompleteGuide.pdf </strong>haven't been updated since 2002! There are fairly monumental differences between the UI that is documented and the…
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Overlapping timesheets
<p>Can the OverlappingA TimesheetsA feature be applied <span style=" text-decoration: underline; ">only</span> to the last week of the month?A In testing, I noticed that users can check the overlapping timesheet checkbox every week - allowing them to change timesheets for prior weeks.A Our interest is to submit timesheets…
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iPhone Application
<p>Hi Brian,</p><p>I noticed that your announcement has been withdrawn/deleted regarding OpenAir Mobile for the iPhone. Prior to seeing that you withdrew it, I did a search in the App Store and found it, but it said it was unavailable. I'm guessing there are still some kinks to work out with Apple?</p><p>As such, any…
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Date view when hovering in Chart view
<p>Is there a setting that allows the actual date to be included in the information displayed when you 'hover' over resource bookings in the Chart view? It is sometimes difficult to associate the information to the date bar at the top of the page.</p>
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Budget ($) Field in New Project
<p>When creating a new project, I don't see the Budget ($) field (unless I am logged in as Admin). I see the Budget (hrs) field. As I am currently only using the Resource Module. is this the issue? I have looked in the full user guide and find no reference to how to add remove fields from these screens. There is reference…
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Modifying Billable/Non-billable Time After Timesheet Approvals
<p>Are there any recommendations/best practices for modifying time-types on timesheet entries after they've been fully approved, but before running billing, short of un-approving individual timesheets and asking the users to make the change?</p><p>I realize we can have the billing rule pass everything through, and then…
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Verizon Blackberry 8830 update problem
<p>Hi,</p><p>I' m trying to use OpenAir application on my Blackberry 8830 (from Verizon). The installation works fine and the application starts and I can successfully perform an "update" operation with the server. This downloads any time sheets that I have created, so account information is correct. I can also create a…
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Adding time to an approved (and billed) timesheet
<p>I need to add time to a timesheet that has been approved and billed. I don't want to delete the charges that have already been generated as they have already been invoiced. I simply need to add a row to the timesheet for a different customer. Is there anyway to do this?</p>
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Showing the hours for a daily rate
<p>We have acustomer that will only be billed a daily rate for anything up to 10 hours in a day so we have "geenrate daily rate" checked on the billing rules. We want to be able to show how many hours were actually worked on that day however but by using the rounding rules it seems we "clobbers" the hours field in the…
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Partial Payment Received by Customer - Credit Memo in QuickBooks
<p>We currently have a customer that is sending us partial payments on invoices as their way to dispute a charge. Most of our customers have accepted paying in full and then allowing us to add a credit to their future invoice to reconcile.</p><p>How should one handle this scenario if they are using OpenAir and…
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Automatic Task Schedule Update
<p>OpenAir doesn't support the rescheduling of unstarted but scheduled and started but unfinished tasks.A After entering a few projects, keeping the schedules current becomes a nightmare.A How is everyone handling this?A It's such a critical component of project management in general and earned value calculations in…
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Access to own charges
<p>All users with access to the Invoices module will see their own charges in the list view. There is an internal setting, "Change the "View and modify all charges" role switch to include own charges as well", which will give you the option to make all charges read-only on a per-role basis. If this setting is not enabled,…
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Position
<p>Ingenix is part of the family of companies that make UnitedHealth Group one of the leaders across most major segments of the US health care system.A The OpenAir team is looking for a resource that can help with long-term implementation assistance and support.A If you are interested, please see our full job description…
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Enabling iphone app
<p>Does anyone have knowledge about how to enable the iphone app?A What about anything you can share with regarding tricks, tips, etc....</p>
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Customizing List Views
<p>Is there a way to globally customize a list view in a particular module.A In my case, I'm referring to the Projects module, where I currently have 5 project stages setup (Internal, Pre-sales, Active, Completed, Suspended/Lost).A I'd like to have the list views for each of theseA stages (plus "All") to look the same, but…
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Phase/Task-based Timesheet Approvals
<p>I would like to be able to have timesheets route to an additional approver for certain phases/tasks and/or certain resources.A The use case for this requirement is that I have projects that are generally managed by my Project Managers (owners) and they are the front-line approvers for any time logged against their…
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Any way to download or create a file from chart type Advanced Reports?
<p>Can I create a file that I can send as email attachment from the results of a chart type Advanced Report - specifically Staffed utilization chart (%). Those don't have the same download type links that other reports have. I have a feeling I'm missing something obvious.</p><p>Also is there any way to filter on more than…
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Mixing Time & Fixed-fee Billing in Single Project
<p>I need to be able to setup a project with billing rules that bill for time for everything _except_ for one particular activity, which will be billed at a fixed cost regardless of hours.A I'm sure this isn't a unique request.A I do still want to track the hours associated with the work, so just doing a flat charge won't…