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<p>Hi Kathy,</p><p>A project having tasks or not impacting the expense or timesheet is also dependent on your OpenAir setup. If you use project level assignments and do not require entry of tasks on either timesheets or expenses, then the user can see the project as long as they are assigned or booked. </p><p>You can even…

<p>Hi geid,</p><p>you may want to check your system setting on how % complete is being computed. It may be computed by approved hours / estimated hours or approved hours / planned hours (the planned hours computation is an internal switch).</p><p>OpenAir computes remaining and estimated hours automatically based on the…

<p>Megan,</p><p>Yes, this is possible however the different rates need to be attached to something that helps time billing rules understand when to use which rate. </p><p>In the time billing rule, you will find filters for Task, Time Type, and Service. Depending on your system setup, it may be easiest to use Task as an…

<p>Daniel,</p><p>Yes, it is an internal switch to be requested from OpenAir Support for activation.</p><p>I personally love this feature as it really helps track incremental funding or categories of funding (such as Amy's note above about travel budget vs. labor budget).</p><p>If you push projects from salesforce and set…

<p>Julia,</p><p> </p><p>I didn't see a response to your question so thought I'd jump in with a suggestion. The answer to your question is No - however.....</p><p>You can work around this by chosing to use tasks with resource assignments. This way you can close tasks for certain individuals and leave tasks open for other…

<p>Ady -</p><p>summary reports can be pretty unique to your situation and not knowing how the billing rule is included may be a factor.</p><p>I'd recommend submitting it to support@openair.com for assistance or feel free to email me with how you've setup the report and I can give you my view…

<p>Hi Jcurtis and Sheri,</p><p>Unfortunately there isn't a nice way to control duration directly. While MS Project allows fixed duration, fixed work, etc type settings, OpenAir doesn't have this level of control currently so the duration will always just be computed. Only planned hours and % of time are…

<p>Hi Jcurtis,</p><p>You can control the duration by adjusting the user assignment % of time. Since you are using MS Project connector, the user assignment is probably defaulting the % of time on each user task assignment to 100%. By adjusting the %, you can control the duration without impacting the planned hours. With…

<p>One thing I find myself discussing with other OpenAir users is using this option ONLY on certain reports. If you use this option on a summary report that is including multiple objects like users and projects and clients, any inactive items will be excluded which can lead to misleading information.</p><p>Example: …

<p>Hi All,</p><p>Since this is a new option (to me at least), I just had to try it out.</p><p>The trick to this whole thing is the save a new expense report (aka envelope - if you go to the terminology override, most accounts have envelope renamed to expense reports). Once the new report is saved (with no receipts), then…

Hi - there is a feature called 'open periods' (internal switch) that you can activate and use to prevent entry in prior periods. It's a global switch which allows you to set only 'open periods' for timesheet entry. The period is defined by a start end and end date entry of the timesheet period - then you just enter as many…

HI SAM, Users can only be in 1 hierarchy node at a time. Are you trying to load the user into multiple user hiearchies? Thanks Jodi Cicci

<p>Hi Angela,</p><p>To keep previous periods open, just leave them in the window and enter a new line with the new period. This way the old periods will remain open. Once you delete the date line of any period, it will be considered closed.</p><p> </p><p>Example: …

<p>David,</p><p>I worked with a client to create a project dashboard which relied on documentation storage in a document management tool (Stellent) then pulled project specific information from OpenAir (real-time) such as project schedule, custom fields, start/end dates, etc. This dashboard was in the process of being…

<p>Good approach Will. </p><p> My vote would be the timesheet module. Perhaps an expansion of the timecard feature to include a timer with a client:project pull down association for each 'timer start' session. When you select 'start' the start time is stored and you are requested to select a client:project before…

<p>Bobby,</p><p>The APIs are XML and, in Oct 2007, OpenAir released SOAP wrappers. I've worked with developers accessing APIs directly according to APIs calls that interact with the OpenAir servers. Through the APIs you can access the OpenAir database. Technology used in the various projects I've been involved with include…

<p>Hi Ryan,</p><p>Yes, you can prevent timesheet creation for past periods by implementing the 'open periods' functionality within the system. It's a global setting but you can override the values on an individual user basis if necessary. What this will do is help you instill discipline for entering timesheet into open…

<p>The concept of milestone billing is typically bill when the milestone has been met. It's either 0% or 100% complete since a milestone is an objective and not a task. OpenAir provide more flexibility in case you are allowing billing of partial milestone completeness - this is probably where the confusion comes…

<p><font face="Calibri" size="3">Sorry - since it was long I did a cut/paste and all formatting got lost - here's something a bit more readable</font></p><p><font face="Calibri" size="3">There are 3 items to consider here (which you already have)</font></p><p><span><span><font face="Calibri" size="3">1)</font><span…

<p>Hi Everyone,</p><p>I'm working with clients now on this exact functionality. </p><p>The basic process is as described above</p><p>a) create a other rate charge (manually) for the retainer amount in the Invoice module (you can repeat this charge creation if you're dealing with quarterly charges, for example - only…

<p>Recommendations always come with more questions so I have some for you</p><p>1) how many people are on your projects typically vs. how many activities?</p><p>2) do you always get a standard rate for your activities or are you always overriding the value?</p><p>3) does a person do more than one activity on a project -…

<p>Michel,</p><p>I've got a crazy idea for you to think about. It does involve milestones but a more automated way of milestones hitting 100% and triggering the billing rule that may make your invoice cycle a little shorter.</p><p>1) create milestone for each unit</p><p>2) create a billing rule for each milestone (here it…

<p>No problem on the response length - it's easy to just keep typing when trying to explain things thoroughly.</p><p>Since you want to pick one way and stick to it, then I would recommend the loaded cost override with a computed hourly value based on an assumed number of hours. This gives you forecast capability and…

<font size="3"><font face="Calibri">There are 3 items to consider here (which you already have)</font></font><span><span><font face="Calibri" size="3">1)</font><span style="font: 7pt 'Times New Roman'"> </span></span></span><font size="3"><font face="Calibri">Actual costs</font></font><span><span><font face="Calibri"…

<p>Sarah,</p><p>Since there is a focus on tasks, how far have you taken the use of task within your system? Required on timesheets? Required on expense receipts? Filtering by task on time billing rules? Booking resources by task (new feature)?</p><p>Also - to identify subcontractor vs. employee items, do you have custom…

<p>kmccann,</p><p>Here's step by step on how to do the summary hours report Tiago mentions above and you can go from there.</p><p>Reports-->Summary-->select Company</p><p>Set time period to monthly and # of desired months</p><p>Set date to 'this month' or 'last month' if you want a general report that can be used over and…

<p>Hi Sharyn,</p><p>The easiest way would be to setup a user hierarchy with your departments - then you can select the hierarchy on the Advanced reports for utilization. The hierarchy is a report formatting item (setup on the Account tab - bottom of first column) that basically does a subtotal for each 'level' in the…

<p>Hi Richard,</p><p>One thing that will really help you with the deployment is defining what you want out of the system. You would be amazed at how much time can be spent on data entry and system usage but then reports aren't easily retrieved.</p><p>As Brian stated, do your homework. Pull together reports used today (or…

<p>I think this is a great idea. Allowing the users to have more control over what notifications are really desired and bundled in a regular feed. Then allow the inclusion of things like events that don't have notifications today.</p><p>I would also think there would have to be an override at the system administrator level…

<p>Jbohlmann,</p><p>Sounds like what you need is a user-based time summary report. You can have a single report that includes everyone submitting status reports or one per person (I'm thinking the single one would work better). </p><p>Select the Summary report tab and Users as a base. Select weekly 1-period and last week…