3971484 Newbie

<p>Just a note that we recently used this feature on one project which was over budget, mostly because a number of hours were incorrectly applied/approved to the wrong project. We were able to do this independent of the Resource who applied time, making the adjustments painless and quick!</p>

<p>One option to determine if Shared Reports are stagnant and a candidate for deletion is to view a list of them along with Owner, # times run, and Last Run date.</p><p>To do this:</p><p>1)Â Go to Reports, Saved Reports, Shared Reports, customize list view to include; Action, Report Name, Owner, # of Times Run, Last…

We use Oracle HR and put in place a XML interface from Oracle to OpenAir which runs automatically every night, joiners, leavers, resource updates such as manager, cost center auto-happen. Interface maintains a XREF table between Oracle ID and OpenAir User internal ID.

Review in detail the 'Advanced' report 'Timesheet status'. Get your leadership OK to drop their name at training. Let PM's know leadership is copied on this system generated weekly report. This will cutdown on you chasing timesheet compliance by 80%.

Your other option is to add a third Risk custom field "Total Risk Exposure" = $4,000. Since the three fields are co-located, the math calculation simple, and can only change when one of the first two fields are manually changed, this will work for you.

<p>1) Rate Card, agree would be nice to have 3-dimensional rate card; jobcode x activity x user name, where any one dimension may be all or selected value (be nice if multi-selection), a requirement doing this is the entries must be sequenced, as there will be times when multiple entries will be true and the first hit…

<p>Few thoughts to consider; </p><p>1) You should be using Timesheet Alerts, we have 3 alerts, 3 days in a row.</p><p>2) If as Ian says these are repeat Offenders you can create a special Alert that goes specifically to those Users with much harsher message and copy their Manager and Senior Management. The goal, get off…

<p>Martin, as long as a User's tasks are somewhat consistent week to week, the User can duplicate their timesheet from prior week. Our projects are a few months long so this feature has worked well for us. Prior tasks completed are just selected out or left in with no hours</p>

<p>In the fixed fee line item description we would include "20 analysis @ $150/analysis" (actually we would use the terms langauge in the contractor so a Customer's Accounts Payable department can easily matchup). Does not satisfy filling in unit column, but most Customer Accounts Payable departments can usually work with…

<p>We use three custom fields shown below in Project Edit. Two custom fields are used to establish project status per Customer and project status per us, as you know they are not always the same. The third custom field is used to record some text to describe the chosen statuses.</p><p>Using radio buttons allows for…

<p>As with Sig we do similar to satisfy contract needs using mixed billing rules; fixed price piece of work has a fixed fee billing rule, but after xxx hours, hourly rate kicks in, here we have two ordered billing rules, first $0 up to xxx hours, $$$ after xxx hours. To help with tasks we use standard contracts which…

<p>GXS has been using this method since February and has worked well for us. Recommendation: Only expire bookings a minimum 2-3 weeks after actual booking end-date. This will allow Users who are on vacation, sick, other a chance to get their timesheets in if they didn't pre-enter timesheets for this timeoff. This will save…

<p style="margin: 0in 0in 10pt" class="MsoNormal"><span style="font-size: 12.5pt; line-height: 115%; font-family: 'Arial','sans-serif'">Face-to-face is mandatory for deals of a certain threshold, each company defines this differently, relationships must be built. We also use a pre-kickoff questionnaire, clearly delineating…

<p>Refer to "User Discussions - Other", "OpenAir Project Manager Guide" by Jonathan Schultz. A nice starting point of checklists and steps that you can customize to your company needs.</p><p>As you map your current processes to OpenAir you may find gaps, this is a good thing.</p><p>- In some cases these gaps can be filled…

<p style="margin: 0in 0in 10pt" class="MsoNormal"><span style="font-size: 11.5pt; line-height: 115%; font-family: 'Arial','sans-serif'">During your OpenAir configuration, with the OpenAir Consultant, you probably worked through a number of Use Cases you developed as a result of many internal department meetings around…

We started with Soft/Hard Bookings which is a proactive booking approach. With people busy, traveling, managers now prefer a reactive booking approach, so we moved to the Booking Request model which has worked well for us. Attached is a related presentation I gave at the User Summit 2007 which may help.