3972277

Currently OpenAir does not have different invoice stages. A solution that works very well in situations like this is to use advanced filters on the charges/invoices list. The advanced filter is located above and to the left of the list. The default displays "No Filter". To…

in Archiving Invoices Comment by 3972277 Apr 29, 2008 10:07PM

Hi Rob,I am not sure if my reply to Jignesh answered your question. If you can't see time off requests (or schedule requests) within the timesheets module, you can navigate to Account > Company > Settings > Enable time-off (schedule) requests.(you can try a ctrl find for "request" since there are related…

in Messages to Time off request submitters Comment by 3972277 Apr 21, 2008 7:26PM

Hi Erika,Thank you for the suggestion. There are in fact several internal switches that users are not aware of. We will be including a "Switch or No Switch" session during the Summit, probably included in one of the Panels. We will try to make that session interactive to get the attendees involved.

in Check out the OpenAir Summit Blog Comment by 3972277 May 9, 2008 2:10PM

Hi Jignesh, You are correct. The time-off request is just a different terminology used for schedule request, so the functionality is the same.

in Messages to Time off request submitters Comment by 3972277 Apr 21, 2008 7:22PM

Hi Jame,On a business perspective, there is no problem in having duplicate projects names in the system. Also, the database gives each project an unique internal ID, so…

in Unique Project Names Comment by 3972277 Apr 24, 2008 8:46PM

All,Thanks for your input. We understand the importance of this enhancement request and our Product Development Team is working to implement this feature in future releases. I will make sure to add your companies to the list of requesters.Thanks!

in Reporting on the “Billable” field in the receipt Comment by 3972277 Jun 11, 2008 9:44PM

Hi Matt,We currently still do not have a formal training documentation on EVM but we are putting it together and will be sharing it in this forum thread soon.Thanks,

in OpenAir Product Release Comment by 3972277 May 19, 2008 9:02PM

Hi Sarah,Unfortunately, we do not have this feature for approved expense reports though I understand the added value of such functionality.Let me know if you'd like me to pass that suggestion along to our production team.Thanks,Tiago

in Moving charges/time listed in an incorrect project to a correct project Comment by 3972277 Jul 24, 2008 12:06AM

Hi,I think a solution here would be to use billing rules <span style="font-size: 10pt; font-family:…

in Per diem in expense reports Comment by 3972277 Sep 8, 2008 9:04PM

Ady,Yes, you can close tasks in bulk. The better way to do this would be from the task list though. You have to customize the list view to make sure it includes the column "closed". Then you can select each one of the tasks you want to close and hit save.

in Deactivating projects Comment by 3972277 Jul 14, 2008 2:14PM

Hi Jame, Thanks for your valuable suggestions. I will make sure to pass these ideas along to our Product Development team for consideration in future releases. We are constantly looking for this type of…

in Feature Request: Advanced Branding (CSS, Cookies) Comment by 3972277 Jan 25, 2008 5:39PM

<span class="Apple-style-span" style="word-spacing: 0px; font-family: Helvetica; font-style: normal; font-variant: normal; font-weight: normal; font-size: 12px; line-height: normal; font-size-adjust: none; font-stretch: normal; text-transform: none; color: #000000; text-indent: 0px; white-space: normal; letter-spacing:…

in Feature Request: Advanced Branding (CSS, Cookies) Comment by 3972277 Feb 18, 2008 8:49PM

Scott, <span style="font-size: 10pt;…

in Service Tax Setup in OpenAir Comment by 3972277 Jan 16, 2008 2:22PM

Jame,Adding to my previous reply, we do have different “skins” that can be applied to OpenAir to change the colors, but this requires work…

in Feature Request: Advanced Branding (CSS, Cookies) Comment by 3972277 Jan 31, 2008 12:18AM

Hi David,Sorry for delayed response on this. Jonathan pointed out the right direction. If there is an attachment on an expense report, the manager will always be able to download it from the edit the expense report tab.<span style="font-size: 11.5pt;…

in Attachments to Expense Report Entries Comment by 3972277 Apr 17, 2008 1:58PM

Hi Paul, When you move the hours that exceed the cap to another billing rule, what does your second billing rule say? My recommendation would be to have that second billing rule to filter the charges to a non-invoicable stage. Then, when your customer adds more funds to the project, you can go to that…

in Capped Hours "Lost" Comment by 3972277 Apr 22, 2008 2:42PM

Hi Matt, The type of report you’re asking for is not that “simple”. Sub-totaling by time entries is currently not an option, because of the amount of data…

in Simple Status Report? Comment by 3972277 Apr 30, 2008 2:21PM

An enhancement would definitely help this process, but here are some thoughts: - Create Flat Rate Charge (the retainer) and invoice the client…

in Setting up Retainers Comment by 3972277 May 12, 2008 8:59PM

Paul, Thanks for your reply. The second scenario works by activating an internal setting (you'll have to contact support@openair to get this in place) named “Split the original time entry if the remaining…

in Capped Hours "Lost" Comment by 3972277 Apr 22, 2008 7:38PM

Navin, Phase durations are indicated by darker blue lines Task durations are indicated by lighter blue lines. <span…

in Critical Path Analysis Comment by 3972277 Jun 4, 2008 1:44PM

Hi, <span style="font-size:…

in Expenses - Csv import? Comment by 3972277 May 27, 2008 3:23PM

Hi Mark,There is a company setting named "disable URL sharing" that typically most companies have enabled. You can go under the company settings and disable it but this will have a company-wide effect and would make your account a lot less safer.For example, if you were to share any kind of email with a…

in Bookmark a project Comment by 3972277 May 21, 2008 3:50PM

Hi Jame,You can delete the opportunity stages directly by navigating to Account>Account>Opportunity stages. From there, you can also rename existent stages and create new ones.Let me know if this doesn't work.I would recommmend sending these type of "support level questions" to support@openair.com,…

in Deleting an Opportunity Stage Comment by 3972277 Aug 7, 2008 2:05PM

Hierarchies are the best solution for this case. If you are concerned about historical dating or changes being made to user attributes (department, hierarchy node, e.g.) over time, there are basically two…

in How can I report/calculate Utilization by Department? Comment by 3972277 Jul 16, 2008 4:18PM

Hi Navin, You can set up predecessors for each task on the edit task form (or when creating a new task) and…

in Critical Path Analysis Comment by 3972277 May 28, 2008 5:29PM

Hi Iris, You are correct that you need POs for an A/P integration. You first need to create a vender. In this case, you can name it as…

in Contractors? Comment by 3972277 Jun 4, 2008 1:38PM

Also, please see the new deck we put together on this type of integration. It provides additional screenshots of how your salesforce account looks when integrated with OpenAir.

in Salesforce <> OpenAir Integration Comment by 3972277 May 9, 2008 7:07PM

<p style="margin: 1.75pt 2.65pt 5.25pt 0in; background: white none repeat scroll 0% 50%; line-height: 18pt; -moz-background-clip: -moz-initial; -moz-background-origin: -moz-initial; -moz-background-inline-policy: -moz-initial" class="MsoNormal">Hi…

in Resources, assignments and planning Comment by 3972277 Jan 23, 2008 7:49PM

Hi Daniel,<span…

in Salesforce <> OpenAir Integration Comment by 3972277 Jun 5, 2008 10:17PM

Michael, This is a great question and it is an issue that companies from all sizes deal…

in User cost Comment by 3972277 Mar 24, 2008 1:47PM

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