3972358 Green Ribbon

<p>Hi Darin,</p><p>I took a look at your settings and your account is currently configured to automatically create schedule exceptions when a schedule request is approved. In this case, it will never be possible to edit an approved schedule request (unless you first delete the associated schedule exception and un-approve…

<p>Hi Jeff,</p><p>There are two related company settings, which allow you to include a superscript on the timesheet for the day of the Company Holiday or user level schedule exception to indicate that time should be entered for a holiday:</p><p>Display schedule exception information from the work schedule and associated…

<p>Hi Julie,</p><p>Unfortunately, it is not possible to report on the hours remaining value at the user level. If you enable the hours remaining feature, users have the option to enter hours remaining on a timesheet for each task and therefore, the hours remaining field is available in task detail reports and as a task…

<p>Hi Matt,</p><p>You make a good point - it sounds like using recognized revenue may not be the best option in your case. In the above example, I believe that Jon mentioned that they are required to recognize revenue as they incur cost, which would allow them to use these up-to-date, accurate values for…

<p>Hi Julie,</p><p>Unfortunately, it is not possible to access the hours remaining entered by a user at the timesheet level without accessing the actual timesheet. I would be happy to discuss an enhancement request with our Product Management Team to create a new report/reporting value for this information. I apologize for…

<p>Hi Jennifer,</p><p>I apologize for any confusion. There is an internal switch that must be enabled to allow for an alternate invoice layout for expense charges. Please contact support@openair.com if you are interested in having this switch enabled.</p><p>Best,<br/>Liz</p>

<p>Once this switch is enabled, anyone with access to reporting is able to share a saved, scheduled report with a contact. In order for a user to view and create new contacts themselves, you must enable the role settings "View contacts" and "View and modify contacts". If these role settings are not enabled, a user will…

<p>Hi Jeff,</p><p>Unfortunately, there is not currently an adjusting expense report feature. One option might be to create negative receipts in a new expense report to offset the incorrect charges (mimic the timesheet adjustment feature). I realize that this is not an ideal solution and would be happy to log an enhancement…

<p>Hi Patrick,</p><p>Yes; we are actively working to improve the OpenAir dashboard functionality. We will be releasing additional features, improved customization and personalization, and greater graphing capabilities in the coming months. Any specific feedback or requests you may have would be much…

<p>We are currently in the process of gathering feedback from customers. You might be interested in taking a look at an ongoing dicussion requesting feedback on dashboards posted in the forum-</p><p>http://openairuserforum.groupswim.com/groups/userdiscussions/discussion/938344</p><p>Any feedback is much appreciated as we…

<p>If the internal switch automatically approve the adjusted timesheet feature is on, the minimum hours error that you are referring to does not apply to adjusted timesheets. If, for example, you use the 40 hour timesheet minimum rule, and you create an adjusted timesheet for an approved timesheet with 40 hrs on it, you…

<p>It is possible to create a calculated field from average billing rate using recognition transactions. I would suggest creating two calculations for a more accurate report. First, create this calculation: "Projects - Recognized Revenue" minus "Projects - Recognized revenue from Expense item charges". This field can then…

<p>The reason that the task dropdown cannot currently be limited in this way is to allow flexibility for users entering time. It is possible that a user may work on and log time to a task days or weeks after it was intended to finish. Even if timesheets are entered in a timely fashion, limiting this dropdown might create…

<p>Unfortunately, the timesheet dropdown cannot be limited in this way. A user will have access to this task in his/her timesheet dropdown regardless of the predecessor relationship. In your case, a user will only view clients and projects with open task assigned to the user in the timesheet dropdown.</p>

<p>Unfortunately, it is not currently possible to filter on only reimbursed or approved expense reports. The feature that you are referring to is a current enhancement request.</p><p>In the meantime, you might try filtering on approved expense reports and sorting the "status" column so that all approved expense reports are…

<p>There is an open enhancement request for a booking/booking request archive feature. i will be happy to add your company to the list of clients interested in seeing this feature implemented. Please send an email to OpenAir support requesting your name be added.</p>

<p>Hi Ady,</p><p>I am sorry to hear that you are also having trouble with timesheet entry and closed tasks. Please feel free to contact me directly at ecain@openair.com if you would like to discuss either an enhancement request, or other options for handling this situation.</p><p>Best,<br/>Liz</p>

<p>Hi Tina,</p><p>The information available in the reports list view (i.e last run date, # of times run) all pertains to only the user you are logged in as. If a user who owns a report has only run it once, but shared users run it on a daily basis, this information will not be available in the owner's report list.</p><p>I…

<p>Hi Mike,</p><p>All internal settings are controlled by OpenAir support. If you are interested in learning the current selection for your company, please send an email to support@openair.com.</p><p>Best,<br/>Liz</p>

<p>Hi Tina, Michelle,</p><p>I understand the issue you are encountering and will log an enhancement request with our Product Management Team. Thank you for bringing this historical currency reporting issue to our attention.</p><p>Best,<br/>Liz</p>

<p>Hi Tina,</p><p>Thank you for your patience as we worked to resolve this issue. The errors that you noticed in the dynamic grid have been fixed and it is again possible to require both Project and Location for time entry.</p><p>Please contact me with any questions.</p><p>Best,<br/>Liz</p>

<p>Hi Berta,</p><p>Unfortunately, there is no way to bulk change the owner of reports. Instead, you will need to have the user who should be the owner re-save each report underhis or her own name.</p><p>I apologize for any inconvenience this may cause.</p><p>Please let me know if you have any…

<p>Hi Jennifer,</p><p>Unfortunately, it is not possible to override the tax location at the receipt level if this feature is enabled. This functionality was built such that when an expense receipt is saved, the tax location will automatically be populated based on the expense item and will not be editable.</p><p>Please let…

<p>Hi Julia,</p><p>Unfortunately, it is not currenlty possible to allow users to book time to a certain closed task based on the time period. It would be an enhancement request to allow this functionality.</p><p>I notice that you currenlty have the company setting "Do not allow timesheet submission if time is booked to a…

<p>Hi Faith,</p><p>Envelopes and Expense reports are the same entity in OpenAir. Are you currently using the Expenses module? If you would like additional information on either the Expenses Module or the copy/move receipts feature outlined above, please feel free to contact me at ecain@openair.com.</p><p>Best,</p><p>Liz</p>

<p>Hi Margot,</p><p>To delete individual reports, you will need to activate a user, proxy in and navigate to: Reports > Saved Reports > My Reports. As it is only possible to delete your own reports in OpenAir, the proxy step is necessary.</p><p>I hope this information is helpful. Please let me know if you have any…

<p>Hi Kevin,</p><p>I am glad to hear that this is working for you! Unfrotunately, the grid column widths do reset each time you save the grid. I apologize for any inconvenience this may cause.</p><p>Best,<br/>Liz</p>

<p>Hi Kevin,</p><p>Using the bookings grid, it is not actually possible to lock the columns as you scroll horizantally. Instead, you will notice that the non-date column headers have a seperate horizantal scroll bar. Using these scroll bars and the adjustable column widths (hover over a column divider and drag left and…

<p>Hi Darin,</p><p>There is an active enhancement request to allow you to associate a work schedule with a user for a specified period of time. This enhancement would allow you to accurately report on historical utilization by reflecting the appropriate work hours per day in the denominator.</p><p>I have added your company…

<p>Hi Craig,</p><p>Thank you for pointing out this error. In order to configure the task grid using the Adminsitration menu, please navigate to: Administration > Application Settings > Project setting > Task grid display. Once you have enabled the task grid for a specific project stage, you can navigate to: Projects >…