My Stuff

3972358 Green Ribbon

Comments

  • <p>Hi Kevin,</p><p>In order to "lock" the top row, such that you can view the Resource, Customer/Project, Date... column headers as you scroll through the grid, I would suggest switching to the dyanmic grid. Using the dynamic grid, the column headers will automatically anchor at the top of the screen as you scroll. You can…
  • <p>Hi Miro,</p><p>Unfortunately, it is not currently possible to copy company schedule exceptions to a user specific work schedule or to another company work schedule. You are correct that holidays/time off will need to be populated individually for each schedule.</p><p>I apologize for any inconvenience this may…
  • <p>Hi Paul,</p><p>I just spoke with our Engineering Team and the current modal should work. The hosted Exchange provider needs to currently:<br/><br/>1. Provide VPN access to allow the connector setup utility to populate domain users for the exchange.<br/>2. Alow WebDav access to their exchange server over SSL…
  • <p>Hi Ady,</p><p>Unfortunately, it is not possible to simply re-name a report. Instead, I would suggest saving a copy of the report with a new name and deleting the duplicate with the incorrect title. I apologize for any inconvenience this may cause. Please let me know if you have any questions.</p><p>Best,<br/>Liz</p>
  • <p>Of course, Tina! I have added PRTM and will keep you informed of any updates on this enhancement.</p><p>Thanks,<br/>Liz</p>
  • <p>Hi Jeff,</p><p>You already pointed out the main difference - timing. A billing rule will create the project billing transaction and charge when the repeat date is reached rather than creating all repeat transactions up front. We find that some people prefer this option as it makes invoicing easier - you do not need to…
  • <p>Hi Stephen,</p><p>Our Product Management Team is aware of this enhancement request and has included it in our product roadmap. Unfortunately, as you noted, we are unable to discuss a release date for this feature at this time. I will be sure to keep you posted as we schedule this enhancement.</p><p>Thanks,</p><p>Liz</p>
  • <p>Hi All,</p><p>Very valid concern -- this enhancement will not replace existing fuhnctionality, but will provide an additional filtering option. You will be able to choose between "include" and "exclude" in each report filter. Similar functionality is available in filter set access control - feel free to take a look as a…
  • <p>Hi Tina,</p><p>I understand that this is not an ideal solution. There is an active enhancement request to allow for an "exclude" option to be used instead of "include" for report filters. I have added PRTM to the list of clients interested in seeing this enhancement implemented and will be sure to let you know as soon…
  • <p>Thanks to all for your responses - I have notified our Product Management Team of the additional client interest.</p><p>Best,<br/>Liz</p>
  • Hi Heather, The advanced realization report essentially compares billed time to schedule hours. For each period, the calculation divides the number of hours on charges by the number of schedule hours (taking all schedule exceptions into account). The realization figures include BOTH time that is logged in timesheets and…
  • Hi Giri, I know that you also contacted our Support Team via email and that this issue has been escalated. Please let me know if you continue to experience issues. Thanks, Liz
  • NOTE: The NY Local User Group meeting for June 14th has been canceled and will be rescheduled for Q3. Please let me know if you have any questions.
  • <p>The engineering team at OpenAir has resolved this issue. We sincerely apologize to any clients who were inconvenienced. If you have any questions, please let us know.</p>
  • <p class="MsoNormal"><span style=" color: navy; font-size: 10.0pt; ">Thank you for your patience as Apple finalized testing on the OpenAir Application for iPhone. We are excited to announce that OpenAir Mobile is now available for download. Just search for OpenAir in App Store and install - it's free - you just need your…
  • <p>Hi Meg,</p><p>We apologize for any inconveniece this has caused. OpenAir is currently looking into this issue with salesforce.com and will get in touch with users as soon as we have an update on the issue.</p><p>Â </p><p>Â </p>
  • <p>There are few places where you can access field definitions:</p><p>1. Always check the "tips" sections at the bottom of the page. For example, in the Projects list view, the tips sections defines remaining hours as: "estimated hours minus worked hours. If a user with worked hours is removed from a task, remaining hours…
  • <p>Hi Jame,</p><p>I apologize for the premature announcement. The iPhone roll-out was initially in the US only. Our engineers have updated distribution to allow distribution in the rest of the world. It may take some time (few hours) for the app to appear for sale in other countries. Please let me know if you are unable…
  • <p>Hi All,</p><p>I wanted to add to this discussion and let everyone know that I have raised this request with our Product Management Team. While OpenAir does not currently support a pre-built integration with JIRA, OpenAir has the ability to integrate with any software program that has import/export .csv data…
  • <p>Hi Jame,</p><p>OpenAir User Forum Digest: What's new in your groups today (3:55 AM, April 22, 2009) a { color: #0055dd; text-decoration: none; } a:hover { text-decoration: underline; } td { padding-bottom: 3px; font-family: arial, sans-serif; } img { border-color: #cccccc; } tr.item td { border-top: 1px solid #dddddd;…
  • <p>Hi Jame,</p><p>I would like to add to Jodi's response and let you know that I would be happy to help you put together any necessary reports. Also, if you are interested in the type of enhancement that Jodi referenced, please send an email to support@openair.com and I can take care of entering that on your…
  • <p>Hi All,</p><p>I would be happy to look into some options and log an enhancement request if needed. If anyone has any specific ideas about how they would like an invoice layout to look, that would be very helpful.</p><p>Jame - you mentioned that you would like to see "group by" fields span accross columns. How do you…
  • <p>Hi Jeff,</p><p>I wanted to follow up on my last post and suggest a different way to track overtime cost, that will allow you to report at the project level.</p><p>There are two internal switches, which can be enabled to allow you to override user cost at the project and/or task levels. If we enabled the setting to allow…
  • <p>Hi Jeff,</p><p>While there is not a built-in way to track overtime costs in OpenAir, we may be able to come up with a workaround for you. Are you currently entering users' overtime cost anywhere in the system? If not, one option might be to create a series of custom numeric fields associated with the user - one for…
  • <p>Hi Jame,</p><p>I wanted to add to Jodi's response and let you know that it is possible to disable the "Delete" button on the "Edit Invoice" form on a per role basis. This would allow you to give users the ability to create and modify invoices, while withholding the option to delete. To do so, please navigate to:…
  • <p>Hi All,</p> <p>I wanted to add to Justin's response regarding expense report reimbursement. Patti/Marc - have either of you tried this option? If you are interested in using the expense report reimbursement feature I would suggest contacting OpenAir suppport to request a change in your internal settings.</p><p>The…
  • <p>Hi All,</p><p>I wanted to add to Jodi's suggestion and point out that we do offer the option to create a date difference custom detail field.  If you were interested in creating the custom date fields that Jodi proposed, we could set up a calculation for reporting purposes that would allow you to report on the number…
  • <p>Hi Bill,</p><p>I think that the issues option you outlined could work well. If you build project templates and usie the "New, from another project..." option to create projects in your account, you will notice that there is an option to "Duplicate issues" on the new project form. Will this option work for you? Please…
  • <p>Hi Chuck,</p><p>While it is not possible to filter a billing rule on a specific phase, one option might be to apply a task filter and include all tasks in the "Billable Support" phase for your projects. When an engineer has approved time against one of the tasks included in the task filter, the billing rule will…
  • <p>Hi Michel,</p><p>Unfortunately, we do not currently offer an integration between the OA Calendar and Lotus Notes Calendar.</p><p>We do offer an add-on service called the OpenAir Outlook Connector to integrate your OA calendar items with your Outlook Calendar You can download this by navigating to Account > Exchange >…