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Thanks so much for confirming, Stephen!

Hi, Markus, Thanks for the reminder! I'm working on getting these posted and hope to have an update for you soon. Sincerely, Marie

Hello, Ralf, I will check into whether we will be transferring the Training materials from the prior forum to the new OpenAir UG site. Thanks for your inquiry. Marie

Here's one possibility: 1. Go to Reports > Detail > Expenses > Receipts. 2. Clear all filters in the date filters and Options area. 3. For the report layout, include Payment method, User, Total (USD) or Total (other currency). 4. Check the box in the "Other" section for "Subtotal rollup". This will give you the total…

I'm glad that helped! Thanks for the update and for using OpenAir.

Thanks, Stephen! Let us know how it goes. Sincerely, Marie

We are excited at being very close to rolling out the feature that will let you exclude items from summary and detail report filters in OpenAir. We know that many of you have been eagerly awaiting this feature. At present, we do have a beta release version available, which we can turn on upon request from an account…

Good news! This feature did go live in our November release. Please see the release notes for more information. https://www.openair.com/home/n_p_update_2010_11_20.html

Hi, Chris and all, Just want to make sure everyone understands that this is a beta version that is currently available. More details to follow. Thanks, Marie

Payroll types (or time types if you are not using these for another purpose) are the usual ways this is done. You can rename either entity in the Terminology area of your account. You can create the various locations in the Admin > App settings > Timesheets settings area of your account. You can select to display the…

Jeff's suggestion would work. Or, with your current set-up, couldn't the consultant select different states on different rows? Even if associated with the same project and task, the time entry would have the combination of state, project and task for that entry. So, on the first row, s/he could enter NY, Project 1, Task A,…

Try going to Reports > Saved reports > My reports. Click the "Schedule" icon (looks like a calendar) and go to the Email options section to select who should receive the report results via email. Back on the My reports list, click the "Share" icon (to the left of the Schedule icon) to add/remove users with whom the report…

Liz Cain will be contacting you with more information on the OpenAir NYC User Group.

This kind of scenario usually gets handled by a process such as the following: 1. Set up a fixed fee billing rule for the fixed fee pre-bill amount (let’s say it’s 50K). 2. Set up a time billing rule. This will be in first position. You can bill the time at the regular hourly rates, and funnel these charges into a…

Hi, Lakshmi, We don't really have a template for import. If you have access to Integration Manager, you can use this tool to import data, but training is required. As far as reporting on planned hours vs actual hours, I would suggest something like Reports > Summary > Account-wide > Projects. Use a Yearly ITD period, one…

Great, I 'm glad to hear that helped!

Hi, Sarah, If the owner of the report runs it from the saved reports list, and then formats the results to show all rows, when the report is run and delivered via email, the results should also show all rows. If you are finding this does not work, please let us know. Thanks, Marie

We do have a NYC group. Let me try to get the details for you.

Hello, Alastair, Unfortunately, I think this is an effect of the transition from old forum to new forum. I'll try to find the original the original information and re-post it for you.

Depending on how your account is configured, you may be able to customize the list view of your projects to show the Allocated or booked hours. At the top of the list and on the left, you should see a 'list' icon. Click to customize your list view. Scroll through the list of available options to find Hours - Booked, or…

Hi, Andrew, You can try a report such as Reports > Summary > Account-wide > Users. Select period, number of periods, start/end date. Values to include would be (e.g.) Resources - Work schedule hours Resources – All booked hours Resources – Available work schedule hours for booking Projects - All assigned hours Projects –…

Have you tried the Resources and Documentation area of the User Group? There are some documents on Resource management which may be of interest. A discussion with your account manager might also be a place to start.

I don't think we have any option to email the resource chart, unfortunately. As a workaround, could you set up a saved report, and schedule it to run and be delivered automatically every week?. Configure the email text to tell the recipient they can login to OpenAir for a graphical representation of the schedule. I think…

Hi, Alastair, Here is an overview of how leave accrual works (without the formatting problems): 1. Go to Administration > Application settings > Timesheets settings > Other settings. 2. Under Application settings > Timesheet settings, there is a "Leave accrual rules" link. 3. Click "Leave accrual rules". Configure the…

Hi, Alastair, Would creating two separate tasks be better, and assign each user to a different task? This might make it easier to make sure the billable hours for each don't get confused. If you do want to log an enhancement request, please open a support ticket. You can do this by logging in to your OpenAir account. Go to…

OpenAir does not currently have a feature to automatically create project baselines on a schedule. It has to be done manually project by project. I'm wondering if you could do something like schedule a project detail report to be run on a schedule and delivered to project owners. In the email that delivers the report,…

Our product management team responded by thanking you for your feedback, and said that we are also eager to roll-out inline editing in the application. Given other priorities, we cannot yet comment on a targeted release date. However, as we continue to design and document our approach we would appreciate additional…

I'm glad that helped. You're correct that we don't currently have any way to total PTO (across several rules) and total Floating Holidays (one rule) in the same report as separate columns. This would be an enhancement request. Thanks, Marie

As you have probably figured out, neither roles nor filter sets nor form permissions will allow you to set things up so that certain users can create /modify bookings for a group of users, while viewing bookings for a wider group of users. However, we do have a feature that you might want to try. It would require support…

This is an internal switch. OpenAir Support can de-activate it for you. You should open a support case and request them to turn off "Over-assignment of a Resource generates a calculation warning". Hope this helps. Thanks, Marie