Thanks for the clarification. In WFM, we associate holidays as part of leaves and not timesheets.

Hi Jeannie - by transfer I'm assuming you are pertaining to transferring hours from WFM (adi) to NetSuite. This depends on your leave setup. Leave handling in WFM-NS integration can be set to 'No action', 'Pull approved Leave/Time-Off from Time Management' or 'Push approved Time-Off to Time Management'. If set to No…

Hi @User_EU90N, It depends on how you create your projects in OpenAir (whether via integration or in the UI itself). But as far as creating a project with preset details such as tasks, task assignments, billing/revenue rules, then you'd have to explore the use of project templates and how to create projects from it. The…

Hi Thusi, Thanks for pointing that out. Unfortunately that is right. The custom booking type codes are not reflected in the Legend panel. In this scenario, what customer normally does is calibrate amongst themselves and agree upon specific colors to use per booking type in their color coding; thus, eliminate confusion in…

Hi Thusi, If you are pertaining to Resources -> Bookings -> Planner, there is a "Legend" text at the upper-right hand corner in which when you hover your mouse will show you the legend of the color coding. Thanks.

Hi @User_UJBUD, You may refer to the OpenAir NS Connector Guide for all details and some samples regarding OpenAir NetSuite Integration: https://www.openair.com/download/OpenAirNSConnectorGuide.pdf Apart from this, we have some articles in OpenAir SuiteAnswers related to OpenAir NetSuite Integration which may be of…

Hi @User_UJBUD, You may refer to the OpenAir User Scripting Guide for all details and some samples regarding OpenAir Scripting: https://www.openair.com/download/OpenAirUserScriptingGuide.pdf Apart from this, we have some articles in OpenAir SuiteAnswers related to OpenAir Scripting which may be of assistance. Hope this…

Hi Jeremy, You're welcome! Within OpenAir, there's not much to consider. However, if you have integrations with other applications for time entries, you may want to make sure that the time entries will be accurate between the 2 applications. Thanks.

Hi Jeremy, Currently, we cannot customize the My Status dashboard as it is a default dashboard designed to reflect and open and pending action that user may need to do. However, if the goal is to remove the Incomplete Tasks from the list, there is a switch, 'Display incomplete tasks on dashboard', that can be disabled to…

Hi Jeremy, In OpenAir, the billing rules look for time entries with no slip_id (meaning no charges associated with it) that fit according to the criteria/filters set within those rules. In your sample, when you billed the 2 hours (from the 8 hours), the billing rule created a project billing transaction and charge…

Hi Thusi, Charge projection is very complex and can differ from one account to another. This is based on your charge projection settings and billing and/or revenue rules of your project. Therefore our answers would depend on how it is setup in your account. I would suggest that you file a Support ticket providing the…

Hi Thusi, The ability to publish reports to OData via schedule is dependent on the scheduled run of the reports. Currently, OpenAir only allows 1 scheduled run of reports. There was an enhancement filed on your behalf to have the ability to schedule it twice. As an alternate solution, you may either continue with your…

Hi Thusi, I believe this originated from an inquiry to pull in rates set in billing rules. This is an enhancement request. As an alternate solution, users can use is to create a custom calculation of Projects - Projected billing [rules] divided by Projects - Projected billable hours [rules]. This of course is dependent of…