May 24, 2001
Suite-wide: improved project-based time and expense approvals.
Project managers using OpenAir can now more efficiently approve time and
expenses related to their project. To enable the project-level approvals,
administrators navigate to My Account>Company>Setting and check the "Enable
project approvals" boxes. Then when a project is created, a designated project
approver -- often the project manager -- is chosen. When a user submits time or
expenses associated with a project that require project-level approvals, the
project approver is the first person to review and approve the time and
expense. Additionally, the project approver only sees that information
specifically related to their project.
Projects: finish date for projects & tasks, milestone creation,
Project managers can now easily view the start and finish dates when
viewing high-level project data. To see project finish dates in the
Projects>Tracked screen, click on the "Customize" link at the bottom of the
screen and choose "Finish Date" from the pick list. Project finish dates are
calculated by summing all the durations and dependencies of tasks in the
In OpenAir Projects the addition of a "Finish Date" column on the
Projects>Task List screen now makes it easier for users to understand when
tasks need to be completed. Plus, users can now sort more specifically on
tasks assigned to them to eliminate the hassle of seeing other users' tasks.
We have also implemented a more intuitive method for creating a project
milestone. When viewing a project outline view, just navigate to the New
Entries: Create dropdown in the upper right corner of the screen and select
Opportunities: contact functionality, billing contact designation,
OpenAir has revised the manner in which we organize clients, prospects, and
contacts in our application. Clients are defined as those organizations that
are current/previous customers and that can have time and expenses billed to
them. Prospects are defined as organizations that are a potential customer and
that cannot have time or expenses billed to them. Contacts are defined as
individuals who are associated with either a client or a prospect
organization. As with all other OpenAir data, administrators can configure the
system to provide users specific permission to view and/or edit contact level
OpenAir now allows users to associate more than one contact with each
client, mimicking the existing ability to associate more than one contact with
a sales prospect. In addition, billing managers can now designate certain
contacts within a client to be the billing contact to whom invoices are sent.
Navigate to Account>Client>[choose appropriate client] to configure billing
OpenAir users can now manage individual contacts more efficiently. Users
can view a list of all contacts on the Any Module>Account>Contacts screen. The
contact list view can be configured to include all or any subset of the
available data, including name, job title, company, work phone, mobile phone,
fax number, email, Web address, or any other custom fields needed by your
company. Contacts can also be sorted and filtered to provide users with the
specific information needed.
Users can now import contacts from a variety of sources including
comma-separated value (CSV) files, text files, Microsoft Outlook®, Intuit
QuickBooks Pro®, and Peachtree®. Plus users can easily report on any
contact data with the new Contacts detail report on the Reports>Detail screen.
OpenAir users can now move clients or prospects between each state to the
other -- from client to prospect or vice versa -- with the click of a button
on the Opportunities>Prospects or Clients>[select appropriate client or
prospect]>Edit> [check/uncheck box marked "Prospect"].
Reports: color reports, client filter for profitability reports,
missing timesheet report.
Executives, resource managers, and project managers who monitor utilization
can now view reports that use color-coding to highlight key information. The
custom color set up is located at the Reports>Summary and Other reports
tabs>[choose desired report]>click on Color Coding option. Use the color
coding to provide better visibility into resources who are not staffed or is
underutilized, to understand more quickly which resources have submitted too
much time for specific clients, etc.
Executives who use the Financial Analysis report can now filter the data
viewed by client, in addition to user and project.
Individuals responsible for employee timesheet and expense report
submission compliance can now use the Late Timesheet report located at
Reports>Other> Missing Timesheet Report to identify which resources have not
Proposals, Timesheets, Invoices: option to disable service as
default time description.
At the request of several users, we implemented a switch on the My Account>
Company>Setting>[choose from Optional Features list] screen to prevent an
associated service from becoming the default text in a dialog box's
Integration: tilde as field delimiter, tax exporting.
Our professional services team now has more sophisticated options to
integrate OpenAir with your existing systems. OpenAir can read import/export
files that use a tilde as a delimiter between data fields. Also, import/export
records can now better accommodate tax percentages associated with an invoice.
Would you like to see previous OpenAir product updates?
Click here to browse previous product updates
including all new features, modules and functionality.
Suggestions, problems or questions?
As always, please contact us at firstname.lastname@example.org or 888.367.1715
(outside the U.S. and Canada, call 617-351-0226). We want to ensure that
OpenAir improves your company’s bottom line.