Earned Value Management
Monitor a project's progress with key cost and schedule performance indicators.

Limit projects that can be copied
Designate projects that are available for copying.

Limit list of users in task assignment drop-down list
Limit the list of users available for assignment by booking type.

Associate fixed fee billing and recognition rules with user
When creating a fixed fee billing or fixed amount recognition rule, associate it with a specified user.

OpenAir Projects Connector: Schedule conflict checking and Service field mapping
Check for mismatches between Microsoft Project calendars and OpenAir schedules. Also, map any Microsoft Project task or phase field to default service for timesheets in OpenAir.

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Horizontal freeze pane for list views and reports
Freeze columns on the left and view columns with data on the right.

Suppress email notification or add addresses to a notification
Suppress email notifications generated by the creation of or modification to bookings, issues, tasks, and projects. Also send notifications to additional email addresses from Edit tasks and Create or Edit issues forms.

Hide divider sections on forms
Hide divider sections on forms on a per-role basis.

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Use Custom fields in Custom calculations
Create a custom calculation using a custom field as one of the operands.

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Crystal Reports Integration
Access Crystal reports from within the OpenAir user interface via silent sign-on.

Email scheduled reports to a contact from the Contacts list
Email a scheduled report to a non-OpenAir user by selecting an email address from the Contacts list.

New denominator for historical utilization report and resource summary report
Select a new denominator choice for Historical Utilization values.

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Hover over information in Bookings Chart
Display resource information when hovering in Bookings Chart in “Color coded by time” view.

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Timesheet rule enhancement
Create a timesheet rule that is based on individual users' work schedules.

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Foreign currency receipts in expense grid
Create multiple foreign currency receipts in one screen.

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Modify invoice header
Personalize invoice headers for each invoice layout.

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Earned Value Management
Earned value management (EVM) is a key component in OpenAir's Project Portfolio Management offering. EVM metrics enable companies to better manage projects through increased visibility to planned and accomplished work. Key schedule and cost indicators help managers to dissect their project plans and gain valuable insight to the progress of these projects. Cost Performance Index (CPI) and Schedule Performance Index (SPI) metrics provide insight into cost and schedule planning, performance and progress for all projects.

CPI is measured by taking the ratio of what has been accomplished to what has been spent to accomplish it. SPI is measured by taking the ratio of what has been accomplished to what was planned.

EVM metrics are available to be displayed in the Projects list view, Project Outline view, and as Detail fields in both Summary and Project Detail reports. EVM metrics include:

• Earned Value (EV) = Earned Value % complete multiplied by the project's total Planned Value
• Planned Value (PV) = Planned hours multiplied by the user's cost
• Actual Cost (AC) = Hours worked multiplied by the user's cost
• Cost Variance (CV) = Earned Value (EV) minus Actual Cost (AC)
• Schedule Variance (SV) = Earned Value (EV) minus Planned Value (PV)
• Budget Variance (BV) = Planned Value (PV) minus Actual Cost (AC)
• Cost Performance Index (CPI) = Earned Value (EV) divided by Actual Cost (AC)
• Schedule Performance Index (SPI) = Earned Value (EV) divided by Planned Value (PV)

1. Users with required role privileges navigate to Account > Company > Settings. Under Projects Options, select “Enable Earned Value Management (EVM) Metrics.” Click Save.
2. To select the method on how the Earned Value percent complete for projects and phases is calculated, navigate to Account > Company > Settings. Under Projects Options, and the setting for “Method to use when computing 'Earned Value Percent Complete' for projects and phases,” select either “Weighted by cost” or “Unweighted.” Click Save.

1. Users with required role privileges navigate to Account > Company > Custom Fields > Create > Checkbox Field. Note: The custom field must be a Checkbox Field.
2. Type the Field name: “duplicate_from_project.” Note: This must be the Field name.
3. Check the “Active” check box, type a description, associate it with “Project” using the drop-down Association list, type the display name and a hint, select its display Position if there are multiple custom fields, and click Save.
4. To select a project for duplication, navigate to the Projects module and click on the project. Select Edit project and scroll to the new check box field that was created.
5. Select the check box to designate this project for duplication and click Save. The Edit project form closes.
6. Click the Projects tab and select Create > Project from another project. The New project form displays.
7. A new drop-down list displays on the form: “Duplicate phases and tasks from this project.” Only those projects that have been designated for duplication on the Edit project form appear on the list.

1. Users with required role privileges navigate to Account > Company > Settings. Under Projects Options, locate the setting for “Users available for assignment to a project” and select “Booked users.” Click Save.
2. Users with required role privileges navigate to Account > Company > Custom fields > Create > Checkbox Field. Note: The custom field must be a Checkbox Field.
3. Type the Field name: “make_assignable.” Note: This must be the Field name.
4. Check the “Active” check box, type a description, associate it with a “Booking type” using the drop-down Association list, type the display name and a hint, select its display Position if there are multiple custom fields, and click Save. Example display name: “Users with this booking type are eligible for assignment to a task.”
5. Users with required role privileges navigate to Account > Account and select “Booking types” located under Resources.
6. Click on the Booking type(s) you would like to use to designate as assignable. Since booking types are configurable by company, your company may use terms like Hard, Requested, Confirmed or Soft. For example, if you wish to only allow users that have bookings with a booking type of Hard to be available for task assignment, click on Hard. The Edit booking type form displays.
7. Scroll down and locate the new check box under Custom fields. Select the check box to designate this booking type(s) as eligible for assignment to a task and click Save. The Edit booking type form closes.
8. Click the Projects tab and select a project.
9. Click Edit tasks/phases and click on the task for assignment. Edit task form displays.
10. Using the Assigned to drop-down list, select a resource to assign. The only users that display in the list are resources who have bookings with the booking type(s) designated as assignable.

1. Users with required role privileges navigate to Account > Company > Custom Fields > Create > Checkbox Field. Note: The custom field must be a Checkbox Field.
2. Type the Field name: "Suppress_email_notification_1". Note: Because each custom field’s Field name needs to be unique, it is required that you name the custom field “suppress_email_notification_” followed by a different number for each entity in which you would like the action to be active.
3. Check the “Active” check box, type a description, associate it with an entity using the drop-down list, type the display name and hint, select its display Position if there are multiple custom fields, and click Save.
4. To view the new custom field and to view the text box for adding email addresses, select the module and name of the entity with which you associate the custom field. Note: The “E-mail addresses to cc” text box only displays in the Projects module on the Edit task and Create or Edit issue forms.
5. Click on the edit function to display the edit form.
6. To keep a notification from being sent, select the check box for “Suppress email notification.”
7. To send email notifications to other email addresses, type them in the “E-mail addresses to cc” text box under Notifications. Separate multiple email addresses with a comma.
8. Click Save. If email notifications were suppressed, they will NOT be sent. If additional email addresses were entered, notifications will be sent.

1. Users with required role privileges navigate to Account > Company > Calculated fields > Custom calculations.
2. Click Create and select a calculated field. They are listed by module name. New custom calculation window displays with Module, Entity, and Type listed and highlighted.
3. Select a custom field as either the Left or Right operand and select the remaining operand, which can be either a Built-in summary field or a custom calculation. Type the Title of the new custom calculation.
4. Type the Description of the new custom calculation.
5. Select the check box to indicate this is an “Active custom calculation.” It must be active to show up in your report selections. If you do not wish to not have the module name before the calculated field title, select the check box “Do not automatically prepend module name to title in account-wide reports.”
6. Click Save or Save & create another custom calculation.
7. To use the custom calculation in a report, select Reports > Summary > and the report.

1. Publish OpenAir saved reports to your Crystal reports designer.
2. Generate Crystal reports using your OpenAir data.
3. Publish your Crystal reports to https://openair.crystalreports.com
4. View your Crystal reports directly within OpenAir via silent sign-on.
5. Drill directly into the reports to gain insight into the data driving the results.

1. Users with required role privileges navigate to Resources > Bookings > Chart and select the “Color coded by time” view.
2. Move the cursor over a graphical bar and the selected information will display.

1. Users with required role privileges navigate to Timesheets > Options > Timesheet Rules.
2. Select the check box under “Active” that is associated with the rule you would like to create.
3. Use the drop-down list under “Hours/Percent” to select “Percent of work schedule.” In the “Value” column, type the amount. This value determines what percent of the schedule is required for a timesheet to be submitted. Enter a number only, without a percent sign.
4. Use the drop-down list under “Action” to select an error or warning for the rule. A message indicating an error or warning displays when users try to submit a timesheet if the rule conditions are not met. Note: Keep in mind that while a timesheet with an error message cannot be submitted, a timesheet with a warning message may be submitted.

1. To review or edit a user work schedule, users with required role privileges navigate to Account > Account > Users and select a user. Click the Schedule link, use the drop-down list to designate a company work schedule, and select the option to Use the associated company work schedule. Or, select the option to Use this user-specific work schedule and enter schedule information. Click Save.
2. To create a company work schedule, navigate to Account > Company > Work Schedule and click Create > Company work schedule. (Terminology may vary based on your account terminology selections.) New company work schedule displays. Enter schedule information and click Save.
3. To review, modify, or designate a schedule as the default company work schedule, users with required role privileges navigate to Account > Company > Work Schedule. Click the name of the schedule to display information and select the check box to “Make this the default company work schedule.”

1. Select Expenses > Expense reports > Create > Expense report.
2. Select default Currency for the expense report, fill in the report information, and click “Create exp report.” Depending on your account settings, the default currency may be read-only. New receipt window displays.
3. Click the Expense Grid link and enter receipt information. Note: To designate the Expense Grid as your default, navigate to Account > My Options > Preferences. Scroll down to Expenses Options and select the check box for “Default to expense grid when viewing an expense report.” (Terminology for 'expense report' may vary.)
4. To add a foreign currency receipt, select the check box under the Foreign column for the receipt. The Foreign column is to the right of the Amount column. The Currency column, to the right of the Foreign column, provides a drop-down list with selections for all currencies.
5. Select a currency and the Exchange rate column displays the applicable rate. Note: The Exchange rate type is identified through a company setting as is the ability to modify it. A lock displays next to the exchange rate value if it cannot be modified. See note below.
6. Fill out the rest of the Expense Grid information and click Save.
When viewing the Expense Report, all amounts are converted to the default currency for that report. However, when in the Expense Grid, all foreign currency receipts display in the original currency you entered. The expense report layout can also be configured to display the foreign currency receipt amount and exchange rate. To modify the layout, users with necessary role privileges navigate to Expenses > Options > Expense report layout.