To enable the selection of loaded costs for EVM metrics, users with required role privileges navigate to Account > Company > Settings. Scroll to "Projects Options" and select the loaded cost option for "EVM metrics user costs are from." Selections include "Primary loaded cost," "Secondary loaded cost," "Tertiary loaded cost," or "Job code."
Note: To enable three levels of cost structure, please contact OpenAir support.
EVM metrics display at task level and are available in project baselines
The following earned value management (EVM) metrics can be displayed at the task level:
To use EVM metrics in creating a project baseline, users with required role privileges navigate to Projects > Projects and select a project. Click on "Baseline" and click on the "customize" link. The "List layout" window displays. Select the metrics to display from the Available Items and click "Add selected items." Click OK. To create a baseline, click Create > Baseline. The metrics display under "Project changes" in the baseline comparison report.
Create form permission rules for issue stages
The "Edit the issue" form can be modified to hide, make read-only, or require entry on edit form fields based on information set up in permission rules. Use the "Modify the form permissions" link to access the new "Permission rules" pop-up window. Specify fields that display on the "Edit the issue" form based on issue stage, define conditions for hide, read-only, or required, and designate user roles to which they apply. For example, for an issue that is in the issue stage "Resolved", a rule can be set up such that the "Issue severity" field may be designated as hidden when the user role is equal to "Project manager".
To enable form permission rules for issue stages, please send an email request to email@example.com.
How to set up form permission rules for issue stages:
OpenAir Projects Connector: Pull OpenAir resource schedules into Microsoft Project and populate work hours at the assignment level
Pull OpenAir company schedules and resource schedules into Microsoft Project. Pulling OpenAir schedules eliminates the need to manually create calendars in both applications. Accuracy between the two software products is maintained and mismatches caused by exceptions are eliminated. " Also, when you pull an OpenAir project, if assignment level planned hours is enabled in OpenAir, the hours are set as work hours in Microsoft Project.
Navigate to Account > Exchange > OpenAir Projects Connector. Download version 2.24 and install it. Open Microsoft Project, click on the OpenAir toolbar, select "Account Settings" and log in. Click the OpenAir toolbar and select either "Pull OpenAir resources" or "Pull from OpenAir." When prompted to export OpenAir schedule information, click Yes.
Duplicate multiple copies of a task
When the same task is performed at different intervals throughout a project, it can now be duplicated and used as many times as needed in the same project. All task information is copied. Edit the duplicate copies and move them to different phases.
Users with required role privileges navigate to Projects > Projects and select a project. Click on the "Outline view" or "Edit tasks/phases" and select a task. The "Edit task" form displays. Scroll down and locate "Copy or move this task to another project or duplicate it within this project" and click "duplicate." A Duplicate task "task name" window displays with the name of the task in the "New task name" text box. Type the number of duplicates to create and click Save. Click on each of the duplicated tasks and edit as necessary.
To enable the ability to duplicate multiple tasks at once, please send an email request to firstname.lastname@example.org.
Allow assignment group members to edit a locked project
Establish an assignment group and then enable project editing for group members. This feature provides increased project management flexibility and control for your company.
To create an assignment group, users with required role privileges navigate to Account > Account and select "Assignment groups" under Projects. Click Create > Assignment group. The New assignment group form displays. Type the group Name and select the users that make up the group, click "Add selected items" and click Save. Navigate to Projects > Projects and select a project. Click Edit project. Under the Project Status section, select the option for "Allow only the project owner or administrator or the selected users to edit the project" and click "Create." The "Users allowed to edit the project" form displays. Select the Assignment group and click "Add selected items." Click OK. Group members are now allowed to edit the project.
To enable the ability to specify users for editing a locked project, please send an email request to email@example.com.
Send email to assignment groups and project/client owners
When configuring project auto-run settings for billing and recognition, select the option to email results to members of an assignment group or the project owner for all new projects or on a project-by-project basis. This new option allows flexibility in designating who receives billing/recognition results on which projects and when. If the OpenAir metavalue [Project owner] or [Client owner] is chosen, the user specified as "Project owner" or "Client owner" receives the billing/recognition results.
How to send email results for new projects to assignment groups and the project owner:
To establish an assignment group, users with required role privileges navigate to Account > Account and select "Assignment groups" under Projects. Click Create > Assignment group. The New assignment group form displays. Type the group Name, select the users that make up the group, click "Add selected items" and click Save.
Copy custom fields related to billing rules and recognition rules when copying tasks
Copy tasks from one project to another project and select the option to "Copy associated billing rules and recognition rules." When billing and recognition rules are associated with a task, this feature also duplicates the billing/recognition rule custom fields and related values.
Users with required role privileges navigate to Projects > Projects and select a project. Click on "Edit tasks/phases" or "Outline view" and select a task. Scroll down and locate "Copy or move this task to another project or duplicate it within this project" and click "copy." A Copy task "task name" window displays with the name of the Current project and a drop-down list of projects. Select the new project and the check box for "Copy associated billing rules and recognition rules." Click Save. The associated billing rules and recognition rules as well as any custom fields and values are copied to the new project.
Note: To allow associated billing rules and recognition rules as well as custom fields and values to be copied when a task is copied, please send an email request to firstname.lastname@example.org.
Maintain user skill profiles
Maintain user skill profiles quickly and easily. Copy the skill profile of one user to another user or multiple users. Specify whether to add unique profiles or overwrite selected users' profiles. In addition, allow for the duplication of attribute values or comments as appropriate. The bulk user change wizard allows you to efficiently make changes or additions to many user skill profiles at one time.
How to copy profiles from one user to another user:
Limit viewing of cost levels by role
While OpenAir allows up to three levels of cost information to be established for users, it isn't always appropriate for this information to be widely available for viewing. Please contact OpenAir support and request three levels of cost such as primary, secondary, and tertiary. Once enabled, this terminology can be tailored in Account > Company > Terminology to something such as salary, salary and bonus, and fully loaded costs. This feature allows for the defining of roles that can view the cost structure information for users.
To limit viewing of cost levels by role, users with required role privileges navigate to Account > Account and select "Roles" under Account data. Click on a role. Under the General Settings section, select the option for one or all of the following: "View all user costs," "View primary loaded cost," "View secondary loaded cost," and "View tertiary loaded cost." Click Save.
To hide costs on edit forms based on a role, use "Modify form permissions." For example, navigate to Account > Account > User and select a user. Click the "Cost" link and scroll down to hints and click "Modify form permissions." Scroll down to "Hidden divider sections" and select the check boxes of the loaded costs you would like hidden for the roles you specify. Select one or all of the loaded cost levels: primary, secondary, and tertiary.
Filter timesheet report by project
Project approvers who have the ability to view multiple projects on one timesheet report can now use the "Project filter" to view hours for a specific project. The timesheet report refreshes and displays only the hours for the project selected. This provides a quick way to ascertain the number of hours on a timesheet applied against a specific project.
How to configure project level approvals for Project filter on Timesheet reports:
Transfer hidden, required, and text field length characteristics from Expense Receipt to Expense Grid
Use the "Modify the form permissions" feature to identify fields in the Expense Receipt form as read-only, hidden, required, or to specify text field length. Previously, only read-only specifications were respected in the Expense Grid. With this enhancement, hidden and required fields as well as the length of text fields also transfer from the Expense Receipt to the Expense Grid. To enable the ability to specify text field length in "Modify the form permissions," please send an email request to email@example.com.
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Suggestions, problems, or questions?
Contact us at firstname.lastname@example.org or 888.367.1288 (outside the U.S. and Canada, call 617-351-0226). We take pride in the outstanding care we give our customers. Please let us know how can we improve your experience with OpenAir.