Custom field pick list
Create a custom field pick list that is populated with list data already available in your OpenAir account.

Smart drop-down
Type any part of an object name, including the beginning, middle or end, and a matching list value displays. Smart drop-downs filter the list and display close matches.

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Update attributes using worksheet
Use a worksheet to update a resource's profile attributes using drop-down list selections. Provide users with the ability to modify, delete, or add comments to all attributes on one form.

Use booking request grid to enter multiple requests
Create multiple booking requests on a grid and vary booking duration for each booking. Display and enter information for custom fields associated with booking requests.

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Default options on task assignment
Establish default options for assigning resource values to tasks. Makes changes to defaults in bulk.

OpenAir Projects Connector: Respect booked users and pull assigned resources
OpenAir Projects Connector now respects company settings that allow the assignment of users to projects based on bookings and pulls only assigned resources upon request.

Hover over information on Assignment chart
Display project stage and other values in the assignments chart when hovering in "Color coded by time" view.

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Time entry grid filtering
Further limit the length of the Customer:Project values that displays on users' timesheet grids based on a project hierarchy.

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Suppress report title and eliminate grid lines on report PDFs
Suppress the report title and eliminate horizontal lines in PDF versions of reports.

OpenAir saved reports update automatically and are available in Crystal Reports
OpenAir saved reports can now be refreshed on demand and results display in Crystal Reports XI and openair.crystalreports.com. Previously, reports had to be manually updated or scheduled to update periodically.

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Custom field pick list
Create a custom field with values from existing list data within an OpenAir account such as users, customers, or projects. The benefit of this feature is that the pick list populates with current account data and thus eliminates the need for an administrator to actively manage the values list of the custom field.

To enable custom field pick lists, please send an email request to support@openair.com.

How to set up and use a custom field pick list:

1. Users with required role privileges navigate to Account > Company > Custom fields > Create and select a "Pick List Field." The "New Pick List custom field" form displays.
2. Type the Field name, select active, and type a Description.
3. Under Association, select the entity in which the custom field pick list will be located.
4. Type the Display name and a Hint.
5. Select the "List source" using the drop-down list provided. Complete additional information and click Save. The custom field pick list displays in the entity selected.

1. Navigate to a form that contains a magnifying glass. For example, navigate to Resources > Bookings and select a booking. The "Edit booking" form displays.
2. Click the magnifying glass by "Resource" and a "Search" window displays. To close the search panel, the user can click on the green X icon that appears on the left of the window.
3. Type a letter and a list of possible resources displays. Continue typing letters until the desired selection displays.
4. Click on the selection and it is entered on the form.
5. If the desired entry does not display, click "Advanced search." A pop-up window displays for more extensive searching.

1. Navigate to Account > Account > Roles and select a role.
2. Scroll down to "Resources" and select the check box to "Enable profile worksheet."
3. Navigate to Resources > Resources and select a User ID.
4. Click "Worksheet." A Worksheet displays with the profile of the selected user. Under the "Attribute" column, an arrow displays indicating multiple attributes.
5. Use the drop-down list and select an attribute for each "Type."
6. If necessary, click in the "Comment" text box to type comments.
7. Select the check box under "Delete" to delete an attribute type from the user profile. Click "Save" and it is deleted.

1. Navigate to Resources > Booking requests > Grid. The Booking request grid displays. Note: To change the Booking request grid form, click the "Settings" link and select from available options regarding time periods. Choose a default resource, customer and project, booking type, and whether the booking request is in hours or percentage. There is also an option to include or exclude custom fields. Click Save..
2. Select the Resource, Customer: Project, Task (if booking to a task is enabled), Booking type, and Custom Fields. Enter the hours or percentage requested for the resource under each request period.
3. Click Save & Submit or Save. Once Save & Submit is selected, a message displays outlining submitted booking requests. If Save is selected, booking requests can be submitted at a later date by navigating to Resources > Booking requests > Open. Select the check boxes of the booking requests to submit and click the "run" icon at the top of the check box column. Select "Submit the selected booking requests" option and click OK. Note: Booking requests will no longer appear on the grid once they have been submitted.

1. Users with required role privileges navigate to Account > Company > Custom fields > Create and select a type of custom field.
2. Type the Field name, select active, and a Description.
3. Under Association, select "Booking request."
4. Complete the form information and click Save. The custom field displays on the Booking request grid.

1. Create custom fields for task assignments that display on the new and edit task forms. Users with required role privileges navigate to Account > Company > Custom fields > Create and select a type of custom field. For example, create a currency custom field for Retail Rate.
2. Type the Field name, select active, and a Description.
3. Under Association, select "Task assignment."
4. Complete the form information and click Save. The custom field displays in Projects on the New task and Edit tasks/phases forms.

1. Navigate to Projects > Projects > Create > Project. The "New project" form displays. Enter form information and click Save.
2. On the Projects list view, select the project.
3. Click the "Task assignment" link on the far right.
4. Click the "Defaults" link. The Task assignment default form displays.
5. Enter default information for each resource or group who will be assigned to a task in the new project. Click Save. Available items include any task assignment custom fields you have created. If you have enabled the feature to override user hourly cost at the task level, this option appears also. If you have multiple levels of loaded cost enabled, these levels appear as well. Click Save.
6. Create phases and tasks for the project. Notice that the default task assignment custom fields display, and when resources are assigned, the default resource information automatically populates the custom fields.
7. To display task assignment summary information for the project, click the "Task assignment" link, then click "List". Note: Use the "customize" link to select fields for display.

1. To make changes to the default values of a resource, click the "Defaults" link. Make the desired changes and click Save. All subsequent task assignments will contain the updated values.
2. To update the values of previously assigned tasks, click the "List" link to display the list of project tasks and select the check boxes of the tasks containing information to be updated.
3. Click the "run" icon at the top of the check box column. An "Actions" pop-up window displays.
4. Select the "Replace values with ..." option and the window expands to include all default task assignment options.
5. Type the new values in the entry boxes provided and click OK. The values are changed in all of the tasks that were selected in the Task assignment list view.

1. Users with required role privileges navigate to Account > Account and select "Hierarchies" under Account data.
2. Click on a project hierarchy. The Edit hierarchy form displays.
3. Scroll down and select the check box to "Use as primary project dropdown filter." Click Save.
4. Navigate to Timesheets > Timesheets and create a Timesheet. A project hierarchy column displays on the Timesheet to the left of Customer:Project.
5. Select level or a node using the drop-down list. The list of available Customer:Project entries changes according to the selection.
6. Select a Customer:Project. The list of available tasks changes according to the selection.
7. Select a Task and enter time. Click Save.