Enhancements
Get the most out of your OpenAir reports and Business Intelligence tools with OData!
Recover files to a selected workspace, their original location, or your PC after you’ve deleted them.
See which optional features your account has and doesn’t have enabled, and access feature descriptions!
Quickly access the list of User Guides in PDF form.
Link billing rules to revenue recognition rules.
See what impact your planning has on the final project price!
Make your news feed even more useful with Uniform Resource Identifier links!
The Project Status Summary has had several user interface and performance improvements made.
Additional columns have been added to several list views and Project Status Summaries.
Link billing rules to revenue recognition rules.
Use the Consolidated Resource Profile to store, access, and manage your resources’ latest résumé or Curriculum Vitae!
Show only selected skill categories and quickly add new skills to your resource profiles!
Interface changes to improve the Consolidated Resource Profile experience.
Quickly find the right candidate for the job!
De-clutter your Resource Compare View by hiding inactive resources!
You can now filter by tag groups and custom fields, including checkboxes, radio buttons, and drop-down lists, in Advanced Booking Worksheet.
The Task filter is now available on all Summary and Crosstab reports where Task name can be used.
You can now select and use any type of Charge values in Time Entry detail reports.
The Proxy Expiration field has been added for use in the “Proxies” detail report.
Conditionally update records based on the date they were last updated.
Solutions are no longer limited to only including a script with referenced parameters and libraries!
You can now set the Author parameter for the sendMail NSOA function.
Set the order in which the XML Read command returns data.
You can now deploy scripts against issue and project issue forms.
Several new XML data types, SOAP complex types, and commands have been exposed.
Use Token-Based Authentication for NS Connector for greater security and to use real-time integrations, even without SuiteCloud Plus!
Integrate projects and tasks when saving them!
Control how many threads the NS Connector uses for integrations when using SuiteCloud Plus!
New features for OpenAir for iPhone and Android!
Effective as of the April 2018 release, the legacy Crystal Reports service in OpenAir will be deprecated.
upGet the most out of your OpenAir reports and Business Intelligence tools with OData!
The OpenAir Business Intelligence Connector gives you point and click access to OpenAir from existing reporting, business intelligence, work flow, and integration applications. The Business Intelligence Connector workflow is to first publish a report to the OpenAir database, then load that information into your Business Intelligence tool. This feature also enables a Publish reports role permission which allows non-administrator users to publish reports.
To learn more about OData, visit the OData resource site at www.odata.org.
Note: To enable this feature, please contact your OpenAir Sales Representative. This feature does not support SAML or LDAPS users.
Go to Reports > Saved reports and click the Publish icon in the Action column for the report with the data you want.
Open your Business Intelligence tool and import the data according to the tool’s instructions.
Go to Reports > Saved reports and click the Schedule icon in the Action column for the report with the data you want.
In the General section of the Schedule Report form, select Publish to OData Server and click Save.
Open your Business Intelligence tool and import the data according to the tool’s instructions.
Note: When publishing a report with collapsible levels (for example, with a Client column under which different projects may roll up under), click show all in the report in OpenAir to include each sub-category in the published data, and hide all to exclude each sub-category and only include the totals for the main level.
Tip: Report data exported to a CSV file is saved as text, even if the values were numbers in OpenAir; however, reports published and accessed through OData preserve the data's original data type.
To import your data from OpenAir, you will need the following login information:
Location of the data feed in your OpenAir account | https://www.openair.com/odata/v4/reports/ |
Location of the data feed in your OpenAir sandbox account (optional) | https://sandbox.openair.com/odata/v4/reports/ |
Location of the data feed in your OpenAir demo account (optional) | https://demo.openair.com/odata/v4/reports/ |
OpenAir User Name | COMPANY\USERID (for example, Honeycomb\mcollins) |
Password | Your OpenAir password |
Data accessed using the Business Intelligence Connector is read-only, and you can only publish and access your own reports.
Note: The Business Intelligence Connector only supports the latest version of OData V4 / JSON (Open Data Protocol).
Recover files to a selected workspace, their original location, or your PC after you’ve deleted them.
With this feature, you can restore deleted files, including receipt photos, résumés or CVs, or other attachments, to a specified workspace or to their original location, or download the files to your PC.
Note: Records deleted 6 months or prior to the date of the attempted restoration are not generally available for restoration. Record retention periods may change in the future.
In addition, restored files count against your account’s file storage limit.
Note: The original location must still exist to restore a deleted file to it. You cannot restore a deleted file to a deleted record.
Go to Administration > Global Settings > Account and click Restore deleted document/folders.
In the Run an Action column, select the checkbox next to the file or files you want to restore.
In the Run an Action dropdown list, select Restore files to original records.
A dialog appears showing the status of the restored files. Click the Click here link to close the window and refresh the list of deleted files.
Go to Administration > Global Settings > Account and click Restore deleted document/folders.
In the Run an Action column, select the checkbox next to the file or files you want to restore.
In the Run an Action dropdown list, select Restore deleted files.
Alternatively, you can click the Undelete button in the Commands column.
In the Actions dialog, select a Workspace to restore the deleted files to and click OK.
A dialog appears showing the status of the restored files. Click the Click here link to close the window and refresh the list of deleted files.
Go to Administration > Global Settings > Account and click Restore deleted document/folders.
In the Run an Action column, select the checkbox next to the file or files you want to restore.
In the Run an Action dropdown list, select Download.
Alternatively, you can click the Download button in the Commands column.
Select a location to save the file to and save the file.
See which optional features your account has and doesn’t have enabled, and access feature descriptions!
The Enabled Features View lists features published in OpenAir release notes and indicates which features you have enabled or not.
The list of features includes Account-level features (which must be enabled by OpenAir Support) and Administrator-level features, which can be turned on or off by an administrator.
Go to Administration > Global Settings > Reports and click Enabled features.
Click the dropdown list under the column heading to sort or filter by and select an option.
Click on a feature’s name in the list view to open an OpenAir Help Center article briefly describing that feature.
Note: This feature requires the “OpenAir Help Center” feature.
Click the “Enabled in account” or “Disabled in account” status message.
Note: This feature requires the “OpenAir Help Center” feature.
The Enabled Features View also includes the date a feature was introduced in OpenAir.
Tip: You can use the information in this column to see what features were added after your last update.
Each feature’s status is also provided. Features enabled in your account use a green icon, while disabled features use a red icon. Text also indicates whether the feature is enabled or not.
The Help Center now includes a navigation bar with a Quick Link to the OpenAir user guides in PDF form.
upSee what impact your planning has on the final project price!
This feature adds Estimate at Completion (EAC) and Estimate to Complete (ETC) columns to your budgets’ total columns in the budget, actuals, and compare screens. When you save changes to your budget, the EAC and ETC fields update to account for the changes.
Estimate to Complete – includes all planned budget values from a set pivot date until the last project budget entry
Estimate at Completion – includes all actual budget values before a set pivot date and Estimate to Complete values from the set pivot date until the last budget entry
Note: To enable this feature, please contact OpenAir Support and request the ETC/EAC in Project Budgets feature. This feature also requires the Project Budgets feature.
Go to Administration > Application Settings > Project Settings > Project Budget options.
In the EAC ATC pivot date setting section, select a meta-date from the Pivot date field.
Click Save.
Go to Projects > Project Budgets and click Budget or Actuals for the budget you want to open.
Click the Budget info & settings tab.
Under View > Hide / Show, select ETC, EAC values.
ETC and EAC values can also be used in several types of crosstabbed and detail reports. In addition, you can use the Inception to Date (ITD) field in reports:
Inception to Date – describes how much money has been spent from the beginning of the project up to a certain point of time (either today or a set pivot date).
This feature allows you to set a baseline budget which is used as the main point of comparison against a project’s actual data and other budgets for that project in reporting. A budget with any type of status (open, approved, submitted, archived) can be marked as a baseline.
Note: Only users with the ETC/EAC in Project Budgets feature and the Allow the user to set a project budget as a baseline role permission can mark budgets as baseline.
Ensure that you have the Allow the user to set a project budget as baseline enabled.
Go to Projects > Projects > [Select a project] > Financials > Project budget.
In the Action column, select the Baseline icon next to the budget you want to set as a baseline.
Click OK.
Baseline budgets display a green check icon in the Baseline project budget column in the Project Budget list view.
Note: Each project can only have one baseline budget.
Make your news feed even more useful with Uniform Resource Identifier links!
You can now insert the following types of links in your project status news feed updates:
tel
Callto
Skype
XMPP
HTTP
HTTPS
The Project Status Summary has had several user interface and performance improvements made.
The interface has been improved to make it easier to add, create, and move portlets. In addition, pages and portlet data now load faster.
Go to Projects > Projects > [select a project] and click the Project Status Summary icon.
Click the Options icon and click Edit.
To add a new portlet, click the Add new portlet icon and select the type of portlet to add. Enter a Label and Description for the portlet. You can also select if the portlet is visible in Client View.
If the portlet is a dynamic portlet, you can select up to three fields to sort individual portlet cards by. Drag the fields to change their order, or click the Remove icon to remove the field from the portlet. Click the Ascending order or Descending order icon to set the sorting order.
Tip: We highly recommend ordering the content of dynamic portlets; without a set order, portlet cards are ordered randomly.
Click Apply to add the portlet to the Project Status Summary.
To add a field to a portlet, click the Add item icon within the portlet and select the field to add. Enter a title for the field, or leave it blank to use the default title. Select an optional footnote for the field (footnotes can contain information from a data source or custom text which you enter yourself). You can also select if the field is visible in Client View, and limit the field to particular roles. Click Apply to add the field to the portlet.
To make a field a portlet header, drag the field from the portlet body to the portlet header.
Note: You can place multiple fields in a portlet card header.
To move a portlet, drag it to a new location in the Project Status Summary.
To edit an existing portlet, click the Edit portlet icon at the top of the portlet.
To make a portlet visible or to hide a portlet in Client View, click the Hidden or Visible icon at the top of the portlet. Alternatively, click the Edit portlet icon and select or clear the Visible in Client View option.
To delete a portlet, click the Delete this portlet icon.
To add filters to a portlet, click the Define how cards are filtered icon. Click the Add Condition button to create conditions to filter by. Click Apply to apply the filter.
Tip: We highly recommend using filters in dynamic portlets to get the most targeted data.
Click Save to save your Project Status Summary layout.
Click the Options icon and click Exit editing mode or click the Close icon to close the Project Status Summary.
You can build advanced, multi-condition filters using the Query Builder interface.
Relative and Rolling Date filters have been added to Project Status Summaries.
A green filter icon indicates if filters are active in a portlet in View mode. You can also point to the filter icon to see if filters are active.
Printing has also been enhanced with a new printed layout.
Go to Projects > Projects > [select a project] and click the Project Status Summary icon.
Click the Options icon and click Print.
Set your printer settings and click Print.
Get more out of selected list views with new columns!
The following list views have new columns available for use:
Location | New Columns |
---|---|
Recognition Transactions | Task |
All Project module list views and Project Status Summary | Project Approver 1, Project Approver 2, Project Approver 3 |
Projects list view and Project Status Summary | Total Invoiced to Exclude Tax |
Charges list view and Project Status Summary | Invoice-associated custom fields |
Link billing rules to revenue recognition rules.
This feature allows you to choose which revenue recognition rule forms display a billing rule pick list. When you select a billing rule from this field, the billing rule is linked to the revenue recognition rule. This setting does not affect when billing or revenue recognition rules are run. Billing Rule IDs on revenue recognition rules can be accessed using the XML or SOAP APIs.
Note: To enable this feature, please contact OpenAir Support and request the Show Billing Picklists on Revenue Recognition Transactions feature.
Use the Consolidated Resource Profile to store, access, and manage your resources’ latest résumé or Curriculum Vitae!
Go to Resources > Resources > [Select a resource's Employee ID].
Click Upload CV.
Select the file to upload.
Once a résumé or CV has been uploaded for a resource, the “Upload CV” button will become the “Download CV” button. To upload a new résumé or CV for a resource who already has one stored, use the “Upload CV” button in the Resource Profile Menu.
Go to Resources > Resources > [Select a resource's Employee ID].
Click the Resource Profile Menu button and select Upload CV.
Select the file to upload.
Note: Uploading a new résumé or CV does not overwrite old résumés or CVs. All stored versions are available in the Manage CVs button in the Resource Profile Menu.
Go to Resources > Resources > [Select a resource's Employee ID].
Click Download CV. OpenAir will download the last résumé or CV which was uploaded for this resource.
Go to Resources > Resources > [Select a resource's Employee ID].
Click the Resource Profile Menu button and select Manage CVs.
In the Actions column, click the Download link for the résumé or CV you want to download.
Go to Resources > Resources > [Select a resource's Employee ID].
Click the Resource Profile Menu Button and select Manage CVs.
In the Actions column, click the Delete link for the résumé or CV you want to delete.
Click OK to confirm the deletion.
Tips:
When you point to the Download CV button, a tooltip appears to show when file was last updated.
The “Latest” column in the “Manage CVs” list view contains a check mark for the most recently uploaded résumé or CV.
Show only selected skill categories and quickly add new skills to your resource profiles!
Skill levels now roll up under categories which you can expand or collapse to see only the skills you want. Each category shows how many skills or skill levels are available for it.
A category filter has also been added to the skills picker. Use it to select a specific skill category, and the picker only displays skills which are available for that category. You can use the text search field to quickly find desired skills within this filtered list.
Interface changes to improve the Consolidated Resource Profile experience.
Editing a skill has been streamlined and it is no longer necessary to first delete a skill before changing the skill’s level or description.
Go to a resource’s Consolidated Resource Profile and click the Edit Skills icon.
Click the Menu icon next to the skill you want to edit.
Click Edit.
Click the skill level in the Choose Skill Level header to change the skill level.
Enter a note for the skill and level (optional).
Click OK.
Notes for skills now appear when pointing to the skill in a resource’s Consolidated Resource Profile.
You can now set the number of columns to display in the Consolidated Resource Profile header and skills sections.
Go to a resource’s Consolidated Resource Profile and click the Menu icon.
Click Edit layout.
Click the icon for how many columns (2, 3, or 4) you would like to use.
Click Save.
Quickly find the right candidate for the job!
With Advanced Resource Search, enter the parameters, skills, and demographics you’re looking for, and OpenAir does the rest. Search for availability, resource type, and entity tags. Mark parameters as “Required” and OpenAir will make sure that the search results will only return candidates with those skills.
Note: This feature is enabled by default, and all users with access to the Resources module can use it. To control access to this feature, please contact OpenAir Support to enable the View Advanced Resource Search role permission, which can be used to limit access to specific roles.
Go to Resources > Search > Advanced Resource Search.
Enter the General search parameters in the General parameters tab.
Resource type filter - filter the types of resources which are included in the search. If no options are selected, Advanced Resource Search will search for all resource types. If you select an option (for example, “regular resources”), Advanced Resource Search will only search for the selected type of resource. Click the toggle button next to the Resource type filter heading to disable filtering by Resource type.
Availability – you can set the Date period for when you will need the resources, their availability by percentage or hours, or limit their availability to specific booking types. Select the Allow no intervening bookings when determining availability option to prevent Advanced Resource Search from including resources with existing bookings which conflict with your search period from being included in the results. Click the toggle button next to the Availability heading to disable searching by ability.
Entity tags – set search criteria for Entity tags here. Click the toggle button next to the Entity tags heading to disable searching by Entity tags.
Enter the Skills you would like the resources to have in the Skills & Demographics tab.
To add a skill to the search, first click the Add new Skills / Demographics icon. Then select a skill category and click the + icon next to the skill you want to add to the search.
To delete a skill from the search, click the Delete icon to the right of the skill name in the Advanced Resource Search Parameters.
Alternatively, you can delete a skill from the search by clicking the Add new Skills / Demographics icon selecting the skill category of the skill to delete, and clicking the Remove Skill icon next to the skill you want to remove from the search.
To mark a skill as required, point to the skill and click the Required icon. The search will only return resources who have this skill.
Note: Some skills may have multiple levels of expertise or knowledge assigned to them (for example, JavaScript might have a Beginner, Intermediate, and Expert level of knowledge). Advanced Resource Search searches for each of these skill levels differently depending on how your skill profiles are set up.
For example, if you only allow a user to have only one level for JavaScript, and mark “Intermediate” JavaScript as required, Advanced Resource Search will return users with the “Intermediate” skill levels.
If no skills are marked as required, and you select “Intermediate” and “Advanced” JavaScript, Advanced Resource Search will return candidates with either of these skills. Resources without “Intermediate” or "Advanced" JavaScript will also appear, but will be ranked lower.
As you enter search criteria, the Defined parameters matched field updates to indicate how many resources your search will return.
Advanced Resource Search supports heirarchies when searching.
Click Search to get the list of resources which match your search criteria.
You can also save searches in Advanced Resource Search
Click the Menu icon in the General parameters tab.
Click Save search settings.
Name the search (required) and provide a description for it (optional).
Click Save.
Click the Menu icon in the General parameters tab.
Click Copy and save.
Name the search (required) and provide a description for it (optional).
Click Save.
Click the Menu icon in the General parameters tab.
Click Delete.
Click OK to confirm the deletion.
De-clutter your Resource Compare View by hiding inactive resources!
To enable this feature, go to Administration > Application Settings > Resources Settings and clear the Include inactive resources option.
You can now filter by tag groups and custom fields, including checkboxes, radio buttons, and drop-down lists, in Advanced Booking Worksheet.
Go to Resources > Bookings > Worksheet and click the Settings icon.
Click the >Create link next to the filters you want to set.
Select the filter settings and click OK.
The Task filter is now available on all Summary and Crosstab reports where Task name can be used. In addition, task names are shown with project names and project phases to better identify the task.
Note: The default number of tasks which can be selected for the filter is 300. To change this limit up to a maximum of 2,000, please contact OpenAir Support and request to change the number of selected items in the Multiple Selection Interface.
You can now select and use any type of Charge values in Time Entry detail reports.
The Proxy Expiration field has been added for use in the “Proxies” detail report.
Note: This feature requires the “Expiration Dates for Proxies” feature. Please contact OpenAir Support to enable this feature.
upConditionally update records based on the date they were last updated.
With the ModifyOnCondition command, you can perform actions such as updating the external_id of a record type only if the update time on the OpenAir server is older.
For example, to use the ModifyOnCondition command with the “if-not-updated” condition, use the following syntax:
//ModifyOnCondition command supporting the “if-not-updated” condition
<ModifyOnCondition condition="if-not-updated" type="Booking">
//Followed by the object to update, for example, “Booking”
<Booking>
<id>2</id>
<external_id>123456789</external_id>
<notes>New notes</notes>
<user_id>152</user_id>
</Booking>
//Next, the date object to compare against
<Date>
<day>1</day>
<month>1</month>
<year>2017</year>
<hour>20</hour>
<minute>5</minute>
<second>09</second>
</Date>
</ModifyOnCondition>
If <Date> is older than “modified” in the database, the command will return the full record from the database and the status “1200” (Command wasn’t executed because condition wasn’t met. Returning the record from DB.).
If <Date> is newer than “modified” in the database, the command will modify the record and return only the saved information (as with a standard Modify command). The Status will be “0” (Success).
Solutions are no longer limited to only including a script with referenced parameters and libraries!
With this feature you can create solutions which create:
Zero or more scripts
Custom fields
Script libraries
Script parameters
This feature changes the Scripting interface to include new selection lists for “Custom fields” and “Script parameters”.
Library scripts are now listed in the “Scripts” selection list (Go to Administration > Scripting Center > Solutions > [Select a solution]).
When creating solutions, you now only need to select additional custom fields and parameters. Selected scripts automatically pull in the necessary libraries and parameters. OpenAir will ignore duplicate selections.
Lastly, you can directly view the list of custom fields and script parameters in the Solutions list view.
You can now set the Author parameter for the sendMail NSOA function.
Note: The parameter can be set for one OpenAir user ID only.
Set the order in which the XML Read command returns data.
You can use the “order” attribute to specify a valid column to order by. The default order is ascending.
For example, to return the 10 newest objects in descending order:
//Get the 10 newest objects
order="created,desc" limit="10"
To get the latest 10 updated objects in ascending order:
//Get the latest updated objects
order="updated,asc" limit="10"
In the above example, you can omit the “asc” parameter, as ascending order is the default:
//Get the latest updated objects
order="updated" limit="10"
You can now deploy scripts against issue and project issue forms.
Several new XML data types, SOAP complex types, and commands have been exposed.
Enabled delete support for Category_1 through Category_5, Costcenter, and Request_item for XML and SOAP
Exposed AttributeDescription and enabled add, modify, and delete support for it in SOAP and XML
Exposed ExpensePolicy and ExpensePolicyItem in SOAP and XML
Exposed the size field for Attachment in XML and SOAP
Exposed project_taskid for Purchase_item in XML and SOAP
Exposed resourceprofile_type in SOAP and XML
Proxies can now be added or updated in SOAP and XML
Use Modify for custom fields to update the value list in custom dropdown lists
Use Token-Based Authentication for NS Connector for greater security and to use real-time integrations, even without a SuiteCloud+ account!
Token-Based Authentication makes all real-time integration features available to everyone. In addition, with Token-Based Authentication, your integration users will no longer need to change their integration passwords. The security is also stronger because of TBA’s request-level signatures.
Note: Using Token-Based Authentication does not enable multi-threading, and only allows interleaving.
In addition, Token-Based Authentication requires the 2016.2 Communication Endpoint. To enable it, please contact OpenAir Professional Services. We recommend testing your integration with this new endpoint on a sandbox before fully implementing it.
In NetSuite:
Go to Setup > Company > Enable Features > SuiteCloud and select the Token-Based Authentication feature.
Go to Setup > Integrations > Manage integrations and select the Credentials and Token-Based Authentication features.
Note: NetSuite will provide you with a TBA Consumer Key and TBA Consumer Secret if this is the first time you are setting up an integration record with Token-Based Authentication support.
Assign integration users the “Full Access” role.
In OpenAir:
Go to Administration > Global Settings > Account > Integration: NetSuite and click Retrieve NetSuite roles.
Select the Full Access role.
Click Save
Contact OpenAir Professional Services and ask them to enable and configure the 2016.2 Communication Endpoint.
Go to Administration > Global Settings > Account > Integration: NetSuite and enter the TBA Consumer Key and TBA Consumer Secret from NetSuite in the OpenAir Integration Form.
Click Save.
Click the Tips button and click Create TBA token. A success message appears.
When Token-Based Authentication is enabled, the NetSuite Webservices Usage Log will not display login or logout webservice actions.
To see your TBA token, go to the “Access Tokens” page in your NetSuite account. The OpenAir token is called “openair_token”. You must be logged in with the Full Access role for integration users or have the proper TBA permissions as a NetSuite user.
In OpenAir, go to Administration > Global Settings > Account > Integration: NetSuite, delete the TBA Consumer Key from the TBA Consumer Key field, and click Save.
In OpenAir, go to Administration > Global Settings > Account > Integration: NetSuite, re-enter the TBA Consumer Key into the TBA Consumer Key field, and click Save.
Integrate projects and tasks when saving them!
Both projects and tasks have been added to the Real-Time integration menu in NS Connector, and can be updated on the Save event. These events are not restricted by role permissions, and the user triggering the Save event does not need the “View and run the NetSuite integration” role permission.
You can also trigger these real-time integrations with User Scripts.
To use this feature, you must have the NetSuite 2016.2 endpoint and be using Token-Based Authentication.
Control how many threads the NS Connector uses for integrations with SuiteCloud Plus!
Customers with SuiteCloud Plus can now request the number of threads they want to dedicate to NetSuite Connector’s integrations. The value can be set from 1 to 10 threads concurrently. The number of concurrent threads defaults to 10 threads unless another value is requested.
Customers without SuiteCloud Plus are always limited to 1 thread for the integration.
Note: To enable this feature, please contact OpenAir Support.
upAndroid and iPhone apps now respect read-only attachment form permissions.
Synchronization on Android now runs as a separate service and finishes even if the OpenAir app is closed.
Android and iPhone apps have been rebranded with the Oracle logo and title as part of Oracle's November 2016 acquisition.
Minor bug fixes for both apps.
Effective as of the April 2018 release, the legacy Crystal Reports service in OpenAir will be deprecated.