Enhancements
Enhancements

April 14, 2018

Overview

Global

Save List View Configurations

Save and load list view configurations and share them with your colleagues!

Redesigned OpenAir User Experience

Experience OpenAir with a new, slick, and user-friendly interface.

FTPS in Automatic Backup Service (ABS)

Receive your data from Automatic Backup Service via FTPS.

Verify Password Change

Changing your password requires you to enter the old password.

Details

Projects

Updated Gantt Chart, Booking Planner, and Budgeting Interfaces

Enjoy a more responsive, stylish Gantt Chart, Resource Planner, and Budget!

Details

Resources

Prioritized Search Results in Profile Picker

Search results in Consolidated Resource Profile and Advanced Resource Search are now prioritized so that exact matches appear first, and are organized by category.

Restricted Skills in Consolidated Resource Profile

Restrict and hide skills by role permission in Consolidated Resource Profile.

Mandatory Skills in Consolidated Resource Profile

Search for resources with any level of required skills in Advanced Resource Search.

Details

Invoices

Combine Charges on Invoices

Invoice layouts now have additional options for combining charges.

Details

Reports

Project Start and Project Finish Filters in Summary and Crosstabbed Reports

Use new filters to better define the scope of your reports.

New [Me] Meta-Value for User-Based Filters and [My Department] Meta-Value for Department Filters

Use the [Me] and [My Department] meta-values in filters to share a single report which shows each recipient only their data.

Details

Platform

XML and SOAP Support for CV Upload, Delete, and Download

Use the ResourceAttachment data type or oaResourceAttachment complex type to specify a user’s CV attachment in their Consolidated Resource Profile.

Document/Literal Binding in SOAP API

Access a Document style with literal use version of your OpenAir WSDL.

Hours Remaining Estimate Field in SOAP and XML API

The ProjecttaskEstimate object has been exposed in the SOAP and XML APIs and User Scripting.

Details

Business Intelligence Connector

Publish Shared Reports with Business Intelligence Connector

Publish your shared reports with owner or recipient access privileges and take control of the data you’ve published.

Published Date and Publish Status in List Views and OData Feed

See when and if your reports were published in your saved reports list view.

Unpublish Reports

Reports can now be unpublished from your OData feed.

Replace Non-Alphanumeric Characters with Underscores in Column Titles and Metadata

When this feature is enabled, space characters in column titles are replaced with underscore characters.

Separate Service URL and Resource Name

The Resource Name has been moved out of the Service URL to its own field in the Publish window.

Details

NetSuite Connector

OpenAir Revenue Recognition Rules and Transactions with NetSuite Advanced Revenue Management (ARM)

NS Connector now supports integrations of selected OpenAir Revenue Recognition Rules with NetSuite’s Advanced Revenue Management.

Integrate All Viable Time Entries

Integrate all viable time entries to NetSuite when a timesheet contains time entries which should not be exported.

Details

System Integration

OpenAir Mobile Apps

Exciting new and upcoming features for Android and iPhone!

Integration Manager (IM)

Integration Manager now supports even more categories!

Exchange Integration Manager (EIM)

Great features coming soon to Exchange Integration Manager!

Details

Service Changes Impacting Infrastructure

Details

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Details

Global

Save List View Configurations

Save and load list view configurations and share them with your colleagues!

This feature saves your list view configurations, including which columns appear in the list, column order, sort-by column, and the sorting order. You can then reload the configuration any time you want to use it, or create alternate list view configurations. Finally, you can create public list view configurations which your other users can apply.

You can save list view configurations for all existing list views. Saved list view configurations are linked to the list views they can be applied to. For example, your project list views have their own sets of list view configurations, as do expense list views and invoice list views.

Note: To enable this feature, please contact OpenAir Support and request the Save List View Configurations feature. This feature also enables the Create public list views user setting, which can allow users to create list view configurations which other users can also see and use.

When you first open a list view, it will be given an “Untitled” name, which can be changed if you save the configuration.

Saved List Views

To save a new list view configuration:

  1. Go to the list view you would like to save the configuration for.

  2. Click the Expand icon icon next to the “Untitled” configuration name and click Save as.

  3. In the New list view settings window, enter a name for the list view configuration in the List View Name field (required). You can also enter an optional description of up to 500 characters in the Description field.

    Saved List Views

  4. Click Save.

The “Untitled” list view configuration name will change to the name you’ve given the configuration.

Saved List Views

If you make changes to a list view configuration after it has been saved, the configuration name will appear with a red asterisk. You can save changes to the same list view configuration, or save the changes as part of a new list view configuration.

Saved List Views

To save changes to an existing list view configuration:

  1. Go to the list view you would like to save the configuration for.

  2. Click the Expand icon icon next to the currently opened configuration name and click Save.

To create a new configuration from an existing one:

  1. Go to the list view and select a configuration.

  2. Click the Expand icon icon next to the currently opened configuration name and click Save as.

  3. In the New list view settings window, enter a name for the list view configuration in the List View Name field (required). You can also enter an optional description of up to 500 characters in the Description field.

  4. Click Save.

If you make changes to a saved list view configuration which you do not want and haven’t saved the changes, you can discard them.

To edit a saved list view’s properties:

  1. Go to the list view and select the configuration you want to edit.

  2. Click the Expand icon icon next to the configuration name and click Edit properties.

  3. Make changes to the properties and click Save.

Saved list view configurations can be deleted.

To delete a saved list view configuration:

  1. Go to the list view and select the configuration you want to delete.

  2. Click the Expand icon icon next to the configuration name and click Delete.

  3. Click OK in the confirmation window.

Alternatively, you can delete list view configurations one at a time or in bulk from the Manage saved list views screen.

To access the Manage saved list views screen:

  1. Go to the list view and select the configuration you want to delete.

  2. Click the Expand icon icon next to the configuration name and click Manage saved list views.

You can easily switch between the list view configurations you’ve created using My saved list views.

To change to one of your saved list view configurations:

  1. Click the Expand icon icon next to the configuration name and point to My saved list views.

  2. Click the list view configuration you want to load.

Alternatively, you can apply a list view configuration from the Manage saved list views screen.

To change to one of your saved list view configurations from the Manage saved list views screen:

  1. Go to the list view which contains the configuration you want to apply.

  2. Click the Expand icon icon next to the configuration name and click Manage saved list views.

  3. In the Actions column, click the Apply to list view link next to the list view to apply.

  4. Click OK in the confirmation window.

You can also set list view configurations as favorites from the My saved list views dropdown list. To select a favorite list view configuration, point to the configuration’s name in the My saved list views dropdown list and click the star icon next to the name.

Saved List Views

Favorite list view configurations appear in a special Favorites section of the main configuration dropdown list.

Saved List Views

To remove a configuration from your favorites, click the red star icon next to its name.

Saved List Views

Lastly, if you have the Create public list views user setting, you can make your list view configurations public so that other users can apply them to their list views.

To assign the Create public list views user setting:

  1. Go to Administration > Global Settings > Employees and click an Employee ID.

  2. Select the Create public list views option on the Demographic > Optional Features section.

  3. Click Save.

Note: Administrators must also set this permission on their user demographic to be able to create public list views.

To make a list view configuration public:

  1. Go to the list view which contains the configuration you want to make public.

  2. Click the Expand icon icon next to the configuration name and click Edit Properties.

  3. Select the Make this list view public option.

  4. Click Save.

Saved List Views

Redesigned OpenAir User Experience

Experience OpenAir with a new, slick, and user-friendly interface.

OpenAir’s next generation navigation is being released in phases. Each phase must be enabled separately. Phase One is available in this release, and includes changes to the navigation bar, Create Button, Tips and Resource Compare View icons, and User Center. The new design works especially well with tablets and smaller screen resolutions.

Redesigned User Experience

Note: To enable this feature, please contact OpenAir Support and request the Redesigned OpenAir User Experience.

Important: Please test this feature extensively on a sandbox account or during release preview before enabling it in your production account.

OpenAir’s top navigation bar has been redesigned and repositioned to the left side of the screen. From here you can open each of OpenAir’s modules and continue to in-module navigation with screen navigation if available. OpenAir’s main modules appear as icons with a black background, while special modules such as Reports, Workspaces, and Administration are shown with a grey background.

Redesigned User Experience

Click a module name to open a sub-menu which contains navigation to the pages within the module. A green bar to the left of the module icon indicates from which module the current page is opened within.

Redesigned User Experience

If there are more modules than can be displayed on your screen at one time, you can click the See more icon icon to open a sub-menu containing your other modules.

Note: Clicking a module icon no longer takes you directly to that module and the last page you opened within it. Instead, to navigate to a module, click the module icon and click a destination page in the module’s sub-menu.

Some pages contain screen navigation with links to specific list views or tools, such as the Submitted Bookings list view, or the Booking Planner. A green bar to the left of a page name indicates which page you are currently in.

Redesigned User Experience

Click the Expand/Collapse icon icon to expand or collapse screen navigation.

The Create button is located at the top of the sidebar, and functions the same as in UI3.

When clicked, the Create menu appears. The left column contains context-specific module, record, or screen create actions. Module create actions appear with a grey background if screen or record actions are also available.

Redesigned User Experience

Search functionality is available in both the context-specific and All items columns. Matching keywords are highlighted in bold text.

Redesigned User Experience

Logo space is optimized for pictograms to save space. Large logos are scaled down to fit within this dedicated space. The optimal size for logos is 50 x 50 pixels.

Lastly, the Tips and Resource Compare View icons have been moved to the upper right of the page, next to the User Center. The user’s name and title has been replaced by a material avatar with their initials, and their full name and title appears when the avatar is clicked.

Redesigned User Experience

Note: If you use OpenAir in an embedded window within NetSuite, the new User Experience will instead appear closer to OpenAir's current design.

FTPS in Automatic Backup Service (ABS)

Receive your data from Automatic Backup Service via FTPS.

The FTP option for receiving your ABS data has been deprecated and FTPS options with SSL-encrypted connections have been added.

FTPS options

Note: Customers who do not switch their FTP setting to FTPS or another available option will automatically be switched to the Suspend Service setting.

Verify Password Change

With this feature, changing your password now requires you to enter the old password.

This feature enables a new required field called Current Password, which is used when a user changes their password. The correct password must be entered before the password will be changed.

Current Password field

This feature also affects changing your password when it has expired, or if you created an invalid password (for example, with the incorrect number of alphanumeric characters) and must create a new password which conforms to the rules.

Warning: If your account has a maximum number of login attempts set up, typing your current password incorrectly when changing passwords will count towards your allowed password attempts.

Note: To enable this feature, please contact OpenAir Support and request the Verify Password Before Change feature.

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Projects

Updated Gantt Chart, Booking Planner, and Budgeting Interfaces

Enjoy a more responsive, stylish Gantt Chart, Resource Planner, and Budget!

In Gantt Chart, the color scheme has been revamped to be more informative at a glance.

New Gantt Chart

The Project Outline View and Resource Planner have been redesigned to be more readable and is more responsive to in-line editing.

New Outline View

The Budgeting worksheet also benefits from the new redesign and is more responsive.

New Budget Worksheet

Resources

Prioritized Search Results in Profile Picker

Search results in Profile Picker are now prioritized so that exact matches appear first. Partially-matched results are given lower priority.

Prioritized Search Results

Search results are also organized by category, so that exact matches in each category are higher on the list than partial matches.

Prioritized Search Results

Restricted Skills in Consolidated Resource Profile

Restrict and hide skills by role permission in Consolidated Resource Profile.

Note: To enable this feature, please contact OpenAir Support and request the Restricted Skills in Consolidated Resource Profile feature.

To restrict a skill in Consolidated Resource Profile:

  1. Go to Administration > Application Settings > Resources Settings > Resource Profiles.

  2. Select the Restricted checkbox next to the skill you want to restrict.

Restricted Skills

When a skill is restricted, only Administrators or users with one of two role permissions can see or edit it. Non-administrators who do not have one of these role permissions will also not see the restricted skills in dropdown lists or selectors. The new role permissions are:

Mandatory Skills When Searching in Advanced Resource Search

Search for resources with any level of required skills in Advanced Resource Search.

This feature allows you to mark a skill as required when looking for resources in Advanced Resource Search, and then select which skill levels you want to search for. When a skill is marked as Required, Advanced Resource Search will return candidates who possess any of the levels for this skill which you selected.

To set whether a skill or skill level is required or not in Advanced Resource Search:

  1. Click the star icon next to the skill name. A red star icon indicates the skill is required, while a clear star icon indicates it is not required.

  2. Select the skill levels you want to search for.

Mandatory Skills

When you run the search, Advanced Resource Search will return resources who have either of the skill levels you selected. For example, if you select the BI skill, and also select the Beginner and Intermediate levels for BI, Advanced Resource Search will return resources who have either Beginner BI experience or Intermediate BI experience.

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Invoices

Combine Charges on Invoices

Invoice layouts now have additional options for combining charges.

Mandatory Skills

The available options include:

Note: If you have the Combine Service Slips option enabled, the new Combine on Service option follows the same behavior. If Combine Service Slips is not enabled, Combine on Service combines expense slips which have the same service.

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Reports

New Filters in Summary/Crosstabbed Reports

Use new filters to better define the scope of your reports.

The new filters include:

New Filters

Note: To enable this feature, please contact OpenAir Support and request the Project Crosstab Date Filters feature.

New [Me] Meta-Value for User-Based Filters and [My Department] Meta-Value for Department Filters

Use the [Me] and [My Department] meta-values in filters to share a single report which shows each recipient only their data.

New Meta-Values in Filters

Note: To enable this feature, please contact OpenAir Support and request the Meta-Values in Entity Filters feature.

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Platform

XML and SOAP Support for CV Upload, Delete, and Download

Use the ResourceAttachment data type or oaResourceAttachment complex type to specify a user’s CV attachment in their Consolidated Resource Profile.

Resource Attachment and oaResourceAttachment support Add, Read, Modify, and Delete commands and methods, respectively.

Note: Uploading a CV using the ResourceAttachment datatype is a two-step process. Please see the OpenAir XML API Reference Guide, Add command Example 5 for more information.

Document/Literal Binding in SOAP API

Access a Document style with literal use version of your OpenAir WSDL.

You can now append Style=Document to view the document binding version of the OpenAir WSDL.

The SOAP body can be validated against XML schema documents.

To access the Document/Literal Binding version of the OpenAir WSDL:

You can also use the Style=Document setting when exporting an account-specific WSDL.

To access the Document/Literal Binding version of your account-specific WSDL:

  1. Go to Administration > Global Settings > Integration: Import/Export and click Account specific WSDL. Your account-specific WSDL will open in your browser.

  2. In your browser’s URL field, type ;style=document (including the semi-colon) to the end of the URL and press Enter. The Document Binding version of your account-specific WSDL will open in your browser.

You can use the Document/Literal Binding version of your WSDL with custom integrations which support or require the Document Binding format, including Oracle Integration Cloud (OIC) or Oracle Integration Cloud Service (ICS).

Document Binding WSDL in ICS

Hours Remaining Estimate Field in SOAP and XML API

The ProjecttaskEstimate object has been exposed in the SOAP and XML APIs and User Scripting. It allows you to create, update, and import timesheets and time entries from the API when estimates are required for tasks.

ProjecttaskEstimate can be used with the Read, Add, Modify, and Delete methods or commands. It is available from the XML and SOAP APIs and User Scripting.

This object allows you to add or edit data in the Hours Remaining field using the API. Required fields for this object include:

When adding or modifying a ProjecttaskEstimate object:

Note: You cannot modify an approved or archived timesheet’s ProjecttaskEstimate unless you have the Allow Editing of Approved and Archived Timesheets through API feature enabled.

In addition, the project task recalculation for hours remaining depends on the “Disable job recalc triggering from API” setting.

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Business Intelligence Connector

Publish Shared Reports with Business Intelligence Connector

Publish your shared reports with owner or recipient access privileges and take control of the data you’ve published.

Publish Shared Reports

Shared reports can now be published with the same data access privileges as the report owner, or restricted to the access privileges of each report recipient.

The report owner decides when they publish the report, and the administrator controls the publish policy with role permissions.

Note: To enable this feature, please contact OpenAir Support and request the Publish Shared Reports using OpenAir BI Connector feature. This feature enables the Enable publishing of shared reports to OData service with owner’s permissions and Enable publishing of shared reports to OData service with recipient's permissions role permissions, which allow users to publish shared reports.

The default option when publishing a shared report is Do not share, which only makes the report data accessible to the report owner through the Business Intelligence Connector. This is equivalent to publishing a report which has not been shared with other users.

To publish a shared report with the report owner’s data access privileges:

  1. Go to Reports > Saved Reports > Shared Reports and click the Publish icon next to the report you want to publish.

  2. In the Publish window, select the Do not share option.

  3. Click Publish.

Publish Shared Reports

If you select the Share with recipient’s permissions option, the report data is accessible to users who can access the shared report, however, they can only see data allowed by their permissions. This is equivalent to each recipient saving a copy of the shared report and then publishing their copy. Only administrators or users with the Enable publishing of shared reports to OData service with recipient’s permissions role permission can use this feature.

To publish a shared report with recipients’ privileges:

  1. Go to Reports > Saved Reports > Shared Reports and click the Publish icon next to the report you want to publish.

  2. In the Publish window, select the Share with recipient’s permissions option.

  3. Click Publish.

Publish Shared Reports

Each recipient must then publish the shared report data from OpenAir into their business intelligence tool. To access the report, recipients must have the Publish Reports role permission to access the report in their business intelligence tool. The data recipients see in the business intelligence tool will be limited to what their own respective privileges allow.

The last option is to Share with owner’s permissions. This option publishes exactly the same data which the owner of the report can access.

Warning: Use this feature with caution as users may see data which they should not be allowed to have access to!

To publish a shared report with owner's privileges and automatically share the data with recipients:

  1. Go to Reports > Saved Reports > Shared Reports and click the Publish icon next to the report you want to publish.

  2. In the Publish window, select the Share with owner's permissions option.

  3. Click Publish.

Publish Shared Reports

Published Date and Publish Status in List Views and OData Feed

See when and if your reports were published in your saved reports list view.

Published Dates Column

The Last Published date column and OData resource name column are now available in list views and are sent in the OData stream directly to your BI tool when publishing a report.

Published Dates Column

In addition, the Publish status column is also available in list views and your OData feed. This column indicates whether a report has been published, which permissions it was published with, or if it has never been published.

You can filter list views by Publish status, and order your lists by Publish status, Last published, or OData resource name.

Note: When a report is unpublished, its Publish status will change to Not published, not Never published.

Unpublish Reports

Reports can now be unpublished from your OData feed.

Any user who can publish a report can unpublish the shared report. The unpublish option is only available after a report has been published.

Unpublishing a report does not delete the report; it only deletes the data published for the report so that users cannot access the data from their Business Intelligence tool.

To unpublish a report:

  1. Go to Reports > Saved Reports and click the Publish icon for the report you want to unpublish.

  2. Click Unpublish.

Unpublish Report

The report will be unpublished, and users will not be able to access any new report data through their OData feed or business intelligence tool.

Note: Users may still be able to access data which from before the report was unpublished if that data was still in their business intelligence tool’s cache.

When a shared report is unpublished, the report data is deleted for the owner and users with whom the report is shared with. Users who the report is shared with will no longer be able to access any new report data through their OData feed or business intelligence tool. As with saved reports, data cached in the users’ business intelligence tool will still be available but cannot be refreshed.

The Unpublish action is unaffected by the permissions settings for the OData server.

Replace Non-Alphanumeric Characters with Underscores in Column Titles and Metadata

Replace all non-alphanumeric characters with underscores in your data feed’s column titles and metadata.

When this feature is enabled, space characters in column titles are replaced with underscore characters.

Replace NonAlphanumeric Characters

Other special characters are also replaced with underscores, including: %?!@:~`+-#$^&*()ů!§¨|

Note: To ensure compatibility, non-alphanumeric characters are also replaced with underscores, for example:

西里尔字母 or Кири́ллица

Note: To enable this feature, please contact OpenAir Support and request the Replace Non-Alphanumeric Characters with Underscores in Column Titles and Metadata feature.

Separate Service URL and Resource Name

The Resource Name has been moved out of the Service URL to its own field in the Publish window.

Separate URL and Resource Name

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NS Connector

OpenAir Revenue Recognition Rules and Transactions with NetSuite Advanced Revenue Management (ARM)

NS Connector now supports integrations of selected OpenAir Revenue Recognition Rules with NetSuite’s Advanced Revenue Management.

Rev Rec in ARM

The following OpenAir Revenue Recognition Rules are currently supported by NetSuite’s Advanced Revenue Management:

The first step in sending OpenAir Revenue Recognition Transactions to NetSuite is to configure the OpenAir Advanced Revenue Management plugin in NetSuite. This process must only be completed once and is valid for all Revenue Recognition Rules supported by Advanced Revenue Management. Next, configure a Revenue Recognition Rule in OpenAir which is supported by Advanced Revenue Management. Finally, set up the mappings for the rule on the Mappings page in NS Connector. Mappings can be configured in either the old or new NS Connector UI.

Note: Custom mappings are not supported for Revenue Recognition Rules used with Advanced Revenue Management. In addition, creating Revenue Recognition Rules in OpenAir and running the rules are two independent processes. Both must be configured separately.

When OpenAir runs Revenue Recognition Rules, it creates Revenue Recognition Transactions for each line in the rule. When Advanced Revenue Management is triggered in NetSuite, NS Connector creates a Revenue Event and a custom record in NetSuite from the Transaction. The custom record says which rule created the Revenue Transaction, and tells Advanced Revenue Management how to account for the Revenue Event.

Advanced Revenue Management creates NetSuite Revenue Elements from each Revenue Event for each Revenue Recognition Transaction. These Elements are then used by ARM.

Note: Revenue Recognition and Billing are two independent processes. It is possible to link some types of Revenue Recognition Rules to Billing Rules for a particular project when using Advanced Revenue Management. Billing can be integrated either before or after Revenue Recognition Transactions are sent to NetSuite (“As billed” Revenue Recognition Rules and Transactions are integrated only when the relevant invoice has been exported to NetSuite).

When OpenAir integrates Recognition transactions to Advanced Revenue Management, it also creates custom reports within NetSuite which can be used to help reconcile billing and revenue recognition. These reports are:

Please see the OpenAir NS Connector Guide for more information on configuring your OpenAir Recognition Rules with NetSuite ARM.

Integrate All Viable Time Entries

Integrate all viable time entries to NetSuite when a timesheet contains time entries which should not be exported.

When this feature is enabled, all time entries in a timesheet are checked for export to NetSuite, and if they are supposed to be integrated to NetSuite, the integration tries to send them.

When disabled, the timesheet integration ends after the first time entry which should not go to NetSuite is found (for example, if a NS project ID or category ID are missing).

Note: To enable this feature, go to Administration > Global Settings > Integration: NetSuite > Mapping. In the Time Entry workflow, click Settings and select the Always attempt to send all viable time entries option.

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System Integration

OpenAir for Mobile Apps

Mobile

Integration Manager (IM)

Integration Manager

Exchange Integration Manager (EIM)

Coming soon to Exchange Integration Manager!

Exchange Integration Manager

Service Changes Impacting Infrastructure

Effective as of the April 2018 release, the legacy Crystal Reports service in OpenAir will be deprecated. Please contact OpenAir Support or your OpenAir Sales Representative about using the OpenAir Business Intelligence Connector to export your data to a compatible business intelligence tool.

The Automatic Backup Service FTP option for retrieving data has been deprecated and replaced with two FTPS options. Customers who do not switch their FTP setting to FTPS or another available option will automatically be switched to the Suspend Service setting.

Log into OpenAir today to experience these features and much more!