OpenAir Product UpdatesJanuary 21, 2012 This release includes the ability to create conditional dropdown custom fields, designate portfolio and sub projects, share billing rule caps across multiple projects, automatically add new users to assignment groups and many other features throughout OpenAir. November 19, 2011 This release includes the advanced agreement and customer PO balance calculations, exception reporting, the ability to preserve row highlighting when selecting multiple rows in list views, additional terminology options and many other features throughout OpenAir. September 17, 2011 This release includes the ability to display currency and percentage symbols in each row in reports, configure time entry rounding at the user level, Prevent entry of future time at the user level, an enhanced workflow process for invoice submission and revenue container creation and many other features throughout OpenAir. July 16, 2011 This release includes a new streamlined process for crediting and re-billing invoices, the ability to customize list views on a per-charge stage basis, an additional option for applying expense item billing rule cap, additional options for task assignment default and list functionality, support for hierarchies in the PivotTable download option and many other features throughout OpenAir. May 14, 2011 This release includes the new OpenAir reporting wizard, the ability to configure customized email notifications, override task assignment restrictions for select users, round time entries to the next highest six minutes and many other features throughout OpenAir. March 19, 2011 This release includes the ability to rename saved reports and report folders, create revenue stages and containers, respect project job code selection for all charges and project billing transactions, display "Phase" in Booking requests List view and many other features throughout OpenAir. January 22, 2011 This release includes the support for time zones for resource bookings, a real time integration between OpenAir and Google Apps Calendar, additional terminology options, the ability to override hourly bill rates for billing rules directly on task edit form, and many other features throughout OpenAir. November 20, 2010 This release includes the ability to exclude specific values from filters in reports, apply custom report filters for custom calculations, display and enter hours remaining estimates directly on the timesheet main grid, configure a timesheet submission email template, and many other features throughout OpenAir. September 18, 2010 This release includes the ability to automatically escalate approvals, create multiple schedule exceptions per day via time off requests, organize reports in folders, view "Day" values for daily rate charges, define charges to recognize in "As billed" revenue recognition rules, and many other features throughout OpenAir. July 17, 2010 This release includes the ability to display booking locations on the resource booking chart, apply job code filtering in time billing rules and set rate(s) by job code, view and designate revenue hours for recognition transactions, allow an approver to edit a submitted invoice, additional timesheet rule configurations and many other features throughout OpenAir. May 15, 2010 This release includes the ability to configure password security questions, enhancements to advanced filtering functionality, enhancement to OpenAir Mobile for iPhone, proxy confirmations for timesheets and many other features throughout OpenAir. March 20, 2010 This release includes many enhancements to the Resources booking charts, the ability to view consolidated booking values with different booking periods, vary currencies for user historical loaded costs, additional filtering options for reports and many other features throughout OpenAir. January 23, 2010 This release includes the ability to self-reject timesheets, send proxy email notifications, receive PDF attachments of timesheets and expenses, bulk substitute resource bookings, sort invoices a wide range of values and many other features throughout OpenAir. November 21, 2009 This release includes the ability to limit time off requests to specific projects, tasks, and time types, reject multiple time entries on a timesheet in one action, configure multi-week schedules, enhance reporting on proxy usage and many other features throughout OpenAir. September 19, 2009 This release includes the ability to create bookings for specific time frames, configure varying work hours per day for user work schedules, re-sort tasks based on Gantt view reordering, set daily rates for rate cards, preserve color coding when downloading or viewing reports in PDF format, and many other features throughout OpenAir. July 18, 2009 This release includes enhancements to the new OpenAir graphical dashboards, the ability to assign job codes on a per-project basis, enhanced accounting period functionality, the ability to subtotal and filter by non-billable tasks in reporting, select an alternate approver for self-approvers, and many other features throughout OpenAir. May 16, 2009 This release includes the new OpenAir graphical dashboards, the OpenAir Mobile application for Apple iPhone, the ability to create an expense report from another expense report, display revenue amounts on recognition rules list view, specify starting dates on booking/assignment charts and booking grids, restrict specific custom fields from being copied, and many other features throughout OpenAir. March 21, 2009 This release includes the ability to create conditional form permission rules, customization options for email templates, filter by skill capabilities for the booking chart, the ability to export calendar events as Microsoft Outlook tasks, a new panel for timesheet notes, additional form permissions, and many other features throughout OpenAir. January 17, 2009 This release includes the ability to use constants as an operand in custom calculations, subtotal by phase in summary reports, add hierarchies in filter sets, reject individual time entries, send timer notes to the timesheet and many other features throughout OpenAir. November 22, 2008 This release includes additional User Interface enhancements, custom calculation enhancements, the ability to create a ratio custom field, configure an Active Directory integration, print all expense report and receipt attachments, change projects stages in bulk and many other features throughout OpenAir. September 13, 2008 This release includes the ability to create custom field pick lists pre-populated with list data, create booking requests via grid, filter customer and projects lists in timesheets by project hierarchy, configure default values on task assignments, smart drop-down capabilities, and many other features. July 19, 2008 This release includes enhancements to Earned Value Management functionality, the ability to copy the skill profile of one user to another, create form permission rules for issue stages, limit viewing of cost levels by role, and many other features throughout OpenAir. May 17, 2008 This release includes the ability to view Earned Value Management metrics for projects, create custom calculations leveraging custom fields, anchor left columns when scrolling horizontally, limit projects that can be copied, hover over information in the Bookings Chart, and many other features throughout OpenAir. March 15, 2008 This release includes the ability to create a custom calculation from another custom calculation, create bookings at the task level, set default form values for projects and tasks, adjust approved timesheets, track time using a built-in timer, and many other features throughout OpenAir. January 19, 2008 This release includes the ability to create and display task assignments in chart form, clone projects, create bookings at the task level, expense grid enhancements, and many other features throughout OpenAir. November 17, 2007 This release includes a new OpenAir User Interface, containing significant enhancements to the appearance, navigation and functionality of the application, the ability to track triple cost structures per user, the option to roll-up fields by groups in detail reports, reporting tooltips, leave accrual enhancements, and many other features throughout OpenAir. September 15, 2007 This release includes the ability to track target utilization for resources, record and view project budget transactions, enter and modify expense receipts in a new expense grid, and many other features throughout OpenAir. August 11, 2007 This release includes the ability to create custom expense item groupings, the ability to associate retainers with agreements, new duplication options when creating a project from another project, new reporting options, and many other features throughout OpenAir. June 9, 2007 This release includes a new option for the Incurred vs. forecast revenue recognition rule, the option of enabling/disabling project dashboards at the project level, the ability to define tax location within expense items, the ability to apply a footer graphic to invoices, and many other features throughout OpenAir. April 21, 2007 This release includes the ability to create an auto-incrementing ID for projects on a per-customer basis, new project booking grid options, the ability to mark up foreign currency receipts, Invoice layout enhancements, and many other features throughout OpenAir. March 10, 2007 This release includes enhancements to the Resources booking grid, hierarchy filters on custom searches, the ability to track price history for expense items, and many other features throughout OpenAir. January 27, 2007 This release includes ability to create daily "other rate" timebills/charges from multiple time entries, booking snapshots in project baselines, ability to enter notes via the booking grid, and many other features throughout OpenAir. December 16, 2006 This release includes per diem expense items and policies, enhancements to calculated fields, ability to download documents in bulk across all workspaces, and many other features throughout OpenAir. November 11, 2006 This release includes enhancements to the timesheet grid layout, an optional daily rate multiplier for time billing rules, a "one touch" integration option for the OpenAir Projects Connector, daily utilization alerts, and many other features throughout OpenAir. October 7, 2006 This release includes calculated fields in summary reports, the ability to schedule reports to run, and to distribute report results automatically by email, and the addition of a bulk task change wizard, in addition to other enhancements to the Projects, Workspaces, Invoices, and Resources modules. September 9, 2006 This release includes leave accrual, a 24-hour clock option, custom fields for time entries, and anchored column titles in list views throughout the application, in addition to enhancements to the Reporting, Projects, and Resources modules. July 22, 2006 This release includes period caps for time billing rules, the ability to exclude timebills by stage and receipts as costs from the financial analysis report, and the ability to upload documents as attachments to user records, as well as many other enhancements to several OpenAir modules. June 10, 2006 This release includes the ability to copy billing and recognition rules into a project from another project, departmental calendars, email templates, the ability to download reports in PDF format, and many other enhancements across all modules of OpenAir. April 22, 2006 This release includes new user login and role privilege reports, as well as enhancements to Projects, Workspaces, Invoices and other modules. March 11, 2006 This release includes project dashboards, project issue tracking notifications, streamlined purchasing, and other enhancements to Projects, Timesheets, Invoices and Reporting modules. January 28, 2006 This release includes issue tracking, the ability to mark envelopes reimbursed in bulk, and enhancements to field-based permissions, loaded cost adjustments, invoice numbering and purchase requests. December 17, 2005 This release includes enhancements to OpenAir's integration with salesforce.com, the ability to make passwords case-sensitive, to filter by hierarchy nodes in summary reports, to select different logos on a per-invoice layout basis, and other features across the Reports, Data exchange, Opportunities, Resources, Projects, Timesheets, Expenses and Invoices modules. October 29, 2005 This release includes project and task specific hourly loaded costs, filtering on certain types of custom fields in reporting, ability to create invoices by task, and other enhancements to the Projects, Expenses, and Workspaces modules. September 10, 2005 This release includes field-based permissions, starting dates for summary reports and other reporting enhancements, improvements to "quick approvals" and bulk actions, and enhancements to the Projects, Resources, Expenses and Invoices modules. July 23, 2005 This release includes Customer PO's and Agreements, enhancement to the salesforce.com integration, enhanced revenue forecasting, and open/closed periods for data entry, as well as enhancements to the Resources, Timesheets, Expenses and other modules. June 11, 2005 This release includes enhancements to quick approvals, the ability to show attachments in list views and sharing of reports with assignment groups, as well as other enhancements to Invoices, Projects, Resources, Reports, Timesheets, Expenses, Workspaces, and Opportunities. April 23, 2005 This release includes the ability to copy roles and rate cards, to require current price on receipts, to set the default day of week at the company level, as well as other administrative features, and enhancements to Invoices, Projects, Resources, Reports, Timesheets, Opportunities and other modules. March 12, 2005 This release includes enhancements to income forecasts based on billing rules, addition of [Project owner] as an option in approvals, ability to exclude inactive records on a report-by-report basis, as well as other enhancements to Projects, Resources, Reports, Timesheets, Workspaces, and other modules. January 29, 2005 This release includes addition to the Dashboard of graphs and multiple users calendars, income forecasts based on billing rules, option to show non-work days on timesheets, ability to summarize timebills by date range on an invoice, as well as other new features in Expenses, Projects, Resources, Reports, Timesheets, Workspaces, and other modules. December 18, 2004 This release includes OpenAir for Blackberry, the ability to view an audit trail of changes in the account, enhancements to project task predecessors, new invoice layout options, ability to subtotal on custom fields, as well as other new features in Projects, Resources, Reports, Timesheets, Expenses and other modules. October 28, 2004 This release includes the ability to create lag times for tasks and alerts for over-assignments; enhancements to the American Express import, to approvals, filter sets and bookings, as well as other administrative features and enhancements to Invoices, Projects, Reports, and other modules. September 9, 2004 This release includes the ability to search document content across workspaces, delete workspace documents in bulk, import expenses from a credit card bill, copy, move and delete receipts in bulk, create expense item policies, add alternative company schedules, deactivate projects in bulk, and other enhancements to Expenses, Timesheets, Projects and Resources modules. July 24, 2004 This release includes the ability to create customized project task types, optional invoice approvals, user-designated "own" proxies, enhancements to auto-approval rules, the fixed fee projections report and other enhancements to the Purchases, Opportunities and Resources modules. June 10, 2004 This release includes the ability to auto-create timesheets, create, submit and approve booking requests, and other enhancements to Timesheets, Resources, Projects, Invoices and Workspaces modules. April 22, 2004 This release includes enhancements to OpenAir OffLine, OpenAir for PalmÆ and OpenAir for PocketPCÆ; it also includes the ability to view the critical path in the Gantt chart, as well as other Projects, Resources, Timesheets, Reporting, Expenses and Purchases features. March 13, 2004 This release includes the ability to restrict project modificaction rights, to adjust late tasks and to limit time types by project tasks, as well as other Projects, Resources, Timesheets, Reporting and Opportunities features. January 27, 2004 This release includes group assignments and end dates for projects, ability to run billing and recognition across all projects, new invoice layout options, enhancements to the accounts receivable report and bookings chart, as well as other Projects, Reporting and Administrative features. December 23, 2003 This release includes enhanced integration between Projects and Workspaces modules, as well as new Invoices, Timesheets and Reporting features. November 25, 2003 This release includes enhancements to the Projects and Timesheets modules as well as new Reporting features. November 1, 2003 This release includes enhancements to the Projects, Timesheets and Expenses modules as well as new Projects Connector, Administrative and Reporting features. September 25, 2003 This release includes enhancements to the Projects and Expenses modules as well as several new Administrative and Reporting features. August 21, 2003 This release includes improvements to the Timesheets, Resources, Projects, Invoices, Expenses, and Opportunities modules as well as several new Reporting features. July 26, 2003 This release includes the launch of OpenAir for the Pocket PC, improvements to the Projects, Invoices, Expenses, and Opportunities modules as well as several new Reporting and Administrative features. June 19, 2003 This release includes several improvements to our Data Exchange capabilities, to the Projects, Resources, Timesheets, Expenses, and Workspaces modules, as well as to Reports and Administrative features. May 22, 2003 Projects: Baselines; report to identify projects without billing rules. Timesheets: Identify approvers responsible for submitted timesheets. Timesheets and Expenses: Display time of action in approval history. Resources: New setting ìShow only my bookingsî on Bookings grid. Invoices: Format printed invoices for double window envelopes; bulk action to allow multiple invoices to be marked Sent. Reports: New values for projected billing, projected cost, projected net; summary reporting on project tasks; new detail reports for booking assignments, task assignments. Administrative features: Filter set management tools; custom field support for bulk user change wizard, and more... April 24, 2003 Projects: Project budget alerts; report on percentage utilization of users across projects; additional options for calculating utilization; project pricing scenarios enhancement. Resources: New booking grid. Timesheets: Option to display phase name in timesheet task dropdown. Expenses: Display cost center on expense report. Administrative features: Streamlined approval processes; alternative method for calculating PST; improved filtering in reports and alert pick lists; new parameter for advanced filters. Reports: Additional PivotTable support; option to suppress report total column; other report enhancements, and more... March 24, 2003 Projects: Fixed task end dates; task assignment hours available in Summary reports, My Calendar; projects optimization; enhancements to project billing rules. Administrative features: Auto-run revenue recognition rules; bi-monthly triggers; time type and booking type added to filter sets. Reports: New values for Detail reports. Timesheets: Project filters; additional text options for Timesheet report. Resources: Display profile relationships in resource profile pick lists and dropdowns; notify resources of new profile items. Invoices: Attachments to Invoices, and more... February 20, 2003 Projects: Task assignment of hours at user level; project overviews; pricing analysis enhancements. Reports: Increased number of periods available in Summary reports; new subtotals for Summary reports. Schedule requests: Enhanced usability and power. Timesheets: Standardized timesheet names, and more... January 23, 2003 Administrative features: More flexible security options, activate/inactivate users in bulk, smart drop-downs for approvals. Projects: Enhanced hours remaining on tasks functionality. Reports: Enhanced accounts receivable report. Invoices: Timebill stages. Timesheets and Expenses: Minimum timesheet hours, detail fields on Expense reports, customer and project display on receipt list view. Project Accounting: New revenue recognition rule type "Incurred vs. forecast". Webinars: OpenAir demonstrations for account administrators, and more... December 19, 2002 Resource forecasting: determine if your company has enough employees by job code to staff projects. Resource forecasting II: determine how utilized your companyís employees are by job code. Resource substitution: substitute one resource assigned to a task with another resource with a similar job code. Resource booking grid: new interface to enter, edit, and delete multiple project bookings. Security: login-based user lockout mechanism, and more.... November 21, 2002 Shared reports: Save reports for others to view, download, run. Other reporting enhancements. Projects: Create "snap shots" to track budget and analysis versions. Revenue forecasting: View over time and rolled up by customer, and more.... October 23, 2002 Utilization reporting: filter by attribute or by department, combine with other metrics. Administrative: exception-based filter sets. Timesheets and Expense: configurable time/expense cards. Projects: more accurate forecasting, project-wide resource substitution, enhanced project copies. Account-wide: batch printing of invoices and other documents. Integration: New integration with MicrosoftÆ OutlookÆ, and more.... September 26, 2002 Reporting: company-wide and skill profile reports. Cost centers: a new way to categorize costs in OpenAir. Calendar functionality: users can view bookings and vacation schedule. Resources: additional configurable skill profiles. Project accounting: mark tasks as billable/not billable, and more.... August 22, 2002 Expenses: PDF format expense reports. Resources: increased customization of resource profiles. Projects: closing percentages and task editing. Account-wide: generic users now have cost rates and job codes. Project accounting: auto-create Timebills with project billing rules, and more.... July 25, 2002 Project accounting: role-based rate cards for project billing. Project pricing: new "what if" pricing scenarios. Timesheets: request holidays and time off. QuickBooks: new QuickBooks 2002 integration. Invoicing: use services with project billing rules, and more.... Jun 20, 2002 Projects: configurable project stages. Proposals: proposal workflow enhancements. Invoices: set billing contact by project. Reports: new reports in Resources module. Webinars: OpenAir demonstrations for current customers, and more.... May 23, 2002 Resources: availability report. Opportunities: reporting enhancements. General: significantly faster list view display. Customer highlight: global software company Matrikon, Inc. IBM and OpenAir: OpenAir invited to xSP Executive Forum, and more.... April 11, 2002 Resources: configure, search, and report on custom resource attributes. Projects: ability to close tasks and new ways to assign users to tasks. Invoices: configurable mailing addresses, additional data on invoices. Administrative: link Workspaces with Deal/Prospects, project filters. Webinars: OpenAir demonstrations for current customers, and more.... March 14, 2002 Multicurrency: configure currencies on invoices, expenses, POs. Taxes: configurable tax rules for invoices, expenses, POs. Resources: run utilization reports by geography, function. Purchases: re-bill project-related purchases to clients. Webinar: OpenAir demonstration for current customers, and more.... January 21, 2002 PSA industry analysts: OpenAir highlighted in Summit Strategies report. Projects: new revenue/cost recognition and fixed fee billing functionality. New Purchases module: automate the PO process. Customer success story: diCarta's team streamlines operations using OpenAir, and more.... November 30, 2001 PSA industry analysts: OpenAir receives top marks in Aberdeen study. Resources: how OpenAir helps improve financial performance. Opportunities: pricing extimates report, and more.... October 25, 2001 Timesheets, Expenses, Invoices: automatic billing rules. Reports: multiple numeric columns, timesheet status report, estimates report. Integration: continued data import and export enhancements for all legacy systems, and more.... August 23, 2001 Workspaces: new project collaboration and knowledge management module. Reports: custom reporting periods, custom utilization, and VAT. Integration: new OpenAir Integration Manager launched, and more.... July 26, 2001 Resources: graphical utilization dashboard, book resources permissions, view resource profiles permissions. Projects: project locations. Opportunities: create project revenue and cost estimates, and more.... June 21, 2001 Resources: graphical utilization dashboard, generic resources, repeating bookings. Reports: combine detail and summary reports, and more.... May 24, 2001 Suite-wide: improved project-based time and expense approvals. Projects: finish date for projects & tasks, milestone creation, and more.... April 26, 2001 Reports: consolidated reports, enterprise profitability reports. Suite-wide features: proxy user access, bulk user setup, calendar picker, and more.... March 22, 2001 Projects: project profitability, task notes view, Reports: bi-weekly and semi-monthly date ranges, new project time budget report, and more.... February 22, 2001 Suite-wide features: multilevel customizable approval process, guest/client access, custom fields, Microsoft® Project import: Import files from Microsoft® Project into the OpenAir Projects module, and more.... January 25, 2001 Resources: book resources to projects, search for resource by available date, Projects: assign multiple users to a task, task priority field, and more.... December 19, 2000 New Resources module for resource management, New Opportunities module for sales management, New names for current OpenAir modules, and more.... November 21, 2000 Add on services: create new clients, services, etc. in the new Palm Computing® Platform release and new OpenAir Wireless enhancements, Accounting integration: OpenAir now integrates with online accounting service Intacct, and more.... October 27, 2000 More My Account functionality, user-defined fields, Version 1.5 of OpenAir for the Palm Computing® Platform, and more.... September 21, 2000 OpenAir Wireless for WAP-enabled phones, new My Account module: reminders, status, message board and centralized admin functions, Project Tracking: project plan templates, Proposals integration, and more.... |