OpenAir, A NetSuite Company
Training On Demand
General

Working with Lists

Downloading list data   1:30
Downloading list view data to PDF, Excel, or Word format.
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Customizing list views   2:07
Choose what data appears in list views and customize the ordering of columns.
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Locking columns   2:05
How to lock column and column header fields.
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Advanced filters   2:34
Creating and using Advanced Filters.
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Working with Forms

Form Permissions   2:47
For Administrators. Set role-based permissions on fields and sections on forms.
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Setting form defaults   2:19
For Administrators. Default form selections on new forms.
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Preserving field selections   2:26
For Administrators. Maintain field selections on newly created forms after saving the first form.
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Features Tours

Dashboards   0:59
Customize graphical dashboards to quickly and easily view the key performance indicators (KPIs) most important to you.
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Expenses   0:50
Input project expenses in an easy-to-use expense grid for streamlined approval and client billing.
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Invoices   1:07
Customize invoice layouts to meet client expectations and email invoices directly to your customers.
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Projects   1:35
Project outline views and work breakdown structures display key budget, schedule, and assignment metrics to improve visibility into your project management process.
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Projects part 2   0:57
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Projects part 3   0:45
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Reports   1:54
Reports: Organize your key business data into easy to read reports that can be downloaded or emailed to key stake holders.
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Resources   1:16
Dynamic grid and chart views, along with skill set management and searching, enable you to minimize your bench and ensure qualified resources are working on the right projects.
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Timesheets   1:00
Input project time entries in an easy-to-use grid format for streamlined approval and client billing.
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Timesheets

Creating a timesheet   2:51
How to create a timesheet from scratch.
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Cloning a timesheet   1:25
How to duplicate a previously created timesheet.
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Timesheet tips   3:33
Tips and tricks when working with timesheets.
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Reports

Sharing reports   1:08
Share a saved report with other users.
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Scheduling reports   2:08
Schedule a saved report to be run automatically and have the results emailed to you.
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Expenses

Creating expense reports   2:46
How to create an expense report and enter receipts.
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Cloning expense reports   1:24
How to clone a previously created expense report.
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Expenses tips   3:36
Tips and tricks when working with expenses.
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