Enhancements
Enhancements

April 15, 2017

Overview

Global

Query Builder

Create complex and customized notifications for events throughout OpenAir.

Project Budget Link in QuickViews

Open Project Budgets from Project QuickViews throughout OpenAir.

New Help Center

Find the help you need from the Help link in the User Center.

New PDF Guide Formatting

Guides are now presented in a cleaner, more readable style.

Issue Attachments Download in List Views and Bulk Download

Download issue attachments without having to open each issue, and use bulk actions to download all attachments quickly and easily.

More Column Header Filters and Advanced Filters to Workspaces

Column header filters and advanced filters have been expanded and are now available in Workspaces.

Rolling and Relative Date Filters in List View Advanced Filters and Project Status Summaries

Use relative and rolling date filters to better identify when projects are on schedule.

Download Workspace Attachments Icon

Download Workspace attachments at the click of a button with the Download Attachments icon.

Custom Form Layout – Field Order

You can now set the standard field order for Project Tasks and Expense Reports/Envelopes.

Improved Bulk Action Menu

The bulk action menu now takes up less space, and options are visible when the menu is clicked.

Export XSD Schema Files

Directly download the latest XSD schema files without contacting NetSuite OpenAir Support.

Details

Projects

Project Status News Feed

Add, update, and display project status messages to keep project stakeholders informed.

Additional Task Information on Project Status Summary Assignment Cards

All task fields are now available for use in the Project Status Summary Task Assignment card.

Copy Billing and Revenue Recognition Rules Within Projects

Easily create copies of billing and revenue recognition rules.

Pagination for the Task Worksheet

Break the task worksheet into separate pages to increase performance and make large amounts of information more manageable.

Details

Resources

Consolidated Resource Profiles

Find everything you need to know about any resource all in one place.

Skills Approval

Get control over your resources' skills and delegate the responsibility of keeping their profiles up-to-date.

Customizable Skill Level Descriptions

Add descriptions to skill levels to help your resource managers assign the right level to each resource.

Download Resource Compare View Results

Save your Resource Compare View results in a variety of file formats.

Customize Resource Compare View Header

Set which three fields appear under each resource's name in the Resource Compare View header.

Resource Profile Comments in Consolidated Resource Profile and Resource Profile Reports

Get more information from your Resource Profile Reports.

Save and Submit Button on Schedule Requests

Eliminate human error by ensuring that time off requests are submitted at the same time they are saved.

Edit Resource Demand Requests After Submittal

Use a new role permission to change booking types on finalized Resource Requests.

Additional Advanced Booking Worksheet Filters

New filters have been added for project owner, active/inactive user status, resource's manager, and booking type.

More Bookings Displayed in Advanced Booking Worksheet

Load up to 2,000 bookings at a time.

Advanced Booking Worksheet Column Customization

Customize which Booking Worksheet columns appear and in what order they appear.

Advanced Booking Worksheet Toolbar, Header, and Column Locking

Scroll horizontally or vertically – what you need stays in view.

"Require Job Code" Setting for Dynamic and Advanced Booking Worksheets

Use this feature to require users to input a job code when creating bookings in the Dynamic or Advanced Booking Worksheets.

Details

Invoices

Charge Cost Center in Charges List View

Display the charge cost center field in your lists of charges and the "new invoice" list view.

Details

Reports

More Contact Information Fields on Tabular and Crosstabbed Reports and List Views

Add contact information fields available in a project to your reports and project list views.

User-Defined Currencies in Purchase Orders and Agreements Reports

You can now use user-defined currencies in both customer purchase orders and agreement detail reports and as a detail option in summary reports.

Hide Personal User Data and Hours Remaining in the Timesheet Report

Keep personal user data safe with a new feature which hides this data in the timesheet report.

Details

NetSuite Connector

Vendor Credit Workflow

Retrieve NetSuite vendor credit details for OpenAir as negative purchase items linked to OpenAir projects.

Purchase Requests Integrated on Approval

Integrate purchase requests on approval in real-time.

Endpoint Upgrade for NetSuite 2016.2

Take advantage of NetSuite 2016.2 features.

Details

Platform

SetValue on Submit

Change forms quickly and easily with scripts using the new NSOA.form.setValue command.

Script Deployment Logs

See how many log entries are part of a log without having to open each log.

Trace Level Logs

Detailed trace log messages for script timeouts.

Details

Mobile

iPhone v2.3 and Android v 1.5

Use prepopulated timesheets to speed up your workflow.

Details

Service Changes Impacting Infrastructure

As of the April 15, 2017 release, NetSuite OpenAir will no longer support any connections using Windows 2003.

In addition, NetSuite OpenAir will no longer support LDAP connections as of the April 15, 2017 release. LDAPS will continue to be supported.

Details

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Details

Global

Query Builder

Use this feature to create complex and customized notifications for events throughout OpenAir!

Query Builder notification conditions are organized into groups which each contain a condition statement such as "if all of the following conditions are true" or "if none of the following conditions are true". A notification is sent when the conditions you've created are met.

Note: To enable this feature, please contact NetSuite OpenAir Support and request the Query Builder feature.

Warning: Conditions with groups can only be created with this feature enabled. If you later disable this feature, notifications created when this feature was enabled will be deactivated if they contain groups.

Query Builder

To create a notification using Query Builder:

  1. Go to Administration > Application Settings > [Select the module settings which requires a notification] > Notifications.

  2. Click the Create button and click the type of notification you want to create under "New". The new notification form appears.

  3. Enter a "Rule name" for the notification. This name will appear in the Notifications list view.

  4. In the "Send a notification …" section, click the dropdown list and select the appropriate condition statement. The following condition statements are available:

    • If ALL of these conditions are TRUE

    • If ALL of these conditions are FALSE

    • If ANY of these conditions are TRUE

    • If ANY of these conditions are FALSE

  5. Click the ADD CONDITION button to add new conditions to condition statement. Click the ADD GROUP button to add a new condition statement to which conditions can be added.

    Note: You can also add conditions to a group using the + icon under the group's condition statement.

  6. In the "Notify" section, select who the notifications should be sent to when triggered.

  7. In the "Email message" section, enter the subject of the email which will be sent when the notification is triggered, and any text you would like to have in the Email body. Use the "Field" dropdown list to add variables to the email body.

  8. In the "Other" section, select "Active notification" to allow the notification to trigger in OpenAir.

  9. Click Save.

To delete a group or condition in Query Builder:

To move a group or condition to a new location within the query in Query Builder:

Project Budget Link in QuickViews

Open Project Budgets from Project QuickViews throughout OpenAir.

A "Project budget" link now appears under "Financial" in Project QuickViews when you point to a project name anywhere in OpenAir. The link opens a Project budget list view if budgets exist for the project, or the new project budget form if there are no existing budgets.

Project Budget Link in QuickViews

New Help Center

Find the help you need from the Help link in the User Center.

The OpenAir Help Center is synchronized with OpenAir PDF guides and SuiteAnswers updates, and is presented in an easy-to-use interface.

The Help Center features a collapsible navigation pane to easily move between topics and breadcrumbs to show where you are within a topic. To collapse or expand a topic, click the + or – icons next to the topic.

New Help Center

You can also use breadcrumbs located at the top of a help article to navigate the Help Center. The breadcrumbs show where you are in a guide and topic. Click a topic in the breadcrumb and you will go to that article.

New Help Center

Search for specific topics and receive results ranked by how closely they match your search terms.

To search for exact search terms, use double quotes around the search term you want to find. For example, "project stage" will search for the term "project stage", but not "project" or "stage" individually.

Help topics can be printed for ease of reference. To print a Help Center article, click the Printer icon in the upper right corner of the article.

New Help Center

To access the Help Center, click the User Center and select "Help Center". The Help Center will open in a new tab or window, depending on your browser settings.

New Help Center

Note: To enable this feature, please contact NetSuite OpenAir Support and request the "OpenAir Help Center" feature.

When the Help Center is enabled, you must select which roles have access to it. To allow a role to access the Help Center, go to Administration > Global Settings > Users > Roles > [Select a role] > General Settings and select the "View Help Center" role permission.

New PDF Guide Formatting

Guides are now presented in a cleaner, more readable style.

OpenAir's PDF guides have received a complete makeover. You can still find all of the information you need within, but that information is now presented in a style which more closely matches the Help Center and SuiteAnswers display style.

New PDF Guide Formatting

Issue Attachments Download in List Views and Bulk Download

Download issue attachments without having to open each issue to download files individually, and use bulk actions to download all attachments for multiple selected issues quickly and easily.

A new "Download" icon has been added to the "Action" column in project issues list views. Click this icon to download all attachments for one issue.

Note: If an individual issue contains multiple attachments, OpenAir will download all the attachments for that issue into one ZIP file.

Issue Attachments Download in List Views and Bulk Download

You can also download attachments from more than one project issue.

To download attachments from more than one project issue at one time:

  1. Go to Projects > Issues > [select an issue list view].

  2. Add the "Run an action" column to the list view.

  3. In the "Run an action" column, select the issues which you want to download attachments from.

  4. In the "Action" dropdown list, select "Download selected".

Note: OpenAir will download all the attachments for the selected issues into one ZIP file.

Issue Attachments Download in List Views and Bulk Download

More Column Header Filters and Advanced Filters to Workspaces

Column header filters and advanced filters have been expanded and are now available in the following workspace areas:

Rolling and Relative Date Filters in List View Advanced Filters and Project Status Summaries

Use relative and rolling date filters to better identify when projects are on schedule.

These filters are available in all date fields in Advanced Filters.

Rolling and Relative Date Filters in List View Advanced Filters and Project Status Summaries

You can also use these filters in Project Status Summaries.

Note: To use rolling and relative date filters in Project Status Summaries, you must manually enter the date operands as shown below in the custom date text field.

The available relative or rolling date operands are:

Rolling and Relative Date Filters in List View Advanced Filters and Project Status Summaries

For example, in the Project Status Summary filter definition, select "Date resolution expected" in the first drop-down list, select "is greater than or equal to" in the second drop-down list, and type "Today" in the text field.

Rolling and Relative Date Filters in List View Advanced Filters and Project Status Summaries

Download Workspace Attachments Icon

Download Workspace attachments at the click of a button with the Download Attachments icon.

To add the Download Workspace Attachments icon:

  1. Go to Workspaces > Workspaces > [Select a Workspace] > Documents.

  2. Click the Columns dropdown menu.

  3. Click "Attachment" in the "All" column.

  4. Drag "Attachment" to the order you would like in the "Selected" column.

  5. Click OK.

Download Workspace Attachments Icon

To download attachments from a workspace:

  1. Go to Workspaces > Workspaces > [select a Workspace] > Documents.

  2. Click the Download Attachments icon. Depending on your browser settings, your file will be downloaded or you will be asked to choose a location to download the file to.

This feature is available in the following locations:

Custom Form Layout – Field Order

You can now set the standard field order for Project Tasks and Expense Reports (Envelopes).

Note: The following fields are moved together as a group:

To change the field order in Project Tasks or Expense Reports/Envelopes:

  1. Go to Administration > Customization > [select "Expenses" or "Projects"] > [select "Expense Reports" or "Project task"].

  2. Click the "Field order" tab.

  3. Click the Create link.

  4. Enter a Field order name in the "Name" field.

  5. In the "Field order" list, arrange the available fields in the order you want them to appear on the form.

  6. Select the roles which this field order is assigned to.

  7. Click Save.

Export XSD Schema Files

Directly download the latest XSD schema files without contacting NetSuite OpenAir Support.

To export an XSD schema file:

  1. Go to Administration > Global Settings > Account > Integration: Import/Export.

  2. Under "Account data", click the "XSD schema files" link. The system will generate a ZIP file with all of the XSD schema data.

  3. Click the "Click here" link to download the XSD schema ZIP file.

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Projects

Project Status News Feed

Add, update, and display project status messages to keep project stakeholders informed.

When this feature is enabled, a "News Feed" icon is added to the header of your projects or Project Quick Views. Click this icon to open the Project Status News Feed, where you can add status updates to your project or read existing updates.

To enable this feature, please contact NetSuite OpenAir Support and request the "Project Status News Feed" feature. You will also need to assign users one of the following roles:

Project Status News Feed

To add a project status update to a project:

  1. Go to Projects > Projects> [Select a project].

  2. Click the "News Feed" icon. The "Project Status New Feed" appears.

  3. Click the add icon icon in the top right corner of the Project Status News Feed. The "New Status Update" dialog appears.

  4. Click the "Title" field and enter a title for the Status Update. Titles are limited to 125 text characters. Status Updates do not require a title.

  5. In the main text box below the title, enter the project status message. The main text box uses a rich text editor with the following features:

    • Creating bold, italicized, or underlined text

    • Creating bullet lists or numbered lists

    • Adding hyperlinks

    • Adding emoticons

    • Distinguishing between headers and main body text

    • Changing font color

      Project Status News Feed

    Status update body text cannot exceed 3,000 characters.

  6. In the Status Tag dropdown list, select a pre-defined status tag for the message.

  7. When you have finished editing the text for your Status Update, click SAVE & PUBLISH. You can also click DISCARD to return to the Project Status News Feed without saving the message.

Each Status Update is tagged with a time and date stamp and the name of the person who wrote it.

Project Status News Feed

Status updates can be edited after they've been published.

To edit a Status Update:

  1. Point to the upper right corner of the Status Update you want to edit and click on the Options add icon icon which appears.

  2. Click "Edit". The "New Status Update" editor opens with the title and text of the status update you want to edit.

  3. Make the necessary changes to the status update, and click SAVE & PUBLISH.

When a Status Update is edited and published, it appears in the Project Status New Feed with an "EDITED" tag in the upper right corner. Point to this tag to see who edited the update and when it was edited.

Project Status News Feed

To delete a Status Update:

  1. Point to the upper right corner of the status update message you want to edit and click on the Options add icon icon which appears.

  2. Click Delete. OpenAir will ask if you are sure you want to remove the message.

  3. Click OK.

By default, the Project Status News Feed displays 5 update messages when opened. Click the "Load More" button at the bottom of the update list to load additional messages.

Project Status News Feed

A scrollbar will appear in the News Feed when there are many Status Updates to display so that users can scroll through the full list.

For status updates with large amounts of text, click "Read More" in the bottom right of the update to see all the text.

Project Status News Feed

To close the Project Status News Feed, click anywhere outside of it.

Additional Task Information on Project Status Summary Assignment Cards

All task fields are now available for use in the Project Status Summary Task Assignment card. You can also sort and filter by available task fields.

Note: Filtering by Task start and Task finish dates is not supported.

Copy Billing and Revenue Recognition Rules Within Projects

Create copies of billing and revenue recognition rules within a given project. This feature creates a copy of a selected rule with a "Copy of" prefix and opens the form directly for quick and easy updates.

Note: Custom fields marked as "Never Clone" or "Never Repeat" are not copied in the new rule. Sequential custom fields are increased by one value in the sequence.

Copy Billing and Revenue Recognition Rules Within Projects

Pagination for the Task Worksheet

Break the task worksheet into separate pages to increase performance and make large amounts of information more manageable.

Pagination for the Task Worksheet

To set the number of tasks which appear in a Task Worksheet page:

  1. Go to Administration > Application Settings > Projects Settings > Worksheet Display.

  2. In the "Number of paginated rows to display" field, enter the number of tasks you want to show on each page. Clear the field to disable this feature.

  3. Select "Enable sorting on columns ID and Task name" to allow users to sort these columns alphanumerically in ascending or descending order.

  4. Click Save.

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Invoices

Charge Cost Center in Charges List View

Display the charge cost center field in your lists of charges and the "New invoice" list view. You can also use "charge cost center" as an advanced filter in the "New invoice" form.

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Reports

More Contact Information Fields on Tabular and Crosstabbed Reports and List Views

Add any contact information fields available in a project to your reports and project list views.

When creating reports, you can now select any contact information fields which you use in projects and display them in reports and project list views. The following contact fields are supported:

Active Address line one Address line two Audit trail Can be a billing contact
Can be a shipping contact Can be a sold to contact City Client Client – business type
Country Created Email address Fax number First
Internal id Internal id – customer_id Job title Last Mobile number
Name Notes Phone number Project status State/Province
Title Type Updated Zip/Postal code

These fields can be used in both Tabular and Crosstabbed reports when creating reports using the report form or the Report Management and Report Editor tools. These fields are also available in any project list views.

Pagination for the Task Worksheet

Note: If you have enabled any of the following settings on your account, contact information fields will be available to view in list views and reports:

Please contact NetSuite OpenAir Support to enable or disable these settings.

User-Defined Currencies in Purchase Orders and Agreements Reports

You can now use user-defined currencies in both customer purchase orders and agreement detail reports. You can also add them as a detail field option in summary reports.

Hide Personal User Data and Hours Remaining in the Timesheet Report

Keep personal user data safe with a new feature which hides this data in the timesheet report.

This feature hides personal data from timesheet reports, but not from other reports where you may need that information.

To hide personal user data in Timesheet reports, go to Administration > Application settings > Timesheets settings > Timesheet report layout and select "Hide personal user information on timesheet reports".

Note: The "Hide personal user information on timesheet reports" option will not appear in the Timesheet report layout form if your company has the "Hide personal employee information on reports" internal setting enabled. Please contact NetSuite OpenAir Support to enable or disable this internal setting.

The "Hours Remaining" field in Timesheet Reports can also be hidden.

To hide the "Hours Remaining" field in Timesheet Reports:

  1. Go to Administration > Application Settings > Timesheets Settings > Timesheet report layout.

  2. In the "Other" section of the Timesheet report layout form, select the "Hide "Hours remaining on tasks" section on timesheet reports" setting.

Hide Tasks' "Hours Remaining" in Timesheet Reports

Create cleaner reports and hide internal information by hiding the "Hours Remaining" for tasks in timesheet reports.

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Resources

Consolidated Resource Profiles

Get clear and complete details on each of your resources!

Use consolidated resource profiles to see what skills and experience your resources have at a glance. It is also easy to update your resources' skills - essential for assigning the right resource to the right task and keeping them engaged, motivated, and increasing revenue.

The consolidated resource profile contains a header with customizable information such as the resource's email address, manager, location, or any user custom field arranged in four columns. There is no limit to the number of fields which can be shown in the header.

Note: To enable this feature, please contact NetSuite OpenAir Support and request the Consolidated Resource Profiles feature. Resources with the "View my own profile" role permission can see their information but cannot edit their demographics or custom fields. Resources with the "View and modify my own profile" role permission can also update their skills and experiences, but not the demographics. Users with either role will see a "My profile" link in the User Center which opens the Consolidated Resource Profile.

Consolidated Resource Profiles

Warning: Users will not be able to see information hidden by a switch or role permission, (for example, "Cost" or "Rate"). These fields will instead display an empty field. Custom fields and their data are always visible. Do not add custom fields to the Resource Profile which should remain hidden from some users.

Consolidated Resource Profiles

To edit which fields appear in the header:

  1. Click the menu icon and click Edit layout.

  2. Click the Add new item icon. The Add new item menu opens.

  3. Click on fields in the "All" list which you want to appear in the header. You can also click "Select All" to add all available fields to the header.

  4. Click the X icon next to selected fields to remove them from the header individually. You can also click "Clear All" to remove all fields from the header.

  5. Drag fields in the "Selected" list to arrange them in the order you would like.

  6. Click OK.

  7. Click Save to save the changes without leaving the Consolidated Resource Profile's edit mode. This is useful if you want to make changes to other parts of the Consolidated Resource Profile.

    Click the icon next to Save and click Save & exit edit mode to save your changes and exit the Consolidated Resource Profile's edit mode.

    Click Discard to exit edit mode without saving any changes.

    Consolidated Resource Profiles

Note: Users with the "Edit Consolidated Resource Profile layout and settings" role can change the layout of the consolidated resource profile for your company's account. Simply select any resource's profile, edit and save the layout, and it is modified across the whole account.

Below the header is a table of the resource's skills and experience. Click each skill to see descriptions of each skill level (see Customizable Skill Level Descriptions).

Consolidated Resource Profiles

To add skills in the Consolidated Resource Profile:

  1. Click the "Edit Skills" delete icon icon.

  2. Click the "Add Skills" delete icon icon. A form appears where you can select which skill to add.

  3. Click the Skill and Skill Level you would like to add from the list on the left side of the form. The skill will be added to the Consolidated Resource Profile when you click it. You can also search for a skill's name using the "Search for new skills…" field at the top of the form.

    Note: You can use the keyboard arrow keys and search form to quickly navigate through the new skills form without needing to use a mouse.

  4. Click anywhere outside of the form to close it and return to the Consolidated Resource Profile. The skill or skills which you added will be highlighted in blue.

  5. Click Save or Save & Submit to save the new skills.

To edit or delete skills in the Consolidated Resource Profile:

  1. Click the "Edit Skills" delete icon icon.

  2. Click the delete icon icon next to the skill you want to edit.

  3. Click Edit note to add a custom note to the skill.

  4. Click Delete to remove the skill from the Skills & Experience table. If you delete a skill by mistake, click the delete icon icon and click Revert / Undo.

Newly added skills are highlighted in blue, while deleted skills are highlighted in red. No changes are saved until you click Save.

Note: If Skills Approvals are enabled, to change a skill's level (for example, to change Intermediate French to Advanced French), first delete the old level of the skill. The resource profile approver should then approve the deletion. Next, add the new skill level, and submit for approval.

To add resource profile comments to a resource's skills:

  1. Go to Resources > Resources > [choose a resource] > Profile.

  2. Click the Edit skills icon.

  3. Click the delete icon icon next to the skill you would like to add a comment to and select Edit note.

  4. Add the profile comment in the Note field and click OK.

  5. Click Save in the upper right corner of the Skills & Experience table.

Consolidated Resource Profiles

Skills Approval

Get control over your resources' skills! With this feature, you can delegate the responsibility of keeping your resources' profiles up-to-date. The system notifies you when your resources update their skills in the Resource Profile. With your approval, the skills are updated.

Note: To enable this feature, please contact NetSuite OpenAir Support and request the Skills Approval feature.

Resources with either of the following role permissions can edit their own skills and experience in their profile:

When one of your resources makes a change to their resource profile and clicks Save & Submit, the change is marked with a "Pending" tag in their profile.

Skills Approval

You will also receive a notification that your resource has made a change to their resource profile. You can set these notifications in Administration > Application Settings > Resources Settings > Notifications. Once set, approval notifications will appear on the Dashboard in the Home module as with other types of approvals.

Skills Approval

To approve or reject a resource's changes to their resource profile:

  1. Go to Resources > Profile approval > [Select "All" or "Submitted"].

  2. Click a change to approve. The "View profile approval lines" page appears.

  3. Select the changes you want to approve in the "Run an Action" column.

  4. To approve selected changes, click the "Run an Action" dropdown list and select the "Approve selected and reject all others" option. To reject selected changes, click the "Run an Action" dropdown list and select the "Reject selected" option.

NOTE: Be sure to select all changes which you want to approve before clicking the "Approve selected and reject all others" option.

Customizable Skill Level Descriptions

Add descriptions to skill levels to help your resource managers assign the right level to each resource. These descriptions appear in skill description pop-up windows when you point to a skill in Consolidated Resource Profiles.

Customizable Skill Level Descriptions

To add descriptions for a skill level:

  1. Go to Administration > Application Settings > Resources Settings and select a category which contains skills and skill levels, such as "Education" or "Language".
  2. Select a skill in the list view.
  3. In the "Attribute descriptions" section of the skill's form, enter descriptions for each skill level.
  4. Click Save.

Point to a skill in the Consolidated Resource Profile to open a descriptive pop-up window for that skill, including descriptions of all levels of competency.

Download Resource Compare View Results

Save your Resource Compare View results in a variety of file formats.

Using this feature, you can download the Resource Comparison table as CSV, HTML, or PDF files. You can also customize the downloaded file to display one resource per row, or one resource per column.

Download Resource Compare View Results

Customize Resource Compare View Header

Set which three fields appear under each resource's name in the Resource Compare View header. Any user demographic or custom fields can be selected to appear in the heading.

Customize Resource Compare View Header

To select which fields appear in the Resource Compare View headers, go to Administration > Application Settings > Resources Settings > Resource compare view options and select the fields to display in the "Header settings" section of the Resource Compare View Options form.

Note: If you try to set more than 3 fields in the header, you will receive an error message.

Resource Profile Comments in Consolidated Resource Profile and Resource Profile Advanced Reports

Get more information in your Resource Profile reports.

With this feature, you can add detailed notes to each individual skill in a resource's profile. The information in these notes can be displayed in Advanced Resource Profile Reports.

To show Resource Profile comments in Resource Profile advanced reports:

  1. Go to Reports > Advanced > Resources > Resource profiles.

  2. In the "Filters and layout options" section of the Resource profiles form, click > Edit next to "Report layout".

  3. Select the "Comment" field in the "Available" list and click Add selected >.

  4. Click OK.

  5. Click Run the report to create the populated report now or Save to save the report settings and run it later.

When the report is run, the "Comments" column will be added to the report and populated with comments entered in the consolidated resource profile.

Resource Profile Comments in Consolidated Resource Profile and Resource Profile Advanced Reports

Save and Submit Button on Time Off Requests

Eliminate human error by ensuring that time off requests are submitted at the same time they are saved.

When this feature is enabled, a "Save & Submit" button is added to time off request forms. This button allows users to submit a time off request as soon as they save it. The form retains the "Save" button, which saves a time off request without submitting it.

To enable this feature, go to Administration > Application Settings > Timesheets Settings > Other Settings and select the "Enable the "Save and Submit" button on timesheets and time off requests" setting.

Save and Submit Button on Time Off Requests

Edit Resource Demand Requests After Submittal

Use a new role permission to change booking types on finalized Resource Demand Requests.

Users with the "Allow change of booking type on finalized Resource request" role permission can edit the booking type field in Resource Demand Requests even after they've been submitted to a resource manager.

Edit Resource Demand Requests After Submittal

Note: This feature requires the “Enable a booking type to exist in all approval statuses” account setting. In addition, any bookings created after submittal will retain the Booking Type which was set at the time the bookings were created, even if the Booking Type is later changed in the Resource Demand Request.

Additional Advanced Booking Worksheet Filters

New filters have been added for project owner, active/inactive user status, resource's manager, or booking type.

More Bookings Displayed in Advanced Booking Worksheet

Load up to 2,000 bookings at a time!

By default, the Advanced Booking Worksheet loads up to 500 bookings when opened. With this feature, the number of bookings which are loaded can be changed to 1,000 bookings, 1,500 bookings, or 2,000 bookings.

Note: Increasing the number of bookings which are displayed in the Advanced Booking Worksheet may impact performance.

To load more bookings in the Advanced Booking Worksheet when opened, please contact NetSuite OpenAir Support and ask them to set the desired number of bookings to display in the Advanced Booking Worksheet.

Advanced Booking Worksheet Column Customization

Get the information you need by customizing which Booking Worksheet columns appear and in what order they appear.

To customize Booking Worksheet columns:

  1. Go to Projects > Bookings > Worksheet and click the Settings icon.

  2. In the "Columns" section of the Booking worksheet settings form, click the names of the columns you want to appear in the Booking Worksheet from the "All" tab.

    In the "Selected" tab, click the names of columns which you don't want to appear in the Booking Worksheet.

  3. Search for specific column names using the Search field.

  4. Reorder columns by clicking and dragging the "Drag to reorder item" drag icon icon at the right side of the column name.

  5. Click Save.

Advanced Booking Worksheet Column Customization

Advanced Booking Worksheet Toolbar, Header, and Column Locking

Scroll horizontally and vertically – what you need stays in view!

To lock Advanced Booking Worksheet columns so that they stay in view during horizontal scrolling:

  1. Go to Projects > Bookings > Worksheet.

  2. Click the Column Lock icon at the top of the column which you want to keep in view when scrolling.

dvanced Booking Worksheet Toolbar, Header, and Column Locking

Note: All columns on the left side of the locked column will remain in view when scrolling horizontally.

"Require Job Code" Setting for Dynamic and Advanced Booking Worksheets

Use this feature to require users to input a job code when creating bookings in the Dynamic or Advanced Booking Worksheets. When this feature is enabled, if a booking is created or modified, a message will appear for each booking row which does not have a job code assigned to it.

To enable this feature, please contact NetSuite OpenAir Support and request the "Require Job Code in Dynamic or Advanced Booking Worksheet" feature.

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NetSuite Connector

Vendor Credit Workflow

Retrieve NetSuite vendor credit details for OpenAir as negative purchase items linked to OpenAir projects.

In OpenAir, link vendor credits to an OpenAir project task. When the integration is run, Connector transfers any vendor credits from NetSuite to OpenAir as negative purchase items. OpenAir creates requisitions, purchase orders, or fulfillments where appropriate, which link back to NetSuite. Use charge stage filters to prevent accounted-for charges from being double counted in your general ledger.

Purchase Requests Integrated on Approval

Integrate purchase requests on approval in real-time!

This feature also adds the ability to control purchase request integrations through scripting.

To integrate purchase requests on approval in real time:

  1. Go to Administration > Global Settings > Account > Integration: NetSuite and click the "Real-time" tab.

  2. In the "Object" dropdown list, select Purchase Requests. In the "Event" dropdown list, select "Approval".

  3. In the "Active" column, click the toggle button to "On".

Endpoint Upgrade for NetSuite 2016.2

Take advantage of NetSuite 2016.2 features.

You can now use the NetSuite 2016.2 communication endpoint in your integrations.

Please see the NetSuite OpenAir NS Connector Guide for more information.

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Platform

SetValue on Submit

Change forms quickly and easily with scripts using the new NSOA.form.setvalue command.

Use this command to set form values on the submit scripting event and to update values as part of the main form save, without needing to write WSAPI (SOAP) calls. The effect is the same as a user making manual changes to a field.

SetValue on Submit

Full validation from your other scripts or rules is applied after the changes are made, ensuring your changes are safe. Form default values are applied before the script is run, and any permission rules or "After save" scripts are applied after the "On submit" script runs.

The function takes two parameters:

Script Deployment Logs

See how many log entries are part of a log without having to open each log.

This feature shows a count of log entries as part of the "View Log" link for Form and Scheduled Script Deployments.

Script Deployment Logs

The number of logs also appears next to the "View Log" link in the Scripting Editor.

Script Deployment Logs

To use this feature, go to the User Center > Personal Settings > Scripting Studio Options and select the "Display the number of logs at 'View logs' link" option.

Trace Level Logs

Detailed trace log messages for script timeouts.

Fatal "User script timed out" log messages are now followed by "Trace" log messages which break down the time used in the script to assist you in identifying the root cause of the time out. The log messages indicate the time taken by each function call in the script.

Trace Level Logs

The number of logs also appears next to the "View Log" link in the Scripting Editor.

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Mobile

iPhone v2.3 and Android v. 1.5

Mobile

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

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Service Changes Impacting Infrastructure

As of the April 15, 2017 release, NetSuite OpenAir will no longer support any connections using Windows 2003.

In addition, NetSuite OpenAir will no longer support LDAP connections as of the April 15, 2017 release. LDAPS will continue to be supported.