PSA Solution Overview: Top 10 Must-Have Features (Basic)
Whether you have been using OpenAir for one year or 10 years, learn about the top 10 most beneficial features that should be enabled for your account. This session will highlight the key features you should be taking advantage of as well as best practices on how to manage your account to ensure your business needs are met.
Services Resource Planning—Best Practices in Building your SRP Account (Intermediate)
The NetSuite SRP integration offers our customers an integrated ERP-PSA solution to optimize their business' performance by improving project margins, billing, and revenue growth. Join our SRP expert to learn best practices on configuring your SRP account. Attendees will learn the recommended workflows to ensure seamless flow of data between NetSuite and OpenAir.
Reporting 101: Overview of Summary, Detail, and Advanced Reports (Basic)
NetSuite OpenAir's flexible reporting capabilities allow you to view critical information to make more informed decisions about your business. In this session, learn the ins and outs of the different report types available and how to choose the right one for your reporting needs. Discover the different reporting options available to help streamline the report-building process.
Managing Your Global Organization within OpenAir (Intermediate)
Are you running a global organization? If so, join this session to hear best practices and tips and tricks on the different ways to manage your global organization within OpenAir. Learn how you can best leverage multiple currencies, multiple time zones, foreign exchange rates and many more features to manage your business.
New NetSuite OpenAir User Interface: Overview and Tips & Tricks (Basic)
NetSuite OpenAir is a powerful PSA solution and now with a completely redesigned user experience it just got better! In this session, you will learn about its new, clear, and simple user interface. Find out about its responsive design, dynamic dashboard, intuitive navigation and many other features allowing you to get more done with less effort. You will also learn the latest tips and tricks and discover a user experience that's not just more productive, it's more fun!
What's New & What's Next—OpenAir Roadmap and Vision (Intermediate)
The NetSuite product is always evolving with new and exciting features based on your feedback! Join the NetSuite OpenAir product team for a recap of the past year's product enhancements as well as a sneak peek of the exciting new plans for the product in the upcoming year.
Unleash the Power of Reporting—from Developing Custom Calculations to Customized Data Filtering (Advanced)
Join our OpenAir reporting expert and learn how to go beyond the basics of reporting and leverage more advanced features to build your reports. From building complex custom calculations to adding custom date filters on report values, learn advanced tips on how to build the right report for your business needs.
Advanced Customizations—from Form Permissions to Scripting (Advanced)
Do you require complex workflows to run your business? Join this session to discover the various ways to customize and configure your OpenAir account. Learn how to improve the integrity of the data entered into OpenAir and enforce your business workflows with different customization options ranging from permissions and rules to form scripting.
Advanced Project Accounting—Budget Transactions to Multiple Cost Rates (Advanced)
Project accounting is a key component in monitoring the progress of your projects and ensuring your business remains profitable. In this session, you will hear how to best leverage key project accounting practices ranging from tracking budget transactions to handling multiple cost rates.
Enhancing Your Business Workflow: Overview of Integration Capabilities (Intermediate)
Regardless of your company's integration needs OpenAir's extensive integration capabilities allow you to integrate your account with a wide variety of applications. In this session, you will get an overview of the different integration capabilities currently available. This session will cover pre-built integrations as well as an overview of what can be achieved with the API.
Services Resource Planning—Discover the Power of Advanced Mappings (Intermediate)
For your SRP account, advanced mappings can be a very powerful way to ensure the appropriate field information is mapped between NetSuite and OpenAir. In this session, you will learn the basics of the advanced mappings functionality and tips and tricks on how to best configure mappings. Learn what fields can be mapped, how to create user defined field mappings, and many more options to configure your advanced mappings.
Optimize Your Integrations—Best Practices for Developing Robust Integrations (Advanced)
NetSuite OpenAir's offers many integration capabilities leveraging different technologies. This session will provide you with the knowledge on how to best leverage and optimize your integration points. Join our integration experts to learn different technical ways to achieve more robust integrations.