|
August 23, 2001
1. Workspaces: new project collaboration and knowledge management module.
OpenAir has launched Workspaces to provide fully functional project collaboration
and enterprise knowledge management. Workspaces are contained places to
collaborate and manage documents that can be linked with all other OpenAir
modules and integrated into your business process. Enterprises can improve
customer satisfaction through better project productivity and better serve
customers for less cost by reusing intellectual capital.
Major features include a workspace dashboard, threaded discussions, threaded
discussion keyword search, document storage, document revision management,
document search, association of workspaces with projects, client, users, etc.,
best practices collection and management, managed security and user permissions
to documents, and integration with all existing OpenAir modules and dashboards.
For more information and/or a live demonstration of OpenAir Workspaces, please
contact your personal OpenAir sales representative, email us at
sales@openair.com, or call OpenAir sales
at 888.367.1715.
2. Reports: custom reporting periods, custom utilization, and VAT.
Custom reporting periods. You can now customize the dates by which OpenAir
displays report data. Account administrators can set up fiscal years, fiscal
quarters, bi-weekly periods, or any other combination of time periods by which
to display operational and financial information in OpenAir. Custom reporting
periods work in Summary Reports, Utilization Reports and Income Received reports.
Administrators navigate to My Account > Account > Custom time ranges > New Entries:
select Custom time ranges from dropdown. Once the reporting periods are set,
users of any of the reports mentioned above can choose to display data in
these ranges.
Custom utilization reporting. You can now completely customize the Historical
Utilization Report to match the way you track utilization. Choose which type of
hours to show in the numerator and denominator. For example, some firms include
non-chargeable hours in their utilization reports whereas other firms do not.
The new custom reporting allows both scenarios. The Historical utilization
report now also allows filtering and subtotaling by project, customer, timesheet
status, category, and time type. Navigate to Reports > Advanced > Historical
Utilization Report.
Filter realization report. Users can now filter, subtotal, and show details for
the Realization Report. Navigate to Reports > Advanced > Realization Report.
VAT reporting. Users can now report on the amount of value added tax (VAT)
associated with receipts and expense types. Navigate to
Reports>Summary>Expenses>Expense Items Report and select "Tax" as the data to be
displayed.
Department filter on financial analysis report. Now users can select which
departments to view when running the financial analysis report. Navigate to
Reports > Advanced > Financial Analysis Report > select Department filter.
3. Integration: new OpenAir Integration Manager launched.
The OpenAir Integration Manager is a piece of software installed by OpenAir
professional services staff that customizes the link between existing front- and
back-office systems and the OpenAir solution. Built to complement the OpenAir
XML API, the Integration Manager takes data exported from OpenAir and reformats
it into a file usable by existing systems. Likewise, the Integration Manager can
read exports from existing systems and reformat them into usable data for
OpenAir. Key features include data export, date export format, data field combinations, field mapping between legacy system data fields and OpenAir data field, renaming data fields, customized ordering of data fields, customized delimiters, one click export macros, and filtering by date and other business rules.
For more information on how the OpenAir Integration Manager can help integrate
OpenAir into your existing business process and systems, please contact your
personal OpenAir sales representative, email us at
sales@openair.com, or call
OpenAir sales at 888.367.1715.
4. Timesheets: custom alerts, timesheet layout, and copying.
Custom alerts. Administrators can now specify which users receive late and
overdue timesheet alerts. Just navigate to Timesheets > Alerts. Then select
appropriate alert and select users to receive the alert by using the filter
settings on the form.
Timesheet grid layout. Administrators can now reduce horizontal scrolling when
filling out a timesheet. Users can view their timesheet rows on top of each
other: view categories and descriptions on one row and input hours in a second
row underneath. Administrators navigate to My Account > Company > Settings and
select "Wrap the daily cells to another row."
Timesheet copying. Users can now select from more timesheet copying options.
These include copying clients and projects as well as choosing whether time
should be copied or reset to zero for each client:project pair. Navigate to
Timesheets > Timesheets > Create dropdown: select Create timesheet from another
timesheet.
5. Opportunities: Proposals merged, new role permissions.
Proposals folded into Opportunities. In order to better meet your company's
business needs, we have more tightly integrated Proposals and Opportunities.
Instead of accessing Proposals from the top link on your screen, you will now
access Proposals from within the Opportunities module. Navigate to
Opportunities > Proposals.
New role permissions. OpenAir has added additional role permissions that enable
administrators to further fine-tune a user's access to functionality and data in
the Opportunities module. Now, use role permissions to limit or grant view only
or view/edit access to estimates, proposals, to dos, events, and deals.
Client address to contact address. Users can now avoid re-keying addresses when
they create contact associated w/clients or prospects. If your contact at a
company has the same address as the client or prospect, just check the "copy
address" box and the field will auto-populate. Navigate to
Opportunities > Prospects > New Entries dropdown, select Create contact > select
"Copy client address" box.
6. Expenses: attach scanned receipts, customize alerts, smart dropdowns.
Attach receipts to expense reports. Now users can attach scanned receipts or any
other relevant files to either individual receipts or entire envelopes in
OpenAir. To attach files to envelopes, navigate to Expenses > Envelopes > [select
an envelope] > Edit. To attach files to receipts, navigate to Expenses >
Envelopes > [select an envelope] > [select receipt].
Custom alerts. Administrators can now specify which users receive late and
overdue expense report alerts. Just navigate to Timesheets > Alerts. Then select
appropriate alert and select users to receive the alert by using the filter
settings on the form.
Pre-populated expense receipts. OpenAir has made logging receipts easier by
pre-populating the receipt form when a user selects "Save and create another
receipt" when using the Expenses module. To use the feature, just select "Save
and create another receipt" and the next receipt form will contain the same
date, customer:project, status, payment type, currency (if using foreign
currency receipts), and exchange rate (if using foreign currency receipts).
7. Expenses: mileage display and accounting code on expense
reports; expense item entry can be required on receipts.
Mileage display on expense reports. Administrators can now configure their
company's expense reports to include a column to display mileage amounts.
Navigate to Expenses>Options>[select mileage from the columns to display].
Require expense item selection on receipts. Administrators can now require users to select an expense item when creating
receipts. Navigate to My Account > Company > Settings > Expenses options and
check the "Require an expense item selection on receipts" box before clicking
on "Save."
7. Would you like to see previous OpenAir product updates?
Click here to browse previous product updates including all new features, modules and functionality.
8. Suggestions, problems or questions?
As always, please contact us at support@openair.com or 888.367.1715 (outside the
U.S. and Canada, call 617-351-0226). We want to ensure that OpenAir improves your company's bottom line.
|