Enhancements to graphical dashboards
Rename dashboard tabs. Resize dashboard charts. Graph multiple report values in one chart using line and multi-bar charts.

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Assign project job codes for users on a per project basis
Designate different job codes for resources based on type of work.

Accounting Period functionality
Specify accounting periods and dates on transactions.

Select alternate approvers if self-approvals occur
Select an alternate approver in an approval process if a designated approver is the same as the submitter.

Preserve fields when using 'Save and Create another' action
Preserve certain field selections on new create forms when the 'Save & create another' button is used.

Highlighted hover for rows
Easily identify which row of data your mouse is hovering over in list views or reports.

Streamlined approach for uploading attachments to forms
Upload attachments upon creation of new "forms"

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Subtotal and filter by "Non-billable" task checkbox
Subtotal and filter by billable/non-billable tasks in summary reports.

Subtotal and filter by "Billable receipt" checkbox
Subtotal and filter by billable receipts in summary reports and the receipt detail report.

Additional option in Advanced Leave accrual summary report
Include Open timesheets in projections of leave accrual transactions.

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Divide assigned hours evenly among assignment group members
Evenly distribute task assignment hours among members of the assignment group.

Add Project Owner to Task List Advanced Filter
Select Project Owner as an option in the Task List Advanced Filter.

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Time entries unrelated to an approver's project grayed out
Quickly identify the time entries project approvers are responsible for when approvers can view all time entries.

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Lock columns on the Expense Grid
Lock columns on the expense grid to keep left-most data visible when scrolling horizontally.

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New default tab for Invoices
Configure the default landing page for the Invoices module to be the Invoices tab.

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Enhancements to graphical dashboards
In the May 2009 product release, OpenAir introduced powerful, new graphical dashboard capabilities. With this release, the dashboard has been further enhanced in three significant ways. First, users can now rename specific dashboard tabs as they relate to pertinent information. For example, one dashboard tab may be dedicated to resource-oriented charts, while another may contain charts that display financial metrics. Second, dashboard charts can be resized as determined by each user. This provides users greater control over the visual display of their unique dashboards. Finally, multiple reporting values displayed in one report can now be graphed in one chart (available for multi-bar and line chart types). The ability to chart multiple values from one report allows users to compare two or more values in an effective manner. For example, users can choose to view planned hours versus actual hours worked on a particular project.

To enable the dynamic chart feature for dashboards, please send an email request to support@openair.com.

"Enhanced user interface" and "Application tab menu" (see November 2008 product update) must be activated to use this feature. When this feature is enabled, Dashboard > Overview is renamed to Dashboard > Home unless "Overview" has been changed to a custom name.

How to rename dashboard tabs:

1. Navigate to Dashboard > Dashboard and select a dashboard tab to rename.
2. Use the "Dashboard tab" drop-down menu and select "Rename tab ..." Type the new dashboard tab name in the text box and hit Enter.

1. Navigate to Dashboard > Dashboard and select a dashboard tab.
2. Click on the handle in the lower right corner of a specific chart and drag the chart to expand.

1. Navigate to Dashboard > Dashboard and select "New chart ..." The New chart settings form displays.
2. Select the "Chart type": Horizontal multi-bar, Vertical multi-bar, or Line. Note: Multi-bar or line charts must be chosen in order to chart multiple values.
3. Type the "Chart title." If no chart title is entered, the name of the selected report will be used.
4. Select the "Saved Report" using the drop-down list of saved reports.
5. Select the "Report Value" to chart and select the "Sort" option: either descending or ascending.
6. Click on the "Add" link to include another reporting value to display in the chart.
7. Select another "Report Value" to chart and select the "Sort" option: either descending or ascending.
8. Select the number of values to chart. The default behavior is to chart the maximum number of values.
9. Click "Save." The chart displays the data selected.

1. To create new job codes, navigate to Administration > Global Settings > Jobs, Rates > Job codes > List job codes. From the "New" dropdown, select "Job code".
2. To configure the job code rules, click on the "Time entry rules" link.
3. Select the areas to get the job codes from. These areas may be assigned in any order, which will determine the job code assignment precedence. The first selection with a defined job code will be used when saving time entries. Note: User is always required.
4. Click Save.

Additional notes:

Bookings
The Project job code dropdown can be found in the New and Edit booking forms. The Project job code dropdown is also available for Booking requests.

Project assignment and Task assignment
"Project assignment" and" task assignment" selections are mutually exclusive. In order to select "Project assignment", the feature "Enable task assignment at the project level" must be enabled. Please send a request to support@openair.com to have this feature enabled. To assign a project job code, navigate to Projects > Projects > [select a project] > Personnel > Assignments. The job code can be selected for each user under the "Project job code" dropdown. Note: If Project assignments are used in the job code rules, the new Project Assignment grid will automatically be enabled. In order to select "Task assignment", the feature "Input planned hours for each user assigned to a task" must be enabled. Please send a request to support@openair.com to have this feature enabled. To assign a project job code at the task assignment level, navigate to Projects > Projects > [select a project] > Phases/Tasks > Outline view > [select a task]. On the task assignment row, each user can be assigned a job code under the "Project job code" dropdown.

Time entry
In Timesheets, the Project job code dropdown is found in the Notes section. However, the dropdown can be exposed on the main grid by navigating to Administration > Application Settings > Timesheets Other settings. Select the option "Show the Project job code drop-down on the main grid". If time entries are included in job code rules, the project job code may be overridden explicitly in the time entry. Note: a project job code selected directly on a time entry may still be overridden depending on the job code rules and assigned project job codes.

1. Navigate to Administration > Global Settings > Organization > Accounting Periods.
2. In the "New" drop-down, select "Accounting Period".
3. Name the Accounting Period (Ex: "P1 November 2009").
4. Select the start and end date for this period (Ex "11/01/09" and "11/15/09").
5. Select the Transaction Date for this period. This is the date that will appear in the accounting date field when a transaction is created and associated manually or automatically with this Accounting Period.
6. Add any relevant notes to the "Notes" field that may be helpful (such as "This is the first of two accounting periods in November 2009").
7. Keep "Active" selected, unless the period does not need to be active at the moment. (Inactive accounting periods will not show up in drop-downs for association with transactions).
8. Select the "Current accounting period" checkbox to which the accounting period should be referenced if/when the "current accounting period" is selected in any billing or revenue recognition rules setups.

1. Drill into a project and navigate to Billing > Billing rules.
2. Drill into the billing rule(s). Under the "Accounting date" setup, populate the fields listed
3. Under the "How to get the accounting date" field, select either
   
   
   • "Use the accounting date specified below"
     If this is selected, the "Accounting date" field must be populated with a specific transaction date.
     
     Or
     
     
   • "Use the accounting period specified below"
     If this is selected, the "Accounting period" drop-down listed below must be populated with a specific accounting period, or more commonly the dynamic "Current accounting period" selection. If the "Current accounting period" selection is picked, the Accounting Period that has the "Current accounting period" checkbox selected will be used.
   
   
4. Hit "Save".
5. When the billing rule is next run, charges generated will have the "Accounting date" populated according to how the Accounting Period setup was populated within the rule.

1. Drill into a project and navigate to Billing > Billing rules.
2. To update the accounting date one charge at a time, drill into a charge and manually update the accounting date field.
3. To update the accounting date on charges in bulk, navigate to the open charges tab within the Invoices module. Select the checkboxes next to the charges that need to be updated, click the run-an-action icon, select the "Change the Accounting Date to" item and select the appropriate accounting period. Click OK.

1. Drill into a project and navigate to Recognition > Recognition rules.
2. Drill into the revenue recognition rule(s).
3. Under the "Accounting date" setup, populate the fields listed
   
   
   • Under the "How to get the accounting date" field, select either "Use the accounting date specified below"
     If this is selected, the "Accounting date" field must be populated immediately below with a specific transaction date.
     
     Or
     
     
   • "Use the accounting period specified below"
     If this is select, the "Accounting period" drop-down immediately below must be populated with a specific accounting period, or more commonly the dynamic "Current accounting period" selection. If the "Current accounting period" selection is picked, the Accounting Period that has the "current accounting period" checkbox selected will be used.
   
   
4. Hit "Save".
5. When the revenue recognition is next run, these updated rules will create revenue recognition transactions that will have the "Accounting date" populated according to how the Accounting Period setup was populated within the rule.

1. To update the accounting date on one revenue recognition transaction, drill into a revenue recognition transaction ([Drill into Project]> Recognition > Recognition transactions) and manually update the accounting date field.
2. To update the accounting date on revenue recognition dates in bulk across a project, drill into a project and navigate to the revenue recognition transactions tab. Select the checkboxes next to the charges that need to be updated, click the run-an-action icon, select the "Change the Accounting Date to" item and select the appropriate accounting period. Click "OK" and all the selected recognition transactions will be updated in bulk.

• Timesheets
• Time entries
• Envelopes
• Receipts
• Invoices

• Timesheet is created
• Timesheet is submitted
• Timesheet is approved

• Timesheet start date
• Date timesheet is created
• Date timesheet is submitted
• Date timesheet is approved
• Custom date
• Custom accounting period

1. Users with required role privileges navigate to Administration > Global Settings > Organization > Approval processes. Click on an approval process or create a new one.
2. Under the "If approver is equal to submitter, send to" dropdown, select the alternate approver and click Save. Note: If the alternate approver is selected at the overall approval process level, any line item within the approval process that is a self-approver will be routed to the same alternate approver.

1. Users with required role privileges navigate to Administration > Global Settings > Organization > Approval processes. Click on an approval process or create a new one.
2. For each line item of approval, select an alternate approver under the "If approver is equal to submitter, send to" dropdown and click Save.

1. Navigate to any "Create new" form which includes the 'Save & create another' option. Common forms where 'Save & create another' option is available include: User, Project, Client, Expense receipt, Booking, Booking request, etc...
2. Within the "Create new" form, scroll to the bottom and click the link to "Modify the form permissions" (found in the "Tips" section).
3. In the Form Permissions screen, scroll down to the 'Fields which maintain value on "Save and create another"' section.
4. Select the field(s) which should be preserved, and click "Add selected items" to add them to the "Selected" box. Click 'Save' to save the new form permission settings.

1. Navigate to Reports > Summary > [select a report].
2. Configure the desired time periods.
3. Select the appropriate reporting values and select "Non-billable task" " as a subtotal.
4. To filter on billable receipts, scroll down to "Filters and detail fields."
5. Locate "Non-billable task" under "Filters" and click "Create." A Non-billable task status pop-up window displays Available Items.
6. Select "Yes" or "No", click "Add selected items" and click OK.
7. Click Run the report.

1. Navigate to Reports > Summary > [select a report].
2. Configure the desired time periods.
3. Select the appropriate reporting values and select "Billable receipt" " as a subtotal.
4. To filter on billable receipts, scroll down to "Filters and detail fields."
5. Locate "Billable receipt" under "Filters" and click "Create." A Billable receipt status pop-up window displays Available Items.
6. Select "Yes" or "No", click "Add selected items" and click OK.
7. Click Run the report.

1. Navigate to Reports > Detail > Expenses > Receipts.
2. Configure the desired Date ranges.
3. In the Report layout, select the appropriate report values and under the "Billable receipt filter", select either "Yes" or "No". Click OK.
4. Click Run the report.

1. Navigate to Reports > Advanced > Timesheets > Leave accrual summary.
2. Select a pre-defined date range (or select "Custom" as the date range, and enter start and end dates in the fields provided).
3. Select "Include projected leave accrual transactions" and "Include open timesheets".
4. Configure any necessary filters and Run the report.

1. Select a specific project > Phases/Tasks > Outline view.
2. Select a task and under the "Assignments" section, select an assignment group to assign. By default the "Divide hours" checkbox will remain read-only unless an assignment group is assigned.
3. Check the "Divide hours" box and click Save.

1. Navigate to Administration > Application Settings > Expenses Settings > Other Settings.
2. Scroll down to the "Lock expense worksheet columns during horizontal scroll" section.
3. Select the column number from the dropdown list, then click 'Save'. The maximum number of columns available for locking is 4.

1. Navigate to Administration > Application Settings > Invoices Settings > Other Settings.
2. Under the "Invoices tab defaults to list of" dropdown, select either "Charges" or "Invoices.
3. Once the setting is saved, all users in the account will now default to the appropriate tab when accessing the Invoices module.