April 10, 2021

Overview

Global

Redesigned User Experience Enhancements

Extended redesigned list view and record header coverage, column filter and text area cell usability enhancements.

OpenAir Help Center — Redesigned Table of Contents

Navigate the Help Center content with greater ease.

Details

Timesheets

View Timesheets and Time Entries as Links on Time Entry List Views Role Permission

Control who can access timesheets and time entries using links on time entry list views using role permissions.

Service Column on Time Entries List Views

Add the Service field as a column on time entries list views.

Details

Expenses

Attachment File Drag and Drop

Add attachments to your expense reports and receipts using file drag and drop.

Notes Column on Receipt List Views

Add the built-in notes field for the receipt entity as a column on list views.

Expenses User Satisfaction Feedback Form

Rate your experience using the Expenses module and the receipt attachment user interface.

Details

Projects

Project Center Enhancements

View additional booking information, delete booking rows and add multiple bookings.

Project Center and Outline, Gantt, and Task Detail View User Satisfaction Feedback Form

Rate your experience using the Project Center and the Outline, Gantt, and Task Detail View features.

Allow Employees With Appropriate Permissions to Add Project Based Items When They Do Not Have Permission to Modify The Project

Let employees with appropriate role permission add project based items even if they do not have permission to modify the project.

Task Assignment Search Utility Support for Assignment Groups

Search for assignment groups in the Assignments section of the Task entity form.

Details

Resources

Option to Show or Hide Inactive Skills on Consolidated Resource Profiles

Control whether to show or hide inactive skills on consolidated resource profiles.

Details

Reports

Support for Project Job Code as Dimension and Filter on Crosstabbed (Summary) Account-Wide Reports

Add the dimension Project job code as a subtotal row, or filter by Project job code on account-wide crosstabbed (summary) reports.

Details

Platform

REST API Enhancements

Additional endpoints, methods and features are available in the OpenAir REST API.

OAuth 2.0 Authorization Logs

Review user authorizations granted to integration applications.

Ability to Read Attributes and Custom Profiles Searched For in Resource Requests Using OpenAir XML API and SOAP API

Read the location, skill, industry, jobrole, education and customeprofiles_xx fields in the Resourcesearch table using OpenAir XML API and SOAP API.

Custom Field Support for the Uprate XML Datatype and oaUprate SOAP Complex Type

Add custom fields to employee project billing rate combination records ( up_rate table), and read or modify the custom fields using OpenAir XML API and SOAP API.

Details

Business Intelligence Connector

Extended List View Coverage

OpenAir Business Intelligence Connector covers additional list views.

Details

NetSuite Connector

Custom Export Workflows

Add custom workflows to export data from OpenAir to NetSuite.

Self-Service NetSuite Connector Administration Form

Let designated employees control NetSuite Connector administration settings.

Possibility to Disable the Schedule Integration Runs by Workflow Groups and Protected Workflows Features

New legacy compatibility administration settings let you disable the schedule integration runs by workflow groups feature or the protected workflows feature.

Exported Record Autorecovery

Prevent duplicate record exports when the integration run is interrupted.

Changes to NetSuite SuiteSignOn and TBA Features Impacting the Integration

Changes to NetSuite Connector were made in accordance with NetSuite feature deprecation announcements.

Changes to NetSuite Bundles for the OpenAir <> NetSuite Integration

NetSuite bundles for the OpenAir <> NetSuite integration were replaced with follow-on bundles on January 20, 2021.

Deprecation of the 3-Way Salesforce, OpenAir and NetSuite Integration for Customers and Projects

The 3-way Salesforce , OpenAir and NetSuite integration for customers and projects is deprecated and will be removed at a future date to be announced.

Details

System Integration

OpenAir Mobile Version 3 for Android

OpenAir Mobile 3 rolls out an intuitive new design for Timesheets, optimizes the layout for higher screen resolutions and improves data synchronization with your OpenAir account.

OpenAir Mobile Version 3.2 for iPhone

Get a snapshot of your time entry with an improved timesheet progress bar, and save your OpenAir storage space with compressed image attachments.

OpenAir Integration Manager Version 6.5

A new version of OpenAir Integration Manager is available.

OpenAir Exchange Manager Version 5.1.1

A new version of OpenAir Exchange Manager is available.

Details

Security

Password Expiration

Effective March 20, 2021 on sandbox and demo accounts, and April 10, 2021 on production accounts, the maximum validity period for all user passwords is now three months.

Password Expiration Notifications

Effective April 10, 2021 on production OpenAir accounts, users receive advance notices of the date their password will expire.

Details

Service Changes Impacting Infrastructure

End of Support for Legacy SAML Endpoint

As announced in the October 10, 2020 OpenAir release notes, the legacy SAML endpoint has been removed from OpenAir.

Details

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Details

Global

Redesigned User Experience Enhancements

Extended redesigned list view and record header coverage, and other usability enhancements.

The following features are available if the Redesigned OpenAir User Experience feature is enabled for your account — see details below. To enable this feature, contact OpenAir Customer Support.

• New redesigned list views

• New redesigned record header

• Line feed support in wrapped text area list view cells

• Entire description cell content visible on billing and recognition rules list views

• Changes to distinct value column filters

This section also includes the following announcements — see details below.

• Changes to Redesigned User Experience Optional Features

• April 2022 Redesigned User Experience Rollout

New Redesigned List Views

The redesigned user experience list view layout and features is now available for the following list views:

• Administration

  • Application settings > [Select an application] > Approval processes

  • Application settings > [Select an application] > Notifications

  • Application settings > Expenses > Expense items

  • Application settings > Expenses > Payment types

  • Application settings > Expenses > Vendors

  • Application settings > Invoices > Agreements

  • Application settings > Invoices > Charge stages

  • Application settings > Invoices > Customer POs

  • Application settings > Invoices > Invoice layouts

  • Application settings > Invoices > Payment terms

  • Application settings > Invoices > Services

  • Application settings > Projects > Assignment groups

  • Application settings > Projects > Budget activities

  • Application settings > Projects > Budget categories

  • Application settings > Projects > Issue categories

  • Application settings > Projects > Project stages

  • Application settings > Projects > Service [1–5] lines

  • Application settings > Purchases > Vendors

  • Application settings > Resources > Skill/Education/Location/Job role/Industry/Custom profile NN

  • Application settings > Timesheets > Leave accrual rules

  • Application settings > Timesheets > Payroll types

  • Application settings > Timesheets > Services

  • Application settings > Timesheets > Time types

  • Global settings > Users > Employees

  • Global settings > Organization > Projects

• Expenses

  • Expense reports > [Select an expense report] > Receipts

• Purchases

  • Purchase orders > [Select a purchase order] > Purchase items

  • Purchase requests > [Select a purchase request] > Request items

• Workspaces

  • Workspaces > [Select a workspace] > Discussions

  • Workspaces > [Select a workspace] > Links

New Redesigned Record Header

The redesigned user experience record header layout and features is now available for the following entity:

• Resource Requests

Line Feed Support in Wrapped Text Area List View Cells

Text area cell in redesigned list views support line feeds if the Wrap Text in List View Cells (Redesigned User Experience) optional feature is enabled for your account.

Entire Description Cell Content Visible on Billing and Recognition Rules List Views

View the entire description for billing and recognition rules in list views. The display options for long text cells (wrap text or display on a single line) no longer apply to the description column in the following list views. The entire cell content is always shown, and fully support line feeds for better readability.

• Projects > [Select a Project] > Financials > Billing > Rules

• Projects > [Select a Project] > Financials > Recognition > Rules

Changes to Distinct Value Column Filters

All distinct value column filter dropdowns in redesigned list views now show up to 50 options initially.

To show distinct value options that are not included in the initial list, type at least three characters in the search box. The list of distinct value options is filtered as you type with matching terms highlighted in bold. Filtering as you type only filters through the 50 distinct values loaded initially. To search for all matching values, click Search All.

The dropdown will show a list of up to 1000 distinct values containing your search term. If there are more than 1000 matching values in the database, only the first 1000 values are returned as search results and a message appears above the search results. Refine your search as necessary until there are less than 1000 matching values, then type additional characters to filter the search results.

If there are less than 50 distinct values in the column filter dropdown, no search is required. All possible options may already be listed if other filters are already used to refine the list view data. For example, if you are using column filters on the project or resource columns, to refine the list view data, there may be less than 50 distinct value options for the tasks column filter, in which case the dropdown shows all options, and a search is not required.

Changes to Redesigned User Experience Optional Features

Effective with the April 2021 OpenAir release, the optional features introduced to facilitate the phased release of the redesigned OpenAir user experience will be consolidated into a single optional feature. The optional features Redesigned OpenAir User Experience Phase 1 and Phase 2 are deprecated and the full redesigned user experience functionality is now available as part of the Redesigned OpenAir User Experience feature (previously Redesigned OpenAir User Experience Phase 3).

The Redesigned Administration Module (Redesigned User Experience) optional feature is now enabled by default for all accounts. The feature has no impact unless the Redesigned OpenAir User Experience feature is also enabled.

The following optional features have also been removed:

• Enforce Column Filter Value Search (Redesigned User Experience) — Superseded by a built-in functionality (see above).

• List view smart rendering (Redesigned User Experience) — Now a built-in functionality with the Redesigned OpenAir User Experience feature.

April 2022 Redesigned User Experience Rollout

We plan to enable the redesigned user experience for all accounts in the April 2022 release. 

OpenAir Help Center — Redesigned Table of Contents

Navigate the Help Center content with greater ease.

The redesigned table of contents now gives a clear indication of the help topic you are viewing, and the book and chapter the help topic is part of.

Click the expand to show help topics in a book, chapter or section. Click the collapse icon to hide all help topics in the book, chapter or section.

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Timesheets

View Timesheets and Time Entries as Links on Time Entry List Views Role Permission

Control who can access timesheets and time entries using links on time entry list views using role permissions.

To let users access timesheets and time entries using links on time entry list views, go to Administration > Global Settings > Users > Roles > [Select a Role] and check the View timesheets and time entries as links on time entry list views box.

Service Column on Time Entries List Views

Add the Service field as a column on time entries list views.

The Service field is now available as an optional column on time entries list views.

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Expenses

Attachment File Drag and Drop

Add attachments to your expense reports and receipts using file drag and drop.

The Attachment File Drag and Drop optional feature replaces the current user interface for attachments on the expense report and receipt property forms. Like with the default attachment user interface, you can either attach multiple files from your computer or attach a single workspace document.

To add one or multiple files from your computer as attachments, drag the files to the file attachments box. The attached files appear in the file attachments box and include information about the file (file name, size, date uploaded, uploaded by).

After you add the file attachments, the following options are available:

• To download a single attachment, click the download icon .

• To download all attachments as a Zip archive, click the download icon in the top right corner of the file attachments box .

• To manage the current attachments, click the edit icon .

• To delete an attachment, click the delete icon .

To attach a workspace document, select the workspace then select the document. To clear the selected workspace document, click on the clear icon .

Unassigned Attachments

When you create a new expense report or receipt, you can add attachments before you save the form. If you navigate away from the form without saving the changes, the attachments will be saved in OpenAir as unassigned attachments. The next time you open any of your expense reports or receipts, the form will include an unassigned attachments box listing all the attachments that you uploaded and that are not associated with an expense report or receipt.

• To associate unassigned attachments to the expense report or receipt, drag the files from the unassigned attachments box to the file attachment box.

• To remove an unassigned attachment, click the delete icon .

• To download an unassigned attachment, click the download icon .

Viewing and Deleting All Unassigned Attachments Uploaded to the Account

Account administrators can manage unassigned attachments added by all users on the account.

To manage the unassigned attachments, go to Workspace > OpenAir — Unassigned Attachments > Documents. The OpenAir — Unassigned Attachments workspace is created automatically when the first unassigned attachment is added to your account. Only account administrators can view this workspace.

Notes Column on Receipt List Views

Add the built-in notes field for the receipt entity as a column on list views.

The built-in notes field for the receipt entity is now available as an optional column on receipt list views.

Expenses User Satisfaction Feedback Form

Rate your experience using the Expenses module and the receipt attachment user interface.

If the feature-specific user satisfaction feedback form optional feature is enabled for your account, users will be prompted to give feedback about the Expenses module or the receipt attachment user interface after the user has interacted with the feature several times.

For more information about the feature-specific user satisfaction feedback form, see OpenAir Optional Features Book.

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Projects

Project Center Enhancements

View additional booking information, delete booking rows and add multiple bookings.

Additional Information on Booking Rows

The following columns in the project outline section of the view now include booking information:

• Start and Finish — The columns show the start and finish dates for the booking row. For grouped booking rows, the Start column shows the earliest booking start date in the group and the Finish column shows the latest booking finish date in the group.

• Hours - Booked — The column shows the total hours booked for each row. For grouped booking rows, the Hours - Booked column shows the total hours booked across all bookings in the group. The column also shows the total hours booked for each task, phase, and for the entire project. The value is updated automatically when you save changes in the booking grid.

  Note: The Show Booked Hours on Lists feature must be enabled for your account to show the total hours booked at the project level.

  There may be rounding discrepancies between the value shown in the Hours - Booked column and the sum of values shown in the booking grid.

Delete Option for Booking Rows

You can now delete bookings from within the project center view. All business rules are respected — you will not be able to delete a booking if your role does not permit it, or if the booking was either submitted for approval or approved.

To delete a booking row, click the More icon in the Actions column, click Delete, then OK to confirm. A message appears confirming the booking was deleted successfully.

Multiple Bookings

You can now add multiple bookings over a continuous period of time.

This functionality is equivalent to creating a booking using the Create button above the main navigation menu. You can set a start date, end date and a total number of hours to be booked over the period. This creates multiple contiguous bookings — one for each complete or part week — with the total number of hours distributed evenly over all weeks in the specified date range. The period between the start date and end date must not be more than 52 weeks.

Project Center and Outline, Gantt, and Task Detail View User Satisfaction Feedback Form

Rate your experience using the Project Center and the Outline, Gantt, and Task Detail View features.

If the Feature-Specific User Satisfaction Feedback Form optional feature is enabled for your account, users will be prompted to give feedback about the Project Center, the Outline, Gantt, and Task Detail View features after the user has interacted with the feature several times.

For more information about the feature-specific user satisfaction feedback form, see OpenAir Optional Features Book.

Allow Employees With Appropriate Permissions to Add Project Based Items When They Do Not Have Permission to Modify The Project

Let employees with appropriate role permission add project based items even if they do not have permission to modify the project.

By default, to add a project based item, employees:

• Must have the permission to modify the project. They must have any of the following:

  • Role permission View and modify projects.

  • Role permission View and modify existing projects, but not create new projects.

  • Explicit permission to modify a specific project controlled by the Allow only the project owner or administrator or the selected employees to edit the project option on the Project properties form (Projects > [Select a project] > Properties).

• Must have the appropriate role permission to view and modify, or to modify and create the project based item. For example:

  • View and modify issues, to add an issue.

  • View and modify budgets, to add a transactional budget.

  • Create and modify project billing rules, to add a project billing rule.

  • Modify and create recognition rules, to add a recognition rule.

  • Modify and create recognition transactions, to add a recognition transaction.

With this optional feature, employees only need the appropriate role permission to view and modify, or to modify and create the project based item. Permission to modify the project is no longer required.

Task Assignment Search Utility Support for Assignment Groups

Search for assignment groups in the Assignments section of the Task entity form.

The search and advanced search utilities on the Assignment section of the form now includes assignment groups in the search results.

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Resources

Option to Show or Hide Inactive Skills on Consolidated Resource Profiles

Control whether to show or hide inactive skills on consolidated resource profiles.

By default, resource profiles show inactive skills.

To hide inactive skills on consolidated resource profiles, go to Administration > Application settings > Resources > Other settings and check the Hide inactive skills on resource profiles box.

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Reports

Support for Project Job Code as Dimension and Filter on Crosstabbed (Summary) Account-Wide Reports

Add the dimension Project job code as a subtotal row, or filter by Project job code on crosstabbed (summary) account-wide reports.

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Platform

REST API Enhancements

Additional endpoints, methods and features are available in the OpenAir REST API.

Additional endpoints and methods

The following methods are now available:

• OPTIONS /attachments/ — Discover available methods and fetch the endpoint reference for attachments

• OPTIONS /contacts/ — Discover available methods and fetch the endpoint reference for contacts

• POST​ /expense-reports​/{id}​/attachments — Add an attachment to an expense report

• GET​ /expense-reports​/{id}​/attachments/ — Get the list of attachments associated with an expense report

• GET​ /expense-reports​/{id}​/attachments/{attachment_id} — Get an attachment associated with an expense report

• GET​ /expense-reports​/{id}​/attachments/{attachment_id}/download — Get an attachment file associated with an expense report

• DELETE​ /expense-reports​/{id}​/attachments/{attachment_id} — Delete an attachment associated with an expense report

• OPTIONS /expense-reports/ — Discover available methods and fetch the endpoint reference for expense reports

• OPTIONS /job-codes/ — Discover available methods and fetch the endpoint reference for job codes

• POST​ /receipts​/{id}​/attachments/ — Insert an attachment associated with a receipt

• GET​ /receipts​/{id}​/attachments/ — Get the list of attachments associated with an expense report

• GET​ /receipts​/{id}​/attachments/{attachment_id}— Get an attachment associated with a receipt

• GET​ /receipts​/{id}​/attachments/{attachment_id}/download— Get an attachment file associated with a receipt

• DELETE​ /receipts​/{id}​/attachments/{attachment_id} — Delete an attachment associated with a receipt

• OPTIONS /receipts/ — Discover available methods and fetch the endpoint reference for receipts

The following resource object attributes are now available:

• Attachment — Added the workspaceId attribute, the internal ID of the workspace associated with the attachment. The value is 0 (zero) if the attachment is not associated with a workspace.

New Service Path

The service path for OpenAir REST API is /rest/v1/ instead of /webapi/v2/.

Referenced Objects and Expansion

You can expand objects referenced by internal ID in the main response elements (data array), if the referenced object type supports expansion. It can be used to return additional data in the same response without the need for separate requests. Some of this additional data is only available when using expansion.

If there are any attributes available for expansion in the main response elements (data array), the response automatically includes a relationships property in the response metadata (meta object) with information about the attributes available for expansion and the referenced objects (object type and internal ID).

To include the expanded objects in your response, use the expand query parameter. The JSON-encoded object returned will include the included property, an array of expanded objects.

Supported referenced object types include attachment, userDisplayName, and workspace.

The following object types are available only as expanded objects:

• userDisplayName — Attributes: id, displayName.

• workspace — Attributes: created, id, name, updated.

For more information, see OpenAir REST API Reference Guide.

OAuth 2.0 Authorization Logs

Review user authorizations granted to integration applications.

Account administrators can run the following reports for auditing purposes:

• API integration application authorization logs — User authorization granted to custom or third party applications registered with your OpenAir account in Administration > Account > API integration applications.

• OpenAir add-on service authorization logs — User authorization granted to OpenAir add-on services (OpenAir Mobile and other add-on service applications).

The reports include information about which integration applications were authorized, when, and by which users. The reports also include a link to revoke the authorization given for an integration application by a user.

To access the logs, do one of the following:

• If the Report Management feature is enabled, go to Reports > Management, enter “web services” in the Search saved reports by name box, click the report name, then click New to create a new report, or click the Run or Edit icon next to a saved report name, to run or edit the saved report.

• Otherwise, go to Reports > Detail and click the report name under the Web services heading.

Ability to Read Attributes and Custom Profiles Searched For in Resource Requests Using OpenAir XML API and SOAP API

Read the location, skill, industry, jobrole, education and customprofiles_1 — customprofiles_35 fields in the Resourcesearch table using OpenAir XML API and SOAP API.

Custom Field Support for the Uprate XML Datatype and oaUprate SOAP Complex Type

Add custom fields to employee project billing rate combination records ( up_rate table), and read or modify the custom fields using OpenAir XML API and SOAP API.

OpenAir lets you set employee project rate combinations for project employee billing and project billing. You can now add custom fields associated with project employee rate combinations and read or modify these custom fields using OpenAir XML API (Uprate datatype) and SOAP API (oaUprate complex type).

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Business Intelligence Connector

Extended List View Coverage

OpenAir Business Intelligence Connector covers additional list views.

You can read data from all essential OpenAir list views in real-time by publishing these list views to the OpenAir OData service.

The following additional list views are supported:

• Workspaces

  • Discussions

  • Documents

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NetSuite Connector

Custom Export Workflows

Add custom workflows to export data from OpenAir to NetSuite.

This new feature lets you export data from a supported OpenAir record type to a record type in NetSuite, including custom record types, using your own custom workflows and field mapping definitions. You can add custom export workflows to workflow groups and include them in your scheduled integration runs, or when running the integration manually.

Custom export workflow field mapping supports filters. However, it does not currently support advanced mapping and supports only one pullback row for the NetSuite record ID.

By default, a maximum of two custom export workflows can be active at any one time. To review your requirements, and increase the maximum number of active custom export workflows accordingly, contact OpenAir Customer Support.

Self-Service NetSuite Connector Administration Form

Let designated employees control NetSuite Connector administration settings.

Effective April 10, 2021 you no longer need to contact OpenAir Customer Support to change settings on the NetSuite Connector administration form. Employees with the relevant demographic privilege can save changes to the NetSuite Connector administration form without a password. This privilege can only be granted if the employee is an account administrator or has the “View and edit integration settings” role permission.

This release also introduces the following usability changes:

• The “NetSuite integration admin” form was renamed to “NetSuite Connector administration”.

• Additional form validation has been added to avoid common errors when editing the NetSuite Connector administration settings.

• The following settings are controlled by OpenAir Customer Support and no longer available on the form:

  • Enable multi-threading support. To be used with SuiteCloud+. Maximum used threads — See OpenAir Optional Features Book.

  • Log warning when 00:00:00 not detected in date value — Used for troubleshooting purposes.

  • Disable logging of detailed runtime performance data — Used for troubleshooting purposes.

• If the New NetSuite Connector UI feature is enabled for your account, the settings controlling the availability of each integration workflow are now grouped under the new Imports and Exports sections. These settings were previously listed under the “ Additional integrations” section of the form. The labels of the settings under the new“ Imports” and “Exports” sections now match the workflow names as they appear on the Mapping screen and in the same order.

  

  

• Refer to the following tables for information about the previous and new setting for each workflow, and any workflow dependencies. The new settings only apply if the New NetSuite Connector UI feature is enabled for your account.

Import Workflows NetSuite > OpenAir

Workflow	Previous setting	New setting	Notes and dependencies
Employees (Employees)	N/A	N/A	The workflow is always available
Clients (Customers)	N/A	N/A	The workflow is always available
Projects (Projects)	N/A	N/A	The workflow is always available
Services (Service Items)	N/A	N/A	The workflow is always available
Expense Items (Expense Categories)	N/A	N/A	The workflow is always available
Contacts (Contacts)	N/A	N/A	The workflow is always available
Employees (Vendors)	Enable NetSuite vendor to NS OpenAir employee integration	Employees (Vendors)
Vendors (Vendors)	Enable NetSuite vendor to NS OpenAir vendor integration	Vendors (Vendors)	Requires Employees (Vendors)
Products (Purchase Items)	Enable NetSuite product integration	Products (Purchase Items)
Customer POs (Sales Orders)	Enable NetSuite sales order to NS OpenAir customer PO integration	Customer POs (Sales Orders)
Reimbursements (Expense Report Reimbursements)	Enable NetSuite expense report/vendor bill reimbursement integration	Reimbursements (Expense Report Reimbursements)
Payments (Invoice Payments)	Enable NetSuite payment integration for invoices	Payments (Invoice Payments)
POs (Purchase Orders)	Enable NetSuite PO integration	POs (Purchase Orders)	Requires Products (Purchase Items) Requires Vendors (Vendors) Mutually exclusive with POs (Vendor Bills)
POs (Vendor Bills)	Enable NetSuite vendor bills to NS OpenAir POs integration	POs (Vendor Bills)	Requires Products (Purchase Items) Requires Vendors (Vendors) Mutually exclusive with PO (Purchase Orders)
Retainers (Applied Customer Deposits)	Enable NetSuite customer deposit integration for invoices	Retainers (Applied Customer Deposits)
Tasks (Support Cases)	Enable NetSuite support case import to OpenAir tasks	Tasks (Support Cases)
POs (Vendor Credits)	Enable NetSuite vendor credits to NS OpenAir POs integration	POs (Vendor Credits)

Export Workflows OpenAir > NetSuite

Workflow	Previous setting	New setting	Notes and dependencies
Clients (Customers)	Enable Client export to NetSuite	Clients (Customers)
Projects (Projects)	Enable Project export to NetSuite	Projects (Projects)
Purchase request (Purchase requisition)	Enable NetSuite Purchase requisition integration for purchase requests	Purchase request (Purchase requisition)
Expense Reports (Expense Reports)	N/A	N/A	The workflow is always available
Invoices (Invoices)	N/A	N/A	The workflow is always available
Time Entries (Time)	Enable time entries export to NetSuite	Time Entries (Time)
Recognition Transactions (Revenue Recognition Transactions)	Enable NS OpenAir to NetSuite recognition transaction integration	Recognition Transactions (Revenue Recognition Transactions)
Loaded Cost (Custom Record: xxx)	Enable NS OpenAir Loaded Cost to NetSuite custom record integration. Custom record Internal ID: xxx	Loaded Cost (Custom Record: xxx)
Recognition rules (Custom Record: OpenAir: Revenue Rules for ARM)	Enable workflows for Advanced Revenue Management feature	Recognition rules (Custom Record: OpenAir: Revenue Rules for ARM) Recognition transactions (Custom Record: OpenAir: Revenue Transactions for ARM)	Enabled together with the following workflow: Recognition transactions (Custom Record: OpenAir: Revenue Transactions for ARM)
Recognition transactions (Custom Record: OpenAir: Revenue Transactions for ARM)	Enable workflows for Advanced Revenue Management feature	Recognition rules (Custom Record: OpenAir: Revenue Rules for ARM) Recognition transactions (Custom Record: OpenAir: Revenue Transactions for ARM)	Enabled together with the following workflow: Recognition rules (Custom Record: OpenAir: Revenue Rules for ARM)
Update NetSuite projects with OpenAir project data	Export NS OpenAir project data to existing NetSuite projects.	Update NetSuite projects with NS OpenAir project data
WBS (Opportunity)	Enable NS OpenAir project work breakdown structure to NetSuite opportunity integration	WBS (Opportunity)	Mutually exclusive with NS OpenAir project to NetSuite opportunity integration
Custom Export	N/A	Custom Export	New setting

Possibility to Disable the Schedule Integration Runs by Workflow Groups and Protected Workflows Features

New legacy compatibility administration settings let you disable the schedule integration runs by workflow groups feature or the protected workflows feature.

These built-in features were introduced in the October 2020 OpenAir release to let NetSuite <> OpenAir Integration administrators gain more control when setting up or maintaining the integration.

The following legacy compatibility options are now available on the NetSuite Connector administration form:

• Do not protect workflows — Check this box if you need to modify workflows that are selected for active scheduled integration runs or set for real-time integration. To disable or delete a workflow, you must still first deactivate all scheduled integration runs and real-time integrations that use this workflow.

• Hide workflow groups — Check this box to disable the schedule Integration runs by workflow groups feature. You must first delete all workflow groups defined for your account on the NetSuite Connector Automate tab.

Exported Record Autorecovery

Prevent duplicate record exports when the integration run is interrupted.

OpenAir marks a record as exported and shows the ID of the corresponding record in NetSuite on the entity property form if the record exported successfully to NetSuite. If the export process is interrupted before OpenAir receives a response from NetSuite, records may be exported to NetSuite but not marked as exported in OpenAir. In this case, the record will be exported again the next time the integration workflow runs creating duplicate records in NetSuite.

The Autorecovery feature prevents the creation of duplicated records by identifying records included for export in the interrupted integration run, and verifying if the record was already exported to NetSuite. If the record exists in NetSuite, OpenAir NetSuite Connector updates the exported record in OpenAir. Otherwise, the record will be exported again.

Changes to NetSuite SuiteSignOn and TBA Features Impacting the Integration

Changes to NetSuite Connector were made in accordance with the following NetSuite announcements:

• Action Required: HMAC-SHA1 Deprecation for Token-based Authentication (TBA)

• Required Action: Outbound Single Sign-on (SuiteSignOn) Parameters Deprecated.

Changes to NetSuite Bundles for the OpenAir <> NetSuite Integration

NetSuite bundles for the OpenAir <> NetSuite integration were replaced with follow-on bundles on January 20, 2021.

The first time you update any of the bundles listed in the following table, NetSuite will install the follow-on bundle automatically. Each follow-on bundle has a new Bundle ID. The Installed from field, indicating source of the bundle, shows “Production” for follow-on bundles instead of “Repository” for legacy bundles. The Owner shows “OpenAir (6993781)” for follow-on bundles, instead of “OpenAir Bundle Account (660883)” for legacy bundles.

Bundle Name	Latest Version (on January 20, 2021)	Legacy Bundle ID	New Bundle ID
NetSuite OpenAir SRP Integration	2.09	2851	369637
NetSuite OpenAir SRP Real-time Add-on	2.01	12610	369630
NetSuite OpenAir SRP Single Sign-on	5.0	13512	369619
NetSuite OpenAir SRP ARM	0.93	217172	370366

Legacy integration bundles (with legacy bundle IDs) are deprecated. You can continue using the legacy bundles, if they are installed on your NetSuite account, until you update them to later versions.

As of January 20, 2021, the Preview Bundle Update page in NetSuite shows a message indicating that the follow-on bundle will be installed when you update the bundle. When you search for OpenAir integration bundles in the Search & Install Bundles page in NetSuite, the search results show the new bundle IDs only.

Deprecation of the 3-Way Salesforce, OpenAir and NetSuite Integration for Customers and Projects

The 3-way Salesforce, OpenAir and NetSuite integration for customers and projects is deprecated and will be removed at a future date to be announced.

You should use the Projects (Projects) and Clients (Customers) export workflows instead.

The Enable 3-way Salesforce.com, OpenAir and NetSuite integration setting has been moved to the Legacy compatibility section of the NetSuite Connector administration form. You may continue using the 3-way Salesforce , OpenAir and NetSuite integration if it is already enabled for your account. However, it can no longer be enabled.

For more information, see OpenAir NetSuite Connector Guide.

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System Integration

OpenAir Mobile Version 3 for Android

OpenAir Mobile 3 rolls out an intuitive new design for Timesheets, optimizes the layout for higher screen resolutions and improves data synchronization with your OpenAir account.

OpenAir Mobile 3 is now available for mobile devices running Android 7.0 or later version, and redefines the way you work with timesheets with an intuitive new design.

• View time entries at a glance in list views and timesheets.

• Scroll easily through your time entries with navigation by week or by timesheet.

• All time entries associated to a specific project or task are grouped under the same time card.

• All actions are at your fingertip, using the toolbar at the bottom of the screen or contextual menus.

• Add or edit multiple time entries in one go using the bulk edit functionality and a simple time picker.

This version also includes the following enhancements

• Expense attachments — Save your OpenAir storage space with compressed image attachments. OpenAir Mobile compresses all image attachments to a 40% quality JPG with a maximum width/height of 2000 pixels to reduce the size of the file stored in OpenAir.

• Expenses — The expenses user interface was tuned to match some of the changes in the timesheets module.

• Layout optimized for higher screen resolutions.

• Improved data synchronization with your OpenAir account.

• In-app rating and feedback prompts and settings option.

• Two apps, one user guide — A single guide now describes both versions of OpenAir Mobile 3 for iPhone and Android. See OpenAir Mobile 3 User Guide.

For more information and to watch a video preview of the new OpenAir Mobile features, see OA: OpenAir Mobile 3.0 – Video Preview of New Features (Answer ID: 91656) in OpenAir SuiteAnswers.

OpenAir Mobile Version 3.2 for iPhone

Get a snapshot of your time entry with an improved timesheet progress bar, and save your OpenAir storage space with compressed image attachments.

OpenAir Mobile 3.2 for iPhone includes the following enhancements:

• Image compression — OpenAir Mobile compresses all image attachments to a 40% quality JPG with a maximum width/height of 2000 pixels to reduce the size of the file stored in OpenAir.

• Timesheet summary progress bar — View the minimum required or maximum allowed timesheet rules on the timesheet summary bar if these rules are enabled for the account.

• Merge time cards warning — Avoid merging time cards accidentally if you create or edit a time card with the same properties as another on the timesheet.

• Timesheet approvals — See the name of the employee who submitted the timesheet in the timesheet header.

• Timesheet week view — Jump automatically to the first week with editable time entries when you go to an open or rejected timesheet.

• In-app rating and feedback prompts and settings option.

OpenAir Integration Manager Version 6.5

A new version of OpenAir Integration Manager is available.

OpenAir Integration Manager version 6.5 includes the following enhancements:

• Significantly faster CSV exports using server-side filtering when the selected field is native to the exported record type, the Condition is set to “Equal to”, all conditions must be true is selected, and both the Only new items since last export and Only deleted records filtering options are disabled.

A previous version of OpenAir Integration Manager (version 6.4, released October 21, 2020) included the following enhancements:

• Support for exporting service records from OpenAir

• Support for exporting the payment terms associated with an invoice record using external field lookup by payment terms ID (payment_termsid).

  Note: The optional feature Save Payment Terms Internal ID on Invoice Records must be enabled for your account, and the hidden payment terms ID field must be populated for the invoice record.

  For more information, see OpenAir Optional Features Book.

OpenAir Exchange Manager Version 5.1.1

A new version of OpenAir Exchange Manager is available.

OpenAir Exchange Manager version 5.1.1 includes:

• Defect fixes

• A registry key to set the number of simultaneous processes used to autodiscover the correct Exchange Web Services endpoint for Exchange users configured for integration. Use this registry setting with caution. For more information, see OpenAir Exchange Manager Guide.

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Security

Password Expiration

Effective March 20, 2021 on sandbox and demo accounts, and April 10, 2021 on production accounts, the maximum validity period for all user passwords is now three months.

• On sandbox and demo accounts, all passwords older than three months expired immediately on March 20, 2021.

• On production accounts, the password expiration period will be reduced gradually over several weeks, and differentially for each account, depending on the age and expiration date of user passwords in your account. This rollout will reduce the number of users with expiring passwords at any given time, and ease the transition to the 3-month expiration policy for your account.

Recommended actions

To reduce some of the administrative burden associated with resetting passwords for inadvertently locked out users, the following actions are recommended:

• If the password validity period currently set for your account is higher than three months, advise your users to change their password before April 10, 2021. You can also make password change mandatory for individual users. To force a user to change password, go to Administration > Users > Employees > [Select an employee] > Demographic and check the Force password change box on the user demographic.

• Enable the Password Security Questions feature. This feature lets each user reset their password by answering some security questions. For more information about the Password Security Questions feature, see OpenAir Security Guide. To enable the feature for your account, contact OpenAir Customer Support.

Password Expiration Notifications

Effective April 10, 2021 on production OpenAir accounts, users receive advance notices of the date their password will expire.

Password expiration notification email will be sent 14 days before the password expires, and 3 days before the password expires, unless the user changes the password in the meantime. Notices include the date the password will expire, information about the account for which the password is expiring (company ID and user ID), and instructions for changing your OpenAir password.

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Service Changes Impacting Infrastructure

End of Support for Legacy SAML Endpoint

As announced in the October 10, 2020 OpenAir release notes, the legacy SAML endpoint has been removed from OpenAir.

If your IdP service sends a SAML assertion to the legacy OpenAir SAML endpoint, an error will be returned: Error 400: The legacy SAML endpoint has been decommissioned. To continue using SAML for authentication in to your OpenAir account, update your IdP configuration.

If you are using SAML for authentication in to your OpenAir account, make sure the configuration of your Identity Provider is updated to use the new SAML metadata. For more information, see OpenAir SAML 2.0 Quick Start Guide. Please contact OpenAir Customer Support if you have any questions.