Release History

This section lists the features described under Optional Features by the feature release date.

Tip:

Use this list to identify the features that have been released since your last update.

April 13, 2024

Added Proxy Approver Notifications — Existing feature newly documented in this guide (available since September 18, 2010).
Expanded Loaded Cost Custom Import with additional information and cross-references.
Moved Use Account-Specific Domain under the Administrator Guide. Account-specific domain are used for all OpenAir accounts since February 2020 and must be used to connect to all OpenAir services since 2023.1 – See Your OpenAir Account URLs.
Deleted OpenAir Within NetSuite and Real-Time Record Import Using OAuth 2.0 – Changed to an OpenAir NetSuite Connector administration setting Use OAuth 2.0 for NetSuite Single Sign-On Integration and Real-Time Record Import.

October 7, 2023

Added Access All Tasks — Existing feature newly documented in this guide (available since June 11, 2005).
Added All Item Types in Calendar — Existing feature newly documented in this guide (available since October 7, 2006).
Added Custom Fields for Projects as Columns on Charges List Views — Add columns for custom fields associated with project records to charges list views.
Added OpenAir Within NetSuite and Real-Time Record Import Using OAuth 2.0 — Use the NetSuite as OIDC Provider feature to access OpenAir from within the NetSuite UI and to allow real-time record import from NetSuite into OpenAir. Changed to an OpenAir NetSuite Connector administration setting – See Use OAuth 2.0 for NetSuite Single Sign-On Integration and Real-Time Record Import.
Added Stricter Permission Control for Extended Fields Derived from Employee Cost Information — Extend standard access control for extended fields and custom calculations derived from employee cost information.
Updated Attachment Viewer and Attachment Thumbnail — Preview PDF attachment files, view attachment thumbnails and preview attachment files from expenses list views, click a thumbnail in the attachment viewer navigation bar to view the attachment file in the preview pane.
Updated Inline-Editing in List Views — Use inline-editing in projects and saved reports list views. The topic is now located under Global.
Expanded Close a Task for a Specific Employee for Timesheets and Expenses with additional information about the feature and compatibility guidelines.
Expanded Exclude Project from Charge Projections with additional information about feature implementation.

April 15, 2023

Added Attachment Viewer and Attachment Thumbnail — View attachments directly from the UI and view autogenerated thumbnail images for each attachment on selected forms and list views.
Added Loaded Cost Custom Import — Create custom import workflows for employee loaded costs in OpenAir NetSuite Connector.
Added PI Removal — Let authorized OpenAir users request and process the removal of personally identifiable information (PII) for employee, guest user, contact and customer records from OpenAir records, fields, and audit trails.
Added Quick Audit Trail for Global Settings — Existing feature newly documented in this guide (available since January 17, 2009).
Updated "Assigned to" Column Filter in Tasks List View — Feature behavior was changed.
Updated IP Restriction — Extend the IP Restriction feature to check for IP changes with every API request.
Updated Single Sign-On Integration Leveraging SAML — Added note about the upcoming "Legacy profile" end of support.
Updated Quick Audit Trail for Custom Fields — Renamed feature (was: View Audit Information for Custom Fields in Table Format on Forms) and added information about Custom Field Extended Audit feature extension.
Deleted Self-Service SAML Identity Provider Profile Configuration — Now available as standard when the Single Sign-On Integration Leveraging SAML is enabled. Added note about the upcoming "Legacy profile" end of support.
Deleted New NetSuite Connector UI — Available as standard when the OpenAir NetSuite Connector is enabled.
Deleted QuickViews for Bookings, QuickViews for Employees, QuickViews for Projects, QuickViews for Tasks — Administrators can enable QuickViews in the Administration module. See QuickViews and Optional Features.

October 8, 2022

Added "Assigned to" Column Filter in Tasks List View — Column filters for the Assigned to in the Project > Tasks list view
Added Product Updates Panel — New release highlights and other product updates accessible from the OpenAir UI.
Added Self-Service SAML Identity Provider Profile Configuration — Support for multiple identity provider configuration managed by account administrators.
Added Task on Purchase Requests — Existing feature newly documented in this guide (available since October 17, 2015).
Deleted Redesigned OpenAir User Experience — The redesigned user experience is enabled for all accounts.
Deleted Redesigned OpenAir User Experience Phase 1 (Deprecated) — The redesigned user experience is enabled for all accounts.
Deleted Redesigned OpenAir User Experience Phase 2 (Deprecated) — The redesigned user experience is enabled for all accounts.

April 9, 2022

Added Redesigned Advanced Filters — Gain usability and canvas space when viewing, modifying or managing advanced filters.
Updated Project Center, previously available as Project Center Outline View (Redesigned User Experience) — All project center functionality is now available as part of the Project Center optional feature.
Added Documents Bulk Deletion on Download — Existing feature newly documented in this guide (available since June 10, 2004).
Added Download All Documents Across All WorkSpaces — Existing feature newly documented in this guide (available since December 16, 2006).
Added IP Restriction — Existing feature newly documented in this guide (available since November 22, 2008).
Added Password Security Questions — Existing feature newly documented in this guide (available since May 15, 2010).
Added Password Validation Against Known Compromised Passwords — Validate new passwords against a list of known compromised passwords when an employee attempts to change password.
Deleted Project Center Booking Worksheet (Redesigned User Experience) — All project center functionality is now available as part of Project Center.
Deleted Real-Time Import Validation — The feature is now default behavior. See Configuring Real-Time Record Import from NetSuite into OpenAir.

October 9, 2021

Added Real-Time Import Validation — Prevent the creation of duplicate records in OpenAir when importing a record from NetSuite to OpenAir using the real-time integration.
Added Restrict Project Recalculation to Tasks Impacted by the Changes on the Project Outline, Gantt and Task Detail View — Improve the performance of the project outline, Gantt and task detail view by restricting project recalculation to tasks that are impacted by the changes.
Added Restrict Utilization Recalculation to Resources Impacted by the Changes on the Advanced Booking Worksheet — Improve the performance of the advanced booking worksheet by restricting utilization recalculation to resources that are impacted by the changes.
Added NetSuite Connector Settings History — View the history of integration configuration changes using the OpenAir NetSuite Connector Settings History page.
Updated Attachment File Drag and Drop — Added bulk delete and bulk attach actions, as well as support for dragging folders to attach all files within.
Updated Feature-Specific User Satisfaction Feedback Form — User feedback is also gathered for the following Redesigned OpenAir User Experience features:
- Create button and Create New menu
- Redesigned list views and list view toolbar
Added Automatic Backup Service — Existing feature newly documented in this guide.
Added Multicurrency — Existing feature newly documented in this guide.
Renamed and moved Prioritize Recorded Time Over Booked Time for Charge and Revenue Recognition Projection under Projects (was “Revenue Recognition Projections Prioritize Logged Time Over Booked Time” under Invoices).
Revised Portfolio Projects and Subordinate Projects and added a separate entry for Single Billing Cap Across Multiple Subprojects Within a Portfolio Project — Revised content and additional information about these separate features, previously described under the same heading Create Portfolio and Sub Projects and Share Billing Rule Caps across Multiple Projects.
Deleted Automatic Backup Service Confirmation on File Transfer Completion — Configuration option available by default when the Automatic Backup Service is enabled. For more information, see Automatic Backup Service.
Deleted Automatic Backup Service (ABS) MySQL Import File “Apply Relationships” Option — Configuration option available by default when the Automatic Backup Service is enabled. For more information, see Automatic Backup Service.
Deleted Automatic Backup Service (ABS) MySQL Import File UTF-8 Option — Configuration option available by default when the Automatic Backup Service is enabled. For more information, see Automatic Backup Service.
Deleted Automatic Backup Service (ABS) Passive Mode Option for FTPS Transfers — The FTPS protocol in the Automatic Backup Service is no longer supported with effect from January 20, 2021.
Deleted Color-Coding on Actual versus Planned View — This functionality is part of the Project Budget feature.
Deleted Compare Budgets — This functionality is part of the Project Budget feature.
Deleted Contact Information Fields on Tabular and Crosstabbed Reports and List Views — This functionality is part of the Customer Contact Information in Project Properties feature.
Deleted Custom Booking Approvals Notifications — The functionality is part of the Custom Email Notifications optional feature.
Deleted Custom Form Layouts — The feature is available by default. For more information, see Field Order.
Deleted Customizable Skill Level Descriptions — The feature is available by default when the Resources module is enabled. For more information, see Customizable Skill Level Descriptions.
Deleted Customization Center — The feature is available by default. For more information, see Customization Center.
Deleted Customize Resource Compare View Header — The feature is available by default when the Resources module is enabled. For more information, see Customizing Resource Compare View Headers.
Deleted Display Payroll Type Field on Time Entries List View — The feature is available by default.
Deleted Edit Resource Demand Requests After Submittal — The functionality is available by default when the following features are enabled: Resource Demand Request and Enable a Booking Type to Exist in All Approval Statuses.
Deleted Export XSD Schema Files — The feature is available by default. For more information, see Exporting the XSD Schema Files.
Deleted Extended Project Assignment Profile Option — The functionality is available by default when the following features are enabled: Project Assignment Profiles and Automated Search Engine for Booking Creation.
Deleted Generate Account Specific WSDL — The feature is available by default. For more information, see Exporting Your Account-Specific WSDL.
Deleted Ignore Booked Hours If Worked or Approved Hours Are Logged — Duplicate of Prioritize Recorded Time Over Booked Time for Charge and Revenue Recognition Projection.
Deleted Include “Time Entry Payroll Type” in Invoices — The feature is available by default. You can set up invoice layouts to add the time entry payroll type column or group time entries by payroll type. See Invoice Layouts List View.
Deleted Next-Generation Report Editor — The feature is part of the Report Manager and Editor feature.
Deleted OpenAir Help Center — This feature is enabled by default with effect from October 9, 2021. For more information, see OpenAir Help Center.
Deleted Performance Console — The feature is available by default. For more information, see Performance.
Deleted Prevent Deletion of Users Assigned to Tasks with Logged Hours — The feature is available by default . For more information, see Other Settings.
Deleted QuickView Customization Options — Configuration option available by default when any of the QuickViews optional features are enabled.
Deleted Resource Demand Request “Essential” Category for Search Base Criteria — The feature is enabled by default when Resource Demand Request is enabled. For more information, see Resources Other Settings.
Deleted Resource Icons on the Outline and Gantt View — The functionality is part of the User-Level Outline View feature.
Deleted Restricted Skills in Consolidated Resource Profile — This functionality is part of the Resource Profile Type Access Control feature.
Deleted Script Deployment Logs — The functionality is available by default when one of the following features is enabled: User Scripting — Form Scripts or User Scripting — Scheduled Scripts.
Deleted Scripting Center — The functionality is available by default when one of the following features is enabled: User Scripting — Form Scripts or User Scripting — Scheduled Scripts.
Deleted Scripting Studio — The functionality is available by default when one of the following features is enabled: User Scripting — Form Scripts or User Scripting — Scheduled Scripts.
Deleted Select Period for Attachments Backup in Automatic Backup System (ABS) — Configuration option available by default when the Automatic Backup Service is enabled. For more information, see Automatic Backup Service.
Deleted Set Credit Invoice Date When Creating Invoices for Credit/Rebill — This functionality is part of the Credit and Rebill Functionality for Invoices feature.
Deleted Streamlined Budget Approvals - This functionality is part of the Project Budget feature.
Deleted Update Time Entries Based on Booking Types — This is a Timesheets application setting. See Other Settings.
Deleted User Scripting — The functionality is part of the User Scripting — Form Scripts and User Scripting — Scheduled Scripts features.
Deleted Verify Password Change — Users are now required to provide their current password when changing password by default.

April 10, 2021

Added Allow employees with appropriate permissions to add project based items when they do not have permission to modify the project.
Added Attachment File Drag and Drop.
Added NetSuite Connector Administration Form Editor Permission.
Added Prevent Saving NetSuite Connector Administration Form if Workflows are Scheduled or Set for Real-Time Integration.
Added Extended Character Set Support for List View Sorting and Filtering — Existing feature newly documented in this guide.
Updated Feature-Specific User Satisfaction Feedback Form — User feedback is also gathered for the project center, the outline, Gantt and task detail view, the Expenses module, and the receipt attachments user interface.
Updated Multithreading Support for the Main Integration — Up to 10 threads can be allocated for main integration runs.
Updated Redesigned Administration Module — Now enabled by default.
Updated Redesigned OpenAir User Experience Phase 1 — Deprecated.
Updated Redesigned OpenAir User Experience Phase 2 — Deprecated.
Updated Redesigned OpenAir User Experience — Now enabled by default.
Updated Wrap Text in List View Cells — The feature now supports line feeds. Display options for long text cell do not impact the description column in the billing and recognition rules list views.
Removed Enforce Column Filter Value Search (Redesigned User Experience) — superseded by a built-in feature. For more information, see Column Filters.
Removed High-Frequency Real-Time Support — Built-in OpenAir NetSuite Connector feature. For more information, see NetSuite Integration.
Removed Import Taxes Applied to Exported OpenAir Credits — The feature is controlled on the Workflow settings for the Send OpenAir Credit (Negative Invoice) as NetSuite Credit Memo export workflow in the NetSuite Connector UI. For more information, see NetSuite Integration.
Removed Integrate All Viable Time Entries — The feature is controlled on the Workflow settings for the Time Entries (Time) export workflow in the NetSuite Connector UI. For more information, see NetSuite Integration.
Removed List view smart rendering (Redesigned User Experience) — Now a built-in functionality with the Redesigned OpenAir User Experience feature. For more information, see Rendering Rows of Data as You Scroll.
Removed Metavalues in Entity Filters — Built-in feature.
Removed NetSuite Connector Import/Export Settings — Built-in OpenAir NetSuite Connector feature. For more information, see NetSuite Integration.
Removed OpenAir Revenue Recognition Rules and Transactions with NetSuite Advanced Revenue Management (ARM) — The feature is controlled by account administrators on the NetSuite Connector administration form. For more information, see NetSuite Integration.
Removed Purchase Requests Integrated on Approval — Built-in OpenAir NetSuite Connector feature. For more information, see NetSuite Integration.
Removed Resource Compare View — The resource compare view is available by default when the Resources module is enabled. For more information, see Resource Compare View.

October 10, 2020

Added REST API.
Added Project Center Booking Worksheet (Redesigned User Experience) (deleted in April 9, 2022 OpenAir release — All project center functionality is now available as part of Project Center.
Added Redesigned Administration Module
Added Save Invoices Short URL
Added Save Payment Terms Internal ID on Invoice Records
Added API Access — Existing feature newly documented in this guide.
Updated Inline-Editing in List Views
Updated Project Center
Updated Redesigned OpenAir User Experience Phase 2
Updated Redesigned OpenAir User Experience Phase 3
Updated Save and Load List View Configuration
Removed Active Directory Integration — No longer supported.
Removed Token-Based Authentication (TBA) for NetSuite Connector — NetSuite Connector now uses token-based authentication exclusively by default to connect to NetSuite.
Removed Use TBA Authentication Exclusively — NetSuite Connector now uses token-based authentication exclusively by default to connect to NetSuite.