Contents
- What's New
-
User Guide
- OpenAir Overview
- Signing In to OpenAir
- Navigating OpenAir
- Working with Lists and Records
- Home Application
-
Working with the Project Center View
- Project Center Toolbar
- Managing Project Plans in the Project Center
-
Managing Resource Bookings in the Project Center
- Adding Resource Bookings to Your Project Plan
- Searching for Resources in the Project Center
- Modifying Resource Bookings in the Project Center
- Creating a Booking and Distributing Hours Over a Multiple Week Period
- Copying, Cutting and Pasting Booking Row Cells
- Copying Booking Row Cells Using the Fill Handle
- Copying Bookings with Projects
- Deleting a Booking Row in the Project Center
- Project Schedule Calculation in the Project Center
- Working with Reports
- Personal Settings
- References
-
Administrator Guide
- Introduction
- OpenAir Account Types
- OpenAir Account Identifiers and URLs
- Getting Help
-
Administration – Global Settings
- Account
- Custom Fields
- Customers
- Display
- Jobs, Rates
- Organization
- Reports
- Users
- Global Features
- Timesheets
- Expenses
-
Projects
- Projects — Introduction
- Project Status Summary (PSS)
- Project Status News Feed
-
Outline, Gantt, and Task Detail Views
- Navigating Between and Using Outline, Gantt, and Task Detail Views
- Resource Icons in Outline and Gantt View
- Creating a Phase, Task, or Milestone in Outline or Gantt View
- Editing a Phase or Task in Outline or Gantt View
- Changing Assignments in Outline, Gantt, and Task Detail Views
- Duplicating and Copying a Task in Outline, Gantt, and Task Detail Views
- Direct Inline Editing in Outline, Gantt, and Task Detail Views
- Making Changes in Gantt View
- Marking Tasks as “Non-billable” and Excluding From Project Budgets
- Booking Worksheet Display
- Advanced Booking Worksheet
- Charge Projections
- Billing
- Revenue Recognition
- Issues
- Pricing
- Project Billing Defaults
- Project Budget
- Project Center Options
- Transactional Budget
- Gantt Display (without Outline, Gantt, and Task Views enabled)
- Project Locations
- Project Stages
- Worksheet Display
- Task Types
- Alerts
- Assignment Groups
- Extended Category Feature: Service line <n>
- Projects Best Practice Guidelines
- Other Settings
- Frequently Asked Questions
-
Resources
- Attribute Sets
- Tech Skills
- Education
- Locations
- Job Roles
- Industries
- Customizable Skill Level Descriptions
- Resource Booking Planner
- Resource Compare View
- Advanced Resource Search
- Resource Demand Request (RDR)
- Booking Chart
- Booking Types
- Generics
- Resource Profile
- Consolidated Resource Profiles
- Skills Approval
- Search - Resources Application
- Booking Request Layout
- Alerts
- Resources Other Settings
- Frequently Asked Questions (FAQs)
- Invoices
- Purchases
- Reports
- Workspaces
- Home Application Setup
- Opportunities
-
API
- API Overview
- OAuth 2.0 Authorization
- API Limits
- Web Services Logs
-
REST API
- Getting Started with the REST API
- Supported Resources, Methods and API Features
- REST API Known Limitations
- Authentication
- Request Format
- Response Format
- Returned Data
- Attribute Naming Convention, Data Types and Formats
- Custom Fields
- Active Filter Set
- Filtering
- Pagination
- Sorting
- Referenced Objects and Expansion
- Errors
- Generated API Documentation JSON
- Testing the REST API Using Postman
-
REST API Endpoint Reference
- Attachments
- Contacts
- Customers
-
Expense Reports
- Insert an Expense Report
- Insert an Overlapping Expense Report
- Get the List of Expense Reports
- Get an Expense Report
- Update an Expense Report
- Delete an Expense Report
- Get the List of Receipts in an Expense Report
- Get a Receipt associated with an Expense Report
- Add an Attachment to an Expense Report
- Get the List of Attachments Associated with an Expense Report
- Get an Attachment Associated with an Expense Report
- Get an Attachment File Associated with an Expense Report
- Get the Thumbnail for an Attachment Associated with an Expense Report
- Replace an Attachment to an Expense Report
- Delete an Attachment Associated with an Expense Report
- Delete Attachments Associated with an Expense Report
- Discover Available Methods and Fetch the Endpoint Reference for Expense Reports
- Job Codes
-
Projects
- Insert a Project
- Insert Multiple Projects
- Create a Project from Template
- Get the List of Projects
- Get a Project
- Update a Project
- Update Multiple Projects
- Delete a Project
- Delete Multiple Projects
- Add an Attachment to a Project
- Get the List of Attachments Associated with a Project
- Get an Attachment Associated with a Project
- Get an Attachment File Associated with a Project
- Get the Thumbnail for an Attachment Associated with a Project
- Replace an Attachment to a Project
- Delete an Attachment Associated with a Project
- Delete Attachments Associated with a Project
- Discover Available Methods and Fetch the Endpoint Reference for Projects
- Project Milestones
- Project Phases
-
Project Tasks
- Insert a Project Task
- Get the List of Project Tasks
- Get a Project Task
- Add an Attachment to a Project Task
- Get the List of Attachments Associated with a Project Task
- Get an Attachment Associated with a Project Task
- Get an Attachment File Associated with a Project Task
- Get the Thumbnail for an Attachment Associated with a Project Task
- Replace an Attachment to a Project Task
- Delete an Attachment Associated with a Project Task
- Delete Attachments Associated with a Project Task
- Published Reports
-
Receipts
- Insert a Receipt
- Get the List of Receipts
- Get a Receipt
- Update a Receipt
- Delete a Receipt
- Add an Attachment to a Receipt
- Get the List of Attachments Associated with a Receipt
- Get an Attachment Associated with a Receipt
- Get an Attachment File Associated with a Receipt
- Get the Thumbnail for an Attachment Associated with a Receipt
- Replace an Attachment to a Receipt
- Delete an Attachment Associated with a Receipt
- Delete Attachments Associated with a Receipt
- Discover Available Methods and Fetch the Endpoint Reference for Receipts
- Time Entries
- Users
- Release History
-
XML API and SOAP API
- API Best Practice Guidelines
- Getting Started with the XML API and SOAP API
- Authentication
- Reading Objects
- Adding, Updating and Upserting Objects
- Deleting Objects
- Approval-Related Operations
- Utility Operations
- Handling Errors
- XML API Commands
- SOAP API Commands
- Business Object Properties Overview
-
XML and SOAP API Business Object Reference
- AccountingPeriod
- Actualcost
- Address
- Agreement
- Agreement_to_project
- ApprovalLine
- ApprovalProcess
- Attachment
- Attribute
- AttributeDescription
- Attributeset
- BillingSplit
- Booking
- BookingByDay
- BookingType
- Booking_request
- Budget
- BudgetAllocation
- Category
- Category_<N>
- Ccrate
- Company
- Contact
- Costcategory
- Costcenter
- Costtype
- Currency
- Currencyrate
- CustField
- Customer
- CustomerLocation
- Customerpo
- Customerpo_to_project
- CustomerProspect
- Deal
- Dealcontact
- Dealschedule
- Department
- Entitytag
- Envelope
- Estimate
- Estimateadjustment
- Estimateexpense
- Estimatelabor
- Estimatemarkup
- Estimatephase
- Event
- ExpensePolicy
- ExpensePolicyItem
- Filter
- Filterset
- ForexInput
- Fulfillment
- Hierarchy
- HierarchyNode
- History
- HistoryNotes
- ImportExport
- Invoice
- InvoiceLayout
- Issue
- IssueCategory
- IssueSeverity
- IssueSource
- IssueStage
- IssueStatus
- Item
- ItemToUserLocation
- Jobcode
- JobCodeUsed
- Leave_accrual_rule
- Leave_accrual_rule_to_user
- Leave_accrual_transaction
- LoadedCost
- Module
- Newsfeed
- NewsfeedMessage
- Payment
- Paymentterms
- Paymenttype
- Payrolltype
- PendingBooking
- Preference
- Product
- Project
- Projectassign
- ProjectAssignmentProfile
- Projectbillingrule
- Projectbillingtransaction
- ProjectBudgetGroup
- ProjectBudgetRule
- ProjectBudgetTransaction
- Projectgroup
- Projectlocation
- ProjectPricing
- ProjectStage
- Projecttask
- Projecttaskassign
- ProjecttaskEstimate
- Projecttask_type
- Proposal
- Proposalblock
- Proxy
- Purchase_item
- Purchaseorder
- Purchaser
- Purchaserequest
- Ratecard
- RateCardItem
- Reimbursement
- Repeat
- Report
- Request_item
- ResourceAttachment
- Resourceprofile
- Resourceprofile_type
- ResourceRequest
- ResourceRequestQueue
- Resourcesearch
- RevenueContainer
- RevenueProjection
- Revenue_recognition_rule
- Revenue_recognition_rule_amount
- Revenue_recognition_transaction
- RevenueStage
- Role
- Schedulebyday
- Scheduleexception
- Schedulerequest
- Schedulerequest_item
- Slip
- SlipProjection
- Slipstage
- SummaryView
- TagGroup
- TagGroupAttribute
- TargetUtilization
- Task
- TaskAdjustment
- TaskTimecard
- TaxLocation
- TaxRate
- Term
- Ticket
- Timecard
- Timesheet
- Timetype
- Todo
- Uprate
- User
- UserLocation
- UserWorkschedule
- Vendor
- Viewfilter
- Viewfilterrule
- WorkscheduleWorkhour
- Workspace
- Workspacelink
- Workspaceuser
- Release History
-
Business Intelligence Connector
- Business Intelligence Connector Overview
-
Publishing Reports
- Publishing Your Reports Manually
- Configuring OpenAir to Publish Reports Automatically and Refresh Published Reports Periodically
- Sharing Published Reports With Other Employees in Your Company
- Publishing Reports Others Have Shared with You
- Verifying the Publication Status of your Reports
- Deleting Published Reports from the BI Connector
- Publishing Lists
- Connecting BI Tools to Your OData Feed
-
Business Intelligence Connector Advanced Functions
- Viewing Your OData Resource Data in a Web Browser
- OData Query Options
- Reading Published Resource Data in Form and Scheduled Scripts in OpenAir
- Exporting OpenAir Published Report Data to NetSuite
- Consuming OpenAir OData Resource Data in Your Applications
- Reading Published Reports Data Using OpenAir REST API
- Replace Non-Alphanumeric Characters with Underscores in Column Headers and Metadata
- Troubleshooting the Business Intelligence Connector Feature
- Business Intelligence Connector Version History
-
Database
- Database Guide Overview
-
Entity-Relationship Diagrams
- Accounting Period
- Agreement
- Approval Process
- Attachment
- Authorization
- Billing
- Booking
- Budget
- Category
- Cost
- Customer
- Custom Field
- Deal
- Envelope
- Estimate
- Expense Policy
- Filter
- Invoice
- Issue
- Item
- Job Rate
- Leave Accrual
- Miscellaneous
- NetSuite Connector
- News Feed
- Payment
- Product
- Project
- Project Group
- Project Pricing
- Project Task
- Proposal
- Purchase Item
- Purchase Order
- Reporting
- Request Item
- Resource Profile
- Resource Request
- Revenue Container
- Revenue Recognition
- Role
- Schedule
- Script
- Slip
- Switch
- Tag
- Task
- Tax
- Ticket
- Time
- User
- Workhour
- Workspace
- Index of Entity-Relationship Diagrams by Data Area
- Index of Tables and Entity-Relationship Diagrams
-
Exchange Integration Manager
- Exchange Integration Manager Overview
- Getting Started with Exchange Integration Manager
- System Requirements and Technical Considerations
- Installing, Updating and Uninstalling OpenAir Exchange Manager
-
Setting Up the OpenAir Exchange Integration
- OpenAir Exchange Setup Overview
- Connecting OpenAir Exchange Manager with your OpenAir account
- Registering OpenAir Exchange Manager With Microsoft Identity Platform
- Connecting OpenAir Exchange Manager with Azure Active Directory or Exchange Online
- Connecting OpenAir Exchange Manager with On-Premise Active Directory Using LDAP
- Connecting OpenAir Exchange Manager with On-Premise Exchange Server
- Sending OpenAir Exchange Integration Logs to a Designated Email Address
- Configuring the Synchronization of OpenAir Bookings and Exchange Calendar Events
- Mapping OpenAir Users and Exchange User Mailboxes
- Mapping OpenAir Booking Type to Exchange Calendar Event "Show As" Designation
- OpenAir Exchange Manager Registry Settings
- Running the OpenAir Exchange Integration
- Troubleshooting Exchange Integration Manager
-
Integration Manager
- Integration Manager Overview
- Getting Started with Integration Manager
- Installing, Updating and Uninstalling Integration Manager
- Integration Manager General Settings and Menu Options
- Exporting OpenAir Data to a CSV File
- Importing Data from a CSV File into OpenAir
- Mapping OpenAir Fields to CSV Columns
- Making OpenAir Custom Fields Available for Mapping
- Making Additional Information Available for Mapping (Calculated Fields)
- Combining and Splitting Information
- OpenAir Field Value Lookup (Export) and Record Lookup (Import)
- Filtering OpenAir Records for Export
- Formatting Information for Export and Import
- Accounting Settings
- Working with Export and Import Shortcuts
-
Records and Fields Reference
- Accounting Period
- Actual Cost
- Agreement
- Agreement to Project
- Approval Process
- Booking
- Booking Type
- Budget
- Budget Allocation
- Category
- Category_<N>
- Contact
- Cost Category
- Cost Center
- Cost Type
- Currency
- Customer
- Customer PO
- Customer PO to Project
- Deal
- DealContact
- DealSchedule
- Department
- Entity tag
- Envelope
- Estimate
- EstimateAdjustment
- EstimateExpense
- EstimateLabor
- EstimatePhase
- Event
- Expense Item
- Filter set
- ForexInput
- Invoice
- Issue
- Item to User Location
- Job Code
- Leave accrual rule
- Leave accrual rule to user
- Leave accrual trans
- Loaded Cost
- Payment
- Payment Terms
- Payment Type
- Payroll Type
- Product
- Profile Type
- Project
- Project Assignment
- Project Billing Rule
- Project Billing Transaction
- Project Group
- Project Pricing
- Project Stage
- Project Task
- Project task assign
- Projecttask_type
- Proposal
- ProposalBlock
- Prospect
- Proxy
- Purchase item
- Purchase order
- Purchaser
- Purchase request
- Rate Card
- Rate Card Item
- Receipt
- Reimbursement
- Repeat
- Request Item
- Resource Profile
- Resource Request
- Resource Request Queue
- Resource Search
- Rev. Recogn. Amount
- Rev. Recogn. Rule
- Rev. Recogn. Trans.
- Revenue Container
- Revenue Stage
- Schedule Exception
- ScheduleRequest
- ScheduleRequest item
- Service
- Slip Projection
- Slip Stage
- Tag Group
- Tag Group Attribute
- Target Utilization
- Task Adjustment
- Tax Location
- Tax Rate
- Time Type
- TimeBill
- Timecard
- Timesheet
- Timesheet entry
- Timesheet/Timecard entry
- Todo
- User
- User Location
- User Project Rate
- User Workschedule
- Vendor
- Workspace Link
- Workspace User
- Troubleshooting
-
Mobile
- OpenAir Mobile Overview
- Installing OpenAir Mobile
- Configuring OpenAir Mobile
- Synchronizing OpenAir Mobile with OpenAir
- Navigating OpenAir Mobile
- Working with Drafts in OpenAir Mobile
-
Working with Timesheets in OpenAir Mobile
- Timesheets Lists in OpenAir Mobile
- Timesheets in OpenAir Mobile
- Creating a Timesheet
- Editing Timesheet Properties
- Deleting Timesheets
- Adding a Time Card to a Timesheet
- Editing Time Card Properties
- Deleting a Time Card
- Adding or Editing Time Entries
- Deleting Time Entries
- Submitting Timesheets
- Approving or Rejecting Timesheets
-
Working with Expenses in OpenAir Mobile
- Expenses Lists in OpenAir Mobile
- Expense Reports in OpenAir Mobile
- Receipts in OpenAir Mobile
- Expense Attachments in OpenAir Mobile
- Creating an Expense Report
- Editing Expense Report Properties
- Deleting Expense Reports
- Adding or Editing Receipts
- Deleting Receipts
- Working with Image Attachments on Expense Reports Receipts and Receipt drafts
- Submitting Expense Reports
- Approving or Rejecting Expense Reports
- OpenAir Mobile References
-
NetSuite Integration
- NetSuite Integration Overview
- How the NetSuite <> OpenAir Integration Works
-
Configuring NetSuite for the Integration
- NetSuite Features Required for the Integration
- NetSuite Bundles for the Integration
- Enabling the OpenAir Integration in NetSuite
- Enabling Access to OpenAir From Within NetSuite
- Configuring Real-Time Record Import from NetSuite into OpenAir
- Enabling Monitored Fields for Import Workflows
- Configuring Integration Preferences and Terminology Preferences in NetSuite
-
Configuring OpenAir for the Integration
- Navigating the OpenAir NetSuite Connector UI
- OpenAir NetSuite Connector Contextual Tips
-
NetSuite Connector Administration Settings
-
Imports
- Employees (Vendors)
- Vendors (Vendors)
- Products (Purchase Items)
- Customer POs (Sales Orders)
- Reimbursements (Expense Report Reimbursements)
- Payments (Invoice Payments)
- POs (Purchase Orders)
- PO (Vendor Bills)
- Retainers (Applied Customer Deposits)
- Tasks (Support Cases)
- POs (Vendor Credits)
- Custom Import
-
Exports
- Customers (Customers)
- Projects (Projects)
- Purchase request (Purchase requisition)
- Time Entries (Time)
- Recognition Transactions (Revenue Recognition Transactions)
- Loaded Cost (Custom Record: <CustomRecordTypeID>)
- Recognition Transactions (Custom Record: OpenAir: Revenue Transactions for ARM) and Recognition Rules (Custom Record: OpenAir: Revenue Rules for ARM)
- Update NetSuite Projects with OpenAir Project Data
- WBS (Opportunity)
- Custom Export
-
Additional integrations
- Use OAuth 2.0 for NetSuite Single Sign-On Integration and Real-Time Record Import
- Import all NetSuite contacts associated with NetSuite projects marked 'Export to OpenAir'
- Import all NetSuite contacts associated with NetSuite customers marked 'Export to OpenAir'
- Enable feature to set import errors on NetSuite records
- Enable NetSuite task import and update
- Enable NetSuite subsidiary import
- Enable NetSuite single sign-on
- Enable NetSuite real-time integration
- Enable NetSuite intercompany journal creation for recognition transaction and invoice export
- Enable NetSuite credit memo integration for invoices
- Enable OpenAir project to NetSuite opportunity integration
- Enable OpenAir Expense report to NetSuite vendor bill integration
- Auto recovery
- Legacy compatibility
-
Other features
- Use 2023.1 communication endpoint
- Show account information in integration run results
- Set time zone used by integration user setup on NetSuite to
- Map NetSuite transaction number to OpenAir number when importing vendor bills or purchase orders
- Expose NetSuite full synchronization control since date
- Enable strict mapping validation
- Enable NetSuite opportunity export link in project navigation bar
- Enable NetSuite OneWorld integration optimizations
- Enable Direct TBA
- Do not use OpenAir project exchange rate on invoice and recognition transaction export
- Allow objects with a NetSuite ID to be exported during integration run
- NetSuite custom fields for resource allocation records in field mapping for custom export
- Apply invoice line in NetSuite to expense using OpenAir ticket id
- Disable NetSuite ID change acknowledgment for customers and projects
- Performance features
- Custom Imports
- Exchange rate integration
-
Imports
- Workflow Settings
- Connecting OpenAir to NetSuite for the Integration
- Adding and Managing Integration Workflows
- Mapping OpenAir Fields and NetSuite Fields
- Scheduling the Integration to Run Automatically
- Enabling the OpenAir Within NetSuite Feature in OpenAir
- Enabling the Real-Time Record Import Feature in OpenAir
- Configuring Real-Time Record Export from OpenAir to NetSuite
-
OpenAir NetSuite Connector Health Check
- Token Based Authentication Credentials
- Real-Time Record Import Certificate and Certificate Rotation
- Designated Integration User
- NetSuite Connector Administration Form Safeguard
- Multithreading Support for Main Integration Export Workflows
- Strict Mapping Validation
- Batch export of Revenue recognition transactions
- New NetSuite Connector User Interface
- Protected Workflows
- Workflow Groups
- NetSuite 2023.1 Communication Endpoint
- Direct Token-Based Authentication
- Deprecated 3–way Salesforce, OpenAir and NetSuite Integration
- Reviewing NetSuite Connector Settings History
- Reviewing the Integration Run History and Status
- Integration Role Permissions in OpenAir
- Running the NetSuite <> OpenAir Integration
-
Importing Data From NetSuite Into OpenAir
-
Employees (Employees) Import Workflow
-
Employees (Employees) Import Workflow Settings
- Enable purchaser integration
- Map NetSuite employee class to employee hierarchy
- Map NetSuite employee department to employee hierarchy
- Map NetSuite employee location to employee hierarchy
- Map NetSuite employee subsidiary to employee hierarchy
- Disable Export to OpenAir filtering for employees in NetSuite integration
- Enable import of inactive employees
- Employees (Employees) Import Field Mapping Definition
-
Employees (Employees) Import Workflow Settings
-
Customers (Customers) Import Workflow
-
Customers (Customers) Import Workflow Settings
- Map NetSuite customer class to customer hierarchy
- Map NetSuite customer department to customer hierarchy
- Map NetSuite customer location to customer hierarchy
- Map NetSuite customer subsidiary to customer hierarchy
- Disable Export to OpenAir filtering for customers in NetSuite integration
- Include NetSuite leads marked 'Export to OpenAir' in the customers import
- Include NetSuite prospects marked 'Export to OpenAir' in the customers import
- Skip merge of matching customers with NetSuite Internal ID
- Customers (Customers) Import Field Mapping Definition
-
Customers (Customers) Import Workflow Settings
-
Projects (Projects) Import Workflow
-
Projects (Projects) Import Workflow Settings
- Map NetSuite project class to project hierarchy
- Map NetSuite project department to project hierarchy
- Map NetSuite project location to project hierarchy
- Map NetSuite project subsidiary to project hierarchy
- Disable Export to OpenAir filtering for projects in NetSuite integration
- Create new projects based on the project template specified in NetSuite
- Enable expense policy duplication from template
- Enable project workspace creation
- Map the OpenAir project stage from the NetSuite project
- Map the OpenAir rate card from the NetSuite project
- Allow project start date to be updated
- Projects (Projects) Import Field Mapping Definition
-
Projects (Projects) Import Workflow Settings
- Services (Services Items) Import Workflow
- Expense Items (Expense Categories) Import Workflow
- Contacts (Contacts) Import Workflow
- Employees (Vendors) Import Workflow
- Vendors (Vendors) Import Workflow
- Products (Purchase Items) Import Workflow
-
Customer POs (Sales Orders) Import Workflow
-
Customer POs (Sales Orders) Import Workflow Settings
- Create time billing rules in sales order integration with a service filter. Map sales order line description to billing rule Charge description
- Enable recognition rule creation in sales order integration
- Enable use of NetSuite time units of measure
- Only update last modified date if no error
- Set OpenAir Customer PO total value to NetSuite sales order net amount
-
Customer POs (Sales Orders) Import Workflow Settings
- Reimbursements (Expense Report Reimbursements) Import Workflow
- Payments (Invoice Payments) Import Workflow
- Tasks (Project Tasks) Import Workflow
- POs (Purchase Orders) Import Workflow
- POs (Vendor Bills) Import Workflow
- Retainers (Applied Customer Deposits) Import Workflow
- Credits (Applied Credit Memos) Import Workflow
- Tasks (Support Cases) Import Workflow
- POs (Vendor Credits) Import Workflow
- Custom Import Workflows
- Importing or Mapping NetSuite Classifications to OpenAir Hierarchies
-
Employees (Employees) Import Workflow
-
Exporting Data From OpenAir to NetSuite
- Customers (Customers) Export Workflow
- Projects (Projects) Export Workflow
- Purchase Requests (Purchase Requisitions) Export Workflow
-
Expense Reports (Expense Reports) Export Workflow
-
Expense Reports (Expense Reports) Export Workflow Settings
- Enable tax export on expense reports
- Allow manual override of Canadian taxes on Expense report export
- Automatically create negative Expense report lines in NetSuite for non-reimbursable expenses
- Do not set the foreign currency in NetSuite for foreign currency receipts when exporting Expense reports
- Keep customer reference on negative Expense report lines in NetSuite for non-reimbursable expenses
- Show last NetSuite integration error on expense reports
- Expense Reports (Expense Reports) Export Field Mapping Definition
-
Expense Reports (Expense Reports) Export Workflow Settings
-
Invoices (Invoices) Export Workflow
-
Invoices (Invoices) Export Workflow Settings
- Import taxes applied to exported invoices
- Adjust quantity based on % invoiced for time charges related to NetSuite sales order lines with quantities that do not reflect hours
- Always respect the NetSuite sales order customer and project when exporting invoices
- Combine charges by service on invoices
- Create billing rules for NetSuite discount and markup lines on sales orders
- Disable expense report references on invoices in NetSuite integration
- Disable vendor bill linkage on invoices in NetSuite integration
- Enable charges to map to NetSuite description items
- Enable expense charge linkage with sales order lines
- Enable the OpenAir invoice link mapping to NetSuite
- Initialize invoices from corresponding sales orders when exporting invoices to NetSuite
- Show last NetSuite integration error on invoices
- Use Service item instead of Product item during invoices export for purchase charges
- When using the sales order integration, use invoice date to determine NetSuite due date.
- Invoices (Invoices) Export Field Mapping Definition
-
Invoices (Invoices) Export Workflow Settings
- Time Entries (Time) Export Workflow
- Recognition Transactions (Revenue Recognition Transactions) Export Workflow
- Loaded Cost (Custom Record) Export Workflow
- Send OpenAir Credits (Negative Invoices) as NetSuite Credit Memos Export Workflow
- Recognition Rules (Custom Record: OpenAir: Revenue Rules for ARM) Export Workflow
- Recognition Transactions (Custom Record: OpenAir: Revenue Transactions for ARM) Export Workflow
- Update NetSuite Projects with OpenAir Project Data Export Workflow
- Update NetSuite Tasks with OpenAir Task Data
-
WBS (Opportunity) Export Workflow
-
WBS (Opportunity) Export Workflow Settings
- Always export all task assignments when exporting project work breakdown structure to NetSuite opportunity
- Do not use task planned hours for manual task projected billings when exporting project work breakdown structure to NetSuite opportunity
- Exclude manual task projected billings from rollup when exporting project work breakdown structure to NetSuite opportunity
- Map task service to NetSuite item instead of task assignment job codes for manual task projected billings when exporting project work breakdown structure to NetSuite opportunity
-
WBS (Opportunity) Export Workflow Settings
- Custom Export Workflows
- Advanced Mapping and Filter Notation Reference
- Troubleshooting the Integration
- NetSuite Bundle Version History
- OffLine
-
Optional Features
- Optional Features Overview
-
Global
- Accounting Period Functionality
- All Item Types in Calendar
- Allocation Grid Custom Field
- Allow the Owner/Requester/Administrator to Upload Attachments for Approved Objects
- Assign Project Job Codes for Users on a Per Project Basis
- "Assigned to" Column Filter in Tasks List
- Attachment File Drag and Drop
- Attachment Viewer and Attachment Thumbnail
- Automatic Backup Service
- Business Intelligence Connector
- Conditional Dropdown Custom Fields
- Custom Email Notifications
- Custom List Layouts
- Display Contacts in “Last Name, First Name” Format in Drop-down Menus
- Display Incomplete Tasks on Dashboard
- Display the Booking's Requester Name in “Last Name, First Name Middle Name” Format in Reports
- Edit Exchange Cross Rates
- Enable Integration with NetSuite
- Enforce Column Filter Value Search
- Extended Character Set Support for List Sorting and Filtering
- Feature-Specific User Satisfaction Feedback Form
- Global Search
- Hide Divider Sections on Forms
- Increase the Maximum Count of NetSuite Integration Schedule Runs Per Day
- Inline-Editing in Lists
- List Column Selection
- Multicurrency
- Multiple Schedule Exceptions Per Day by Time Off Requests
- Next-Generation Homepage
- Overlapping Timesheets and Envelopes at the Role Level
- Pick List Custom Field
- Product Updates Panel
- Proxy Approver Notifications
- Publish Shared Reports using BI Connector
- Query Builder
- Quick Audit Trail for Global Settings
- Quick Audit Trail for Custom Fields
- Redesigned Administration Module
- Redesigned Advanced Filters
- Replace Non-Alphanumeric Characters with Underscores in Column Titles and Metadata
- Restrict Specific Custom Fields from Being Copied
- Single Sign-On Integration Leveraging SAML
- Stop Slow Lists
- Stop Slow Reports
- Suppress Email Notifications or Add Addresses to Notifications
- To-Do List
- Unexport Records from a Specific Application by UI
- Use Days Instead of Hours for All Time Entries
- User-Defined Reporting Currencies
- Wrap Text in List Cells
-
Timesheets
- Automatically Create Overlapping Timesheet
- Automatically Receive PDF Attachments of Approved Timesheets and Expense upon Approval
- Calculate Remaining Hours Using Approved Hours Instead of Worked Hours
- Configure Time Entry Rounding at the User Level
- Filter Timesheet Report by Project
- Line Item Rejection in Timesheets
- Prevent Entry of Future Time at the User Level
- Proxy Confirmations
- Self-Rejection of Timesheets
- Set the Timesheet Duration At the User Level
- Time Entries Match Task Assignments
- Time Entry Grid Filtering
- Use Zero Hours Rather than Planned Hours for Users’ “Hours Remaining” Estimates
- Expenses
-
Projects
- Access All Tasks
- Additional Functionality for Expense Policies on Per-Project Basis
- Adjust Planned/Assigned Hours Based on Actual Work
- Allow employees with appropriate permissions to add project based items when they do not have permission to modify the project
- Allow Users to Unapprove Budgets
- Apply Phase Filtering in Time Billing Rules
- Automated Search Engine for Booking Creation
- Automatically Add New Users to Assignment Groups
- Customer Contact Information in Project Properties
- Close a Task for a Specific Employee for Timesheets and Expenses
- Control Editing Submitted Entities by Approvers via Role Permissions
- Date Filters Support for Incurred Vs. Forecast Revenue Recognition Transactions
- Default Options on Task Assignment
- Define Charges to Recognize in “As Billed” Revenue Recognition Rules
- Estimate to Complete (ETC) and Estimate at Completion (EAC) in Project Budgets
- Exclude Project from Charge Projections
- Hide the Project Progress Bar
- Hide the Daily, Weekly, or Monthly Resource Planner Options
- Inline Editing, Drag-and-Drop Functionality, and Enhanced Gantt Layout
- New “Booking Type” Filter in Revenue Recognition Rule
- One Project Per Expense Report
- Optionally View and Assign Revenue Hours for Recognition Transactions
- Pagination for the Task Worksheet
- Phase/Task Filter in “Incurred vs. Forecast Rule”
- Portfolio Projects and Subordinate Projects
- Prevent Invoicing and Revenue Recognition on a Per-Project Basis
- Prioritize Recorded Time Over Booked Time for Charge and Revenue Recognition Projection
- Project Assignment Profiles
- Project Budget
- Project Center
- Project Status News Feed
- Restrict Project Recalculation to Tasks Impacted by the Changes on the Project Outline, Gantt and Task Detail View
- Project Status Summaries (PSS)
- Select Different Currencies for Loaded Cost Overrides
- Set Preferred Landing Page for Projects
- Show Billing Rules on Revenue Recognition Forms
- Single Billing Cap Across Multiple Subprojects Within a Portfolio Project
- Task on Purchase Requests
- User-Level Outline View
- View Tasks for Inactive Projects in Task List
-
Resources
- Additional Booking Specific Approvers
- Add Multiple Profiles
- Advanced Booking Worksheet
- Auto-Create Bookings for Generic Resources
- Booking Assignment Date Filters
- Bulk Booking Editor
- Bulk Delete Action Respects Booking Rules
- Consolidated Resource Profiles
- Customized User Avatars
- Decouple RDR Header and RRQ Booking Type
- Detailed Booking Groupings in the Advanced Booking Worksheet
- Disable New, Multiple Bookings Option
- Display More Bookings in Advanced Booking Worksheet
- Enable a Booking Type to Exist in All Approval Statuses
- Enable Bookings to be Auto-Approved
- Optional Booking on Approved Booking Requests
- "Require Job Code" Setting for Dynamic and Advanced Booking Worksheets
- Resource Booking Approvals
- Resource Demand Request
- Resource Demand Request Queues Cannot be Finalized If Availability is Zero
- Resource Planner
- Resource Profile Type Access Control
- Restrict Utilization Recalculation to Resources Impacted by the Changes on the Advanced Booking Worksheet
- Show Project Assignment Profiles on Task Assignments
- Skills Approvals
- Use Booking Request Grid to Enter Multiple Requests That Are Available
- View Advanced Resource Search Role Permission
-
Invoices
- Additional Option for Invoice Layout Terminology Overrides
- Advanced Agreement and Customer PO Balance Calculation
- Allow an Approver to Edit a Submitted Invoice
- Credit and Rebill Functionality for Invoices
- Custom Fields for Projects as Columns on Charges Lists
- Display a Zero Sum Tax Rate and Amount on Invoices
- Enhanced Workflow Process Invoice Submission and Revenue Container Creation
- Forex Precision Control for Invoices
- Generate Charges for Partial Periods
- Negative Charge Stages
- Negative Charge Stages by Quantity
- Prevent Invoicing and Revenue Recognition Per Customer PO and Agreement
- Pro-Rate Selected Charges
- Save Invoices Short URL
- Save Payment Terms Internal ID on Invoice Records
- Subtotal and Sort Expense Item Groups on Invoices
-
Reports
- Audit Trail Values Available in Summary Reports
- CSV Pivot Tables Can Respect User Regional Settings
- Custom Fields Available as Filters in Selected Reports
- Email Scheduled Reports to a Contact from the Contacts List
- Enable Booking Approval Status in Reports
- Exclude Specific Values from Filters in Reports
- Hide Personal User Data and Hours Remaining in the Timesheet Report
- Loaded Cost Respects Time Entry Date Regardless of Date to Use Value in Reports
- Organize Saved Reports in Specified Folder
- Project Hierarchy Settings in User Detail Report
- Project Crosstab Date Filters
- Report Manager and Editor
- Report on More than 31 Days When Reporting on Daily Time Periods
- Report Throttling
- Stricter Permission Control for Extended Fields Derived from Employee Cost Information
- Web Services Log Details Report
- Platform
-
NetSuite Connector
- Loaded Cost Custom Import
- Multithreading Support for On-Demand and Real-Time Export
- Multithreading Support for the Main Integration
- NetSuite Connector Administration Form Editor Permission
- NetSuite Connector Settings History
- Prevent Saving NetSuite Connector Administration Form if Workflows are Scheduled or Set for Real-Time Integration
- Workspaces
- Security
- Release History
- Performance Tuning
-
Projects Connector
- Projects Connector Overview
- Installation
-
Using Projects Connector
- Account Settings
- Pull OpenAir Resources
- Push Microsoft Project file to a New Project in OpenAir
- Push Microsoft Project File to an Existing Project in OpenAir
- Push Microsoft Project File to a Project in OpenAir With Booked Users
- Pull a Project from OpenAir in to Microsoft Project
- Pull from OpenAir Advanced Options
- Map OpenAir Fields
- Unlock a Project in OpenAir
- Lock a Project in OpenAir
- Application Differences
- References
- SAML Single Sign-On
-
Security
- Overview
- Configuration
- Security Features
- Security Considerations for Developers
-
User Scripting
- Introduction
-
User Scripting
- Scripting Center
- Scripting Studio
- Entrance Function
- Events
- Scripting Governance
- SOAP API
- Outbound Calling
- Scripting Approvals
- Custom Fields
-
NSOA Functions
- NSOA.context.getAllParameters()
- NSOA.context.getAllTerms()
- NSOA.context.getLanguage()
- NSOA.context.getParameter(name)
- NSOA.context.getTerm(termid)
- NSOA.context.isTestMode()
- NSOA.context.parseTerminology(message)
- NSOA.context.remainingTime()
- NSOA.context.remainingUnits()
- NSOA.form.confirmation(message)
- NSOA.form.error(field, message)
- NSOA.form.getAllValues()
- NSOA.form.getLabel(field)
- NSOA.form.getName(field)
- NSOA.form.getNewRecord()
- NSOA.form.getOldRecord()
- NSOA.form.getValue(field)
- NSOA.form.get_value(field)
- NSOA.form.setValue(field, value)
- NSOA.form.warning(message)
- NSOA.https.delete(request)
- NSOA.https.get(request)
- NSOA.https.patch(request)
- NSOA.https.post(request)
- NSOA.https.put(request)
- NSOA.listview.data(listviewId)
- NSOA.listview.list()
- NSOA.meta.alert(message)
- NSOA.meta.log(severity, message)
- NSOA.meta.sendMail(message)
- NSOA.NSConnector.integrateAllNow()
- NSOA.NSConnector.integrateRecord()
- NSOA.NSConnector.integrateWorkflowGroup(name)
- NSOA.record.<complex type>( [id] )
- NSOA.report.data(reportId,optionalParameters)
- NSOA.report.list()
- NSOA.wsapi.add(objects)
- NSOA.wsapi.approve(approveRequest)
- NSOA.wsapi.delete(objects)
- NSOA.wsapi.disableFilterSet( [ flag] )
- NSOA.wsapi.enableLog( [ flag] )
- NSOA.wsapi.modify(attributes, objects)
- NSOA.wsapi.read(readRequest)
- NSOA.wsapi.reject(rejectRequest)
- NSOA.wsapi.remainingTime()
- NSOA.wsapi.submit(submitRequest)
- NSOA.wsapi.unapprove(unapproveRequest)
- NSOA.wsapi.upsert(attributes,objects)
- NSOA.wsapi.whoami()
-
Code Samples
- Comparing Date Fields
- Validating Numeric Fields
- Requiring Minimum Values
- Creating Error Log Entries
- Sending email
- SOAP API — Prevent closing a project with an open issue
- SOAP API — Append notes to a project
- SOAP API — Require task assignment
- Submitting a Timesheet for Approval
- Outbound Calling — SOAP Call Using HTTPS POST
- Outbound Calling — Post a Slack Message
- Outbound Calling — HTTPS GET with Authorization
- JavaScript
- Scripting Best Practices
-
Real World Use Cases
-
Validation
- Ensure value of multiple commissions fields equals 100%
- Require notes field to be populated on time entries when more than 8 hours in a day
- When submitting an expense report, validate each ticket has an attachment (e.g. scanned receipt)
- Ensure resource time entry matches booking planning and project worked hours
- Automation
-
Workflow
- Prevent a booking from being created if the selected resource has approved time off during the booking period
- Prevent closing a project that has open issues
- Automatically create a new issue when project stage is "at risk" and prevent project stage from changing until this issue is resolved
- Send an alert email when a scheduled script completes
- Send a Slack notification when issues are created or (re)assigned
-
Validation
- Additional Resources