Apply Phase Filtering in Time Billing Rules

You can create extensive project plans that include phases, sub-phases, and tasks in OpenAir. For companies that have large project plans and leverage the existing task filter on time billing rules, it may be beneficial to have all newly created tasks picked by billing without the need to manually add the new task to the billing rule filter. For example, there may be a phase in the project plan called "Billable" and any task within that phase should be picked up for billing and all other tasks outside of that phase should not.

Without this feature, these tasks would need to be added to the Task filter within the time billing rule. In addition, any new task that is created under that phase would need to be manually added to the filter. You can also set up time billing rules to filter by phases. If a phase is selected in the filter, all tasks that are a part of that phase will be processed by billing. In addition, if a parent phase is selected, all tasks within that parent phase as well as any sub-phases will be picked up by billing.

To enable this feature, contact OpenAir Customer Support.