1. Administrator Guide
  2. Introduction
  3. Configuring OpenAir Settings

Configuring OpenAir Settings

There are two types of settings that control your account configuration: internal settings and company settings. There are also integration settings. Each is described in more detail as follows.

Internal Settings

Many internal settings are set by OpenAir Professional Services when your company's OpenAir account is configured. Later, as you become aware of new functionality through release updates, you can Creating a Support Case and request that an internal setting be enabled in your account. Generally, these requests relate to new features. When a new feature is enabled, you must log out of your company's OpenAir account and then log back in to see the new feature.

Company Settings

The other type of setting is a company setting. You can configure company settings as well as account-wide settings. To find these settings and settings, go to the Administration application. When you enable these features or make changes to the settings, you do not need to log out and then log back in. The changes display immediately. Company settings are:

  • Global Settings — Account-wide settings that display under sections of the Administration application. They are explained in detail in Administration – Global Settings.

  • Application Settings — Application Settings address specific functionality within each application. An application is addressed in each chapter of this guide. You can locate the specific settings associated with an application and review the relevant forms. Under each of the Application Settings, there is a catch-all group of settings titled Other settings. Many of these settings are already preconfigured in new accounts based on experience and best practice. This guide explains how enabling these settings affect your company's OpenAir account.

Account Integration Settings

OpenAir integrations are available for several software programs. If not set up initially when your company's OpenAir account is configured, you should contact your OpenAir account manager or OpenAir Professional Services to discuss implementation. Frequently, you may want assistance in the initial configuration. Integrations include:

  • Add-on services such as OpenAir OffLine, OpenAir Mobile, OpenAir Outlook Connector, and OpenAir Projects Connector.

  • NetSuite

OpenAir offers a desktop XML API tool titled OpenAir Integration Manager. It enables you to import and export from and to CSV text files.

In addition, OpenAir Exchange Integration Manager supports exchanging information with Microsoft Exchange. You can export project task assignments, resource bookings, and time off request calendar commitments from OpenAir to employees' Microsoft Outlook calendars.

Multiple Sessions

You may have multiple sessions of OpenAir running on the same computer at the same time. This is helpful when you are using multiple applications since it saves data entry time by avoiding switching to different applications within the same instance.

Terminology

You can customize most terminology in OpenAir to meet the unique needs of your company. For example, one company may use the word project to describe work to be accomplished. Another company may call it a case, job, or assignment. Please keep this in mind as you review the contents of this document. For more information about customizing terminology, see Interface: Terminology in Administration – Global Settings.