Enhancements
Enhancements

October 13, 2018

Overview

Global

Redesigned List View Interface and Toolbar

Project, Project Task, Booking, and Expense list views, and the toolbar have received a makeover, making them more user friendly and visually striking!

View and Edit All Saved List View Configurations in One Location

Users with a new role can access all saved list view configurations.

Manage Saved List View Configurations within Lists

Administrators can now manage saved list view configurations from within list views.

Saved List View Configurations as Standard

The Saved List View Configurations feature will now be enabled for all customers by default.

Individually Place Custom Fields

Individually place each custom field just like standard fields, exactly where you need them!

Help Center Access

Access the OpenAir Help Center with user credentials and directly access SuiteAnswers.

Enabled Features Access

Grant access to the Enabled features list by role permission.

Details

Projects

Project Budget Baseline Values Available for Custom Calculations

Project Budget baseline values can be used in custom calculations.

Details

Resources

Customized User Avatars

Give your OpenAir resource profiles personality with custom user avatars!

Booking Assignment Date Filters

Use booking and booking assignment dates as filter criteria in custom calculation filters!

Assigned and Booked Utilization Columns in Search Results

Get a clearer picture of your resources’ utilization with two new utilization columns in Advanced Resource Search results!

Instant Resource Compare

Quickly and easily compare your resource search results!

Full Text Search in CVs

Use text phrases to quickly search through your resources’ uploaded CVs and résumés!

Download Latest CV Directly from Search Results

Directly download the latest version of the CV from the action column in the advanced resource search results.

Show Unavailable Resources in Search Results

Include resources in your search results who are a great fit but currently assigned.

Download Skills and Experience

Download a resource’s skills and experience data in several formats!

Enable and Disable Bulk Actions via Role

Use a new role permission to determine whether users can perform bulk actions in Resource Planner.

Decouple RDR header and RRQ booking type

Use booking type independently for RDR and RRQ.

Resources Module Landing page

Set your preferred landing page for the resources module.

Details

Platform

Access Published Report Data with User Scripting

List and read published report data with OpenAir user Scripting functions.

Approve Bookings from User Scripting and API

Approve Bookings from the XML API, SOAP API, and User Scripting.

New Document/Literal Binding Methods in SOAP API

The Document/Literal Binding version of OpenAir’s SOAP API now supports the upsert and createUser methods.

API and Scripting Support for Task Time

Read and modify time for time entries (task) with the XML API, SOAP API and User Scripting.

API and Scripting Support for Project Budget EAC, ETC, ITD

Read EAC, ETC, ITD from the XML API, SOAP API and User Scripting.

Details

Business Intelligence Connector

Publish List Views

Access data in real-time by simply setting up and publishing an OpenAir list view.

Default OData Minute Limit Increased to 500

The OData Per Minute Request Limit has been increased to 500. A warning is triggered upon reaching 450 requests.

Details

NetSuite Connector

OpenAir Fixed Amount % Complete Rule for Advanced Revenue Management

NS Connector now supports integrations with the Fixed Amount % Complete OpenAir Revenue Recognition Rule to NetSuite’s Advanced Revenue Management (ARM).

Mapping for Class/Department/Locations

Map Class, Department, and Locations in your revenue recognition workflows.

Project Export from OpenAir to NetSuite

Create new projects first in OpenAir and integrate them to NetSuite.

Import of Inactive Employees from NetSuite to OpenAir

Activate or inactivate employees in NetSuite and integrate them to OpenAir.

Token-Based Authentication

The process for setting up Token-Based Authentication has been changed to accommodate changes to NetSuite’s Two-Factor Authentication.

Details

System Integration

Exchange Integration Manager (EIM)

Great features coming soon to Exchange Integration Manager!

OpenAir Mobile Apps

Android now supports expense policies and many more features coming soon for both Android and iPhone!

Details

Service Changes Impacting Infrastructure

Effective as of the October 2018 release, OpenAir will stop supporting Internet Explorer 11.

Details

up

Details

Global

Redesigned List View Interface and Toolbar

Project, Project Task, Booking, and Expense list views, and the toolbar have received a makeover, making them more user friendly and visually striking!

Redesigned List View Interface and Toolbar

OpenAir list views now look great on tablets, too!

New List View

OpenAir’s next generation user experience (Phase 2) changes your Project, Project Task, Booking, and Expense list views dramatically, making them easier to use and great to view.

The list view content remains largely the same as in UI3. Changes include moving the Run an action/Bulk actions column so that it always appears as the first column and moving the Modify column to always appear second. All other columns are still organized as defined in the List View Columns menu.

Note: OpenAir’s next generation user experience is being released in phases. Phase 1 must be enabled to use Phase 2. To enable this feature, please contact OpenAir Support and request the OpenAir Redesigned User Experience Phase 2 feature.

Important: Please test this feature extensively on a sandbox account or during release preview before enabling it in your production account.

List View Column Locking

The new list views support column locking when scrolling. Click the icon in a column to lock the list to that column. When you scroll horizontally, everything to the left of that column stays in view.

List View Column Locking

Column locking is available for all columns. You can set the lock to a new column by clicking another column locking icon - No need to disable the current locked column first.

List View Pagination

Pagination within list views has also been improved. Use the navigation arrows to move to the first, last, next, or previous page. You can now also type the page number you want to go to in the page number field and press Enter to go straight to a specific page.

List View Pagination

List View Column Resize

You can resize columns in the new user experience just as with UI3. Column width is saved when a column is resized. Resized UI3 columns are not supported.

List View Column Totals

Numerical values within columns are still summed as with UI3. Currency totals and number of rows will be delivered in next release or sooner.

New Toolbar

We have significantly improved the toolbar used in List views. First, the toolbar has been reduced from multiple rows to only one. It contains Screen navigation, Bulk actions, Sorting options, the Customize list view dropdown menu, Filters, the Download list data function, and the List options menu.

Toolbar Screen Navigation

The Submitted screen navigation no longer contains the Waiting for my approval option, which has been moved to a new To Approve tab containing items which need your approval.

Toolbar Run an Action/Bulk Actions

The new Bulk actions button in the toolbar is available when any list view rows are selected. The number of rows affected is shown next to the button. Bulk action window can be opened pressing the B key.

Toolbar Sorting data in List Views

To select Sorting options for the list, click the Sorting options icon in the main toolbar or press the O key. The Order by window appears, and you can click Add New Field to select up to three fields (primary, secondary, and tertiary) to sort by.

Toolbar Sorting

In the Order by window, you can drag selected fields to change whether they are the primary, secondary, or tertiary sort field. Click the Sort Ascending or Sort Descending icon next to a field to select the sort type. Click Apply to save the changes.

You can also sort by columns in the list directly by pointing to the column title and clicking the Sort Ascending or Sort Descending icon. The first sort icon you click will make that column the primary sort field, the second is the secondary field, and the third is the tertiary field. Once you have three sort fields, you are unable to select another sort column until you’ve removed another field from the sort order. Click a sort icon to deselect the field as the sort field.

The Reset to default icon removes all custom sorting and returns the list to the default sorting.

Note: The Sort ascending and Sort descending icons are color-coded: The primary sort field is green, the secondary sort field is yellow, and the tertiary sort field is orange.

Order by

Toolbar Filtering data in List Views

Click the Filter icon or press the F key on your keyboard to open the Filters menu. Here you can filter the list by various columns as in UI3.

Inline advanced filter

The Inline advanced filter setting comes standard with the new user experience and can’t be disabled.

Note: Column filters: List views do not currently support “value filtering”, where you can filter by specific values within a column.

Toolbar Saved List Layout

Press the key L to open Saved List Layouts.

Toolbar List Options

The List options Cog menu icon has been replaced with an Ellipses icon. Click the icon to select how many rows to display on a page.

Toolbar List Options

The following options which were under the Cog menu icon have been moved to the list view’s toolbar:

The following options which were under the Cog menu icon have been removed in UI4’s list views:

Note: The Text size option in the OpenAir User Center does not affect List Views in UI4.

Toolbar Downloading List View Data

Click the icon to download your list view data. As with UI3, you can download data as a CSV, HTML, or PDF file.

View and Edit All Saved List View Configurations in One Location

Users with a new role can access all saved list view configurations.

Saved List View Configurations

With this release, users can now access all saved list view configurations in an account in a new Administration page. Users can also see who list view configurations belong to and run actions on one or several list view configurations.

To see the new Administration page, go to Administration > Global > Saved list views.

In addition, two new role permissions have been added to support the feature. The View and edit all saved list views role permission can be given to users to allow them to access all saved list view configurations from the Administration page. The Change owner on list views role permission allows users to change the owner of a list view.

Manage Saved List View Configurations within Lists

Administrators can now manage saved list view configurations from within list views.

This feature is especially useful for Administrators, who can perform actions on list view configurations in a list rather than in Global Settings.

Manage Saved List View Configurations

When in a list view, administrators can click the Saved List View Configuration dropdown list and click Manage saved list views. The Manage list view settings window appears, containing a list of all list views created by users in your account for the list you were in. From here, administrators or users with the View and edit all saved list views role permission can perform the following actions on list views, either from the Action dropdown list or the Actions column:

Once you’ve finished managing the list view configurations, click the Click here link to return to the active list view.

Manage List View Settings

Note: Users must be assigned the Manage all saved list views role permission to allow them to see the Administration > Global Settings > Saved list views menu option and must be assigned the Change owner on list views role permission to see the Bulk action menu to change a configuration’s owner and action owner.

Saved List View Configurations as Standard

The Saved List View Configurations feature will now be enabled for all customers by default.

With the October 13, 2018 release, the Saved List View Configurations feature will become standard for all customers. To disable this feature in your account, please contact OpenAir Support.

Individually Place Custom Fields

Individually place each custom field just like standard fields, exactly where you need them!

Note: Any form with field ordering can now have custom fields positioned just like standard fields. The feature is currently supported for Project, Project Task/Phase/Milestone, Project Issue, Issue and Envelope forms.

With this feature, you are no longer limited to placing all custom fields together as a single block. You have even more control over the positioning of your custom fields and can place individual fields in any section or between any other fields on the form. You can also move dividers to new positions on the form.

The position of custom fields and standard fields are set up together on any form supporting the Field order feature. You can access this feature from the Modify the form permissions tip menu option or from the Customization center.

The Field order feature ignores the block order positioning set when you create a custom field. When you create a new field order the custom fields will be listed at the bottom.

Custom Field Order

To create a field order:

  1. Click Modify the form permissions link for the form you want to edit or access the form from the Customization center.

  2. In the Field order section click the Create link to create a new layout.

  3. Give the field order layout a name and assign it to one or more roles./p>

  4. In the Field order list, click the custom field you want to move, and use the up or down arrow icons to the right of the list to move the field up or down. You can select multiple fields to move at once by holding down the Ctrl or Shift keys and selecting.

  5. Click Save.

Note: When you create a field order layout, all custom fields are initially placed at the bottom of the list under a “Custom fields” divider.

Note: You can also move dividers up and down. A divider is not shown if it has no fields in its section.

Help Center Access

Access the OpenAir Help Center with user credentials and directly access SuiteAnswers.

Help Center Access

The OpenAir Help Center is now controlled by individual user settings. A new quick link provides direct access to SuiteAnswers.

To access the OpenAir Help Center from the direct link at https://www.openair.com/help/ a user must:

Enabled Features Access

Grant access to the Enabled features list by role permission.

Enabled Features Access

The role permission View Enabled Features can be assigned to give users access to the list of features that are enabled and disabled in an account. You can also assign the View Help Center role permission to allow users to click the feature name for a detailed description of each feature.

Note: Enabled features allows a user to view but not change the state of the features shown in the list.

up

Projects

Project Budget Baseline Values Available for Custom Calculations

Project Budget baseline values can be used in custom calculations.

This feature makes the following values available for use in custom calculations:

Resources

Customized User Avatars

Give your OpenAir resource profiles personality with custom user avatars!

When this feature is enabled, users can now upload their own avatars to replace the generic OpenAir resource avatar in their Resource Profile.

Avatars appear in the following locations:

The picture used can be resized and repositioned to get your avatar just right. This feature currently supports BMP, GIF, PNG, and JPG images. Images larger than 1 MB are reduced in size to 1 MB. Uploaded avatar images do not count against your account storage.

Note: To enable this feature, please contact OpenAir Support and request the Customized User Avatars feature. If this feature has been enabled and later disabled, all uploaded avatar images are deleted, even if the switch is re-enabled. This feature also creates two role permissions which can be assigned to users: Modify own Profile picture allows users to modify their own profile picture. Modify all Profile pictures allows a user to modify all pictures for all users they have access to.

To upload a new avatar:

  1. Click the User Center and click My profile

  2. Point to the current avatar and click the Upload picture or Upload new picture icon. Select the image file to use as your avatar.

  3. In the Upload photo window, use the tools below the avatar or the arrow keys on your keyboard to reposition or rotate, and resize your image. Only the area in the circle will appear in your avatar.

    Tip: Your avatar is shown in three different sizes in the Upload photo window to show you how your avatar will appear in different sizes used throughout OpenAir.

    Upload Photo

  4. When you’ve finished positioning your avatar, click Save & Upload. You can also click Discard to cancel the operation.

To delete an avatar:

  1. Click the User Center and click My profile.

  2. Point to the current avatar and click the Delete icon.

  3. Click OK to confirm the deletion.

Booking Assignment Date Filters

Use booking and booking assignment dates as filter criteria in custom calculation filters!

When this feature is enabled, a new section is added to custom calculation filter forms which allows you to use booking assignment dates as filter criteria.

Booking Assignment Date Filters

Note: To enable this feature, please contact OpenAir Support and request the Booking Assignment Dates in Custom Calculation Filters feature.

Assigned and Booked Utilization Columns in Search Results

Get a clearer picture of your resources’ utilization with two new utilization columns in Advanced Resource Search results!

Assigned and Booked Utilization Columns

The Utilization column in Advanced Resource Search results has been replaced by two new columns:

When you point to a bar in a utilization column, a tooltip appears with details about the utilization percentage and the time period it is for.

Utilization Percentage

The period of time each bar represents changes depending on how long a time interval you set in the search:

The utilization bars are always calculated between the calendar dates you set, and not based on week or month start dates, for example.

Instant Resource Compare

Quickly and easily compare your resource search results!

Instant Resource Compare

You can now quickly load your Advanced Resource Search results into a temporary instance of the Resource Compare View. This allows you to compare only the resources who best meet your desired search criteria.

In addition, the search criteria used in Advanced Resource Search are automatically added as Favorites in the Temporary Compare View instance, letting you compare the most important criteria first.

Advanced Resource Search

Note: The Instant Resource Compare function does not affect the results or function of Advanced Resource Search. They work as two separate tools.

To compare resources from Advanced Resource Search Results:

  1. In the Advanced Resource Search results, select the checkboxes in the Action column next to the resources you want to compare.

  2. Select View in compare from the Action column dropdown list.

    View in compare

A Temporary Compare View instance will appear which includes the resources you selected. This temporary instance works exactly like the full Resource Compare View. You can add more resources from the search results by clicking Add Resource.

Note: When you click Add Resource in a Temporary Compare View, you can only add resources who were included in your Advanced Resource Search results, rather than from your entire resource pool.

Temporary Compare View

Full Text Search in CVs

Use text phrases to quickly search through your resources’ uploaded CVs and résumés!

Full Text Search

With this feature, you can use full text search to quickly find resources based on the information in their uploaded CVs and résumés. This feature mirrors the functionality which exists in Workspaces.

Note: To enable this feature, please contact OpenAir Support and request the Enable Document Content Searching feature.

To perform a full text search through uploaded CVs and résumés:

  1. Go to Resources > Search > Advanced Resource Search.

  2. Click the three dots icon and click Text search.

  3. Type text to search for in the Search field.

  4. Select the Do not use search modifiers option if you want to include search symbols like +, —, or ~ as text to search for, rather than search modifiers which change the query.

  5. Click Search. Search results will appear on the right side of the screen.

Note: It is not possible to use both text search and criteria search together.

Download Latest CV Directly from Search Results

Directly download the latest version of the CV from the action column in the advanced resource search results.

Note: You need the View CVs in Consolidated Resource Profile or View and modify CVs in Consolidated Resource Profile role permission to be able to download the CV.

Show Unavailable Resources in Search Results

Include resources in your search results who are a great fit but currently assigned.

Sometimes your search results may provide resources who are available, but aren’t the best fit for the task you are looking for. This feature opens up your searches to include resources who may be a better fit for a task, but who are currently assigned elsewhere. This allows Resource Managers to consider reassigning resources who might be ideal for particular tasks.

To include Unavailable resources in Advanced Resource Search:

  1. Go to Resources > Search > Advanced Resource Search.

  2. In the Availability section of the form, select the Also show unavailable resources option.

  3. Enter your remaining search criteria and click Search.

Download Skills and Experience

Download a resource’s skills and experience data in several formats!

A new Download profile Skills & Experience option has been added to the menu button in Consolidated Resource Profile. Point to this option, and you can download a copy of a resource’s skills and experience data as a Microsoft Excel CSV file, an HTML document in Microsoft Word, or a PDF file.

Skills Download

The file contains a resource’s name in the first row, and each of their skills, the skill’s level, category, and note.

Skills File

Enable and Disable Bulk Actions via Role

Use a new role permission to determine whether users can perform bulk actions in Resource Planner.

A new Allow user to use bulk actions in resource planner role permission has been added to allow Administrators to select which roles can perform bulk actions in the Resource Planner. The role is enabled by default, but can disabled by going to Administration > Users > Roles > [select a non-Administrator role] > Allow user to use bulk actions in resource planner.

Decouple RDR header and RRQ booking type

Use booking type independently for RDR and RRQ.

Currently the RDR header booking type and its RRQs are connected. Whenever either of these are changed it changes all booking types in the queue for that header and vice versa. This feature breaks the connection allowing RDR booking types and RRQ booking types to be changed independently.

Note: To enable this feature, please contact OpenAir Support and request the Decouple booking type on resource request and line item feature.

Resources Module Landing page

Set your preferred landing page for the resources module.

Resources Module Landing page

Set the option from Administration > Global Settings > Employees > [Select Employee] > Resources Options > Preferred landing page for resources.

up

Platform

Access Published Report Data with User Scripting

List and read published report data with OpenAir user Scripting functions.

Access Published Report Data

The NSOA.report.list function allows you to access the list of reports which you’ve published for use in the OpenAir Business Intelligence Connector. The list contains the same data as the “list” report available in your business intelligence tool.

The NSOA.report.data function can read the data for a published report available to the user who is executing the script. The function returns a specialized report data iterator (length, index, next, each).

Note: You must have the OpenAir Business Intelligence Connector feature to use these NSOA functions. To enable the OpenAir Business Intelligence Connector, please contact your OpenAir Sales Representative!

For more information, please see the OpenAir Scripting User Guide.

Approve Bookings from User Scripting and API

Approve Bookings from the XML API, SOAP API, and User Scripting.

Bookings are now supported for the submit, reject, approve, and unapprove XML commands and SOAP methods.

Bookings are also now supported for the OpenAir User Scripting submit, approve, reject, and unapprove NSOA functions.

New Document/Literal Binding Methods in SOAP API

The Document/Literal Binding version of OpenAir’s SOAP API now supports the upsert and createUser methods.

You can use the Document/Literal Binding version of your WSDL with custom integrations which support or require the Document Binding format, including Oracle Integration Cloud (OIC) or Oracle Integration Cloud Service (ICS).

For more information, please see the OpenAir SOAP API Reference Guide.

API and Scripting Support for Task Time

Read and modify time for time entries (task) with the XML API, SOAP API and User Scripting.

The start_time and end_time fields for Task are now supported for the XML API, SOAP API, and OpenAir User Scripting.

API and Scripting Support for Project Budget EAC, ETC, ITD

Read EAC, ETC, ITD from the XML API, SOAP API and User Scripting.

EAC (Estimate at Completion), ETC (Estimate to Complete), ITD (Inception to Date) calculated values are now available for more accurate forecasting through the API.

The following fields are now available as read only from the project_budget_group:

up

Business Intelligence Connector

Publish List Views

Access data in real-time by simply setting up and publishing an OpenAir list view.

Simply create and save a list view configuration with a publish setting. List views can be published as private to the owner or public. Load your list view data into your business intelligence tool just as easily as report data. Updates to lists are available instantly to your connected business intelligence tool. The feature is currently supported for Booking, Project and Project Task.

Note: If you would like to use this feature and don’t have the Business Intelligence Connector, please contact your OpenAir Sales Representative. This feature does not support SAML or LDAPS users.

To publish an OpenAir List View:

  1. Setup your required list view configuration and select Save as….

    Publish List View

  2. Give the list view a name and then select a PUBLISHING TO BI CONNECTOR option.

    Note: To see these options you need to have the Business Intelligence Connector enabled for your account. You also need to be an admin or a user with the Publish ListView via OData role permission.

    Publish List View Settings

    There are three publish options:

    • Do not publish - the list view will not be published (this is the default setting).

    • Publish as private - the list view will be published, but only the user publishing it can access the data.

    • Publish as public - the list view’s will be published and available for any users to access. This option respects role permissions and rules for data access, so users can only see data which their role allows them to see.

  3. Click Save and you can open the list view from https://www.openair.com/odata/v4/listviews/.

    Note: The list view is published and not the list view data. Each time you refresh your business intelligence tool you will see the latest real-time data.

When a list view’s data is published, your business intelligence tool will include a list of all available list views. This list displays the name of the list view, when it was last updated, and its ID so that you can identify which list view you want to load.

Navigator

For more information on the Business Intelligence Connector, please see the OpenAir Business Intelligence Connector Guide.

Default OData Minute Limit Increased to 500

The OData Per Minute Request Limit has been increased to 500. A warning is triggered upon reaching 450 requests.

For more information on the Business Intelligence Connector Limits, please see the OpenAir Business Intelligence Connector Guide.

up

NS Connector

OpenAir Fixed Amount % Complete Rule for Advanced Revenue Management

NS Connector now supports integrations with the Fixed Amount % Complete OpenAir Revenue Recognition Rule to NetSuite’s Advanced Revenue Management (ARM).

ARM Mapping

For more information, please see the OpenAir NS Connector Guide.

Mapping for Class/Department/Locations

Map Class, Department, and Locations in your revenue recognition workflows.

Navigator

It is now possible to map Class, Department, and Locations with revenue recognition rules in the integration. The three new supported NetSuite fields are:

These fields are available for all revenue recognition rules mapped in NS Connector.

For more information, please see the OpenAir NS Connector Guide.

Project Export from OpenAir to NetSuite

Create new projects first in OpenAir and integrate them to NetSuite.

When this feature is enabled, a new Projects (Projects) workflow is made available in the NS Connector Mapping screen, allowing you to add Projects to NetSuite from OpenAir.

Project Export

Enabling the Projects (Projects) workflow also adds an Export to NetSuite option to each Project Properties form. When the integration runs, it performs an Add request to NetSuite for each project marked Export to NetSuite.

For more information, please see the OpenAir NS Connector Guide.

Import of Inactive Employees from NetSuite to OpenAir

Activate or inactivate employees in NetSuite and integrate them to OpenAir.

When enabled, this feature allows you to integrate all appropriate data for both active and inactive users from NetSuite to OpenAir when the Export to OA option is enabled in the Employee form in NetSuite. The users’ status is also integrated.

Inactive Employee Import

In the new NS Connector UI, this option can be found in the Employees (Employees) workflow settings.

For more information, please see the OpenAir NS Connector Guide.

Token-Based Authentication

The process for setting up Token-Based Authentication has been changed to accommodate changes to NetSuite’s Two-Factor Authentication.

Token-Based Authentication options have been removed from the Tips menu in OpenAir and you should now create the Token in NetSuite.

When configuring your Token-Based Authentication, OpenAir will automatically upgrade your account to use the required 2016.2 endpoint.

Token-Based Authentication

For more information, please see the OpenAir NS Connector Guide.

up

System Integration

Exchange Integration Manager (EIM)

Great features coming soon to Exchange Integration Manager!

Exchange Integration Manager (EIM)

OpenAir Mobile Apps

Android now supports expense policies and many more features coming soon for both Android and iPhone!

Service Changes Impacting Infrastructure

Effective as of the October 2018 release, OpenAir will stop supporting Internet Explorer 11.

We are making this change because IE11 has many limitations and it is made obsolete by Microsoft Edge. Microsoft Edge will continue to be supported beyond October 2018. We also support the later versions of Google Chrome and Mozilla Firefox. A complete list of currently supported browsers is available in SuiteAnswers.

Log into OpenAir today to experience these features and much more!