Program to manage it all.
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Overview
What is OpenAir PSA?
NetSuite OpenAir is a cloud-based Professional Service Automation (PSA) product which includes capabilities around project management, resource management, project accounting, etc.
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Popular Features
- Task Management (15)8.080%
- Resource Management (15)7.575%
- Budget and Expense Management (14)7.575%
- Timesheet Tracking (14)7.070%
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What is OpenAir PSA?
NetSuite OpenAir is a cloud-based Professional Service Automation (PSA) product which includes capabilities around project management, resource management, project accounting, etc.
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- Tech Details
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What is OpenAir PSA?
NetSuite OpenAir is a cloud-based Professional Service Automation (PSA) product which includes resource management, time management, and billing capabilities. More specifically, it allows an administrator to create projects and book resources for them, populate tasks with assigned resources for their completion,create billing and revenue recognition rules for invoicing clients, track time and expenses across events and projects, create custom time ranges to match fiscal periods, report project benchmarks on key measures and build summaries and use charts to visualize results. It also integrates with Microsoft Project.
Pricing is variable though a free demo is available. 24/7 live support is available to help with implementation, and paid courses and consulting are also available.
Pricing is variable though a free demo is available. 24/7 live support is available to help with implementation, and paid courses and consulting are also available.
OpenAir PSA Video
In this demonstration, learn how OpenAir provides billable services companies with powerful analytics reporting and dashboards for project metrics.
Liked this video? Check out these!
○ https://youtu.be/njaTr6rYVOY
○ https://youtu.be/vkrFdtcdpu4
○ https://youtu.be/jt225uEH14Q...
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OpenAir PSA Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
Frequently Asked Questions
NetSuite OpenAir is a cloud-based Professional Service Automation (PSA) product which includes capabilities around project management, resource management, project accounting, etc.
Reviewers rate Invoicing and Integration with accounting software highest, with a score of 9.
The most common users of OpenAir PSA are from Mid-sized Companies (51-1,000 employees).
Comparisons
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Reviews and Ratings
(49)Attribute Ratings
Reviews
(1-5 of 5)Companies can't remove reviews or game the system. Here's why
November 13, 2015
Resource & Project Management Dream
NetSuite OpenAir PSA is used for time and expense tracking for non-consulting resources for non-billable work. It is also used for high-level resource and project management for consulting resources for billable work.
- Time Tracking
- Expense Tracking
- Resource Management
- Deliverable Management
- Reporting
- N/A
34.285714285714285%
3.4
50%
5.0
- Keep track of open deliverables
- Report on trend data
- Keep track of resources/ employees
- Manage schedules
We used to use QuickArrow which went end of life at the end of 2009.
We were forced to move onto another platform; which was a good thing since QuickArrow did not fulfill all of our business needs.
Ease of reporting was a HUGE thing for my organization. NetSuite OpenAir PSA has certainly come a long way with their reporting and we use it everyday for multiple purposes. I don't have many use case scenarios with other PSA systems to describe why NetSuite OpenAir PSA is better aside from my experience with QuickArrow.
1500
Admin and PSO
3
HR
- Time Management
- Expense Management
- Resource Management
- Project Management
- Supplemental HR tool
- Unsure
Yes
QuickArrow
- Product Features
- Product Usability
Not much would change. Reporting and ease of use were the key factors.
- Implemented in-house
No
Change management was a major issue with the implementation
- User acceptance
- Migrating good data from the old PSA
- Self-taught
Yes. Yes.
No
Some - we have done small customizations to the interface
No
I can't recall any specifics but when we first implemented NetSuite, the team in general was great. Our PSO consultant went above and beyond even when the installation services were complete. It was a great and a positive experience overall. Eric Cheung was his name I think.
- Reporting
- Schedule Exceptions: Time Off
Yes
I haven't used it personally but many of my consultants who are on the road 80% of the time use it for time and expenses.
- NetSuite
- SalesForce
Not sure
- N/A
N/A
- File import/export
- API (e.g. SOAP or REST)
Take your time to map out carefully and try to anticipate the full scope of which you might need the data content from OA in another system today and in the future.
I can't recall.
Be flexible and honest about how you plan to use the tool.
No
- Easier reporting
- Not sure
No
November 11, 2015
OpenAir does the Job
We use OpenAir for time-entry and project management/accounting purposes. We are a services organization, embedded in a software company. Services accounts for most of the users, but we do have some non-services team members leveraging the time-entry module. For time-entry only, I think OpenAir is overkill, but for aervices, we cannot run our business without this tool. We track new project bookings, manage our forecast, capture project expenses, and invoice and run KPI reports out of OpenAir.
- Provides excellent visibility to historical billing and revenue history.
- If set up properly, it make sure all eligible charges are invoiced - no missed revenue.
- Very configurable.
- Multiple departments can use at once.
- Scheduled Reports.
- The Dashboard is atrocious.
- Reporting is not intuitive.
- Too many ways to do the same thing - confusing user experience.
- Sometimes impossible to get a comprehensive report and must run multiple reports to get what you need.
- Setting up skills in Resource Management needs to be very basic, or not usable. This just might be our business as we have many areas of expertise within different product lines.
- My least favorite module is the Resource Management module as there is no connection between a booking and a project task assignment.
- Report view in OpenAir requires most to be exported into Excel to be viewed and pivoted. Not really easy to view right from system.
- Timesheet entries for the week are all connected so if one project on that timesheet needs to be backed out, the entire timesheet needs to be unapproved
- Difficult to see what queue the timesheet approval is in.
26.363636363636363%
2.6
N/A
N/A
- Improved reporting on KPI.
- Ability to view project margin.
- Invoicing for hourly work is easily accomplished with no missed or duplicate hours.
- We have excellent transparency on project financials.
We came from a QuickArrow envirnoment, so going to OpenAir was the path of least resistance and it hit all the requirements. We looked at Financial Force and Changepoint. Financial Force was very intriguing because of the Salesforce platform, but not all our users are on Salesforce so the choice got very expensive.
Professional Services Delivery and Operations
- Vendor implemented
April 08, 2015
OpenAir -- Energetic, open-minded leadership; Most flexible PSA meets our detailed needs
Score 10 out of 10
Vetted Review
Verified User
NetSuite OpenAir PSA is used by our Professional Services Organization globally. We utilize the tool for all modules: reports, reporting dashboards, project tracking, time & expense management, SFDC integration, finacial integration. It allows us to track project milestones and deliverables, utilization, project profitability, etc. The information in reports is "actionable" and allows us to implement corrective steps appropriately.
- OpenAir demos really well and NetSuite prefers early consultation to be product-agnostic. They encourage clients to share specific needs they require in a PSA application. They then take on the ownership of making those configurations and setting up the application to be successful (per your requirements) from the start. Take time to work backwards in preparation for implementation. Outline the reports you need, then identify the specific value fields needed to create the desired outputs. The OpenAir consultant can then educate how this will be accomplished within the application.
- As legacy QuickArrow users, we were encouraged to implement OpenAir because it's the natural migration path. OpenAir made transfering our data easy with minimal adjustments. OpenAir helped us recreate our legacy reports using the appropriate new field values. While not every report could be replicated, we came "close enough" for our business needs.
- When you inquire if OpenAir can do something, the reply is always "Yes." The application is so flexible (almost too flexible), which makes fielding executive managment requests much more easy than within our former application, QuickArrow.
- The integration with Salesforce.com saves us a significant amount of time as we set up similar projects leveraging pre-created templates. After working with our references (more-so than our OpenAir consultant unfortunately) we were able to tailor this configuration to meet our needs perfectly. While this took a bit of technical collaboration on our end, this was an easy way to reduce our day-to-day manual effort.
- OpenAir dashboards allow executive management to have the information they need at their fingertips. They can tailor the dashboard reports to reflect their KPI interests and access the reports when they need them 24/7/365. While this takes a bit of effort to set-up a good starting point for all interested executives, the education enables them access information independently vs relying on reporting specialists or administrators for report outputs. As an administrator, take time to invest time in this area, as it empowers others and reduces reporting requests.
- OpenAir reviews enhancement requests often and they can be incorporated into the product quickly. When negotiating our contract, they were missing a have-to-have criteria element. Upon our contract signing, the product supported our criteria fully. When talking with other OpenAir customers, there are multiple examples supporting this strength!
- NetSuite conferences are fully of energy, offer great key note speakers, and offer opportunities to have conversations with OpenAir, open-minded leaders. This group is focused on the customer experience and are eager to hear (and best of all incorporate) customer feedback. This dynamic team is full of energy at all levels of the organization. A very genuine company where anyone would be proud to hold a role.
- Compared to QuickArrow, setting up reports to reflect the data accurately seemed to require a bit more consultant time and collaboration. Getting the numbers correct is essential, so budget extra time for this iniative. We also learned that certain calculations can not be displayed in the executive dashboards. Ask these questions upfront to ensure your dashboards are complete for your needs (again, working backwards in the preparation stages).
- Compared to QuickArrow, NetSuite OpenAir PSA falls short in the resource management capabilities. UI, flexibility, and scheduling options all could be improved. This is on their roadmap, timeline yet to be defined. Scheduling is vitally important to our company and this is THE area where we feel is the applications weakest. However, the application does provide everything critical to scheduling and provided the elements we needed in order to be successful. We altered our scheduling process accordingly.
- During our System Administration 3 day online training, when a question was asked about detailed functionality, sometimes the trainer would share..."Yes, OpenAir has a configuration for that. Just inquire with your consultant and they can flip that flag in your instance." The responsibility for obtaining these special application configurations was placed on the System Admin [in training] to ask and to take notes. If your company needs the application to work a certain way, speak up and ask your OA consultant. There seems to be MANY flags that can be flipped in the background to allow for the system to meet your needs. My complaint is that these are not published, rather made available if one inquires.
- OpenAir is able to generate invoices directly and we strongly encourage using this feature to keep everything housed under one application. However, this did not work for our organization and we leveraged a financial integration. A bit of a pioneer integrating with Softrax -- the integration works well, however is quite fragile. We do receive appropriate support when needed, but would prefer the integration to be a bit more stable. We recommend integrating with their stated supported financial systems, as staying the course will likely net a more stable integration.
- The Salesforce.com / OpenAir Integration reduces project creation manual entry effort by 50%, leveraging pre-created project templates.
- The resource scheduling takes longer than within QuickArrow, as there are more clicks involved to set up scheduling specifics and double-checking your work. Accurate schedules make or break our utilization, so we are OK with spending time in this area. OpenAir does offer a feature to transfer a pre-created schedule from one resource to another. This is our favorite time-saver, specifically helpful when back-up employees are needed to cover for leave on complex projects.
- Please know that when considering all the PSA solutions out there, an application is only as good as technology. It's up to you, the admin, to configurate it to meet the needs of your business. Technology alone is useless...take time to become educated and share those details with internal stakeholders. Make wise decisions and document them. We believe OpenAir is the best PSA on the market, when compared to competitors in 2013. Good luck making your decision, working backwards from reporting to achieve the best success.
I have evaluated Clarity, ConnectWise, SAP, and Tenrox solutions. From my perspective, judging against our internal have-to-have and nice-to-have criteria, they do not offer the level of flexibility and detail our organization needed to continue to support our current service offerings supported by QuickArrow. Their sales individuals ‘talk a good talk,’ but when reviewing with current clients on each application, their feedback paints a different picture. OpenAir solution provides the configurations, flexibility, robust reporting, executive dashboards, and improvements our organization needs to continue to our current service offerings. The solution offers functionality that can be leveraged when putting together future, more scalable, service offerings. OpenAir is the natural upgrade for current QuickArrow clients. Sales individuals provide honest feedback and when reviewing with current clients, they praise the organization, product, support and overall client experience. They cite that enhancement requests are reviewed and often incorporated into the product quickly, offering many examples in support of this claim.
- Implemented in-house
July 22, 2014
Great product, but UI needs a facelift.
Score 10 out of 10
Vetted Review
Verified User
Used by entire company for time and expense tracking. Then the Services and Accounting teams used the tool heavily for day to day management of both projects and financial health.
- Integration between various modules is seamless and they complement each other well.
- Resource management and planning.
- Project planning and monitoring in terms of traditional project management metrics.
- Reporting and dashboards were flexible.
- From time sheets to customer invoicing, the workflow for approvals and reviews worked great.
- The interface could use improvements from a usability perspective. It needs a bit of a face-lift. For example, setting up reports is cumbersome and time consuming.
- It needs to increase flexibility for more advanced resource booking assignments such as recurring bookings.
- Configuration by department would be ideal. For a company that adopted the solution across the board, some of the configuration options wouldn't work for some departments which required compromises and in some cases we are not using some of the features Services would have desired.
- We increased our utilization in Services from 90% to over 100% using the resource management tools.
- We reduced our backlog/queue time for starting new projects from 2 months to 2-4 weeks. With greater visibility, we were able to better plan our staffing needs for short/long term needs.
- We had greater visibility for project managers in regards to the monitoring of contracts from an invoicing perspective resulting in increased billings and reduced time to get invoices out the door.
- Given the integration of the solution, there was access to time off requests as well as company holidays (especially for co-location/countries). It allowed us to have greater visibility to ensure we had the proper staffing levels and were able to maximize our time and material opportunities over any period.
- FinancialForce PSA,Mavenlink,Projector PSA
OpenAir was the most complete solution and was strong in all areas.
100
Every person in the company was required to use OpenAir. We licensed all the modules, so everyone was required to submit time sheets and expense reports even if they were in an Administrative/Overhead role within the company. The professional services department more heavily used the solution since they used the tool for project management, resource planning and reporting, but it was still adopted by the entire organization.
2
Strong technically and very comfortable with computers/software
HR/Finance representative
Services representative
- Resource planning and forecasting for financial purposes as well as defining our upcoming staffing needs.
- Visibility into our utilization for booked business as well as sales opportunities.
- Complete integration for customer invoice generation using approved time sheets and then getting the information to Quickbooks.
- Project planning tools and metrics for project managers.
- Workflow for approvals of resource requests, time sheets, expense reports and invoicing.
- Revenue recognition and financial planning.
- We've been able to use project stages to segment our product license contracts so that we can track invoicing, renewals and profitability.
- Tracking sales opportunities for resource and financial forecasting.
Journyx
- Price
- Product Features
Ensure to speak with other clients who've used the PSA solution and understand their pros and cons after the fact.
- Vendor implemented
No
Change management was a small part of the implementation and was well-handled
- Internal process changes and adoption.
- In-person training
I would recommend using an outside consultant to implement it. One that understands your business and can spend that 1-1 time with you to ensure the implementation is seamless and successful.
No - there is no facility to customize the interface
No - we have not done any custom code
There is an advanced function available for creating custom fields and calculations that can be used for reporting purposes. This is a very powerful tool that can help provide you the information you might be need for project analysis.
No
We had premium support for the first 2-3 months to ensure we had the resources we needed to help us get over the hump of how to use the tool. But once we overcame the basic day to day processes, it really wasn't necessary so we did not continue that service. Additionally, their normal support was responsive and quick to respond when we did have a question/issue.
Yes
It was provided to product management for triage, however it was not resolved.
- Project tracking
- Time and expense tracking
- Resource management
- Reporting can be a little clunky to setup and figure out which reports to use for different situations.
- Integration isn't seamless.
Yes
Solid user interface for time and expense tracking. For expense tracking you can take pictures of receipts to tag to your expense report to go completely paperless. Then when invoicing the customer for reimbursement, these can be included, so very convenient.
- Quickbooks
Quickbooks - highly integrated to generate our customer invoices. It wasn't as difficult as we thought, clearly the vendor had done this integration in the past so it was relatively painless.
- Salesforce.com
They do support this integration, however, we just haven't pursued it yet.
- File import/export
Speak with customers/references who have integrated to exactly the same system. Understand what went wrong and any gotchas.
Tiered pricing structure with a per seat license fee.
When we negotiated year one, they agreed to honor the price only for one year. Once renewal came around, they had an increase that was substantial. In retrospect, we should have pushed harder to have that price locked for a longer period of time.
Ensure that renewal has a cap on percentage price increases.
- Improved UI.
No
No
October 24, 2012
Smooth transition from QuickArrow.
Score 8 out of 10
Vetted Review
Verified User
- We had a specific process down pat with QuickArrow and wanted similar functionality. It gave us that and more.
- It has a lot more reporting functionality than QuickArrow. There are hundreds of options for layout, what is reported, etc. I haven’t played too much with those reports yet. We more or less just replicated reports I had in QuickArrow. We needed the professional services/transition team at NetSuite to help me. There are too many options at this point. I imagine we won’t use all of those reports. Quick Arrow had a lot less.
- Mobile Capabilities – There wasn’t a mobile concept for QuickArrow. OpenAir has been beneficial for iPhone users for time sheet submissions. There is no app for Droid users yet. There are not a lot of users out there, who really know how to use it yet. Managers are not using the app for dashboards/reporting, etc. The field has been pretty quiet but they do really like the mobile app feature. They like not having to go to laptop to enter their time. That’s all we require of them – just time entry. We ran into some glitches - some of the time sheets submitted via iPhone did not get to the tool itself. That happened in one instance. I made QA aware of it. I am not sure what the resolution turned out to be.
- There seems to be a lot more work in getting numbers correct. For example, we have a forecast report that we’d run out of QuickArrow, based upon calendar bookings - a feature that Quick Arrow had, but OpenAir doesn’t focus on that much. If I put 5 days on calendar for a specific resource, the forecast would automatically adjust. In OpenAir, it doesn’t support the same calendar view - it is not as automatic. You have to do booking on the calendar and adjust the rate and be specific about code that I was using, else the numbers would be inaccurate. The report is not automatic. It has to be cached every night. In QuickArrow, you could see changes automatically.
- Had to do processes a little differently. There's more effort in QA.
- The biggest advantage is that we haven’t had to change our processes - we wanted to replicate what we were doing in QuickArrow.
230
Internal consultants – 150
Partners – 50
IT/back-office – 30
Partners’ needs are very similar to internal staff. They access the same interface. They don’t require anything different.
10
We have distinct administrators for North America, Europe and Asia-Pacific, and in the U.S. are organized by BU.
- Time tracking/ timesheet management
- Project management
- Resource management
- Professional services dashboards
- Project accounting
QuickArrow
Oracle PAC professional services automation tool.
SAP PSA product
Our stated corporate technology direction is moving towards SAP long-term. Open Air is a stop gap for us. It was the easiest transition from QuickArrow since NetSuite acquired QuickArrow and time was of the essence. As such, we never really deep dive evaluation of Oracle or other PSA tools. We also felt that OpenAir was a robust package.
At this point, integration to our CRM or general ledger/accounting systems were not super high priorities, so long as the package had the long-term capability and APIs that would allow us to integrate. We didn’t have any integration with Quick Arrow to our CRM or GL.
SAP also has a PSA product but again, since time was of the essence, we didn’t do a deep dive. We are at least 2.5-3 years out from looking at that piece.
- Vendor implemented
- Online training
Yes
We are on Gold customer support package which gives 24/7 coverage with a 2-4 hour response SLA
- We would like to integrate to our financial system, Oracle PAC.
Integration with financials is critical to report information across all BUs and for invoicing customers. The lack of integration to our CRM is not such a big deal for us. We don’t have integration with our financial system today but we have the ability to do so with APIs. If we were to switch to the Oracle PAC module, the integration to Oracle Financials is already there with workflow automation. We would like to avoid integration work.