NetSuite OpenAir

Centralize all resource profiles in OpenAir

Tag skills and availability

Use Resource Search to find available consultants globally

Book resources to projects

Monitor utilization via real-time heatmaps

Set up Billing Rules based on contract milestones

Resources log time against project tasks

Run the Billing Engine at month-end

Review system-generated invoices

Export invoices to ERP for payment collection

Configure Revenue Recognition rules for the project

Link project progress to the Revenue Recognition engine

Run periodic revenue cycles

Review GL impact in the revenue summary report

Sync data with the financial system of record

Consultant captures receipt via mobile app OCR

App attributes expense to specific project and task

Manager approves expense via email/app

System calculates billable vs non-billable portion

Finance processes reimbursement and client bill

Assign labor costs and overheads to resources

Track all billable hours and expenses

Compare actuals vs. budget in Project Center

Generate Profit & Loss reports per project

Adjust resource strategy based on profitability trends

Integrate OpenAir with CRM (e.g., Salesforce/NetSuite CRM)

Import 'Likely' deals into OpenAir as shadow projects

Assign generic resources to shadow projects

Analyze capacity vs. demand reports

Trigger hiring process based on 3-month forecast

Enforce mandatory time-entry locks and approval workflows

Maintain immutable audit logs of all changes

Generate standard compliance reports

Provide auditors with read-only access to the system

Export reconciliation reports to verify data integrity