Teach yourself how to configure and use OAE with these training guides.
In this User Guide, we cover OAE custom properties for projects and Work Items, including creating and updating them, default values, and project-level aggregate...
In this User Guide, we cover OAE calculators – including how to use the different types and work with math formulas....
In this User Guide, we cover using OAE Search to find the data in your projects or Work Items, from specifying search criteria to...
In this User Guide, we'll cover how OAE import adds Work and Line Items, with or without estimates, into a new project or an...
OAE Training Guides Teach yourself how to configure and use OAE with these training guides....
In this User Guide, we'll cover how to leverage the OAE Math functionality to add display formulas within estimates and the project header to...
OAE Assembly Types define the different types of Assembly Items that can be created, including the specific properties that can be used in each...
In this Admin Guide, we cover OAE Calculators - how to create, categorize, and configure them, plus using math operators, units, and prefixes....
In this Admin Guide, we cover OAE User Permissions – understanding the permissions scheme, configuring project and global permissions, designating sensitive projects, and more....
In this Admin Guide, we cover OAE Taxonomies & Flags – adding new ones, working with Taxonomy properties and objects, and configuring Flags....
In this Admin Guide, we cover OAE Projects – creating and importing new ones, updating project settings, and more....
In this Admin Guide, we cover OAE Rate Cards – configuring defaults, math, subtypes, adding/deleting, and more....
OAE is built by estimators, for estimators – but they're not the only ones who use it. If, for instance, your role includes reviewing...
In this User Guide, we'll cover using the OAE Assembly functionality to more efficiently build your estimates using standard “building blocks” that have been...
In this User Guide, we'll cover using the OAE Distribution functionality to spread the hours or costs from a particular Work Item across other...
In this User Guide, we cover OAE multi-period projects – assigning Work Items to a Period, and using them in filters and in fiscal...
In this User Guide, we cover OAE custom properties for projects and Work Items, including creating and updating them, default values, and project-level aggregate...
In this User Guide, we cover OAE calculators – including how to use the different types and work with math formulas....
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