Table of Contents
Overview
Step 1: Getting Started
Step 2: Understand Your Permissions
Step 3: Managing Your Staffers
Step 4: Managing Your Projects
Step 5: Configuring Calendars
Step 6: Managing Time Off
Step 7: Reporting
Overview
In this guide, we’ll walk you through all the steps a Manager should take to fully understand objects in BigTime Resource Management and how it can support them in their roles.
The guide is designed to list the individual steps, provide a general overview of each step, and link you to detailed instructions. If it's easier for you, you can use it as a checklist. With this organized approach, getting to know BigTime Resource Management will be quick and enjoyable.
Step 1: Getting Started
At this step, we want to introduce you to the benefits of using BigTime Resource Management and its core functionalities. To kick off your journey with Foresight, we recommend familiarizing yourself with the following introductory materials:
Introducing FBigTime Resource Management Capabilities
BigTime Resource Management Glossary
Understanding Assignments In BigTime Resource Management. Short-Term Vs. Long-Term Planning
Using Filters in BigTime Resource Management
Managing Data Fields in BigTime Resource Management
Step 2: Understand Your Permissions
Your experience with BigTime Resource Management will vary depending on your role in the organization and the permissions granted to you by the administrator. There might be situations where you lack access to certain functionalities, and in such cases, it’s important to understand if this is due to restricted permissions. Check out the administrator lesson to learn about the different user permissions available in BigTime Resource Management:
Resources:
Guide to User Permissions for Managers
Step 3: Managing Your Staffers in BigTime Resource Management
Some of your tasks in BigTime Resource Management will involve managing employees. In this step, we’ll guide you through the Staff List, adding staffers, and managing their profiles and contracts.
Section: Managing Your Staffers in BigTime Resource Management
Lesson 1 - Managing Staff List
Lesson 2 - Managing Staffers for Managers
Lesson 3 - Creating Staffers’ Profiles
Lesson 4 - Staffers’ Contracts in BigTime Resource Management
Step 4: Managing Your Projects in BigTime Resource Management
To enable financial reporting, we provide a comprehensive Project Management module for managing your project finances—from demand and assignments to budgeting, overheads, and reporting.
Section: Managing Your Projects in BigTime Resource Management
Lesson 1 - Managing Projects List
Lesson 3 - Managing Assignments
Lesson 4 - Assignments and Demand Matching
Lesson 5 - Project Calendars: Demand Calendar
Lesson 6 - Project Calendars: Team Calendar
Lesson 8 - Project Reporting: Budget Tab
Lesson 9 - Project Reporting: Report Tab
Lesson 10 - Project Reporting: Scheduled vs. Actual
Lesson 11 - Bulk Edit in BigTime Resource Management
Lesson 12 - Managing Project Demand in BigTime Resource Management
Step 5: Configuring Calendars in BigTime Resource Management
To simplify managing key performance indicators, we provide three calendars that offer a bird's-eye view of long-term planning for projects, employees, and demands.
Section: Configuring Calendars in BigTime Resource Management
Lesson 1 - Set up Your Projects Calendar in BigTime Resource Management
Lesson 2 - Set up Your Team Members Calendar in BigTime Resource Management
Lesson 3 - Set up Your Demand Calendar in BigTime Resource Management
Step 6: Managing Time Off in BigTime Resource Management
We provide the Time Off Management feature to help you more precisely manage your employees' utilization.
Section: Managing Time Off in BigTime Resource Management
Lesson 1 - Managing Time Off Requests in BigTime Resource Management
Lesson 2 - Managing Partial Days Off and Full Days Off in Your Organization
Step 7: Reporting in BigTime Resource Management
Finally, we compile all this data to generate accurate reports and make informed management decisions. Go through the lessons below to make the most of BigTime Resource Management reporting capabilities:
Section: Reporting in BigTime Resource Management
Lesson 1 - Visual Customization for Projects and Team Members in BigTime Resource Management
Lesson 2 - Project Performance Reports in BigTime Resource Management
Lesson 3 - Scheduled vs. Actual Reports in BigTime Resource Management
Lesson 4 - Utilization Reports in BigTime Resource Management
Lesson 5 - Availability Reports in BigTime Resource Management
Lesson 6 - Projects Finances Reports in BigTime Resource Management