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 Foresight Connect 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 Foresight will be quick and enjoyable.
Step 1: Getting Started
At this step, we want to introduce you to the benefits of using Foresight and its core functionalities. To kick off your journey with Foresight, we recommend familiarizing yourself with the following introductory materials:
Introducing Foresight's Capabilities
Understanding Assignments In BigTime Foresight. Short-Term Vs. Long-Term Planning
Managing Data Fields in Foresight
Step 2: Understand Your Permissions
Your experience with Foresight Connect 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 Foresight:
Resources:
Guide to User Permissions for Managers
Step 3: Managing Your Staffers in Foresight Connect
Some of your tasks in Foresight Connect 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 Foresight
Lesson 1 - Managing Staff List
Lesson 2 - Managing Staffers for Managers
Lesson 3 - Creating Staffers’ Profiles
Lesson 4 - Staffers’ Contracts in Foresight
Step 4: Managing Your Projects in Foresight Connect
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 Foresight Connect
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 Foresight
Lesson 12 - Managing Project Demand in Foresight
Step 5: Configuring Calendars in Foresight Connect
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 Foresight Connect
Lesson 1 - Set up Your Projects Calendar in Foresight
Lesson 2 - Set up Your Team Members Calendar in Foresight
Lesson 3 - Set up Your Demand Calendar in Foresight
Step 6: Managing Time Off in Foresight Connect
We provide the Time Off Management feature to help you more precisely manage your employees' utilization.
Section: Managing Time Off in Foresight Connect
Lesson 1 - Managing Time Off Requests in Foresight
Lesson 2 - Managing Partial Days Off and Full Days Off in Your Organization
Step 7: Reporting in Foresight Connect
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 Foresight’s reporting capabilities:
Section: Reporting in Foresight Connect
Lesson 1 - Visual Customization for Projects and Team Members in Foresight
Lesson 2 - Project Performance Reports in Foresight
Lesson 3 - Scheduled vs. Actual Reports in Foresight
Lesson 4 - Utilization Reports in Foresight
Lesson 5 - Availability Reports in Foresight