Table of Contents
Benefits and Uses of Data Fields
Required Permissions
Navigating to the Data Fields
Examples
Data Fields Locations in Foresight Connect
Benefits and Uses of Data Fields
Data Fields are a centralized feature within the system that enables efficient management of various categories of data. This functionality allows you to predefine staffer experience levels using terminology specific to your organization, specify employee statuses, and create a list of clients. These are just examples—Data Fields offer even more possibilities to customize and organize your data. You can streamline project tracking, improve resource allocation, and enhance reporting accuracy by aligning the system's structure with your company’s unique needs. This centralized and customizable approach ensures that Foresight’s workspace integrates seamlessly with the vocabulary and processes your organization relies on, fostering better collaboration and operational efficiency.
Required Permissions
You need a general access to the Manager role first:
| Required Permissions | Foresight for Managers |
Additionally, to manage Data Fields in the organization, Managers require separate permissions for each of their categories. Below, you will find a summary of the permissions for all categories.
|
Data Fields Permissions |
|
| Manage Skill List |
Grants permission to add, edit, or remove skills (e.g., technical, languages) for the organization. |
| Manage Time Off Types |
Allows you to add, edit, or remove types of time off (e.g., vacation, sick leave, sabbatical) for the organization. |
| Manage Seniorities Type | Grants permission to add, edit, or remove seniority levels (e.g., junior, senior) for the organization. |
| Manage Default Role List | Allows users to add, edit, or remove default roles (e.g., Project Manager, Designer) for the organization. |
| Manage Department List | Grants permission to add, edit, or remove departments (e.g., IT, Creative) for the organization. |
| Manage Cost Centers Type | Allows users to add, edit, or remove cost center types for the organization. |
| Manage Status List | Grants permission to add, edit, or remove employee statuses (e.g., active, on leave) for the organization. |
| Manage Clients List | Allows users to add, edit, or remove clients for the organization. |
| Manage Current Status List | Allows users to add, edit, or remove project statuses (e.g., in progress, completed) for the organization. |
| Manage Type List | Grants permission to add, edit, or remove project types (e.g., full project, service offering) for the organization. |
Navigating to the Data Fields
To start managing Data Fields in your organization, follow this path:
|
Log in to the Manager Role in Foresight ➡ Go to the My Company Tab - Select the Data Fields category you need to configure |
Examples
To help you populate the Data Fields relevant to your company, the table below provides examples that may be useful for you:
|
Data Field Category |
Examples |
| Skills | Java, JavaScript, Django, Project Management, Technical Writing, English, Communication, Managing, Sales, Typescript, iOS, Android |
| Time Off Types | Sick Leave, PTO, Menstrual Leave, Maternity Leave |
| Seniorities | Trainee, Intern, Junior, Mid, Senior, Expert |
| Default Roles | Software Engineer, iOS Developer, Backend Developer, Frontend Developer, Technical Writer |
| Departments | Chicago, New York, USA, Germany, France |
| Staffer Statuses | Active, Archived, Inactive |
| Clients | Companies Names |
| Current Statuses | Active, Inactive, Archived |
| Project Types | Full Project, Partial Project, Service Offering |
Data Fields Locations in Foresight Connect
If you're wondering where the Data Fields you add in the My Company Tab appear in the system, below you'll find a table listing the locations of all data fields in Foresight, categorized by role.
|
Data Fields Name
|
Where to Find It? |
|
|
Manager Role Account |
Staffer Role Account |
|
|
Skills |
Staffer Profile ➡ Technical Skills/ Languages/ Soft Skills | Staffer Profile ➡ Technical Skills/ Languages/ Soft Skills |
| Project Profile ➡ Add/Edit Demand | ||
| Filtering by skills | ||
| Time Off Types | Time Off Request/ All Time Off | Time Off Request/ All Time Off |
|
Seniorities |
Staffer Profile ➡ Profile | Staffer Profile ➡ Profile |
| Add Staffer | ||
| Project Profile ➡ Add/Edit Demand | ||
| Filtering by seniorities | ||
|
Departments |
Staffer Profile ➡ Profile | Staffer Profile ➡ Profile |
| Add Staffer | ||
| Filtering by Department | ||
|
Default Roles |
Staffer Profile ➡ Profile | Staffer Profile ➡ Profile |
| Add Staffer | ||
| Project Profile ➡ Add/Edit Demand | ||
| Filtering by Default Roles | ||
|
Cost Centers |
Active, Archived, Inactive | Staffer Profile ➡ Profile |
| Add Staffer | ||
| Project Profile ➡ Add/Edit Demand | ||
| Filtering by Cost Centers | ||
|
Staffer Status |
Companies Names | Staffer Profile ➡ Profile |
| Add Staffer | ||
| Filtering by Status | ||
|
Clients |
Add Project | n/a |
| Project Profile | ||
| Filtering by Clients | ||
|
Current Status |
Add Project | n/a |
| Project Profile | ||
| Filtering by Current Status | ||
|
Project Types |
Add Project | n/a |
| Project Profile | ||
| Filtering by Project Types | ||
| Bill Rates | Assignment Form | n/a |