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User Rights Set Up Guide

Overview
BigTime Manager Rights In Foresight Summary
BigTime Staffer Rights In Foresight Summary
Foresight Manager Rights Summary 
Finding User Rights Set Up Page In The System
Management Access
 Foresight For Managers
 Edit any profile, including assigning skills
 Manage contract capacity
 Manage seniority types
 Manage skills list
 Manage time off requests
 Manage time off types
 View/manage custom reports
 Assign project team lead(s)
Staff Access
 Edit my profile, including assigning skills as a staffer
 View my calendar as a staffer
 Request time off as a staffer
Financial Access
  Financial access for managers
  View all staffer costs
Managerial Types in Foresight: User Rights Setup
 Project Manager (Full Access)
 Project Manager (Read-Only)
   Financial Manager

Overview

BigTime Foresight is a separate instance that is available in a strong connection with BigTime. While the possibilities of Foresight and its data are immeasurable, there will still be some data shared and available in both BigTime and Foresight. The same applies to access.

When reading educational materials, pay attention to the location. We do not use an abbreviation anywhere to be as accurate as possible. We will use the following terms:

  • BigTime : for where you have been invoicing so far.
  • Foresight: for the tool that allows you to measure project profitability and predict margins.

In this article, you will find tables listing permissions in BigTime that affect Foresight (a separate table for the manager and a different table for the staffer) and a table discussing Foresight detailed permissions. In the following sections of the article, you will find a detailed discussion of each permission.

BigTime Manager Rights In Foresight Summary

BigTime Manager Rights

Name of Permission in BigTime 

What can I do in Foresight with this permission?

Resource Management for Managers 
  • Accessing projects (View/Manage any projects permission required)
  • Assigning teams to a projects
  • Creating and managing demands 
  • Access to the reports tab (Utilization and Availability) 
  • Access to People Calendar, Projects Calendar, and Demand Calendar
  • Can be a time off manager and manage people's absences
View/Manage any project 
  • Allows you to view/manage all your projects without being a Project Manager.
Edit any profile, including assigning Skills 
  • Enabling the manager with HR permission grants access to only the staffer's profile. 
  • Enable the user to modify the profile information of any staff member.
Manage seniority types 
  • Managers can manage the "Seniority" data fields in the My Company tab. 
  • Users can add, edit, and remove seniority types for the organization.
Manage skills list 
  • Managers can manage the "Skills" data fields in the My Company tab (in Foresight). 
  • Users can add, edit, and remove skills for the organization.
Manage time off requests
  • Enabling a manager with HR privileges provides access to managing all Time off (in Foresight). 
  • Allow users to add, edit, or delete any time off requests and 
  • manage time off status. (I can manage all vacations, even of
  • people I am not a time off manager) 
Manage time off types 
  • Managers can manage the "Time off types" data fields in the My Company tab (in Foresight). 
  • Users can add, edit, and remove time off types for the organization.
Manage Contract Capacity 
  • Allows the user to edit a staffer’s contract capacity and start/end date 
  • When you have the “View all staffers cost” permission enabled and the “Manage Contract Capacity” permission enabled, you can edit cost rates on contracts for any staffer.
Financial Access for Managers 
  • Allows the user to view and edit project-associated costs and revenues
View all staffer's costs 
  • Allows the user to view staffer-associated costs on projects and reports. 
  • If this permission is disabled, then the user must be set up as a Finance Manager in Foresight to view only the costs of those they manage. Can also edit contracts when “manage contract capacity” is enabled
View/manage custom reports 
  • Allows the user to create custom reports and view data for all projects and team members

BigTime Staffer Rights In Foresight Summary

BigTime Staffer’s Rights

Name of Permission in BigTime 

What can I do in Foresight with this permission?

Edit profile including assigning skills as a staffer 
  • The staffer can edit his profile on the staffer role.
View my calendar as a staffer 
  • The Calendar tab will be available in the role of staffer. Users can see his assignments [of any type: active, reserved, draft] in projects.
Request time off as a staffer 
  • The Time Off tab will be available in the role of staffer. It will be possible to submit requests for time off. 
  • The user can view and oversee all of their time off requests.

Foresight Manager Rights Summary 

Foresight Manager Rights

Access in Foresight 

Description

Project Manager 
  • To be a project manager, it is necessary to have permission for "Resource management for managers" in Big Time. 
  • To be able to set up a Project Manager in a project, it is necessary to have the "View/manage any project" permission in Big Time. This can also be done by being the Project Manager of that project.
Project Manager(Read-Only) 
  • To be a Project Manager (Read-Only) it is necessary to have the permission "Resource management for managers" in Big Time. 
  • To be able to set up a Project Manager (Read-only) in a project, it is necessary to have the "View/manage any project" permission in Big Time. This can also be done by being the Project Manager of that project.
Finance Manager (for a staff member) 
  • To become a financial manager, a manager must have permission: Resource Management for Managers, Edit any profile including assigning Skills, Financial Access for Managers.
  • To be able to assign a Finance Manager to a staff member, it is necessary to have permission: Resource Management for Managers, Edit any profile including assigning Skills, Financial Access for Managers, View all staffers costs.

User Rights Setup In BigTime

A number of user rights control your experience with Foresight. You can find these user rights by setting up a security group and then opening the user rights category labeled BIGTIME FORESIGHT. In this article, we’ll define each user right in this category and explain what aspects of the resource management module they each control. 

NOTE: If you use the Foresight resource management module, you’ll no longer have access to BigTime’s skills matching. Since you’ll be managing skills through the module, you’ll no longer see the SKILLS category in your list of available user rights. The user right “Add/Edit team members” (located in the CLIENT & PROJECT ACCESS category) will also be hidden. Finally, the SKILLS option will no longer be listed in the dropdown menu when you click MY COMPANY in your main navigation tab.

Finding User Rights Set Up Page In The System

 

Log in to BigTime Manager Account - Navigate to MY COMPANY tab - Go to the Company Settings section in the ribbon - Click User Rights section

 

Make sure you log in to the Manager Account. You can easily find User Rights by clicking the MY COMPANY tab on the main navigation bar. 

Management Access

The user rights in this sub-category control whether certain staffers can manage details and information about other staffers. You can create a “Management” security group with some or all of these permissions turned on and then add your team managers to that security group. Below, we’ll explain these user rights and how they impact the Foresight experience. 

Foresight for Managers

Allows the user to assign team members or placeholder roles to projects, view reports, and view team members’ or project calendars. To manage every project in the resource management module, you'll need the additional permission "View/Manage any project" in the Client & Project Access section turned on. If you don't have that additional user right, you'll only be able to view the list of staffers, calendars, and time off.

With this permission, you can:

  • Access projects (The additional “View/Manage any projects” permission will be required)
  • Assign teams to a projects
  • Create and manage demands 
  • Access the REPORTS tab (for utilization and availability) 
  • Access the People Calendar, Projects Calendar, and Demand Calendar
  • Manage people's time off and absences

Edit any profile, including assigning skills

This permission allows the user to edit the experience, skill assignment/rate, and other profile data for any staff member. It also enables a manager with HR permissions to access a staffer’s profile. 

Manage contract capacity

Users can edit a staffer’s contract capacity and start/end dates. If a user has been granted the “View all staffers cost” and “Manage contract capacity” user rights in addition to this one, they can edit contract cost rates for any staffer in Foresight. 

Manage seniority types

It allows the user to add, edit, or remove seniority types for their firm. Examples of seniority types include “junior,” “senior,” “regular,” or “expert.” Managers can manage seniority data fields in the MY COMPANY tab in Foresight.

Manage skills list

It allows the user to add, edit, or remove skills for their organization. These can be soft skills, technical skills, or language proficiencies. Managers can manage the "Skills" data fields in the MY COMPANY tab in Foresight.

Manage time off requests

Allows the user to add, edit, or delete any time off requests and manage time off status.

With this permission, users with HR privileges can access and manage all time off in Foresight. They can also manage all vacations, even those taken by staffers for which they aren’t time off managers.

Manage time off types

It allows the user to add, edit, or remove time off types for their firm. Parental leave, sick leave, sabbatical, vacation time, and PTO are all examples of time off types. Managers can manage time off types in the MY COMPANY tab in Foresight.

View/manage custom reports

Allows the user to create custom reports and view data for all projects and staffers in Foresight.

Assign project team lead(s)

Allows the user to assign team lead(s) to a project team. The team lead can access and approve timesheets, expenses, and budgets for staff assigned to a project. You can assign a team lead to a project by opening that project’s dashboard, clicking the TEAM tab, and checking off the box under the LEAD column next to the name of a staffer.

Staff Access

The Management Access rights discussed above allow you to make managerial decisions for your direct reports. Still, you won’t be able to edit some types of your own information unless you have additional Staff Access rights. For instance, if you have every Management Access right activated, you can assign project team leads and approve time off requests submitted by staffers who report to you. However, you won’t be able to submit your time off requests, assign yourself skills, or view your calendar unless you also have the corresponding Staff Access permissions. If you want to grant administrators, managers, or staffers the ability to edit their own details, these are the user rights they’ll need to have.

Edit my profile, including assigning skills as a staffer

Allows the user to edit their own profile data. With this permission, they can edit their experience, skill assignments, skill rates, certification, education, and other details.

View my calendar as a staffer

This allows the user to view active, reserved, and draft assignments on their own calendar. If you want to grant a user this permission, they’ll need to also have all management permissions. Staffers with this permission will have access to the Calendar tab, and they’ll be able to see their assignments of any type (active, reserved, or draft) in projects.

Request time off as a staffer

This permission allows the user to request time off, retract a time off request, or edit their open time off requests. Users with this permission can also check the status of their time off requests and see how many have been approved by some days. The TIME OFF tab will be available to any staffer with this permission, and this will be where they can submit requests for time off.

 

Financial Access

This user rights sub-category is different from the Financial & Invoicing category in that it specifically covers financial actions within Foresight and not in BigTime. There are two user permissions in this sub-category: “Financial access for managers” and “View all staffer costs.” Aspects of these permissions depend on the permissions granted in the previous two sub-categories, which we’ll explain below.

Financial access for managers

Users who have been granted this permission can view and edit all project costs and incomes in Foresight.

View all staffer costs

This permission lets a user view all staffer’s associated costs on projects and reports in Foresight. A user with this permission and the “Manage contract capacity” user right turned on can edit contracts for any staffer in Foresight. If you want to grant a staffer the ability to view cost information for only the staffers they manage, you can do so by setting them up as a Finance Manager and leaving this user right off. 

Managerial Types in Foresight: User Rights Setup

In Foresight, there are a variety of managerial user permissions you can have that determine the type of manager you can act as. There are three main types of managers in Foresight: Project managers (with full access), project managers (with read-only access), and financial managers. We’ll walk through each manager type here and explain what permissions each role requires.

Project Manager (Full Access)

To be a project manager with full access, you must have the "BigTime Foresight for managers" permission in Big Time. To set up a staffer as a Project Manager on one or multiple projects, it is necessary to give them the "View/manage any project" permission in Big Time. This can also be done by being set up as the Project Manager of that project in Foresight. If you want full access, you can grant them all the other management permissions available in the MANAGEMENT ACCESS sub-section.

Project Manager (Read-Only)

Project Managers with read-only access need to have the "Resource management for managers" user right activated. in Big Time. They’ll also need the "View/manage any project" permission in Big Time. 

Financial Manager

To become a financial manager, a manager must have the “BigTime Foresight for Managers”, “Edit any profile including assigning Skills”, and “Financial Access for Managers” permissions. To be able to assign a Finance Manager to a staff member, it is necessary to have “BigTime Foresight for Managers”, “Edit any profile including assigning Skills”, “Financial Access for Managers”, and “View all staffers costs” permissions.

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