Finding Project Calendar In The System
The Difference Between the People and Project Calendars
Setting Up the Project Calendar
Using Filters In BigTime Foresight
Can I change how scheduled hours are counted on my calendar?
Can I save my Calendar Settings for future use?
What does “Grouping Disabled” mean?
Finding Project Calendar In The System
The Project Calendar window gives you a bird's eye view of your assignment schedule, your staffers’ time off, and other aspects of resources management. You can access this calendar from BigTime by clicking on the RESOURCING navigation bar tab and then clicking PROJECT CALENDAR. This will redirect you to the Project Calendar in Foresight.
If you’re already in BigTime Foresight, you can get to the Project Calendar by clicking the CALENDAR tab in your main navigation sidebar and then clicking the PROJECTS tab below.
In this article, you will learn how to set up a Project Calendar. Remember that because Foresight is intended for future resource planning and predictions, it will only pull select historical data logs from January 2023 onward to the present day. These data logs will include customer, staff, project, and client details. Any data before January 2023 will not be pulled into Foresight, regardless of inflight or active project status.
The Difference Between the People and Project Calendars
Setting up a project calendar is exactly the same as setting up a people calendar, except for a few differences. First, it is impossible to filter by the time frame in the Project Calendar. There are also no bars in the Project Calendar that aggregate data by availability, capacity, or other fields. Finally, in the Project Calendar, you will find assignments for specific staffers, but you will not see a summary of their completion.
Setting Up the Project Calendar
You have many options when it comes to customizing your Project Calendar view. You can set filters so it only displays certain data types, or you can change the date range you’d like to see. You can:
- Choose your view type,
- Choose granulation,
- Set up the number of results per page,
- Set up data sorting,
- Choose filters (MAGNIFYING GLASS icon on the left),
- Choose assignment’ types you would like to see in the calendar, and
- Set up data grouping if it’s needed.
Using Filters In BigTime Foresight
One element of this view is the search bar, which allows you to filter the data you need. Read the article to learn more about how filtering in Foresight works.
Can I change how scheduled hours are counted on my calendar?
If you'd like to change how the calendar bar graph summarizes the status of scheduled hours, you can do so by opening MY SETTINGS and checking off the appropriate boxes in the SCHEDULED UTILIZATION SETTINGS section.
The gif below shows you the steps that will take you to this section:
Can I save my Calendar Settings for future use?
If you’d like to save certain calendar settings, you can do so by adding it to your “favorites”. To do this, click the DISC icon in the upper right corner of your screen.
What does “Grouping Disabled” mean?
If you select the “grouping disabled” option in your calendar, all assignments will be organized by date from the oldest to the newest. The calendar will fill in one line with as much data as the calendar view will allow, considering the order in which assignments were created.