Checking Team Availability In Availability Report
Checking Team Availability In Custom Report
Checking Team Availability In Team Members Tab
Checking Team Availability in Calendar Tab Heat Map
Checking Team Availability In Availability Report
In BigTime Foresight, you can quickly check your employees’ availability by creating an availability report. This report is vital for controlling, predicting, and restructuring your firm’s resource planning strategy.
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Log in to the Manager Role ➡ Go to the REPORTS Tab ➡ Go to the AVAILABILITY Report Section ➡ Click PREPARE REPORT button ➡ Add Department Filter ➡ Configure Report
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Click the RESOURCING navigation tab to open the Availability Report window from BigTime. Then, click AVAILABILITY REPORT.
If you’re already in Foresight, you can get to the same location by clicking the REPORTS sidebar Tab and then clicking the AVAILABILITY sub-tab.
Learn more about configuring Availability Report in this article.
Checking Team Availability In Custom Report
To start creating custom reports, ensure you have the appropriate user permissions to access custom reports without cost visibility restrictions. Look at this article to learn more about different permissions and accesses with Foresight
Once you have those permissions, log into Foresight in the manager role and click on the REPORTS tab in your main navigation sidebar. Then, open the CUSTOM REPORTS sub-tab. You can view, generate, or edit a custom report here.
Learn more about configuring Custom Report in this article.
Check the values you need to manage your team availability successfully.
Below, you can find an example of what such a report might look like:
Checking Team Availability In Team Members Tab
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Log in to the Manager Role ➡ Go to the TEAM MEMBERS Tab ➡ Click GEAR Button to adjust Columns Visibility ➡ filter the right period of time ➡ Scroll to the right ➡ Find the Availability Column
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To learn more about filtering, go to this article.
Checking Team Availability In Calendar Tab Heat Map
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Log in to the Manager Role ➡ Go to the Calendar Tab ➡ Click Team Members Section ➡ Filter the right period of time ➡ Add Department Filter ➡ Adjust Granulation ➡ Select a period of time ➡ Set Up Heat Map View
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