Method: Custom Report
Method: Staffer's Calendar
Method: Team Members Calendar
Method: Custom Report
To create custom reports, ensure you have the appropriate user permissions to access them without cost visibility restrictions. This article explains different permissions and accesses with BigTime Resource Management.
Once you have those permissions, log into Resource Management 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 Reports in this article.
Check the values you need to manage your teams successfully.
Below, you can find an example of what such a report might look like:
Method: Staffer's Calendar
If one person’s data is needed: Staffer’s Calendar.
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Log in to the Manager Role ➡ Go to the TEAM MEMBERS Tab ➡ Select the EMPLOYEE ➡ Go to the CALENDAR Section ➡ Click GEAR Button ➡ Configure staffer’s CALENDAR as needed
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Method: Team Members Calendar
When the whole team’s data is needed: Team Members’ Calendar
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Log in to the Manager Role ➡ Go to the CALENDAR Tab ➡ Go to the TEAM MEMBERS Section ➡ Click Add CUSTOM VIEW Button ➡ Configure Team Members’ CALENDAR as needed
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