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User Rights Setup in BigTime Foresight

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.

 

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’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

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.

 

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