Overview
Required User Rights
Customizing Possibilities
Data Set List For All Permissions
Setting Up An Assignment Display
FAQ
Which accounts in my firm will be affected by changing calendar settings?
How do I change assignment display settings in the DEMAND CALENDAR?
How do I change assignment display settings globally for the entire application?
Overview
To better adapt BigTime Foresight to the needs of various management models, we provide the ability to customize the assignment view. You can easily configure your calendar views to display the most relevant data, ensuring quick access to the information you need.
Required User Rights
| Assignment Settings Customization | Resource Management for Managers Permission |
Customizing Possibilities
There are the following possibilities to customize assignment views:
- You choose which data you want to display on assignment tiles.
- Configuration is specific to your account only.
- Configuring Assignment Settings affects the following calendars: TEAM MEMBERS, PROJECTS (CALENDAR TAB), and TEAM CALENDAR (PROJECTS tab).
- The data set you can choose from is adjusted to the permissions you are granted.
- You can customize all three assignment views: Compact, Standard, and Extended.
- You can choose whether to display numbers as percentages.
Data Set List For All Permissions
In the list below, you can check the data set available for managers with all permissions granted:
- Avatar
- Client Name
- Note
- Default Role
- Project Role
- Label
- Work
- Scheduled Cost
- Scheduled Revenue
*Choose one of the listed options.
The data set differs depending on the view:
Setting Up An Assignment Display
To configure ASSIGNMENT SETTINGS, follow the steps below:
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Log in to the Manager Role ➡ Go to the left navigation bar ➡ Scroll to the bottom ➡ Click
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FAQ
Which accounts in my firm will be affected by changing calendar settings?
Configuration is specific to your account only. No other account will be affected by these changes.
How do I change assignment display settings in the DEMAND CALENDAR?
Assignment settings allow you to customize the assignment display in TEAM MEMBERS’ and PROJECTS’ CALENDARS. These settings do not apply to the DEMAND CALENDAR because a DEMAND is not an ASSIGNMENT. To learn how to set up a Demand calendar, read this article: Set up Your Demand Calendar in BigTime Foresight
How do I change assignment display settings globally for the entire application?
Just follow the steps below:
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Log in to the Manager Role ➡ Go to the left navigation bar ➡ Scroll to the bottom ➡ Click
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