Table of Contents
Introduction
Custom Calendar Views in Team Member Calendar
Time Off + Public Holiday (Condensed View)
Mega Heat Map (Without Scheduled Utilization)
Mega Heat Map (With Scheduled Utilization)
Custom Calendar Views in Project Calendar
Project Calendar with Client Info (Master Gantt Chart)
Project Calendar (Master Gantt Chart)
Introduction
The purpose of this guide is to help you optimize your workflow by customizing calendar views in BigTime Foresight. Tailoring your calendar settings to your unique business needs allows for better resource management, improved project planning, and enhanced visibility across teams. These custom views enable you to identify gaps, track utilization, and ensure efficient scheduling, ultimately driving productivity and profitability.
Custom Calendar Views in Team Member Calendar
Time Off + Public Holiday (Condensed View)
This view provides a firm-wide perspective on who is out of the office due to time off or public holidays. It helps managers plan workloads and resources effectively, ensuring there are no unexpected disruptions to ongoing projects.
Mega Heat Map (Without Scheduled Utilization)
The Mega Heat Map without scheduled utilization offers insights into team availability and capacity. It highlights key metrics like remaining availability, scheduled time vs. capacity, and actual input vs. scheduled assignments. This view is perfect for resource planning and workload balancing.
Mega Heat Map (With Scheduled Utilization)
This enhanced version of the Mega Heat Map includes scheduled utilization metrics (Year-to-Date), providing a comprehensive view of team performance. You can track how scheduled time aligns with actual input and capacity, ensuring targets are met and resources are used efficiently.
Custom Calendar Views in Project Calendar
Project Calendar with Client Info (Master Gantt Chart)
This view integrates client details into your project schedules, helping you identify gaps in client/project work. It ensures balanced resource allocation and keeps commitments on track, making it especially useful for managing multiple client-based projects.
Project Calendar (Master Gantt Chart)
This view focuses solely on project schedules, enabling you to spot gaps or overlaps in overall project timelines. It's ideal for high-level planning and ensuring alignment of resources with project demands.
Customizing these views empowers your team with actionable insights, ensuring your projects and resources are managed effectively. Let us know if you have any questions or need further assistance!