User Rights: BigTime Foresight for Managers

Table of Contents

Overview
User Rights Setup Location
BigTime Foresight: Management Access
BigTime Foresight: Staff Access
BigTime Foresight: Financial Access

Overview

A number of user rights control your experience with Foresight. You can find these user rights by setting up a security group and then opening the user rights category labeled BIGTIME FORESIGHT. In this article, we’ll define each user right in this category and explain what aspects of the resource management module they each control. 

User Rights Setup Location

Make sure you log in to the Manager Account. You can easily find User Rights by clicking the MY COMPANY tab on the main navigation bar. 

BigTime Foresight: Management Access

The user rights in this sub-category control whether certain staffers can manage details and information about other staffers. You can create a “Management” security group with some or all of these permissions turned on and then add your team managers to that security group. Below, we’ll explain these user rights and how they impact the Foresight experience. 

BigTime Foresight for Managers

Allows the user to assign team members or placeholder roles to projects, view reports, and view team members’ or project calendars. To manage every project in the resource management module, you'll need the additional permission "View/Manage any project" in the Client & Project Access section turned on. If you don't have that additional user right, you'll only be able to view the list of staffers, calendars, and time off.

With this permission, you can:

• Access projects (The additional “View/Manage any projects” permission will be required)
• Assign teams to a projects
• Create and manage demands 
• Access the REPORTS tab (for utilization and availability) 
• Access the People Calendar, Projects Calendar, and Demand Calendar
• Manage people's time off and absences

Edit any profile, including assigning skills

This permission allows the user to edit the experience, skill assignment/rate, and other profile data for any staff member. It also enables a manager with HR permissions to access a staffer’s profile. 

Manage contract capacity

Users can edit a staffer’s contract capacity and start/end dates. If a user has been granted the “View all staffers cost” and “Manage contract capacity” user rights in addition to this one, they can edit contract cost rates for any staffer in Foresight. 

Manage seniority types

It allows the user to add, edit, or remove seniority types for their firm. Examples of seniority types include “junior,” “senior,” “regular,” or “expert.” Managers can manage seniority data fields in the MY COMPANY tab in Foresight.

Manage skills list

It allows the user to add, edit, or remove skills for their organization. These can be soft skills, technical skills, or language proficiencies. Managers can manage the "Skills" data fields in the MY COMPANY tab in Foresight.

Manage time off requests

Allows the user to add, edit, or delete any time off requests and manage time off status.

With this permission, users with HR privileges can access and manage all time off in Foresight. They can also manage all vacations, even those taken by staffers for which they aren’t time off managers.

Manage time off types

It allows the user to add, edit, or remove time off types for their firm. Parental leave, sick leave, sabbatical, vacation time, and PTO are all examples of time off types. Managers can manage time off types in the MY COMPANY tab in Foresight.

View/manage custom reports

Allows the user to create custom reports and view data for all projects and staffers in Foresight.

Assign project team lead(s)

Allows the user to assign team lead(s) to a project team. The team lead can access and approve timesheets, expenses, and budgets for staff assigned to a project. You can assign a team lead to a project by opening that project’s dashboard, clicking the TEAM tab, and checking off the box under the LEAD column next to the name of a staffer.

BigTime Foresight: Staff Access

The Management Access rights discussed above allow you to make managerial decisions for your direct reports. Still, you won’t be able to edit some types of your own information unless you have additional Staff Access rights. For instance, if you have every Management Access right activated, you can assign project team leads and approve time off requests submitted by staffers who report to you. However, you won’t be able to submit your time off requests, assign yourself skills, or view your calendar unless you also have the corresponding Staff Access permissions. If you want to grant administrators, managers, or staffers the ability to edit their own details, these are the user rights they’ll need to have.

Edit my profile, including assigning skills as a staffer

Allows the user to edit their own profile data. With this permission, they can edit their experience, skill assignments, skill rates, certification, education, and other details.

View my calendar as a staffer

This allows the user to view active, reserved, and draft assignments on their own calendar. If you want to grant a user this permission, they’ll need to also have all management permissions. Staffers with this permission will have access to the Calendar tab, and they’ll be able to see their assignments of any type (active, reserved, or draft) in projects.

Request time off as a staffer

This permission allows the user to request time off, retract a time off request, or edit their open time off requests. Users with this permission can also check the status of their time off requests and see how many have been approved by some days. The TIME OFF tab will be available to any staffer with this permission, and this will be where they can submit requests for time off.

BigTime Foresight: Financial Access

This user rights sub-category is different from the Financial & Invoicing category in that it specifically covers financial actions within Foresight and not in BigTime. There are two user permissions in this sub-category: “Financial access for managers” and “View all staffer costs.” Aspects of these permissions depend on the permissions granted in the previous two sub-categories, which we’ll explain below.

Financial access for managers

Users who have been granted this permission can view and edit all project costs and incomes in Foresight.

View all staffer costs

This permission lets a user view all staffer’s associated costs on projects and reports in Foresight. A user with this permission and the “Manage contract capacity” user right turned on can edit contracts for any staffer in Foresight. If you want to grant a staffer the ability to view cost information for only the staffers they manage, you can do so by setting them up as a Finance Manager and leaving this user right off.