How to Enable BigTime Resource Management

Table of Contents

Overview
Before You Start
Required User Rights
Enabling BigTime Resource Management Step-by-Step
     Step 1: Start the Enable Process
     Step 2: Data Sync
     Step 3: Turn Resource Management On
Where to Access Resource Management After Enabling
Troubleshooting Enable Issues
Disabling Resource Management
Need Help?
Related Resources

Overview

BigTime Resource Management allows you to visualize resource demand, forecast financials, and analyze project profitability using data from your BigTime account. Once you purchase Resource Management, you can enable it directly in your BigTime account following the steps outlined below. 

Before You Start

Before you can turn on BigTime Resource Management, BigTime's Customer Experience (CX) and Development teams will first prepare your account:

1. After your purchase is confirmed, the CX team will handle some quick setup work behind the scenes to get your account ready.

2. Once everything is set up, CX will notify you that you can enable BigTime Resource Management independently.

At this point, you can enable BigTime Resource Management directly from your BigTime account.

Required User Rights

To enable BigTime Resource Management in your account, you must be a system Administrator. Only users with this role can access the Integrations section and turn features on or off.

If you are not a System Administrator and would like to enable BigTime Resource Management, please contact your account administrator.

Enabling BigTime Resource Management Step-by-Step

Step 1: Start the Enable Process

1. Navigate to My Company > Integrations > BigTime Resource Management (or Settings > Integrations if your firm is on the new navigation).

2. Select the BigTime Resource Management tile. 

3. Click Enable to begin the process. If you do not see the Enable button:

• Refresh your browser.
• Clear your cache.
• If the button still does not appear, contact BigTime Product Support.

Step 2: Data Sync

Once you click Enable:

• BigTime will start setting up BigTime Resource Management for your firm.
• Your BigTime data (staff, projects, contracts, etc.) will sync into BigTime Resource Management.
• This process may take a few minutes or several hours depending on the amount of data.

• You can continue using BigTime while this process runs in the background.
• During this time, you won't yet seeBigTime Resource Management features.

Step 3: Turn Resource Management On

When the data sync is complete:

1. The System Admin will see a notification in BigTime (bottom left corner of your screen) confirming that setup is complete.

2. You may also receive an email notification if you have email notifications enabled.

3. Click the link in the email or notification, or navigate manually to Active Features in your BigTime account.

4. Toggle BigTime Resource Management ON in Active Features.

5. Refresh your browser. Your navigation will update, and {{dc.bigtime_resource_management}} will be available.

Where to Access BigTime Resource Management After Enabling

Once BigTime Resource Management is enabled, you can find its features in several areas of BigTime:

• The Resourcing tab
• The Project List
• The Team tab within any Project
• The Basic Info tab of the Staff Profile

Troubleshooting Enable Issues

• If the sync fails, you will see a notification that the integration failed.
• You can also check the status by returning to the Resource Management Integration screen.
• If this happens, contact your Account Manager or CX representative. The CX team will work with Product Support to resolve the issue.

Disabling Resource Management

If you decide to stop usingBigTime Resource Management, the System Admin can turn it off at any time:

1. Go to the BigTime Resource Management Integration screen.

2. Click Disable.

3. Confirm the action and refresh the page.

Your data will remain intact, and you can enable BigTime Resource Management again after the same process.

Need Help?

If you have questions or run into any issues while enabling BigTime Resource Management, please contact BigTime Support at support@bigtime.net.

Related Resources

• Introducing BigTime Resource Management Capabilities
• Activating BigTime Resource Management: What to Expect
• Data Flow Between BigTime and Resource Management
• Data Indicators and Initial Account Setup in BigTime Resource Management
• BigTime Resource Management Glossary