Project & Staff Management

Project Management

• Introducing BigTime Quotes
• Client List Management: The Complete Guide
• Projects and Clients in BigTime
• Creating a New Client or Project
• The Project List View
• The Project Dashboard
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Tracking Tasks and Budgets

• Reporting on Checklist Items
• Access, Use and Configure the Checklist Item Board
• Creating Tasks and Budgets in BigTime
• Using Tasks in BigTime
• Your Task Workflow Manager
• Assign Tasks in BigTime
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Resource Planning

• Your Utilization Board
• Resource Allocation Editor
• Hotkeys in the Resource Allocation Editor
• Understanding Capacity
• How To Use Capacity
• Show Capacity on Timesheets
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Skills Matching

• Why Use Skills Matching?
• How To Activate Skills Matching
• Get Started With Skills Matching
• User Permissions with Skills Matching
• How To Access Your Skill List
• Your Skill List Toolbar
• See all 14 articles

Field Values, Basic Categories & Status Codes

• Add Field Values to BigTime
• Create and Edit Field Values
• Field Values: Team Role
• Field Values: Contact Type
• Field Values: Project Type
• Field Values: Credit Cards
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Staff Management

• Adding New Users to BigTime
• What Do My Staffers See When Invited to BigTime?
• Create Team Leads and Add Them to BigTime
• The Staff List View
• Add Basic Information About Staffers on the Staff Dashboard
• Add User Rights and Contact Info to the Staff Dashboard
• See all 27 articles

Permissions/User Rights

• User Rights: BigTime Resource Management for Managers
• User Rights: BigTime Resource Management
• An Overview of User Rights
• User Rights: Client & Project Access
• User Rights: Reporting
• User Rights: Review & Approval
• See all 25 articles