Managing your Account

Add Field Values to BigTime

  

When you start out with BigTime, there are several major categories you should add values to:

  • Basic Categories,
  • Field Values,
  • Status Codes, and
  • Cost Centers.

The values you create in each category will populate in picklists throughout your BigTime environment. They provide details about your staffers and projects.

Then, run reports on the values you create for additional information. You can find out, for example, which department, sales or engineering, costs you the most money.

NOTE: The category names may vary, depending on your lexicon settings and/or industry.

Takeaways

Add values to the four Field Value categories. The values will populate in picklists throughout BigTime, which you can select in order to provide more information about your staffers and projects.

Create values that are firm-relevant and edit them over time as your business needs change. For example, as your company grows you may add and/or edit Cost Center values. These values refer to the department responsible for a cost. 

Use the values you create to run reports. This can give you detailed information about a staffer or project, which you can use to make business decisions.

This overview article will explain how to access these four major categories: Basic Categories,Field Values,Status Codes, and Cost Centers. It’ll also describe each one and provide links to detailed articles that explain how to add and edit values to each category.

Access Field Value Categories

Easily navigate to the Field Value categories by clicking My Company...Field Values.

A new window will pop up and you’ll see the four major Field Value categories: Basic Categories, Field Values, Status Codes, and Cost Centers. Each of major category has several smaller categories. In the image below, you can see that Basic Categories contains three smaller ones: Categories, Expense Coded, and Invoice Terms.

About the Four Field Value Categories

Now we’ll explain each of the four major categories and provide links to detailed articles that explain how to add and edit them.

Basic Categories is the most used category in BigTime. Add values to each of its three categories so staffers can: categorize time in timesheets; specify expenses in expense entries; and indicate payment details in client invoices.

Create and Edit Basic Categories

Basic Categories: Categories

Basic Categories: Expense Codes and Units of Measure

Basic Categories: Invoice Terms 

Field Values is a broad category that contains five smaller categories. They’re used to add more information about your contact, team, and projects. You can also add company credit cards and grant staffers access, so they can create credit card expense entries.

Create and Edit Field Values

Field Values: Project Type

Field Values: Contact Type

Field Values: Team Role

Field Values: Staff Department

Field Values: Credit Card

Status Codes is a broad category that includes three smaller categories. Status Codes are used to apply detail about your projects, like its production and billing status, and identify the status of a staffer, such as “on sabbatical” or “terminated.”

Status Codes in BigTime

Status Codes: Project and Project Billing

Status Codes: Staff Member

Cost Centers has three smaller categories that refer to the department responsible for a cost. For example, if a sales representative purchases new sales-tracking software, the cost will be allocated to the sales department.

 

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