Managing your Account

Understanding Your BigTime Dashboard

  

If you are an administrative user, the illustrated dashboard is the page you will see every time you login to BigTime. The dashboard offers an at-a-glance overview of key metrics - metrics that are pulled in real time from your BigTime data.

Your dashboard is configured with a grouping of individual tiles. Some of the tiles provide real-time functionality, like syncing with and updating your QuickBooks files. Other tiles provide insight into your billability status, pending invoices versus unbilled work in progress (WIP), active tasks and engagements, and invoices and timesheets that need review and approval.

Navigating BigTime

You can get around BigTime using the navigation bar along the top of the screen.

Look for Help from the Utility Bar  

The utility bar is in the upper right corner of the screen, and it provides a link to our KB and live-chat support options (as well as links to webinars and training articles).  In addition, you can update your profile, view/edit active timers and keep track of your BigTime Inbox from the utility bar.

Getting Back To The Dashboard/Home Page

If you lose track of where you are while touring BigTime, just click the Home icon and you’ll be taken back to your dashboard.

Understanding Your Dashboard Tiles

In addition to the navigation menu, the admin/manager dashboard contains several status tiles that let you know where your firm stands.  This section gives you a brief outline of those tiles and the data they represent.

QuickBooks Sync Status

This tile shows the status of your BigTime connection to your QuickBooks account. A pop-up screen shows you how many projects have been imported to BigTime, how many staff, the number of service items, and the date of your last sync/import.

Billability

Clicking the “right left” arrows on the billability tile allows you to look at billability from 3 different time periods: month to date, quarter to date, and year to date. Billability is based on 2 factors: staff capacity, that’s the number of hours available in a work day (typically 8 hours); and the billable hours submitted by staffers; Divide capacity by tracked billable hours and you’ll get the actual revenue that was generated from your billable work.

Invoicing/WIP Status

Check the status of your company’s billing at a glance in real time. You’ll see unbilled WIP, the dollar amount of drafted invoices pending review/approval, and the dollar amount of finalized invoices (those that have been sent to the client).

Timesheet Submission Status

The timesheets tile is a very useful shortcut that will help you monitor the timesheet workflow in a single glance. You’ll see the number of hours that have been input by staffers but not yet submitted for review and approval. You can also scan the total number of hours submitted that have not yet been posted to QuickBooks.  Click the “To Post” link on the tile and  jump to the POST TIMESHEETS screen where you can control the entire workflow: person-by-person and week-by-week.

Review/Approvals

This tile packs a lot of project management power in a very small space. Keep the Review and Approvals process on track with real time updates on the number of hours and expense reports waiting for your review/approval. The tile will display any time or expenses you need to review at this point in time. Click on this tile to  jump immediately to the place where you can manage the review/approval process.

Was This Helpful?