Will you hit the project deadline? Do you have the right staffers on it? Will you need to hire a new developer for that upcoming project in two months?
Get answers to these questions by monitoring a project throughout its lifecycle. It’s a surefire way to know how a project is progressing and how your team is performing. This post will highlight three ways to use BigTime to get the information you need to run a successful project.
Check your BigTime Dashboards, which are updated in real-time. Your dashboards provide high-level information on major BigTime features, like timesheets and budgets. Then, drill-down further if something looks amiss.
- Resource Allocation Dashboard allows you to visualize your resource allocation budgets. See which staffers are logging the most hours to a project and whether a project is staying on budget. Read more about your Resource Allocation Dashboard.
- BigTime Dashboard shows you statuses of major BigTime features, including billability, invoicing, timesheets, and review and approvals. Click on one of the tiles in the quadrant to drill into a specific topic. Read more about your BigTime Dashboard here. (Note: Your BigTime Dashboard view may vary depending on your industry and/or subscription level.)
Whether you use weekly or monthly allocations, you can get reports at both the weekly and monthly level. Fortunately, we have several pre-built reports to make the process quick and easy. For example, the report “Allocation by Week/Project” shows you all of your active projects with allocated hours and staffers. Users find this report helpful to:
- See where staffers spend their time,
- Determine if staffers are over or under capacity, and
- Notice planning gaps.
Are your staffers adding notes to their timesheets? They should. According to our 2016 study, timesheet entries with notes of 140 characters yield a 4.95% higher billing realization rate compared to those without notes. This means the small to mid-size US professional services market could increase billings by $35 billion just by adding on timesheet notes the length of a tweet.
Create a custom report with timesheet notes to see if your staffers are adding notes to their timesheets, and read the notes they’re adding. This will give you a good idea of what they’re working on each day.
Most importantly, do something with the information you gather. Share relevant details with your staffers on a regular basis. For example, run a report for your consultants so they know who’s billing the most hours to a project. Proactively tell your client if you’re running over on hours and propose a solution.
Monitoring a project regularly is the best way to avoid common, but often preventable, mishaps, such as going over budget or missing a deadline.