Use the task editor to create tasks, budgets, due dates, and assignments. Fortunately, BigTime makes the planning process simple. Use the task editor to enter tasks, or jobs, for each project, and assign them with due dates. For example, a project called “Build Website for ABC Studios” may include one task for Lisa to write content for the homepage and another for Larry to shoot and crop images for the homepage. Then, use resource allocation to allocate budgets and staffers for each project. As you plan, keep in mind that plans tend to change: motivation wanes, mistakes happen, and unforeseen events occur. Accommodate for this in the plan you create. If you think best case scenario a project will take 150 hours to complete, consider budgeting between 160 to 180 hours. Put another way, plan for the unexpected. reports in BigTime and share them with your team, so they’re aware of task statuses and revenue projections, for example. Reference resource allocation: see who’s logging excessive hours to a project, and talk to them to find out why.
Reference resource allocation’s real-time graphics to get a high-level view of a project. At the same time, use information from resource allocation to keep clients informed. Proactively tell a client that you need an additional 20 hours for a project, and see if that’s feasible. This approach tends to be better received than an unexpected bill in the mail once a project is complete.
Use the resource allocation editor to make task-related changes. Say your star programmer, Jim, is working on project ABC. But a month down the road you decide he really needs to be on the struggling project DEF. Make the change in BigTime and reallocate Jim’s hours to another programmer. Project management can be rewarding. And by implementing the steps above, you may find the process a little smoother with a lot more success.