We’ve added several new article series to the Knowledge Base that discuss the four “field value” categories in BigTime. In each category, you can add values that populate in picklists throughout the BigTime environment.
These values, when selected, provide more detail about your staffers and projects. For example, your staffer Joe will select a “category” value, like consulting, when filling out his timesheet to describe the type of work he did. Then, run reports on the values you create. You can discover which department, sales or engineering, costs you the most money.
In this post, you’ll learn about the four “field value” categories and their values: how to use them and why they’re important. We’ll also direct you specific articles to explain each topic in detail.
When you start out with BigTime, there are several categories you can add values to:
- Basic Categories,
- Field Values,
- Status Codes, and
- Cost Centers.
NOTE: Category names may vary, depending on your lexicon settings and/or industry.
Each category contains several smaller categories that you can add values to. For example, Field Values has five categories: Project Type, Contact Type, Team Role, Staff Department, and Credit Cards.
We’ll explain each major category below and will direct you specific KB articles that provide more detail.
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.
Field Values, a broad category that contains five smaller categories, are used to add more information about your contacts, team, and projects. You can also add company credit cards and grant staffers access to them, so they can create credit card expense entries.
Status Codes, which contains three smaller categories, are used to apply detail about your projects, like its production and billing status. They also identify the status of a staffer, such as “on sabbatical” or “terminated.”
Cost Centers 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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