We’ve published a slew of Knowledge Base articles to get you up and running with some of our latest features and fixes. So when questions come up you’ve got resources to turn to. This post highlights several new articles from three categories: resource allocation, invoicing, and the BigTime/Salesforce integration.
Get the most out of resource allocation, and learn how to shift allocations. It’s a simple feature with a powerful effect: when project changes occur, as they inevitably do, choose to shift allocations to another date without re-entering all of your data.
Find out how to create weekly resource allocation reports. Whether you use resource allocation for weekly or monthly allocations, you can get reports for both. Fortunately, we’ve got several pre-built reports to make the process quick and easy.
If you’re new to resource allocation, then you’ll appreciate this FAQ article, which addresses many commonly asked questions like how to enter data. Or if you’re on the fence about resource allocation, the FAQ article is a good place to learn about who benefits from this tool and how.
Each client has different needs and preferences, which is why BigTime users have long been able to customize invoices. We’ve added articles to explain some of your options and newly available features.
Customize your invoice settings introduces users to several customization choices, from PDF styles to invoice calculators to email settings. You can also customize headings that appear on your invoices. And for those clients who have a long list of invoices to pay, you can show all unpaid invoices on an invoice template.
BigTime users are integrating their account with Salesforce, and it’s easy to see why: the integration keeps sales and project teams informed and connected and it prevents double-data entry.
Each time a Salesforce opportunity reaches a specified stage in your sales pipeline, which you determine, it’s added in BigTime as a project. Then, BigTime and Salesforce communicate with each other and share relevant project and client details, like bill rates, tasks, budgets, and assignments. These type of details are visible on both platforms, so when questions arise, from colleagues or clients, your staff is ready.
We’ve published a new article series that explains how to set up the integration, sync information between the accounts, and answer commonly asked questions.
- Salesforce Integration 101
- Getting Started with Salesforce
- Viewing BigTime Data within Salesforce
- Syncing BigTime Project Details with Salesforce
- FAQ – BigTime/Salesforce Integration
- Creating BigTime Projects from Salesforce Opportunities
- How to Disconnect from Salesforce
Our aim is for you to have the information you need, when you need it. Keep an eye on our blog for the latest BigTime news.