User Persona: the Manager

In this article, you will discover what it is like to be a manager in Forecast. And, you get to find out about the best practices which will help you with making most of this third highest of permission levels.

Time to read: Approximately 8.6 minutes

Main takeaways:

  • Create and delete projects
  • Edit the teams, time entries and schedule
  • Create/edit/view reports
  • As a manager, you have similar rights to Controllers, except you will not be able to view and edit financial information

Before we begin, NOTE: 
As a manager, you will be able to view and edit only those projects to which you have been assigned. So, depending on how many projects you are a part of the team, your My Projects page might look something like the following: 

my projects page

With this in mind, consider: 

Managing Projects 

Step 1: Create/Delete projects 

creating a project

Tip: Be sure to see all of the settings when you are creating a new project!

More settings when creating a new project-2

And, as a manager, you can delete projects: 

Deleting a project gif final-2

 

Step 2: Control the team and time entries 

More the merrier: go to project settings (the three dots, i.e. the hamburger icon) and go for ‘teams’. Then, invite someone new.

invite someone new-1

Note: In order to enable proper reporting, ensure that both the main role and project role are filled in accordingly. 

And, bear in mind that one person can have different roles depending on the project, e.g. Glenn can be a PM on project x and a designer on project y. Nevertheless, one person can have only one main role attached to a specific billing rate in the rate cards. 


Then, register your own as well as your team member´s time through the timesheets.

timesheets super final

  1. Control whose time you want to view and edit
  2. Choose the task on which you want to register hours. You can also choose between adding the non-project time of either internal or time-off. 
  3. Simply add your time. Note that you can do so in whatever format you like, whether 4:30, 4.30 or 4.5
  4. Adjust what you see: show or hide project name, id, milestone and more

5. Enable or disable the AI which will help you out with some handy suggestions. Tip and a note: the more you use the system, the better will the AI get.

Tip: Be sure to check and experiment with all the other settings such as 'starred', 'recent activity', 'planned', and so on!

Step 3: Schedule people

One way to do it is through the heatmap.

adding an allocation-1

There are other ways to schedule the people you work with. See:
https://help.forecast.it/schedule-people-view-walkthrough

 

Reporting

Step1: Create and view reports

Create your report from one of the two places.

reports

Should you want to see the reports tab, note that you will see a number of ready-made reports that you can use.

Step 2: Edit Reports

editing a report super final

1. Clicking on the hamburger menu, i.e. the three dots will prompt the menu from which you can choose to either delete or edit a report

2. Click here to create a new report

Then, 

1.1. EDITING A REPORT

task list report extra final

1. Edit your report name. When you hover over the field, you will be able to easily adjust the name of the report. TIP: All your reports are live, so we recommend you make a distinction between those reports which are internal and external. The suggested way about it would be to have a name, e.g. 'Task List - Internal'.

2. Expand your reports with all the different components. See more here https://help.forecast.it/edit-and-share-reports

3. Save

4. Set your filters. NOTE: Once these are applied and saved, the given filter settings will stay in place

5. However for more info about the specific report 

6. Click here to see a list of all the different things you can expand your view with

7. Delete

 

Step 3: Share!

NOTE: You can share reports with people even if they are not users of Forecast

Look for the familiar icon:

share

Learn more about sharing reports here: https://help.forecast.it/edit-and-share-reports