List/Lookup Values

The system settings menu is where most of BigTime's list and lookup values are controlled. While all of the lists in the system are pre-filled when you install the program (based on the industry you select), you can adjust those lists from the System Settings menu whenever you'd like.

Field/Lookup Values

Labor codes, expense codes, invoice types, cost centers and status code are all things that are unusual enough to warrant their own area within the System Settings menu. In addition to these items, there are a number of lookup lists which can be edited using the Tools...System Settings...Field (Lookup) Values screen. These pick lists include:

• Project Type Codes. Used in the project dashboard's general settings page. Note that each project type can be connected to a QuickBooks project type (so updates in one system are reflected in the other). That's an optional setting that you can learn how to configure elsewhere in the System Guide or in online help.
• Client Type Codes. Used on the project dashboard's Client...General Info page. Note that each project type can be connected to a QuickBooks project type (so updates in one system are reflected in the other). That's an optional setting that you can learn how to configure elsewhere in the System Guide or in online help.
• Client Contact Types. Used for each contact created in the system.
• Project Budget Types. Used by the sales pipeline.
• Project Team Roles. Used when creating a project team (and also, for companies using Grid Budgeting, as a budgeting category).
• Staff Hourly/Payroll Types. Used when posting payroll data to QuickBooks or another payroll provider.
• Staff Management Groups. These values are an important component in BigTime's security structure, and one we'll address in more detail within the security section of this System Guide chapter.

Data in each of these lists can be "sorted" from the main screen, and you can edit existing values by clicking on them. New values are added using the ADD button, and you can delete an existing value by clicking on it and then hitting the delete key on the detail screen. Note that values which are in use are flagged (so you can see how many records would be altered if you change or delete an entry).