While setting up your account in 10,000ft is very intuitive, there are some things to take care of when you’re just getting started.
Basic Account Settings. One of the first settings you want to choose is how you will track time. There are three options to choose from, and each offer a different level of detail. If you’re using 10,000ft to track project fees, you should assign bill rates to each member of your team. If you have multiple bill rates based on position and title, you can break that down in the Bill Rate Matrix. (NOTE: For purposes of this trial, we recommend using a blended Bill Rate. You can go back and make changes later).
Add your employee roster. You don’t need to give your employees access to 10,000ft yet, but building out your team in the trial will help you visualize how the scheduling features work. If you have your roster in an Excel file, this is really easy. Upload your roster.
Add Clients. Set up between three to five Clients with up to five Projects each. These can be actual or fictional clients but we recommend using real clients and projects your company is working on. You can segment your project work into phases now, or add them in later. Learn about adding clients & projects.
Build a Schedule. Now that you set up clients, projects, and staff, start assigning people to projects. In the Schedule, begin assigning resources to specific projects and use the sliders to indicate when they’ll do the work. Learn more about navigating the Schedule.
Invite others to see your work. You now have the foundation for a successful trial with 10,000ft. It’s time to invite the rest of your team to get familiar with the tool. This can include other core, decision-making people, a pilot team, or your entire staff. Invite people via Account Settings or the Organization Page.
Track Time. As you progress through your trial, test out the process of confirming employees’ assigned time (or let your team do it themselves if you invited them to the trial). Again, this can be real or imagined time, but confirming the actual time your team puts in will make the Reports section more valuable. Learn about time tracking.
Reporting. Spend the first week or two setting up your projects, budgets, and expenses. Once you have enough information in 10,000ft, start to play around with the Reports + Analytics section. This is where you find key insights about your business that you might be missing. Learn about Reports.
If you get stuck or have questions about the setup process, we’re here to help.