Foreman/Project Manager Quick Guide

Welcome to your Elevation Advisor Quick Start Guide! These guides are designed to give you clear, step-by-step instructions and information on the tools you’ll use most often. Each section highlights only the essentials so you can get up and running quickly, without being overwhelmed by excessive detail. 

Regardless of your role, this guide help you confidently work with Elevation Advisor Software. 

1. Using the Projects Page 

• Purpose – Manage active projects, timelines, and budgets. 

• Menu → Projects → View Project Budget 

• Navigation – Switch between list view (overview) and detail view (task-level tracking). 

• Status Updates – Keep current to reflect real-time progress. 

• Budget Monitoring – Compare actual vs. remaining materials. 

• Documentation – Record orders, track material use, see time allotments. 

Projects Page Checklist 

• Review your Budgets regularly to stay on track 

• Order and record all necessary materials 

• Track time and material allotments  

2. Using the Timesheets Page 

• Purpose – Track man hours and clock in/out. 

• Menu → Timesheets. 

• Daily Entry – Select date, employee, project, and hours worked. 

• Clock-In/Clock-Out – Option for live time tracking during the workday. 

• Approval – Managers review and approve timesheets before payroll. 

• Export – Download timesheet data for payroll processing. 

Timesheets Page Checklist 

• Hours entered daily 

• Entries approved by manager 

• Data exported for payroll on schedule 

Updated on: 10/18/2025