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 will help you confidently work with Elevation Advisor Software.

1. Using the Projects Page

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

This is your hub for keeping every project organized—track what’s happening, when it’s happening, and how it fits into your budget.

• Menu → Projects → View Project Budget

You’ll access everything you need from the Projects menu, where you can quickly open and review each project’s budget.

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

Use the list view to see the big picture, and jump into the detail view when you need to monitor individual tasks more closely.

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

Updating statuses regularly ensures everyone stays on the same page and knows exactly where the project stands.

• Budget Monitoring – Compare actual vs. remaining materials.

Keep your project financially healthy by checking how much material has been used and what’s still available.

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

This is where all your important project data lives—document orders, monitor material consumption, and review how time is being allocated.

Projects Page Checklist

• Review your Budgets regularly to stay on track

A quick check-in helps you catch issues early and ensure your project stays within plan.

• Order and record all necessary materials

Keeping materials updated in the system prevents delays and keeps workflows smooth.

• Track time and material allotments

Monitoring these details makes it easy to manage resources effectively throughout the project.

2. Using the Timesheets Page

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

This page keeps an accurate log of the hours worked, helping you and your team maintain clear records.

• Menu → Timesheets.

Head straight to the Timesheets menu whenever you need to enter or review time worked.

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

Entering daily hours is simple—just choose the date, the employee, the project, and the number of hours completed.

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

Employees can also use the real-time clock feature to track their hours as they go, making time entry hands-off and accurate.

• Approval – Managers review and approve timesheets before payroll.

Before anything goes to payroll, managers will make sure the entries are complete and correct.

• Export – Download timesheet data for payroll processing.

When everything is approved, you can easily export the data to keep payroll running smoothly.

Timesheets Page Checklist

• Hours entered daily

A daily routine of entering hours keeps records clean and prevents last-minute scrambling.

• Entries approved by manager

Approval ensures all data is accurate before payroll moves forward.

• Data exported for payroll on schedule

Timely exports help payroll happen without delays or complications.

Updated on: 12/03/2025