Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

By default, monday admins always have access to the appApp.

Steps

When you open BigPicture for the first time, you can grant BigPicture access to BigPicture to monday members.

Rw ui steps macro
Rw step

Security

  • I don’t need to restrict access to BigPicture → all monday members are granted access to BigPicture and its configuration.

  • Restrict BigPicture access to specific users → selected monday members and teams are assigned BigPicture admin role. Other app roles can be assigned later.

Info

Insert excerpt
Security and roles - Access to BigPicture -
Security , roles, and permissionsand roles - Access to BigPicture - Security, roles, and permissions
nameNOTE - BigPicture respects monday permissions
nopaneltrue

Rw step

Box creation

It is required to create a box during an initial installation. After that, it is possible to skip the box creation step and choose Proceed without creating button:

proceed-without-creating.pngImage Added

As a result, the Overview module opens directly.

With Boxes, you can group all your boards and the items they contain into portfolios.

  • Add boards to the a box:

    • main, private, or shareable boards only

    • from any workspace

  • Enter a box name

Rw step
Field

Column mapping

Image Removedfield-mapping.pngImage Added

Field Column mapping lets BigPicture know where data can be found in your monday board columns, regardless of the column name. You can work with all items in a single BigPicture box, even if your monday boards don't have an identical column setup. You can define separate column mapping for monday items and monday subitems.

  • start/end fields - use timeline or date columns. This information is used to position items on a Gantt chart. By default, the leftmost timeline column of the a monday board is used.

    • If you are using a timeline column, enter the same column as both the ‘start’ and ‘end’ dates.

    • If you are using a date columncolumns, use two different columns for the ‘start’ and ‘end’ date.

Advanced field mappingMore fields:

  • Assignee - use people columns. By default, the leftmost people column of the a monday board is used.

  • Estimates - use number columns to map the Original estimate, Time spent, and Story points.

Info

If an appropriate board column doesn't exist, leave the fields as 'not synchronized'. You will be able to add columns to a monday board and adjust the field mapping in the future.

Image Removedmore-fields.pngImage Added

It is possible to leave the fields as ‘not synchronized’. You will still be able to use BigPicture, but data will won’t not be synchronized with any board columns.

For example, if you don’t synchronized start/end dates, you can still place your items on a Gantt chart, but the timeline data isn’t reflected in monday. Similarly, you can still enter the original estimate, remaining estimate, or story points directly in BigPicture. Capacity and workload will be calculated and the app will function normally.

If you want to calculate ‘remaining capacity’, the ‘time spent’ column must be both added to a monday board and mapped. The remaining capacity is calculated automatically based on the original estimate and time spent; it remaining capacity can’t be calculated if the time spent column doesn’t exist or isn’t mapped.

It is NOT recommended to leave the fields as ‘not synchronized’. In such cases, when you delete a box or remove boards from the box scope, the ‘not synchronized’ data is lost.

...

Option selected during onboarding

Description

I don’t need to restrict access to BigPicture

BigPicture App roles are inactive.

Every Monday member is treated as an App Admin- they can access all BigPicture configuration and administration screens. They can see and see access all the boxes.

Note: monday permissions are still respected. A user can’t see/do anything they can’t see/do in monday.

Image Added

Restrict BigPicture access to specific users

BigPicture App roles are active.

When you select this option, BigPicture restricts access based on app roles assigned to monday users. App role is required.

Monday members without an App Admin role must be assigned an App User role or App Resource Admin role to access BigPicture. This can be done after the initial configuration is complete.

Who can access BigPicture?

monday roles:

  • admins - always have access

  • members - can have access

    • treated as BigPictuer app admins when the ‘permissions for everyone’ toggle switch is on

    • can be granted BigPicture app roles when the ‘permissions for everyone’ toggle switch is off

  • Guests and Viewers - do NOT have access

    • Note: BigPicture app handles them as normal resources

Insert excerpt
Security and roles - Access to BigPicture -
Security , roles, and permissionsand roles - Access to BigPicture - Security, roles, and permissions
nameTABLE - monday.com roles vs BigPicture
nopaneltrue

...