Define available modules

Define available modules

Various modules provide you with different insights into your data. As the terminology can vary from organization to organization, you can rename the modules to ensure their purpose is clear to everyone on your team. In this section, you can use the toggle switches to specify which modules are available by default in all boxes of a given box type. Additionally, you can change the module names. 

Activating the modules and editing their names function the exact same way at the box type and box levels.

On this page, you will learn how to:

  • Specify available modules for a given box type (box type configuration).

  • Specify available modules for a given box (box configuration).

Security and access

Keep in mind:

  • A box type contains the default settings applicable to multiple boxes (all boxes of a given type). Those settings are adjusted in the BigPicture Administration.

  • Box configuration refers to the settings of a single, individual box. They are dependent on the box type settings. 

The table presents what you can configure at the box type and box levels.

Area

Security and access

What can be configured

Area

Security and access

What can be configured

Box type configuration

Only a user with the App admin security role can access and manage the box type configuration.

Go to the App Administration > Box type > choose the box type you want to edit > General > Modules.

Screenshot of the Modules section in the box type configuration.

For a box type (all boxes of a given type), you can configure:

  • Available modules

Box configuration

Only a user with a minimum box admin security role can access and manage the box configuration.

Go to box configuration > General > Modules.

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For a particular box, you can configure:

  • Available modules

 

Activate or deactivate modules

When you deactivate a module, all related configuration tabs and the module links will disappear. You can reactivate the module at any time without losing your data.

Changes made to the default active modules apply only to boxes of a given type created after settings have been adjusted. Existing boxes aren’t affected (a manual update is required for each existing box).

To activate or deactivate, click the Active toggle switch.

box-types-general-modules-activate.png

Default module

You can set a default module. When you go to a box, you are taken directly to the default module of that box.

Click Set as the default to change settings.

box-types-general-modules-default.png

The order of the module list is fixed. The default module is not indicated in the module switcher. 

Screenshot of the module switcher in the Gantt module.

Default module names

Default module names are the same for all box types. 

Rename module names

Module names are based on the box type settings but can be changed for a given box.

To rename a module:

  1. Click the Edit icon next to the module name.

  2. Enter a new name.

  3. To confirm, press Enter.

See the video on how to rename a module.

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