Set up a box
- 1 Use monday.com boards
- 2 Connect monday.com boards
- 3 Create a box
- 3.1 Configure scope definition
- 3.2 Configure task structure
- 3.3 Baselines
- 3.4 Configure column mapping
- 3.4.1 Start/end date
- 3.4.2 Status
- 3.4.3 Assignee
- 3.4.4 Original Estimate
- 3.4.5 Time spent
- 3.4.6 Story Points
- 3.4.7 Actual cost
- 3.4.8 Estimated cost
Use monday.com boards
Connect monday.com boards
Start working with BigPicture and connect your monday boards to see your projects in the app.
Click Connect monday.com boards.
Select monday boards to create box(es) and type a box name. If you can’t find a board you want, click the Refresh board list button.
Click Connect button.
You can add main, shareable, and private boards to BigPicture boxes. Boards that a scope owner can’t access (private or shareable) are not displayed in the search box.
Create a box
To create a new box:
Click the +Add new button.
Choose a box type and complete a box name.
Start and end dates are automatically set to today. You can edit start/end dates now or later.
Add monday boards to populate the scope of a box.
Adjust the icon and its color for a box (box scope configuration can be modified at any later point).
Click Create.
Configure scope definition
This screen allows you to add/remove boards from a box scope. In the Advanced configuration, you can decide whether you want your boards and groups visualized on the Gantt timeline as tasks.
Steps:
Use the Configure Scope button in the message to access scope configuration OR
Go to a box (click on its name)
From the module switcher, select Configuration
On the left go to Tasks > Scope definition
Configure task structure
Task structure settings automatically arrange your tasks into a task tree.
Read more in the Task structure article.
Steps:
Use the Configure Scope button in the message to access scope configuration OR
In Box Configuration, go to Tasks > Task structure
Baselines
To assess your project's performance over time, you can set Baselines and track deviations from your initial schedule.
Configure column mapping
Column mapping lets BigPicture know where data can be found in board columns, regardless of the column name. This lets you work with all items in a single BigPicture box, even if your monday boards don't have an identical column setup.
See more on the Column mapping page.
Field | Description |
---|---|
Start/end date |
|
Status | Use a status column for the filed mapping. By default, the leftmost status column of a monday board is used. |
Assignee | Use a people column for the field mapping. By default, the leftmost people column of a monday board is used. |
Original Estimate | Use a numbers column for the field mapping. |
Time spent | Use a numbers column for the field mapping. |
Story Points | Use a numbers column for the field mapping. |
Actual cost | Use a numbers column for the field mapping. |
Estimated cost | Use a numbers column for the field mapping. |