Understanding Lexicon in BigTime Resource Management
Configuring Lexicon Settings in BigTime Resource Management Step-By-Step
Required User Rights
BigTime Resource Management Permissions
BigTime Permissions
Scope of Lexicon in BigTime Resource Management
Configuring Your Company Lexicon in BigTime
Synchronizing Lexicon Settings with BigTime Resource Management
Related Resources
Understanding Lexicon in BigTime Resource Management
BigTime Resource Management is designed to speak your industry’s language, adapting terms for clients, projects, teams, and tasks to match your firm's operations. The BigTime Lexicon enables this customization, letting you tailor default terms to fit your team’s specific language and enhance usability across the platform.
In BigTime Resource Management, you can modify terms like “Task” to “Phase” or adjust fields such as Customers, Project, Cost Centers, and Billing Rate Labels, making navigation more intuitive for your team. This guide will walk you through updating and configuring your Lexicon, ensuring BigTime aligns seamlessly with your firm's unique terminology. The settings are global for all users of BigTime Resource Management in your organization.
Configuring Lexicon Settings in BigTime Resource Management Step-By-Step
To change the lexicon settings in BigTime Resource Management, follow one of two possible flows:
1. You’ve already configured your Lexicon in BigTime:
- Set up lexicon synchronization in BigTime Resource Management using the Map Lexicon option (follow the instructions in Synchronizing Lexicon Settings with BigTime BigTime Resource Management section).
2. You haven’t configured your Lexicon in BigTime yet:
- Set up the lexicon in BigTime (follow the instructions in Configuring Your Company Lexicon in BigTime section)
- Set up lexicon synchronization in BigTime Resource Management using the Map Lexicon option (follow the instructions in Synchronizing Lexicon Settings with BigTime BigTime Resource Management section).
Required User Rights
Below is a description of user rights for enabling Lexicons’s settings in BigTime Resource Management.
BigTime Resource Management Permissions
To configure Lexicon settings and map them with BigTime Resource Management, you will need to have the following permissions in BigTime Resource Management:
| Required BigTime Resource Management Permissions | BigTime Resource Management Administrator |
BigTime Permissions
To have full control over lexicon configuration in BigTime, you'll also need the following permissions:
| Required BigTime Permissions | System Administrator |
Scope of Lexicon in BigTime Resource Management
In BigTime Resource Management, you can personalize the lexicon to better align with your organization’s language. Fields available for customization include Customer, Project, Cost Centers, Billing Rate Labels, and Task.
Configuring Your Company Lexicon in BigTime
When you start using BigTime Resource Management, your BigTime account is usually fully configured and customized to meet your organization’s needs. If your company hasn’t yet customized the lexicon but would like to adjust it in BigTime Resource Management, here’s a quick guide on how to get started:
To personalize terms, please follow the step-by-step instructions in the table below:
| Go to BigTime ➡ Click My Company Tab ➡ Select My Company from the Company Settings section on the ribbon ➡ Go to the Lexicon section |
Select the My Company subtab in the My Company Tab:
Go to the Lexicon section:
Explore the interactive demo below to guide you through configuring your firm's lexicon.
Learn more about customizing your Company’s Lexicon from the article: Your Company’s Lexicon.
Synchronizing Lexicon Settings with BigTime Resource Management
| Go to BigTime Resource Management ➡ Change role to Administrator ➡ Go to General Settings Tab ➡ Click Map Lexicon button in the Lexicon section |
Explore the interactive demo below to guide you through synchronizing your firm's lexicon with BigTime Resource Management: