Understanding Lexicon in Foresight
Configuring Lexicon Settings in BigTime Foresight Step-By-Step
Required User Rights
Foresight Permissions
BigTime Permissions
Scope of Lexicon in BigTime Foresight
Configuring Your Company Lexicon in BigTime
Synchronizing Lexicon Settings with BigTime Foresight
Related Resources
Understanding Lexicon in Foresight
BigTime Foresight 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 Foresight, 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 Foresight in your organization.
Configuring Lexicon Settings in BigTime Foresight Step-By-Step
To change the lexicon settings in BigTime Foresight, follow one of two possible flows:
1. You’ve already configured your Lexicon in BigTime:
- Set up lexicon synchronization in Foresight using the Map Lexicon option (follow the instructions in Synchronizing Lexicon Settings with BigTime Foresight 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 Foresight using the Map Lexicon option (follow the instructions in Synchronizing Lexicon Settings with BigTime Foresight section).
Required User Rights
Below is a description of user rights for enabling Lexicons’s settings in Foresight.
Foresight Permissions
To configure Lexicon settings and map them with Foresight, you will need to have the following permissions in Foresight:
| Required Foresight Permissions | BigTime Foresight 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 Foresight
In BigTime Foresight, 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 Foresight, 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 Foresight, 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 Foresight
| Go to BigTime Foresight ➡ 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 Foresight: