---
title: "Initial setup: bringing your financial data into BigPicture"
canonical: "https://support.appfire.com/space/DLP/2266202120/Initial%20setup%3A%20bringing%20your%20financial%20data%20into%20BigPicture"
format: markdown
---
> Macro (aura-html)

## Enable the Financials module

To start working with the Financials module, activate it in [the box settings or box type settings](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2266202154). Note that you cannot activate the module for the home box.

## Security roles

A user has to have access to a specific box (for which calculations are made) or to the Home box (which gives access to all the boxes) to access the Financials module. To find out more, check [the box-level permission settings](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211743914).

The following table presents detailed relations between the security role and the box role.

| **Role in Administration** | **Role in a Box configuration** | **Access to the module/administration** | **Possibility of editing ** |
| --- | --- | --- | --- |
| App Admin | not necessary | Has access to both: the Financials module and Financials administration. | Can edit module and administration settings |
| none of Financials roles | Box Admin / Box Editor / Box Viewer | Has no access to the module and Financials administration. | none |
| App Financial Admin | none | Cannot see the module (because cannot see any box in the BP).  
Has access to the Financials administration. | Can edit  administration settings |
| App Financial Admin | Box Admin | Has access to both: the Financials module and Financials administration. | Can edit module and administration settings |
| App Financial Admin | Box Editor | Has access to both: the Financials module and Financials administration. | Can edit module and box administration settings |
| App Financial Admin | Box Viewer | Has access to both: the Financials module and Financials administration. | Can edit module and box administration settings |
| App Financials Viewer | none | Has no access to any box in the app. | none |
| App Financials Viewer | Box Admin | Has access to the module but not the Administration. | Cannot edit calculation settings and budget. |
| App Financials Viewer | Box Editor | Has access to the module but not the Administration. | Cannot edit calculation settings and budget. |
| App Financials Viewer | Box Viewer | Has access to the module but not the Administration. | Cannot edit calculation settings and budget. |

## Configure global financial settings

You can configure global settings, like currency, baselines and custom expenses, in [the app administration](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211351378).

## Assign hourly rates to boxes/teams

To use Team hourly rates in the calculation, you must have teams configured. Refer to the [Teams module](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2212004695) page to learn more. 

You can set up hourly rates for teams in [the app administration](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211351378).

You can set up box rates (Flat Rate for a box) in the Financials module → Initiative view.

## Prepare tasks for the Financials module

Both basic and Jira tasks are taken into consideration when making financial calculations.

For a task to be taken under consideration, it has to:

- Have a start or end date within the chosen financial period.
- Have effort estimates.
- Tasks are assigned to teams
- Tasks estimates are consistent in a box: in one box estimates should be either in story points or hours. Don’t mix these two types in one box (the financials module will make the calculations only for one of them in a box)
- [Workload contouring mode](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211744323) affects cost calculations - it is important when it comes to task cost distribution between days.

## Box onboarding

The onboarding will take you through configuration of the Financials module for a specific box. For more information, check [https://appfire.atlassian.net/wiki/spaces/DLP/pages/2266202154](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2266202154) .