Company settings - System lists

Availability

Overview

Accessing system settings

To access the System settings screen, take these steps:

1. Log in as "Manage system settings" permission user.
2. Click through Company settings > System lists.

System lists include the default values of various important project and activity attributes, such as statuses or priorities. You can both edit the existing and create new items. For example, you can create your own project status and call it "Suspension". One of the option you will have to choose for the newly created is whether it be treated as completed. It means that when selected, the status will prompt Birdview to consider a project with this status completed.

Editing or deleting items

To edit or delete an item follow these steps:

1. Login as user with the "Manage system settings" permission.
2. Click through Company settings > System lists.
3. Select a tab, e.g. Priorities.
4. To edit or delete an item, click on its row as it changes in color. From a pop-up menu, select the action you wish to perform.

Adding items

To add an item:

1. Perform steps 1, 2, and 3 above.
2. Click + Add priority.

Adding categories

To add a category:

1. Open the Categories tab.
2. Click + Add category. 
3. Type the name of the new category.
4. Press Enter.

Editing or deleting categories

To edit or delete a category:

1. Click anywhere on the row of the category you want to edit or delete but its name.
2. Select Edit this item or Delete this item, as appropriate.

On this tab you can add new priorities, rename and delete existing ones and change their order using drag-n-drop.

Adding workload thresholds

To add a threshold follow these steps:

1. Login as a user with the "Manage system settings" permission.
2. Click through Company settings > System lists.
3. Double-click on the slider bar.
4. Adjust the value of the new threshold by dragging the respective slider left or right.
5. Click Apply.
6. To name the new threshold, use Edit this item from its context menu in the table of available thresholds.
7. Click Apply when finished.

Adjusting threshold values

To adjust threshold values:

1. Drag the sliders to adjust the values of the thresholds in percent.
2. Click Apply when finished.

Changing color coding

To change the color coding:

1. Right-click on the bar within the threshold you want to change.
2. Select a new color for the threshold.
3. Changes are saved automatically.

Renaming thresholds

To rename a threshold:

1. Click on the row of the threshold to be edited in the table of available thresholds.
2. Type a new name.
3. Click Enter.

Preset vacation types

Birdview comes with seven preset vacation types:

• Regular vacation
• Leave of absence
• Trade show
• Bereavement
• Training program
• Travel day
• Absent (unplanned)

Adding vacation types

The tab has two sections: the list of available public holidays, and the button to add a new one.

Public holidays: global or local

Either global or local (location-specific) public holidays can be set. A global public holiday is applied to any user regardless of their location—it represents a worldwide or federal level holidays, such as Christmas Day (25 December). A location-specific, or local, public holiday, when set, is applied to the calendar of users that have a matching country/state in their profile (see Company settings - Users (part II)), i.e. they operate in the location. See the table below for the differences between the two types of holidays. 

See the section below on how to set a global or local public holiday.

Available public holidays

Adding public holidays

To add a public holiday:

1. Click + Add public holiday. 
2. Specify a name for the holiday to be added, e.g. "Christmas".
3. Press Tab.
4. Select a date, e.g. 12/25/26.
5. Leaving the Regions field empty for the holiday makes it a global one.  
6. To specify the regions where the holiday applies (making it a local public holiday):

1. Click the cell in the Regions column. 
2. Select one or more regions. 

All changes are saved automatically.

Editing/deleting a public holiday

To edit or delete a public holiday:

1. Click
2. Confirm your choice by clicking Delete permanently.

Aside from their effect on a user's workload, public holidays are also related to the payroll report - see the note below.

Effects of public holidays on system calculations

Time logs

• If a user records time on a day marked as a local public holiday for their location, that time log is highlighted in red. This visual indicator helps managers quickly identify work logged on a non-working day.
• The time log remains visible and counted, but it’s flagged as an exception (since the day should normally be off).

User workload

• Local public holidays are treated the same as vacation days for affected users.
• The user’s available capacity on those days is zero, meaning they are not expected to work.
• Any assignment scheduled for that day will show as 100% overload, since it exceeds available capacity.
• Users in other locations (where the holiday doesn’t apply) remain fully available as usual.

Local public holidays do NOT affect:

• Calculation of project or activity duration.
• Date pickers (public holidays are not marked as unavailable).
• Calculation of dependent activity dates.

Tax rates

The tab features tax rates available for invoices. 

To add a tax, proceed as follows:

• Click + Add tax rate.
• In the new tax line, specify a name, rate value and description, if required.
• Press Enter to add another tax line. 

To delete a tax:

• Press to delete a tax line.
• Confirm the deletion. 

On how to use the tax rates, see Invoices - Creating an invoice.