``
Birdview PSA
Login Sign up Submit a ticket
How can we help?

Articles in this section

See more

Activity center — Overview

Avatar
Birdview Support
  • Updated
Follow

Availability

Project management__Team (-) Enterprise (-) Lite (+).png
Professional services__Team (+) Enterprise (+).png

Overview

The Activity center is the main screen of Birdview, the place where you can view and manage projects and activities to which you have access as determined by your global and/or project access level and permissions.

Key elements

AC.png

Views

Views are used to select one of the four available presentations of the Activity center:

  • Table
  • Gantt
  • Board
  • Calendar

New project button

The "New project" button allows you to effortlessly add new projects within your system. To get started, follow these steps:

  1. In the top right of the Activity center, locate and click New project.
  2. The "New project" pop-up window will appear on your screen. This pop-up enables you to specify essential project details, including:
    • Project name: enter a descriptive name for your project.
    • Description: provide a brief overview or description of the project.
    • Start and End dates: set the project's start and end dates to establish its timeline.
  3. Additionally, you have the option to create a project using predefined templates, streamlining the project creation process.

Filters

allow you to use a great number of parameters to locate the item or a group of items you would like to filter out in the Activity center. To learn more about filters, check out this article.

Examples could include (1) a particular project you would like to work with; (2) the complete list of projects with the "Open" status; (3) all activities with "Open" status and "Development" category. The best thing about the filters is that you can combine them any way you like.

Grouping

This set of options governs the grouping of data displayed in the Activity center. offers two options:

  • Group by projects
  • Group by portfolio

Visibility options

gives access to the Activity center visibility settings. These include:

  • Show/hide completed projects
  • Show/hide completed activities
  • Flat (list of activities without parent/child relation)/Hierarchical (visible parent/child relation) view 
  • Show/hide projects/activities counter

Sorting

There are many ways the list shown in the Activity center view can be sorted. You can the list by activity or project attributes, which are presented as two columns. Simply select an item, e.g. WBS (Work breakdown structure), and the list will be re-sorted accordingly.

Columns

The Activity center offers a wide range of customization options, from sorting lists in a variety of ways to adding custom .

More actions

The button gives access to a menu of additional options. These include:

  • Project snapshots
  • Import from MS Project
  • Import from CSV
  • Export to CSV
  • Show archived projects

Batch operations

To read more about the batch operations refer to the article here.

Add activity

Learn more about how to add projects and activities in this article.

Saved view

Use the button to save the current view of the Activity center. Once saved, the view can be retrieved, edited, shared, or deleted. See the article for details.

Related articles