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Activity details
Overview Apart from its name, an activity consists of a number of fields, including text areas for the description, multi-select dropdowns, toggles, buttons, etc. As you change the value of a fiel...
Activity center - Undo button
Availability Overview Some actions you perform in Activity center can be cancelled after they have been applied. For example, changing activity status or setting a dependency. This can be...
Planning - Resource requests
Availability Overview Resource requests in Planning is a powerful functionality designed to streamline and enhance the resource management process for project teams. This feature empowers ...
Form records conversions
Availability Overview A very useful thing about custom forms is that they can be easily converted to projects or activities (one of the three type). This is called form conversion. The pro...
Custom form records
Availability Overview Once you have created a custom form, it can be used to add records to it. By embedding custom forms into your website, you empower visitors to provide valuable feedba...
Project expense permissions
Availability Overview Any access level comes with permissions for adding and/or editing expenses in both member and non-member project permissions, i.e. for projects where the user is a me...
Spaces - Custom forms & saved views
Overview With the introduction of spaces in Birdview, custom forms and saved views no longer have a global scope. They are now restricted to individual spaces and cannot be shared across spaces. ...
Report generator
Overview Important To be able to generate this type of reports, you will need to have "Access report generator" permission in your access level. Report generator is a tool to produce custom repor...
Dashboard
Overview Warning To have access to Dashboard, you need to have "Access common reports" and "Access report generator" permissions enabled in your access level. The Dashboard offers a conveni...
Accessing custom forms (internally)
Availability Overview A custom form has two sides to it. One is the front-end, i.e. what an end user, regular Birdview user or guest, see when they click a button to add a record. The othe...