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Spaces - I have added a custom field but cannot see it in my projects. Why?
Q. Case in point: I have added a project custom field in Company settings > Custom fields. I expect it to be visible in the project details, but I can't find it there. What's going on? A: With mul...
Scheduled PDF reports via email
Can I have reports, sent to me, on a timed or scheduled basis? A: Yes, you simply need to have the BI dashboards module activated for your account and any of those Power BI reports can be sent to y...
Workload - Manual vs. automatic mode
Availability Overview Workload report allows you to schedule hours either in manual or automatic mode. Enabling manual mode requires that the activity does not have automatic workload calc...
How to find out on-premise Birdview version number?
Q: How can I find out which version of Easy Projects/Birdview I'm running, when I'm a self-hosted customer? A: You can find the version in the TT_Version table of Easy Projects/Birdview database.
Company settings - Advanced settings
Availability Overview The advanced settings offer a range of options, including uploading a company logo, visibility of portfolios, SPI and CPI values (project health metrics), project aut...
Managing time entries
How to reset Excel to factory settings in Windows in case of errors opening Birdview reports?
Q: I have Excel 2016 and Windows 10. I am consistently experiencing the error below when trying to open reports exported from Birdview. How do I fix it? A: If your MS Excel doesn't open files or d...
How to apply/update license?
To update your self-hosted license, first, determine if you are on version 13 or later, which runs on Docker/Kubernetes, or on the older v12 and earlier, which runs on IIS. For the latest Docker an...
Workload - Even, front and back load
Availability Overview Even distribution is the default way workload is distributed over task duration in Birdview. With even load distribution, Birdview automatically allocates the same number of...
Company settings - Security policy
Availability Overview Birdview offers some advanced security settings that allow an account administrator to make access rules stricter for end users depending on the company's requirement...