Birdview Support
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BI dashboards — Live vs. refresh reports
Availability1Overview Birdview offers a Power BI module where you can have the benefit of Microsoft Power BI technology in a set of canned and custom PBI reports. You can lea...
Microsoft Teams integration
AvailabilityOverviewThe Birdview Microsoft Teams bot allows you to convert MS Teams chats into actionable Birdview activities. Conversely, you can view a Birdview activity by inserting its URL in t...
Using portfolios
How can I enable logging in Birdview?
The log is stored on the server where Birdview is running under Event viewer > Applications and Services Logs > Easy Projects The log file contains details of informational, warning, error messag...
Company settings — Single sign-on (SSO) options
Availability Overview Single sign-on options is a tab on the Account settings screen. Birdview supports Microsoft Azure's Single Sign-On (SSO) using Azure Active Directory (AD) and SAM...
Time entry use requirements
AvailabilityOverview There are several requirements/access rights that a user must meet/have to be able to add (their own or someone else’s), view, edit, or delete time entries. These are discussed...
Company settings — SAML OKTA Authentication
Overview This article is about configuring the SAML method of SSO authentication in Birdview when using the OKTA provider. One of the SSO authentication methods in Birdview is SAML. Below are the i...
OneDrive and SharePoint integration
Availability Overview In Birdview you can leverage OneDrive/SharePoint integration. It enables you to attach OneDrive/SharePoint files and zipped folders directly to Birdview projects, tas...
Trouble and problem indicators
Watch this quick video to learn how to use trouble and problem indicators and how to snooze them.
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...