Birdview Support
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Time tracking - Time logs history
AvailabilityOverviewTime logs history is a tab on the Time logs screen for viewing time logs entered for yourself or other users. The tab allows you to view and edit past logs, including using batc...
Time tracking - How to use Time Logs History to browse/export one's time entries
Q. How can a Time Tracker use Time Logs History to check out his/her own time entries as well as export them to Excel (CSV)?A. In addition to logging time, a time tracker can browse a history of hi...
Task dependencies
Setting up dependencies ensures that your project schedule is always under control, and that you don't start a task at the wrong time. Watch this short tutorial to find out how you can set them up...
Company settings - System lists - Categories
Availability Overview Categories are added and edited in System lists (Company settings > System lists). See System lists. Changing categories in Activity center To change category of a ta...
Company settings - Workflows (statuses)
AvailabilityOverview You can have one workflow (PM Lite and PSA Team license plans) or an unlimited number of workflows (PM Team and Enterprise; PSA Enterprise) which you can...
Creating a reusable project template
Learn how to create a reusable project template in Birdview in under two minutes! Standardize your project creation process by turning projects into templates for future use, saving time and ensuri...
Time tracking - Billing time
AvailabilityOverviewTime logs are used for generating billing reports, which can then be printed out and mailed or emailed to your customer. In doing so, you have some options. You can pull up eith...
Company settings - Users (part I)
AvailabilityOverview Birdview is licensed per user. However, only active and able-to-log-in ones take up license seats. That is, if you inactivate a user or take away its login ability, you will fr...
Time tracking - Invoiced time entries
Overview Time entries can be marked as invoiced. This allows you to avoid double billing. Warning Editing time entries requires that you have the "Edit time entries" permission in your access leve...
Time tracking - Time log submitting & approval
AvailabilityOverview Time log approval is a feature that employs a structured workflow for submitting, reviewing and approving time entries logged by project members. The workflow includes conseque...