Birdview Support
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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 OverviewCategories are added and edited in System lists (Company settings > System lists). See System lists.Changing categories in Activity centerTo change category of a task, issue ...
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
AvailabilityOverviewTime entries can be marked as invoiced. This allows you to avoid double billing. In this article Marking entries manually Marking entries automatically Using invoiced time entr...
Time tracking - Time log submission & 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...
Company settings - Users (part II)
AvailabilityOverview The Users screen allows you to manage regular users, guest users, and, optionally, restricted access users, if available. The operations available to you include adding users, ...
Company settings - Users (part III)
AvailabilityUsers rate history Birdview keeps a log of user rates with the effect that every time you change a personal billing rate, the pastime entries are not recalculated with the ne...