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Activity center - Filters
Overview The Activity center provides rapid and effective project and activity filtering through an extensive selection of filters. These filters take effect as you choose them, and the speed of f...
Company settings - Formula custom fields
Availability Overview In Birdview, one of the commonly used custom field types is the Formula field. As the name implies, the value of a formula field is derived from a calculation involvi...
Activity center - Customizing filters
Overview The Filters panel is a set of controls in Activity center whereby you can filter your list of projects and activities with great precision. You can add new or remove unwanted filters. Addi...
Activity center - Color coding
Overview Color coding is used to distinguish between individual items within specific groups of Birdview entities by assigning each a different color. This serves a dual purpose: it enhances the gr...
Company settings - Customers
Overview By Birdview definition, customers are the companies, individuals or even other departments in your organization for which you do some work, such as delivering goods, developing a software...
Activity center - Saved views
Availability Overview You can save the current configuration in the Activity center in a view. This is a great time saver. For example, one view can differ from another one in that it has ...
Company settings - Rate cards
Availability Overview Rate card is one of the available methods for calculating project billing. It is similar to Resource hourly rate in that hourly rates are used too. However, the main ...
Company settings - Rate cards versioning
Availability Overview Rate cards offer a flexible way of applying multiple rates linked to project roles in project billing. A project may have any number of cards. Each card in turn can h...
Activity center - Undo & Redo actions
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 b...
Company settings - Portfolios
Availability Overview Portfolios offer an effective way to organize your projects. A project portfolio is a collection of all the projects that are currently underway or planned within an ...