Birdview Support
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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 - Formula custom fields
AvailabilityOverviewIn Birdview, one of the commonly used custom field types is Formula. As the name implies, the value of a formula field is derived from a calculation involving a combination of o...
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 - 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 ...
Types of hours used in Birdview – definitions & differences
Overview As a project management platform, Birdview employs a variety of types of work hours that differ in purpose and uses. For example, one type of hours is that which pertains to the hours and ...
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...
Project details
Overview Apart from its name, a project consists of a number of fields, including text areas for the description, multi-select dropdowns, toggles, buttons, etc. As you change the value of a field,...
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 ...
Company settings - Portfolio nesting (sub-portfolios)
Availability Overview Portfolio nesting allows a portfolio to be created inside a portfolio, called parent portfolio, so that the former is henceforth a lower level portfolio, or sub-portf...