Birdview Support
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Job roles vs. access levels
Q: What are the differences between a job role and an access level? A: When setting up a project and building a project team, you first put together a list of jobs or positions that the team member...
Activity center — Customization
Availability Overview This article guides you through the customization options in the Activity center to enhance your work experience. Learn how to tailor your view by toggling the display of pr...
Activity center — Grouping
OverviewYou can group activities displayed in Activity Center so that all of them are shown as belonging to their respective project. As a result, a project tree emerges with activities being small...
Company settings — Custom fields
AvailabilityOverviewIn addition to space-specific custom fields, you may want to have an opportunity to create sharable, "global" custom fields, which can then be imported into respective spaces. C...
Company settings — Custom field entities & types
Availability Overview Custom fields cannot be created without linking them to a Bir...
Activity center — Problem & trouble indicators
OverviewMonitoring problems and risks in projects is extremely important. Issues and risks are a normal part of any project. Birdview has a sophisticated system that keeps an eye on problems and wa...
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 — Batch operations
AvailabilityOverview In Activity center, you have the capability to perform bulk edits or batch operations, allowing you to apply the same action to multiple projects or activities simultaneously. ...
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 spee...
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 ...