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Calculating project progress based on its activities
Overview In this article on calculating progress, the term project and parent activity can be used interchangeably, since the elements used to calculate progress roll up to the top or upper level ...
Checklist
Availability Overview If you have a list of to-do items, a "first-things-to-do" list, to go with a project/activity, you can add a checklist to the project/activity details. It can be ...
Project start and end dates
Overview Should you specify no start date, end date, completion rate (progress), or estimated hours for a project, Birdview will do it all for you. Below is a description of the way the program wil...
Changing project portfolio
For details on the creation and management of portfolios, see here. Changing portfolio via Activity Center To change the portfolio of a project directly in Activity Center: Locate the project wh...
Auto-follow
Overview Birdview offers the "follower" functionality that allows users to follow activities they choose without being an assignee. The follower notification is independent of both email and push n...
Changing project billing type
How do I change the project billing type? To access financial information, you must have the "Access billing information" global permission in your access level. To change a project’s type of billi...
Permissions
Overview Permissions control user access levels. Higher access levels, like project owners, have more rights than lower levels, like developers. Permissions help assign appropriate access based on...
Project financials
Availability Overview Financials is a module in the project details that aggregates project financial metrics, including planned and actual expenses, target financial parameters such as t...
Administrator permissions in relation to projects
Q: I am an administrator but I am restricted as to what I can do in a project or can't see all its tasks. Why is that? A: The access level of Administrator is a global one and cannot exist inside a...
Project financials - Overview
The Overview tab gives you a general picture of the project's financial performance. It includes such metrics as: Field Description/Definition Comments Profit Actual Billing - Actual Cost ...