Birdview Support
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Salesforce to Birdview Automation
In this article Overview Scenarios Connections Custom fields List of Scenarios Scenario 1 Scenario 2 Scenario 3 Overview This integration allows you to create a link between your opportunities...
Hubspot to Birdview Automation
In this article Automation Setup Scenario 1 Scenario 2 Scenario 3 Scenario 4 Automation Setup This integration allows you to create a link between your deals in Hubspot and your projects in Bi...
Overview
Birdview on-premise deployment is based on microservice architecture. Microservices architecture is a software development approach that involves breaking down large applications into a suite of sm...
Birdview automation builder
Overview The Birdview Automation Builder enables easy integrations of Birdview with essential apps to automate your unique business operations and optimize processes across your business ecosystem...
Jira
You can read about the integration at https://birdviewpsa.com/integrations/jira/ https://help.easyprojects.net/hc/en-us/articles/14010339405197-Jira-integration
Planning tab - Overview
AvailabilityOverviewPlanning is a tab within the Resources module that enables project managers and resource managers to allocate resources across multiple projects, both ongoing and planned. By de...
Color coding
This feature is for specifying custom colors for statuses and custom fields. Watch this video to learn how to set them up.
Access levels
AvailabilityOverviewThe access level has two sides to it. On the one hand, it defines permissions a user of the system enjoys as he or she uses it, and, on the other hand, the access level comprise...
Creating projects
Adding a project in Activity center is the initial step in managing your projects and is very simple.To add a project: Open Activity center. Click the "New project" button in the top right. Note I...