Birdview Support
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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...
Checklist
AvailabilityOverview 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 a h...
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...
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 ...
Auto-follow
Availability OverviewBirdview offers the "follower" functionality that allows users to follow activities they choose without being an assignee. The follower notification is independe...
Project financials - Expenses
Availability Overview The Expenses tab is used to view, log and edit planned and actual expenses. Depending on what permissions, or their combinations, are enabled in your project profil...
Permissions
AvailabilityOverview Permissions control user access levels. Higher access levels, like project owners, have more rights than lower levels, like developers. Permissions help ...
Project financials - Expense approval
AvailabilityOverviewBirdview offers the opportunity to select users (approvers) to approve or reject expenses logged by other users as part of project financial management. In this article Enablin...
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 - Payments
Availability The Payments tab is used to view, log and edit planned and actual payments. Note To access the financial module, you must have "Manage billing information" global per...