Birdview Support
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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...
Modifying project job role and permissions
AvailabilityChanging a project member's job roleTo change a project member's job role, follow these steps:Hover the pointer over the project row and click Details popping up left of the project nam...
Project milestones
Overview An activity can be specifically marked as a milestone in Birdview. To collate and present available information on existing milestones, a milestones custom report can be created and used. ...
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...
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 ...
Permissions
AvailabilityOverview Permissions control user access levels. Higher access levels, like project owners, have more rights than lower levels, like developers. Permissions help ...
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 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...
Login - Remember me
Overview The "Remember me" feature on the Birdview login page provides convenience by allowing you to bypass the login process if you close your browser, reboot your PC, or lose your connection to ...