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Birdview Support

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  • Users: Deleting a user

    Q. I'm trying to delete a user, but the option is grayed out - how can I do this?A. If a user has any work associated with their user name then you can't unless you remove them from projects and ac...

  • Project financials - Targets

    Note Most of the features described below are available in Team Professional Services and Enterprise Professional Services editions only. Team and Enterprise editions use a curtailed version of th...

  • Project billing

    Overview Project-related financial information is entered and monitored in the Financials section in the project details section.   Note To access financial information, you must have the "Access ...

  • Billing metrics

    Below are some financial metrics, i.e. calculable parameters on a project's financial and economic performance. You can use these as a reference when using project billing. They appear on the proje...

  • Adding expenses

    How do I add expenses?   Note To access financial information, you must have the "Access billing information" global permission in your access level.   Note To be able to add expenses, you must ...

  • Adding payments

    How do I add payments?   Note To access financial information, you must have the "Access billing information" global permission in your access level.   To add a payment to a project: Click on th...

  • Editing/deleting expenses

    How do I edit/delete expenses?  Note To access financial information, you must have the "Access billing information" global permission in your access level.   Note To be able to edit planned or act...

  • Editing/deleting payments

    How do I edit/delete payments?   Note To access financial information, you must have the "Access billing information" global permission in your access level.   To edit or delete a payment: Hover...

  • Project expense permissions

    Availability Overview Any access level comes with permissions for adding and/or editing expenses in both member and non-member project permissions, i.e. for projects where the user is a me...

  • Export expenses to CSV

    Overview   Note To be able to export expenses the minimum requirements are the "Access billing information" global permission and the ability to view them on the project or activity level. See Exp...