Birdview Support
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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...
Project financials — Payments
Availability The Payments tab is used to view, log and edit planned and actual payments. NoteTo access the financial module, you must have "Manage billing information" global permission. Accessing...
Project financials — Targets
NoteMost 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 the ...
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 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...