Birdview Support
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Export payments to CSV
Overview Note To be able to export payments, the minimum requirements are the "Access billing information" global permission. The Payments tab in the project financials module comes with exp...
Project templates
Availability OverviewYou can build projects from built-in templates as well as ones that you can create from some "typical" projects that are used regularly and save in advance. The process of c...
Template status
Availability Overview Project statuses include a very useful status — Template. As the name suggests, it is assigned to projects that are to be used as a template, or a model, to create pr...
Creating projects based on templates
Availability Overview You can use projects as templates for quickly creating new projects with activities. A special status, Template, is used for this purpose. When you create a project from a t...
Duplicating projects
AvailabilityOverviewDuplication is one of the batch operations available for projects.A project is duplicated with all its activities. NoteYou cannot duplicate a project from one space into another...
Project health
AvailabilityOverview In terms of EVA (earned value analysis) the health of a project is based on two indices: SPI and CPI. By judging how close the SPI and CPI are to their respective threshold, Bi...
Project baseline
AvailabilityOverview Suppose you want to make sure that your project is always on the beam in terms of start and end date, so that adding new activities will not affect the project's timetable in a...
Archiving projects
Availability Overview Project archiving is a good alternative to deletion. While a deleted project cannot be restored by the end user, an archived one can be recovered at any time by simpl...
Auto-assigning activities to project members
AvailabilityOverviewThis feature is used when a user has added a task, issue or request, but has no way to assign them to a member of the target project, since he or she has the "Manage members" pe...
Project snapshots
AvailabilityOverview Project snapshots is a powerful feature that allows you to create and share with your coworkers, customers, guest users, etc. project snapshots based on the Gantt View function...