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Attaching files to project
How do I attach files to a project? Attaching files To attach a file to a project: Access the Messages, Files, Audit Trail panel by one of the available methods, e.g., via Activity Center, or in...
Attaching files to activity
How do I attach files to an activity? Attaching files To attach a file to an activity: Access the Messages, Files, Audit Trail panel for the activity by one of the methods, e.g., via Activity Ce...
Editing/deleting attachments
How do I edit/delete attachments? Access rules: An attachment can be deleted and its description edited, if the user can edit the project or activities OR she is the one who has uploaded the attach...
File size upload limits
Q: Are there any limits on the size of a file we can upload to a project or task or custom form? A: The limit size will always be guided by your ISP and a good connection, but beyond that there are...
Import from MS Project
How do I import projects from MS Project? Birdview allows projects to be imported from another popular project management tool, MS Project. The process is not fully automatic due to major differenc...
Import from CSV - Projects
Overview The minimum requirements for importing projects from CSV are the "Manage system settings" and "Add projects" global permissions enabled in your access level. You can have projects stored a...
Import from CSV - Activities
Overview During import, new activities are created with the parent-child hierarchy specified in the CSV file. They cannot be added as new subactivities to existing parent activities. The minimum ...
Import from CSV - Time logs
Overview The minimum requirements for importing time entries from CSV are the "Manage system settings" global permission and "Time entries - Add own / Add for someone else" permissions enabled in...
Import from CSV - Customers
The minimum requirement for importing customers from CSV is the 'Manage Customers' permission enabled in your global access level. You can get customers stored as a CSV file imported to Birdview us...
Export to CSV - Projects
How do I export projects to CSV?You can export projects to a CSV file from Activity Center.To export projects, follow these steps: Open Activity Center. Use Filters on the toolbar to filter out the...