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Helpdesk

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  • Invoices - Creating an invoice

    Availability Overview This article provides a step-by-step guide on creating invoices within Birdview, detailing how to add billable items, customize line item descriptions, and manage invoice se...

  • Why choose Birdview on-premise?

    Looking for ultimate control over your data and operations? Birdview's on-premise deployment offers the perfect solution. Key benefits: Ironclad security: Prioritize data privacy and compliance wi...

  • Workload tab - Overview

    Availability Overview The Workload tab is a vital component within the Birdview platform, located within the Resources module. Its purpose is to provide project managers and resource m...

  • Microsoft Teams integration

    Availability Overview The Birdview Microsoft Teams bot allows you to convert MS Teams chats into actionable Birdview  activities. Conversely, you can view a Birdview  activity by inserting...

  • My settings - Notifications

    Availability   Overview On the Notifications page, you can adjust your personal notification preferences. The settings are combined under three sections: Push notifications, Email notificat...

  • Adding time entries

    Overview Time can be added to activities not to projects. You can add time either for yourself or somebody else, providing you have the "Add time entries for someone else" permission...

  • Creating activities

    This method of adding an activity requires that the project you want to add an activity to has already been added to the database. For instructions on how to create projects, go here.To be able to ...

  • QuickBooks

    QuickBooks Connector demo:   QuickBooks integration:   You can read about the integration at: https://birdviewpsa.com/integrations/quickbooks/ https://help.easyprojects.net/hc/en-us/articles/1798...

  • Adding tasks and subtasks

  • Report generator

    Availability Overview Report generator is a tool to produce custom reports. Think of a custom report as a set of bricks you put together in any combination to produce a desired report. Add...