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Birdview Support

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  • 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

    AvailabilityOverview 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 mana...

  • Microsoft Teams integration

    AvailabilityOverviewThe Birdview Microsoft Teams bot allows you to convert MS Teams chats into actionable Birdview activities. Conversely, you can view a Birdview activity by inserting its URL in t...

  • 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 integration: You can read about the integration at:https://birdviewpsa.com/integrations/quickbooks/https://help.easyprojects.net/hc/en-us/articles/17987691666701-QuickBooks-integration 

  • 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...

  • Question types in custom forms

    AvailabilityOverviewWhen creating a custom form in Birdview, it's essential to understand the different question types and components that constitute its layout. Depending on the nature of your for...

  • Quotes - Management

    AvailabilityOverview This article provides a step-by-step guide on creating quotes within Birdview, detailing how to add line items through import or manually, customize line item descri...