Birdview Support
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OneDrive and SharePoint integration
Availability Overview In Birdview you can leverage OneDrive/SharePoint integration. It enables you to attach OneDrive/SharePoint files and zipped folders directly to Birdview projects, tas...
My settings - Profile
AvailabilityOverview The Profile tab in My settings contains your profile details, such as your full name you are known by in the system, your avatar (an image you are using as yur perso...
Customers overview
By Birdview definition, Customers are the companies, individuals or even other departments in your organization you do some work for, such as delivering goods, developing a software product, render...
Activity details
AvailabilityOverview Apart from its name, an activity consists of a number of fields, including text areas for the description, multi-select dropdowns, toggles, buttons, etc....
Simulation tab - Overview
Overview The Simulation tab within Birdview offers a powerful tool designed to streamline the intricate process of assembling project teams and aligning project implementation periods with the avai...
Report generator - Filters
Availability Overview Some of the fields, e.g. Project Name, that you add to a report as you compose it can be filtered using filter options as explained in a table below. There are also f...
Birdview AI assistant
AvailabilityOverviewBirdview comes with a powerful AI chatbot designed to help you interact with your projects, activities, messages in them, and the knowledge base using natural language questions...
Invoices - Preview
AvailabilityOverview This article explains how to preview invoices before sending them, providing a clear view of how the final document will appear as a PDF or printout. ...
Hardware and software requirements
For optimal Birdview performance, ensure your server environment meets the following requirements: Hardware At least 32 GB RAM At least 4 CPU cores At least 100 GB of free disk space S...
QuickBooks integration
Availability Overview A one-way integration - QuickBooks is designed for Birdview users to facilitate a seamless transfer of time logs to QuickBooks. This integration streamlines both payr...