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Reports screen
Availability Overview Birdview offers Report Generator, a powerful and versatile tool for creating, publishing reports on dashboard and printing them out, including to PDF or Excel. Repor...
My settings - Vacations
Availability Overview My vacations is a personal page of the logged user, designed to help him view and manage their vacations. The view offered by the personal vacation calendar is year-b...
Microsoft Outlook and Office 365
You can read about the integration at https://birdviewpsa.com/integrations/ms-outlook-add-in/
Drag & drop items
What are the requirements for SQL server?
Birdview on-premise installation has the following SQL and network requirements: Microsoft SQL Server 2017 or later Dedicated virtual machine The SQL server (mixed mode) authentication Server coll...
Search
In this article Using search Search rules Overview The search tool is designed to help you find projects, activities, etc. using text string search. The following fields are searched to contain...
Form record conversions
Availability OverviewA very useful thing about custom forms is that they can be easily converted to projects or activities (one of the three type). This is called form conversion. The process inc...
Job roles and permissions
Accessing custom forms (internally)
Availability Overview A custom form has two sides to it. One is the front-end, i.e. what an end user, regular Birdview user or guest, see when they click a button to add a record. The othe...
Planning - Resource requests
Availability Overview Resource requests in Planning is a powerful functionality designed to streamline and enhance the resource management process for project teams. This feature empowers ...