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Spaces - Introduction
Availability Overview A space in Birdview is an independent working environment designed to cater to the unique needs of teams or departments. Spaces functionality allows structured organi...
Editing a custom report
Warning To be able to edit a custom report, the "Access report generator" global permission must be enabled in your access level. To edit a report: Click Reports on the master menu. Under Custo...
My settings - Advanced settings
Availability Overview The Advanced settings tab includes the setting of which page in Birdview should open when you log in to it (startup page), the language in which you want to communica...
Filters
Filters allow you to surface the information that you care the most about in our project management software. Here's a one minute video going over how you can easily set up your own filters.
Glossary
Access level A set of access level permissions a user has in relation to a project(s) s/he is (or is not) part of. Birdview includes such built-in access levels. There are also predefined (one...
Keeping data when switching from cloud to on-premise version
Q: If I change from using Birdview on your servers, either paid or a trial, can I keep my data if I switch to using Birdview on-premise?A: Yes, certainly. Email support@birdviewpsa.com, to request...
Customizing rate cards
Company settings - Spaces
Overview A space is a working environment inside Birdview that allows departments, teams, or individuals in your organization to have their own settings, projects, membership, custom forms, etc. ...
Accessing custom forms (externally)
Availability Overview Custom forms in Birdview provide a powerful means to collect data efficiently. Each form is equipped with HTML code, enabling direct access to the form. This code can...
Spaces - Settings
Availability Overview In this article, we'll walk you through the key aspects of configuring and managing spaces in Birdview. Spaces provide a powerful organizational structure, allowing y...