Birdview Support
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Birdview automation builder
Overview The Birdview Automation Builder enables easy integrations of Birdview with essential apps to automate your unique business operations and optimize processes across your business ecosystem...
Planning — Resource requests
AvailabilityOverviewResource requests in Planning is a powerful functionality designed to streamline and enhance the resource management process for project teams. This feature empowers users to ef...
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 (ones...
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...
My settings — Notifications — Follow
AvailabilityOverviewYou can follow the progress of some activities if you need it for some reason. To become a follower manually, you need to click Follow on the activity menu or press a respective...
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...
Customizing rate cards
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. ...
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...