Birdview Support
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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
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...
Editing a custom report
AvailabilityEditing a report ImportantTo 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 ...
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...
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...
Customizing rate cards
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...
Planning - Finding candidates for project team
AvailabilityOverview When planning a team for a project, you can enjoy a degree of automatization provided by Birdview. Built-in functionality is designed to help you find suitable candi...