Birdview Support
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Articles
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Form record conversions
AvailabilityOverviewA 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 includ...
My settings - Notifications - Push notifications
AvailabilityOverviewPush notification is a feature that uses your browser (currently, only Chrome, Firefox or Edge) to pop up a message as unobtrusively as possible in a corner of your screen allow...
Job roles and permissions
Invoices - Settings
AvailabilityOverviewThis article explains how to configure key invoice settings in Birdview. It covers specifying your company's details as the sender's address to appear alongside your logo, addin...
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 (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...