Birdview Support
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Planning — Resource/user matching
AvailabilityOverview When planning a team for a project, you can enjoy a degree of automatization provided by Birdview. A built-in functionality is designed to help you find suitable candida...
My settings — Vacations
AvailabilityOverviewMy 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-based, i.e. ...
Icons
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How to restore database when switching from hosted version to on-premise one?
Overview Warning Please note that MS SQL database used with a hosted Birdview account has the latest MS SQL Server format. This means that restoring of a Birdview database from your hosted account...
Report generator — Filters
Availability OverviewSome of the fields, e.g. Project Name, that you add to a report as you compose it can be filtered using filter options as explained in a table below. There are also fields, e...
Salesforce to Birdview Automation
In this article Overview Scenarios Connections Custom fields List of Scenarios Scenario 1 Scenario 2 Scenario 3 Overview This integration allows you to create a link between your opportunities...
Planning — Allocated hours calculations
AvailabilityOverviewThe system uses the company working schedule for unnamed and named resources when calculating allocated hours, with the default company schedule defined by the "Default no. of h...
My settings — Advanced settings
AvailabilityOverviewThe 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 communicate with Bir...
Importing data from CSV/Excel
Which permissions should a custom SQL user have on SQL server?
For Birdview to work properly for the case when a custom SQL server user is used, the following permission should be setup for the Birdview database: db_owner