Birdview Support
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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...
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
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...
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...
OAuth clients 2.0
Integrations and OAuth 2.0 clients are only available for Birdview Team and Enterprise accounts. Please check our Birdview pricing plans to learn more. Overview OAuth 2.0 is a technology that allow...