Portfolio, project and task management
This Knowledge base section encompasses everything related to managing portfolios, projects and activities, including tracking time and financial information.
- Types of hours used in Birdview – definitions & differences
- Project details
- Modifying project job role and permissions
- Project milestones
- Calculating project progress based on its activities
- Project start and end dates
- Changing project portfolio
- Changing project billing type
- Project financials
- Project financials - Overview
- Project financials - Expenses
- Project financials - Expense approval
- Project financials - Payments
- Project financials - Targets
- Project billing
- Billing metrics
- Adding expenses
- Adding payments
- Editing/deleting expenses
- Editing/deleting payments
- Project expense permissions
- Export expenses to CSV
- Export payments to CSV
- Project templates
- Template status
- Creating projects based on templates
- Duplicating projects
- Project health
- Project baseline
- Archiving projects