Availability

Overview

Accessing system settings

To access the System settings screen, take these steps:

1. Log in as "Manage system settings" permission user.
2. Click through Company settings > System lists.

System lists include the default values of various important project and activity attributes, such as statuses or priorities. You can both edit the existing and create new items. For example, you can create your own project status and call it "Suspension". One of the option you will have to choose for the newly created is whether it be treated as completed. It means that when selected, the status will prompt Birdview to consider a project with this status completed.

 

 

Editing or deleting items

To edit or delete an item follow these steps:

1. Login as user with the "Manage system settings" permission.
2. Click through Company settings > System lists.
3. Select a tab, e.g. Priorities.
4. To edit or delete an item, click on its row as it changes in color. From a pop-up menu, select the action you wish to perform.

Adding items

To add an item:

1. Perform steps 1, 2, and 3 above.
2. Click + Add priority.

Adding categories

To add a category:

1. Open the Categories tab.
2. Click + Add category. 
3. Type the name of the new category.
4. Press Enter.

Editing or deleting categories

To edit or delete a category:

1. Click anywhere on the row of the category you want to edit or delete but its name.
2. Select Edit this item or Delete this item, as appropriate.

On this tab you can add new priorities, rename and delete existing ones and change their order using drag-n-drop.

Adding workload thresholds

To add a threshold follow these steps:

1. Login as a user with the "Manage system settings" permission.
2. Click through Company settings > System lists.
3. Double-click on the slider bar.
4. Adjust the value of the new threshold by dragging the respective slider left or right.
5. Click Apply.
6. To name the new threshold, use Edit this item from its context menu in the table of available thresholds.
7. Click Apply when finished.

Adjusting threshold values

To adjust threshold values:

1. Drag the sliders to adjust the values of the thresholds in percent.
2. Click Apply when finished.

Changing color coding

To change the color coding:

1. Right-click on the bar within the threshold you want to change.
2. Select a new color for the threshold.
3. Changes are saved automatically.

Renaming thresholds

To rename a threshold:

1. Click on the row of the threshold to be edited in the table of available thresholds.
2. Type a new name.
3. Click Enter.

Preset vacation types

Birdview comes with seven preset vacation types:

• Regular vacation
• Leave of absence
• Trade show
• Bereavement
• Training program
• Travel day
• Absent (unplanned)

 

 

Adding vacation types

 

Item	Definition	Comment
Vacation	Type a name for the new vacation type and press Enter or click outside the box to save changes. Select a color from the color palette to codify the vacation type.	To select a color, click the icon on the left of the vacation name.
Paid	Click on the "Paid" to enable/disable it.
Qualifies for overtime or vacation pay	Click on the "OT/VAC pay" to enable/disable it.

The tab has two sections: the list of available public holidays, and the button to add a new one.

Available public holidays

 

Item	Definition	Comments
Public holiday	Contains the names of available public holidays.
Holiday date	Possible values: valid date.

Adding public holidays

To add a public holiday:

1. Click + Add public holiday. 
2. Specify a name for the holiday to be added, e.g. "Christmas".
3. Press Tab.
4. Select a date, e.g. December 25.

To edit or delete a public holiday:

1. Click
2. Confirm your choice by clicking Delete permanently.

Aside from their effect on a user's workload, public holidays are also related to the payroll report - see the note below.