Knowledge base
Portfolio, Project and Task Management
- Message Board: AI Assistant
- Export activities to CSV
- Activity center - overview
- Mentioning users on message board : @mention
- Activity center - batch operations
- Activity center - color coding
Resource Management
- Planning tab - overview
- Planning - groupings
- Planning - managing allocations
- Planning - allocated hours calculations
- Planning - finding candidates for project team
- Workload tab - overview
Time Tracking
- Approved time logs
- Billable time logs
- Billed time logs
- Billing time
- Deleting Time Logs
- Editing Time Logs
Custom Forms
- Active Forms
- Adding Custom Form Records
- Adding custom forms
- Anonymous access via HTML code
- Anonymous access via URL
- Archived forms
Reports and Dashboards
- Reports screen
- Default PowerBI Business Intelligence reports for Enterprise customers
- Scheduled PDF reports via email
- Editing a custom report
- Report Generator
- Report Generator filters: editing
Settings
- My settings - profile
- My settings - notifications
- My settings - advanced settings
- My settings - my vacations
- Following activities
- Push notifications
Integrations
- Birdview API
- Integrate with other apps via Zapier
- JIRA integration
- LDAP integration
- Microsoft Teams integration
- OAuth Clients 2.0
Best practices
- How to deal with on-going projects?
- Why would we use Parent/Child Activities?
- Top 3 tips to break out of Catch-22
- What is Project Scope?
- How to plan your project backwards from a deadline?
- What are portfolios for?
General questions
- Posting your new feature suggestions to the Birdview community
- Activity Center page and response time
- Birdview AI forecast
- Birdview PSA and QuickBooks
- Can I suggest a new feature?
- Date format and week starting day in your web browser
Projects
- Adding members to project
- Calculating project progress based on that of its activities
- Changing project portfolio
- Creating projects based on templates
- Creating projects in Activity Center
- Cross-project dependencies
Access Levels and Job Roles
- Job Roles vs. Access Levels
- Access levels and job roles overviews
- Access level details screen
- Built-in access levels
- Administrator Access Level
- Project Owner built-in access level
Message board
- Activity messages
- Approval request notification
- Approval workflow
- Image annotations
- Managing attachments
- Post approval (activities)
Users
- User details section
- "Resource" users
- Adding more users than permitted by your license
- Assigning skills
- Change User from Guest to Regular User
- Creating users
Teams
- Assigning a team to a project
- Assigning a team to an activity
- Creating teams
- Deleting teams
- Excluding users from a team
- How do I rename a team?
Project Billing
- Activity rate
- Adding expenses
- Adding payments
- Changing project billing type
- Customer hourly rate
- Editing/deleting expenses