Avatar

Helpdesk

  • Total activity 996
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 8
  • Subscriptions 521

Activity overview

Latest activity by Helpdesk
  • Avatar

    Helpdesk created an article,

    Table tab

    Overview Table is the default tab in Activity Сenter. In this view projects and activities are presented in a tabular format. The main elements of the Table tab are: Title bar with the view manage...

  • Avatar

    Helpdesk commented,

    Checklists functionality is added to both project and activity details - Checklist.

  • Avatar

    Helpdesk created an article,

    Company settings - custom fields - formulas

    Overview In Birdview PSA, one of the commonly used custom field types is the Formula field. As the name implies, the value of a formula field is derived from a calculation involving a combination o...

  • Avatar

    Helpdesk created an article,

    Checklist

    Overview If you have a list of to-do items, a "first-things-to-do" list, to go with a project/activity, you can add a checklist to the project/activity details. It can be a handy tool for the activ...

  • Avatar

    Helpdesk created an article,

    Planning - allocated hours calculations

    Overview The 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 hours per da...

  • Avatar

    Helpdesk commented,

    It's possible to create custom fields for users and show them in time entry custom reports.

  • Avatar

    Helpdesk commented,

    You can put a link to a project to a project description or a custom field, and include that field to the report.

  • Avatar

    Helpdesk created an article,

    QuickBooks integration

    Overview A one-way integration - QuickBooks is designed for Birdview PSA users to facilitate a seamless transfer of time logs to QuickBooks. This integration streamlines both payroll and invoicing ...

  • Avatar

    Helpdesk created an article,

    Planning - groupings

    Overview Resource planning is a critical component of efficient project management and organizational success. One of the key features that facilitate effective resource management is the ability t...

  • Avatar

    Helpdesk commented,

    Happy to announce that the color-coding of custom fields has been released.