Portfolio ▼

Q. What is a portfolio within BVDash?

A. Portfolio is offered with our Enterprise plan. Portfolio is typically the first screen owners, program managers and admins will see when logging into BVDash. Portfolio is a container for all of your programs.

Program ▼

Projects ▼

Conversations ▼

Time-sheets ▼

Task Management ▼

Customization ▼

How does user permissions work in BVDash?

BVDash has 5 user roles currently, Owner, Admin, Program Manager, Project Manager & Team Member.
A. Owners: This user has access to the entire system
B. Admins: This user has access to the entire system except for billing
C. Program Manager: This user has access to all the programs and projects assigned to him or her
D. Project Manager: This user has access to all the projects assigned to him or her
E. Team Member: This user has access to all the projects assigned to him or her except for budget

I created an account now what should I do?

Once you created an account, you should have a product, project or a client to work on. Start adding your team mates from the team members tab and start collaborating. Features such as tasks, schedule, budget and much more are at your fingertips.

I have created a project but my team members are not a part of it, how do I add them?

There are two ways you can assign team members to your projects.
A. You can assign a user by simply clicking the three doted line on the project list page, clicking "Edit Project" and managing team members.
B. From the admin area, go to the users option and click on the number in the "Assigned Projects" column and assign projects to the user.

What integrations are available for BVDash?

Integrations are offered through our Enterprise plan. Please speak to a specialist about your integration needs.

How do I remove admin rights from a user?

Please click "Team" from the top navigation menu. Use the three dotted line on the far right hand side to edit the user.

How do I get notifications based on my project?

There are two ways users are notified based on their projects. A. On the top right hand side of the system, the bell will indicate if you have a notification. B. You will receive an email notification based on your project activity.

In the admin section, under settings, what is the Dashboard Number Format?

The Dashboard Number format shows the numeric values on your project and program dashboard in hundreds (None), Thousands (K) and Millions (M).

In the admin section, under settings, what is the Table Number Format?

The Table Number Format in the settings section, shows your budget information in hundreds (None), Thousands (K) and Millions (M).

What are "Feature Settings" in the admin section?

Feature settings allow users to turn features on and on off in the system.

What are "Menu Settings" in the admin section?

Menu settings allow you to change your feature titles. For example if you do not manage "Projects" you can change the title to product, client or anything else you like!

How do I import or export my data?

Please go to the admin area of the system. Select the drop down on the "Settings" tab and select Import/Export.

How do I delete my account?

Please go to the admin area of BVDash. Once there select the "Account" tab, and click on "Company profile". Scroll all the way down to delete your account. Once an account is deleted, we will not be able to recover any data.

How does user permissions work in BVDash?

BVDash has 5 user roles currently, Owner, Admin, Program Manager, Project Manager & Team Member.

How do I report an issue with the system?

System issues can be reported via live chat within BVDash, or by phone at 1-800-763-5009 or via our support page.

Is support available over the weekend?

Support is available over the weekend for Enterprise clients of BVDash.

I can not see any of my projects, how do I access them?

Please ensure you do not have filters on, simply check on the table next to the gear icon. If filter is off, please ensure that the admin or the owner of the account did not change your permission settings.

I am not sure how to use the system, can you help?

Yes, our team is here to help you every step of the way. Simply reach us by phone at 1-800-763-5009, by email at support@bvdash.com or chat with a live agent directly in BVDash.

I need to upgrade my plan as I have gone over my user/project count how do I do that?

Please go to the admin section of BVDash, click on Account then manage Subscription. From this page select a plan that best suits your team's needs.