Product Updates

“Generate Allocations” Button Added to More Groupings in Planning

• We‘ve added the “Generate Allocations” button to two additional groupings in Planning: Group by Resource and Group by Job Role. Previously, this option was not available in these views, providing more flexibility in managing allocations.

Portfolio Page Update: New Grid View with Hierarchy

• We‘ve released an update for the Portfolio page, introducing a new grid layout. The page now displays portfolio hierarchy relationships, similar to the view in the Activity Center, for a clearer and more organized overview.

Enhanced Allocation Options for Single Users and Unnamed Resources

• In line with our recent updates to batch operations in Planning, we‘ve made generating allocations more flexible for individual users or unnamed resources. Previously, clicking to generate allocations would automatically create a set of soft allocations. Now, a new pop-up appears, allowing users to choose between soft, hard, or soft with resource request allocations.

New Message Feature for Approval Requests

• We‘ve introduced a new feature in the message board for approval requests. Now, when a user approves or rejects a request, they can add an optional message, such as a rejection reason or approval note. The message will appear in green for approvals and red for rejections, making decisions easy to identify at a glance.

Expanded Reject Batch Operations in Planning

• We‘ve expanded the Reject batch operation in Planning. Previously limited to users, it now also supports rejecting requests for unnamed resources. Here‘s a summary of available batch operations in Planning:
  Generate allocations: Works for both unnamed resources and users.
  Re-generate allocations: Works for both unnamed resources and users.
  Reject: Works for both unnamed resources and users.
  Approve: Only available for users.

System Lists Redesign: Categories Grid Update

• As part of our platform-wide initiative to redesign lists, we‘ve updated the System Lists, starting with the Categories grid. This update aligns the Categories grid with our consistent design approach across the platform for a more cohesive user experience.

Batch Operation: Generate Allocations in Planning

• We‘ve introduced a new batch operation in Planning: Generate Allocations. Unlike the recently released Re-generate Allocations, this operation does not delete or replace existing allocations. It only generates new allocations when new assignments or scheduled hours are added to users or unnamed resources, ensuring existing data remains intact.

New Batch Operation in Planning

• We‘ve introduced a new batch operation in Planning: Re-generate Allocations.
  When the “Re-generate allocations” is clicked, all allocations (today and future) are re-generated based on the scheduled hours for users or unnamed resources. This batch operation applies to both users and unnamed resources.
  If there are no scheduled hours left (due to deletion), allocations for users/unnamed resources will also be deleted. Re-generate Allocations applies to all types of allocations: soft, soft (waiting for approval), soft (rejected), hard, and hard (approved). Users without the “Manage hard allocations” permission can only re-generate rows with soft allocations.

New Columns in Activity Center

• We‘ve added three new columns to the Activity Center: Flat Fee (in the Budget and Costs section), Billing Type (in the Billable section), and Billed (Yes/No) (in the Billed section). These columns reflect data for both projects and activities. The Flat Fee and Billed columns are editable.

Counters Added to Table Reports

• We‘ve introduced counters for table reports, displaying the number of entities under each specific group. This makes it easier to quickly see totals at a glance for more efficient data analysis.

New Language Added: Dutch

• We‘re excited to announce that Dutch has been introduced as a new language on our platform! Users can now enable it by navigating to My Settings > Advanced Settings.

Project Information Roll-Up to Portfolio Level

• We‘ve introduced a system update that rolls up project information not only at the project level but also at the portfolio level, providing a more comprehensive view. The following columns now roll up into portfolios: Actual hours (time logs), Billable hours, Non-billable hours, Estimated hours, Hours left, and all columns from Budget and Costs, Billable, Billed, and Profit (except Target profit, % and Profit variance, %). This roll-up is global, meaning the portfolio data includes all projects within that portfolio, even if they are spread across multiple spaces. The system sums up data from all projects across all spaces.

“Changed by” Column Added to Rate History List

• We’ve updated the Rate History list in User Settings, adding a new “Changed by” column. This allows users to see who updated the billing and internal hourly rates, along with the date of the changes. This information wasn’t stored in the past, so the “Changed by” data will only be available for changes made from today onward. Historical records won’t display the user who made prior updates.

Emoji Reactions for Messages

• We‘ve introduced emoji reactions in Activity and Project details, letting users express themselves with hundreds of available emojis. Users can add unlimited reactions per message. Note: No in-app or email notifications are triggered by emoji reactions at this time.

Rate Cards List Redesign

• As part of our ongoing list improvement initiative, the Rate Cards list has been updated to match the design of other lists like Job Roles, Users, Customers, and Portfolios. Key enhancements include resizable and movable columns, as well as action items that appear when hovering over a row, offering a more streamlined and user-friendly experience.

Customers List Export to CSV

• Users can now export the Customers list to a .csv file. The export will include all columns visible in the UI, making it easier to manage and share customer data.

Batch Operations for Resource Requests

• We‘ve released the first part of batch operations in Planning, allowing users to approve or reject resource requests in bulk. Batch operations are available in all three groupings: by project, resource, and job role. This feature applies only to users and excludes unnamed resources. Only soft allocations marked as “Waiting for approval” are included. When approving or rejecting, a pop-up allows users to add a message, providing a reason or internal note. This message will be published as a separate entry in the project message board.

Learn more about batch operations for resource requests

Report Generator Update: Activity Hours Display

• Now, for every activity, both individual and aggregated values of estimated hours and hours left are accessible. This allows you to view either the activity’s own hours or the combined total with its children’s hours for more accurate reporting.

API Update: PATCH Method for Projects and Tasks

• The PATCH method for updating projects and tasks is now available for preview in API/v3, allowing for more flexible and efficient updates.

Auto-Assign Enhancement: Multiple Users and Teams

• We’re excited to announce an improvement to the Auto-assign pop-up. You can now select multiple users and even entire teams for automatic assignment to activities, making task management more flexible and efficient.

Message Board Update: Team Mentions

• We’ve introduced a new feature to the message board within project and activity details. Users can now mention entire teams, in addition to individual users, making communication more efficient.

Description Column Added to Activity Center

• Following a request from our client, we‘ve introduced a new Description column for projects and activities in the Activity Center. The column displays descriptions without formatting. This update is now accessible to all clients.

“Spaces” Column Added to Users and Custom Fields

• Today, we‘ve introduced a new “Spaces” column on the Users and Custom fields pages in Company settings. The column displays which spaces users and custom fields are associated with. You can now add users and custom fields to spaces directly from their details without navigating to Space settings.

Group Projects by Custom Fields in Activity Center

• You can now group projects by project custom fields using the existing “Group by” option in the Activity Center. A dropdown menu will appear when you select this option, allowing you to choose from available project custom fields to group projects accordingly.

Adding Users to Spaces Directly from User Details

• The Spaces field has been added to the User Details page. Users can now add members to multiple Spaces directly from the User details page, eliminating the need to navigate to Space settings > Members each time.

New Week Number Display in Gantt Charts

• The Gantt chart in weekly view mode now shows the week number. This addition provides a quick reference point for scheduling and tracking tasks throughout the year. The week number will be displayed only for the current year.

Convert Project to Template

• The option to convert a project to a template is now available directly from the project dropdown menu, making it more accessible and easier to use.

New Ways to Change Activity Type

• We‘ve added three new methods to change the activity type, streamlining your workflow:
  * Click on the thumbnail indicating Request, Issue, or Task
  * Open the activity dropdown
  * Choose the option in the Type column
  Previously, activity type changes could only be made through the activity details sidebar. Note that this update does not apply to milestones and projects.

Export Expenses to CSV Format

• We’ve rolled out an exciting enhancement to our expenses module: the ability to export expenses to CSV format. This feature is now available for both planned and actual expenses, and it operates independently for each of the four tabs within the module. All visible columns, except for the file column, are included in the export.

New Columns to the Archived Projects Grid

• We’ve introduced two new columns to the Archived projects grid: Archived by (this column displays the name or username of the individual who archived the project) and Date of archiving (this column shows the date when the project was archived).

Improved Custom Field Icons and Terminology

• We’ve introduced icons to represent different custom field types, ensuring a more intuitive experience for users. These icons now accompany each custom field type listed in both Company settings and Space settings, offering a clearer visual distinction.
  We’ve revised the names of several custom field types to maintain uniformity across our platform: “List” is now “Dropdown”, “Text area” is now “Paragraph text”, and “Text area (rich formatting)” is now “Paragraph text (rich formatting)”.

New “Show” Option in My Assignments

• Now, users can conveniently filter their assignments to display only those with a paused or started timer. This new feature was specifically developed based on customer feedback, aiming to assist users in easily tracking activities that have been resumed or are yet to be started. It provides added clarity, particularly beneficial for managing numerous assignments effectively.

Introducing Planned End Date Column

• We’re pleased to announce the rollout of the Planned End Date column across all accounts. This new feature functions similarly to the details view: once a task or project is closed, the End Date field displays the Actual Completion Date, while the Planned End Date moves to the new Planned End Date column.

Notification Feature for Task Dependencies

• We have just launched a new notification feature related to task dependencies. Now, when a master task is closed, followers and project members will receive notifications indicating they can commence work on dependent tasks, irrespective of the start date. This feature specifically applies to Finish-to-Start dependencies. Other types of dependencies do not trigger notifications for task initiation. Users have the option to manage these notifications in their personal settings.

Modernizing Reports list interface

• The Reports list were redesigned to align with the modernized interface of other lists. Now, you can also add new columns to the lists: Name, Published, Last run date, Last run by, Creation date, and Created by.

Hyperlink option in Report generator

• Now, all project and activity names in the reports will be hyperlinks. This improvement allows users to access detailed information about tasks and projects directly from the reports.

Thumbnails for Projects and Activities

• We have introduced thumbnails (icons) for projects and activities in several key areas of the platform. These icons are now available in Weekly Timesheets, Board View, Add Activity in My Assignments. This update aims to improve user navigation and visual clarity, making it easier for users to identify and interact with rows associated with projects or activities.

Improved sorting for projects and activities

• Both projects and activities will be sorted alphabetically. The key areas include the “Add time” pop-up in Weekly timesheets, the project field in the “Add activity” pop-up in My assignments, and the “Add to project” feature in Planning when grouping by resource.

Enhanced Planning Functionality

• We’ve bolstered our Planning functionality by introducing a counter for Unnamed resources and Users (when grouped by Project). Formerly exclusive to the “Group by Job role” view, this feature expansion enhances project management clarity. Additionally, project status has been relocated and now appears as a distinct column, further streamlining project tracking and oversight.

Unified time entry pop-ups and pop-overs

• We’ve standardized the time entry pop-ups and pop-overs across various platform locations, including My assignments, Weekly timesheets, and the Add time entry option. Regardless of where you add time, you will encounter a consistent layout complete with all necessary fields.

Expanded timer accessibility

• Now, besides the “My assignments” page, users can activate the timer from activity details, the platform header, and even from a browser tab. This means you can start the timer in one section of Birdview and stop it in another.

Space Archiving and Management

• Users can now seamlessly archive spaces, encompassing all associated projects, custom fields, workflows, and custom forms. Furthermore, Administrators can access a dedicated list of Spaces in Company settings > Spaces, granting them exclusive control to view, archive or unarchive spaces, and edit space settings where permissions allow.

Improved Visibility for Global Custom Fields

• In our latest update, we’ve addressed a common user concern by enhancing the visibility of custom fields. Previously, users struggled to locate custom fields added in Company settings as they weren’t automatically added to spaces. Now, when creating new custom fields at the global level, a warning will alert users that failure to add the field to a space immediately will render it invisible. Moreover, we’ve introduced a multi-select field in the sidebar for creating custom fields, allowing users to specify default spaces for field inclusion, streamlining the process for enhanced usability.

Redesigned Custom Forms

• The first phase of our redesigned custom forms is now live and available for all customers. You can enable the new custom forms with conditional questions in Feature Labs.

Batch operations for Weekly timesheets

• Users can now employ batch operations within the “Add time” pop-up, enabling them to seamlessly add multiple assigned activities to their weekly timesheets.

Copy Logged Time in Weekly Timesheets

• Now, when copying activities from the previous week, users have the option to include not only the activities but also the logged time. On a new week, select the option to copy logged time along with activities when copying from the previous week. As a result, the same activities with the same logged time will appear on your current week‘s timesheet. This means that if your time logs tend to look similar week after week, this update will save you time and effort.

Changed Workload Color in Group by Job Role

• We’ve implemented a color update for Unnamed resources workload in the Job roles grouping in Planning. Previously, if unnamed resources were potentially overloaded, their workload displayed in gray color, even when it exceeded the threshold. To enhance visibility and alert resource managers, we’ve changed the color from gray to red. This change will make it more obvious when unnamed resources are facing workload challenges.

AI Assistant Removed from Feature Labs

• We’ve removed the AI assistant feature from Feature labs. Moving forward, it will only be available for users on the Birdview Team and Enterprise plans.

Renamed Export in BI Dashboards

• We’ve made a small but important update to our BI dashboards. Previously, the button labeled “Export to PDF” was a bit misleading, as it only captured the visible part of the screen. To provide clarity and avoid confusion, we’ve renamed this button to “Export snapshot to PDF”.

Timer Functionality Expanded

• Our timer functionality has been extended beyond the My assignments page. Now, users can conveniently enable a timer directly within the details of each activity. This enhancement is aimed at making time tracking even more accessible and user-friendly.

Indicator for Required Custom Fields in Time Entries

• Previously, we used a red dot to signify the presence of required custom fields. However, we’ve now replaced this with a red counter, displaying the exact quantity of required custom fields. This update is designed to enhance clarity and make it easier for users to identify the required custom fields at a glance.

New Allocation Type Filter in Planning

• We’ve introduced a new filter called “Allocation Type,” which empowers users to filter between soft and hard allocations directly on the Gantt chart.

Resource Requests for Unnamed Resources

• This update comes in response to valuable feedback from our customers, and we’re thrilled to provide this enhancement to improve your experience. When creating an allocation for an unnamed resource, it is generated as a soft allocation with a “Waiting for approval” status indicated by a large yellow circle. If the allocation for an unnamed resource is rejected, its status changes to “Rejected” with a red circle, while remaining as a soft allocation. Upon approval of the allocation for an unnamed resource, an approver must select a real user to replace the unnamed resource. The allocation is then transferred to the real user with an “Approved” status, represented by a large green circle, transitioning into a hard allocation. We believe this feature will streamline your resource management process and provide greater flexibility in resource allocation.

Resource Planning transition to Birdview Enterprise

• Access to the Resource Planning Center will be reserved for users with the Birdview Project Management Enterprise and Birdview Professional Services Enterprise licenses, ensuring a tailored experience that supports the breadth and depth of large-scale project management needs. This feature will also be retired from Feature Labs, marking its evolution from a beta offering to a fully integrated Enterprise solution.

Time Logs Locking Feature

• Our new time logs locking feature for Company settings allows users to restrict time entry edits and additions within set time frames. This functionality offers customization options, including preventing or permitting changes to past and approved entries. Please note that administrators will always bypass time locking. To enable this feature, users can navigate to Advanced settings and configure it according to their preferences and company policy.

Guest User Visibility for Custom Forms Update

• From now on, guest users will only have access to custom forms from spaces where they are added as members. Please be aware that this change is also reflected in the permissions checkbox.

ServiceNow integration

• With this integration, you can effortlessly transform your Birdview projects and activities into ServiceNow change requests and tasks. ServiceNow integration will help you streamline your workflows and reduce manual work by automating the project and task creation process.

Learn more about ServiceNow integration

Timer Functionality Enhancements

• We’ve addressed several inconsistencies related to the timer functionality. Here are the fixes implemented:
  Before: The timer continued running if an assignee was removed.
  Now: The timer stops if an assignee is removed, and the time is saved.
  Before: Clicking the “I am done” button did not affect the timer.
  Now: The timer stops when the “I am done” button is clicked, and time is saved. Resuming work pauses the timer.
  Before: The timer did not stop when already stopped in one tab.
  Now: The timer stops correctly even when previously stopped in one tab.

Enhanced Invite User Dialog

• In response to recent feedback, we’ve enhanced the Invite User dialog to improve clarity around the ‘Spaces’ field. Users found it unclear, so we’ve added an informative tooltip with a help link for further clarification.

Improved Time Formatting in Reports

• Now, instead of displaying time as 4:50 or 4.50, it will appear as 4h 50m, showcasing time in hours and minutes. Please note that these changes only affect the display of time in the UI, and there are no alterations to CSV exports.

Add Time Entries from Kanban Board

• We’re excited to introduce a new feature: the ability to add time entries directly from the Kanban board. With this enhancement, users can now streamline the time tracking process by adding time entries without having to navigate to My Assignments or Activity Details.

Enhanced Users Export Feature

• With this latest update, exporting a CSV file now provides more comprehensive information, including:
  • All enabled columns and user custom fields
  • Additional details, such as ‘Can login status’, ‘Last visit date’, ‘Enabled status’ (indicating whether the user is active or not).
    This enhancement ensures that users have access to a broader range of user-related data, facilitating better management and analysis.

“Assign to Me” Option

• Say goodbye to scrolling through long assignees dropdowns! We’re excited to introduce the new “Assign to me” option, now conveniently available in all assignees dropdowns. With just a click, users can assign themselves to projects and activities, saving valuable time. Once a user assigns themselves, the option dynamically changes to “Unassign from me,” enabling users to effortlessly unassign themselves with a single click as well.

Birdview Automation

• Birdview Automation allows for seamless integration with a wide array of essential applications, facilitating the automation of diverse business operations. It offers the flexibility to manually set up and manage multiple automations, significantly enhancing efficiency by reducing manual tasks and streamlining workflows across the business ecosystem.

Learn more about Birdview Automation

Mandatory Spaces Field for New Users

• In today’s minor release update, we’re making a small but significant change. Now, when inviting a new user to the account, the “Spaces” field is required. While users can still be removed from all spaces later on, requiring this step during user creation will save valuable time for administrators, eliminating the need to circle back for space invites later.

Improved Space Creation Process

• In response to valuable feedback from our customers, we’ve enhanced the space creation process. Previously, all users had the ability to create new spaces upon release. However, we’ve now introduced a global permission called “Add spaces” within the Access level settings. This global permission is enabled by default, but users now have the flexibility to manage who has the right to create a space and who does not.

Resource requests in Birdview Planning

• “Resource requests” in Birdview Planning is a powerful functionality designed to streamline and enhance the resource management process for project teams. This feature simplifies the process of requesting and allocating project resources, enabling efficient collaboration between project managers and resource managers to ensure optimal project staffing.

Learn more about ‘Resource requests

Updated Time Formatting

• Instead of the previous formats like 4:50 or 4.50, time will now be presented as 4h 50m, showing hours and minutes. With today’s update, you’ll observe this new formatting in the following sections: Time logs history, Workload, Simulation. This change aims to improve readability and ensure consistency throughout our platform.

Enhanced Weekly Timesheet Pop-over

• Say goodbye to the outdated pop-over in Weekly timesheets, as we’ve replaced it with a sleek, brand-new version. This updated pop-over now includes not only the description and time entry custom fields but also two additional input fields: “Progress, %” and “Personal hours left.” This improvement aims to provide users with a more comprehensive and efficient time entry experience.

Handling of Historical Time Entries

• Going forward, historical time entries that have been approved will not be recalculated based on updated activity hourly rates. Previously, this logic was only applicable to time entries marked as billed. This change ensures greater consistency and accuracy in our time tracking system.

Team ‘Spaces‘ for all users

• Spaces are designed to provide an unlimited number of isolated work environments within the Birdview platform, catering to different teams or project needs. Spaces offer a unique solution for teams and individuals to define and manage their projects, tasks, and activities at scale.

Learn more about Spaces

Streamlined User Export in CSV Format

• We’ve made exporting user data even easier. Now, from Company settings, you can export user information in CSV format. The exported CSV file will include columns for essential user details such as Name, Job Role, Customer, Access Level, Email, Teams, Skills, and User Custom Fields.

“Add Time Entry” Pop-Up Now in More Locations

• We’re taking another step towards consistency by introducing the new and improved “Add time entry” pop-up in three more locations. Say goodbye to the old dialogues in these areas:
  – My Assignments: Access it via the “Add time entry” icon.
  – Activity Details: Look for the “Add time entry” button.
  – Activity Context Menu: Find it under the “Add time entry” option.
  This change ensures a unified and enhanced experience across the platform.

Enhanced “Add Time Entry” Pop-Up in My Assignments

• We’ve completely revamped the “Add time entry” pop-up in My Assignments to provide you with a more user-friendly experience. Here’s what’s new:
  – A calendar for date selection.
  – Time entry formatting in hours and minutes for clarity.
  – A description field for additional context.
  – A progress field for tracking your work.
  – Personal hours left input field with improved formatting.
  – A “Add entry as billable” checkbox.
  – Time entry custom fields, both required and optional.
  This update is just the beginning, as we plan to implement this design across the entire platform, ensuring a consistent and improved experience.

A Warning Pop-up for Project Expenses and Payments Deletion

• Listening to our customers, we’ve implemented a small but important enhancement. Now, when you attempt to delete project expenses or payments, you’ll encounter a warning pop-up. This simple addition, requested by our users, helps prevent accidental deletions and enhances the overall user experience.

Time Logs History with Customer Filters

• We’re excited to introduce a valuable enhancement to the Time Logs history feature based on client feedback. Now, you can filter your time logs by customers, similar to the functionality in the Activity Center. This addition streamlines your time tracking experience. Plus, you can conveniently export this data to CSV for further use.

Consistent Time Formatting Update

• We’re continuing our platform-wide time formatting update. Now, several fields will display time in hours and minutes, enhancing consistency and clarity. This includes Allocation hours, Estimated hours, Actual hours, Billable hours, Non-billable hours, Hours left, Scheduled hours, and Time spent.

Updated Icon for Settings

• Based on user feedback, we’ve replaced the previous slider icon in project settings and portfolio member settings with a more intuitive gear icon. This change aims to improve clarity and make navigation more logical for our users.

OneDrive Integration for Birdview

• We are happy to introduce the OneDrive Integration for Birdview, tailored to improve document management and elevate team collaboration. Effortlessly share files across projects and activities, while consolidating all vital information into one convenient space for easier access and coordination.

Improved Time Formatting Input

• Now, users can input time seamlessly using ‘h’ and ‘m’ labels, ensuring clarity and consistency. This update also includes rounding for cleaner entries, with values like 1 being converted to 1h and 1.5 to 1h 30m. The minimum input is 1m, and the maximum is 99h 59m.

Attachments malware scan

• With this functionality, all new attachments are automatically scanned for viruses and malware. If a threat is identified, the file will be NOT saved in the storage and the user will be notified. Exclusively available for Birdview Professional Services Enterprise and Birdview Project Management Enterprise.

Improved Timer Pop-over in My Assignments

• This updated pop-up now allows you to specify timer duration, add a time entry description, and utilize Time Entry custom fields, a highly requested feature. Additionally, we’ve included a “Billable” checkbox that was previously missing.

UI Enhancements for Custom Fields

• We’ve made some user interface enhancements to the Custom Fields list to improve your experience. These changes include the addition of pink portfolio icons for better visibility, consistency in labeling for “Without portfolio,” and renaming Activity Type fields to Activity fields for a more unified look.

Batch Operations for Custom Fields

• Now, you can quickly make custom fields optional or required in just a few clicks, saving you time and hassle.

Enhanced Local Search in My Assignments

• Our latest update introduces an improved local search feature in My Assignments. Say goodbye to exact query matches – now you can find projects and activities more flexibly.

Brand New Color Palette for Birdview

• We’re thrilled to introduce our brand new color palette as part of our ongoing UI style overhaul. This update is a significant stride towards improving brand recognition and delivering a consistent, visually appealing experience for our users. Here’s what you need to know about our new color palette:
  • Previous Colors: We’ve moved away from primarily using primary and secondary colors, which lacked distinctive brand recognition.
  • Neutral Yet Cohesive: Our new colors are deliberately chosen to be neutral while remaining consistent with our brand’s identity. These neutral shades contribute to a more unified and professional appearance.
  • Enhanced Color Semantics: We’ve introduced a logical color semantics, ensuring that colors align with their intended meaning and purpose within the product.

New Outlook Microsoft 365 Add-on App Card

• The Outlook Microsoft 365 Add-on Application Card, now available on our Manage Apps page. This card provides direct access to our vendor’s website, where you can find step-by-step instructions for seamless integration with Outlook Desktop.

May 5, 2022

• Visual changes to help make out completed tasks and projects at a glance in Activity Center (completed project\task names are now given in strikethrough).

April 28, 2022

• Project plan sharing directly from the PP creation/edit popup window. This little feature is designed as a time saver.

April 27, 2022

• Risk & problem indicator snoozing added to Activity Center. The feature allows you to gray out risk & problem indicators for a limited period of time, e.g. 4 hours, or for good.

April 19, 2022

• Risk & problem indicator snoozing added to Activity Center. The feature allows you to gray out risk & problem indicators for a limited period of time, e.g. 4 hours, or for good.

April 8, 2022

• Expand/collapse functionality added to the Name column in Activity Center. Expanding and collapsing are one level at a time as you click the respective button. Identically designed Collapse/Expand buttons added to the People, Projects and Activities column on the Resource Loading tab on the Resources page.

April 7, 2022

• Portfolio grouping added in Activity Center (the More Actions menu). Note: The feature is available for non-legacy (non-mixed) licenses only.

April 1, 2022

• Capture Project Plan item added to the project More Actions menu. The project plan captured this way will only cover the project from which menu the operation was launched.
• Parent activity indicator (a thick line above the bar representing a parent activity) and progress value readout added to Gantt View in Activity Center.
• Clear All Filters button added to the Filters panel. It is available only if at least one filter is applied

March 23, 2022

• A>Z & Z>A sorting added for columns in Activity Center, Time Logs History, Expenses & Payments (Project/Activity Financials) .

March 18, 2022

• Separate sorting for projects and activities in Activity Center.

February 25, 2022

• New quick search that combines conventional search function with text search by name and ID.

February 15, 2022

• Project Plans for new Activity Center is released

December 29, 2021

• New Activity Center for new users is released

December 14, 2021

• Hide/Show in the side menu for the saved view is released

November 11, 2021

• Custom Range Control is released

September 13, 2021

• New Resource Loading

September 2, 2021

• Default workflow for users is released

July 22, 2021

• Project Team section on the Resource Loading Simulation page renewed

July 13, 2021

• New Wizard Onboarding for trial’s users

June 24, 2021

• New Workflow for statuses
• In-App Help Videos

June 1, 2021

• MS Teams notifications are released

April 14, 2021

• Easy Projects MS Teams addon v1.1.0 with project/task search is now available in the marketplace

April 12, 2021

• New dialog for anonymous users after adding new custom form record

January 22, 2021

• New attachments view on the message board

December 4, 2020

• New Message Board

November 17, 2020

• Keyboard navigation for all editable grids

November 16, 2020

• New count indicator to the tab titles on the approval and notification pages

October 22, 2020

• Metrics Breakdown Overview on Project Fin

August 28, 2020

• New Payments on Project Financials Module

July 29, 2020

• New Overview and Target tabs on Project Financials Module

July 1, 2020

• New followers notification settings

May 21, 2020

• New Activity Financial Module and Expenses tab at the Project FM

May 11, 2020

• New mentions page

April 24, 2020

• New Table Reports
• PDF Export

April 22, 2020

• Added grouping for members and not members of a project

April 16, 2020

• The color palette on the pages renewed

April 15, 2020

• Form fields based on Custom Field are available for all accounts
• New client-based export to pdf for table reports which now available with new non-Telerik tables

April 09, 2020

• New table and metric reports

March 30, 2020

• New messageboard control

March 19, 2020

• New charts on custom reports
• Export to CSV for table custom reports

January 30, 2020

• Dashboard renewed

December 24, 2019

• New functionality: Inter-project Dependencies

December 9, 2019

• New main menu
• Time Logs History page renewed

November 22, 2019

• Reports page renewed

October 30, 2019

• Vacations page renewed and available under Tools
• Portfolios page renewed

September 17, 2019

• Tasks are grouped by name in custom report filters now
• New Calendar tab available in Activity Center

August 21, 2019

• Clear All option added to new report filters
• Print/Export options added to custom reports
• Filter for projects added to Weekly Timesheets – Add Time page

August 14, 2019

• Custom Forms and record list pages renewed

August 8, 2019

• Emoji are now supported
• Project notification rule/Notifications pages renewed

August 6, 2019

• Activity/project details pane is opened right on Weekly Timesheets

July 29, 2019

• Indicators for new messages on Kanban board

July 11, 2019

• Activity Center. Switching between table/gantt/board views is done using tabs now

June 25, 2019

• Previously selected tab is stored for new menus now

June 20, 2019

• The Settings – General page renewed
• The Roles and role details pages renewed

June 18, 2019

• Public Holidays page renewed and moved to System Lists

May 29, 2019

• Resource reports renewed

May 17, 2019

• Filters for Billing and Summary reports renewed

April 1, 2019

• Activity Center. Search and keyboard navigation are available for Views now

March 5, 2019

Kanban board updates:
• Ability to show all/specific projects/single project
• Activity details pane is opened right on Kanban

February 6, 2019

• System Lists page renewed

February 4, 2019

• Customers page renewed

December 22, 2018

• New image annotations functionality

December 13, 2018

• Image preview is full screen now
• Project Calendar page has been removed

December 12, 2018

• My Options page renewed
• Gantt View. Collapsed projects are now color-coded based on project health/dates/budget

November 13, 2018

• New global permission for Power BI

September 6, 2018

• File contents search
• Messageboard and Approval notifications automatic update

August 21, 2018

• New Weekly Timesheets page
• Custom fields for time entries

April 14, 2018

• Guest Portal renewed
• Search page is now available for guest users
• Approval workflow is now available for guest users

March 8, 2018

• New user receives email with invitation link instead of username and password
• Onboarding dialog window is shown for new user on first login

February 22, 2018

• Import from MS Project. Automatic mapping of users

January 11, 2018

• User list and User details renewed
• Guest users can now be added to teams

December 07, 2017

• Fixed: Portfolios are now sorted by alphabet on project details

December 01, 2017

• Fixed: EP site port number dropped in hyperlinks in notification emails

November 22, 2017

• Project financial module redesigned
• Custom fields for project expenses
• Negative budget values are now supported

October 30, 2017

• Kanban board: Visualize and streamline your task management process. Make updating a task as simple and easy as dragging a card from one column to the next
• Custom fields: New design for custom fields within the Project/Activity Details page
• Android mobile app: Updates for time tracking (view time log history, edit/delete time entries, billable/non-billable indicator)
• Security: New SSO authentication options under Administration Settings

September 6, 2017

• Report Generator. Approval History and Files fields added to Messages datasource
• Role names are now displayed for assignees and project members
• Disabled assignees and project members are now displayed with a special mark
• Firefox + Adblock issue on projects/activity details fixed

August 17, 2017

• My Assignments page renewed

June 27, 2017

• REST API. Approval Workflow support

June 23, 2017

• Portfolio and project reports replaced by custom reports

May 31, 2017

• Zapier API. Last Modification Date for project added
• Activity Center. Quick Creation Control replaced with new project creation control
• Follow: the Option ‘Make me a follower of an activity when I’m assigned to it’ added to My Options
• Follow: new event level ‘None’ added

May 8, 2017

• Project/Portfolio/Activity Statuses are now combined to the single Status entity
• Project/Portfolio/Activity Statuses tabs on System Lists replaced with new Workflow page

May 4, 2017

New Follower feature:
• Key Events and All events options for follower
• Auto-follow on task assignment
• Editable followers list in Task Details
• New filter to show activities where a user is a follower
• New notifications about new files and messages for follower

April 14, 2017

Mobile app updates:
• Ability to Add Project
• New Version Notification

April 7, 2017

• Portfolio custom fields added to ‘Time Entries’ source in Report Generator

March 22, 2017

• Portfolio Category was replaced by Custom Field for Portfolio
• Mobile app. Notifications are now stored on server

March 16, 2017

• Hours left do not split now for new assignees (assignee control/batch operations)
• Timeliness feature has been removed

March 1, 2017

• Now it’s possible to add new task at any place in hierarchical view
• Now it’s possible to add billable time entries to activities in fixed cost projects

February 21, 2017

Mobile app updates:
• Added Intercom integration
• Timer is now tracking time even when the app/device are turned off
• The app notifies now when a WiFi/cellular connection drops

February 16, 2017

• Activity Center. Added Batch dates changing

February 8, 2017

• Mobile apps. Added ability to filter tasks using Saved Views from Web version

January 27, 2017

• Android mobile app. Add time entry and mark taks as done features are now available on the All Tasks screen

January 26, 2017

• New Recurring Activities functionality
• Project details are opened now after creating a project

January 10, 2017

• New email notification templates
• Activity Center. Direct link to activity details scrolls the page to an activity now
• Activity Center. Activity is highlighted in the list now when its details are open

January 4, 2017

Mobile app updates:
• All non-completed activities are now available in the App, not only those assigned to you
• Links in messages made clickable
• Text in messages made available for copying
• Fixed bug prevented some attachment previews from displaying properly

December 26, 2016

• Search now includes results from Knowledge base
• Tasks order in a plain view now exactly matches hierarchical by default
• It is possible now to add and reorder tasks on a plain view

December 12, 2016

• Added Chrome / Firefox push notifications

December 1, 2016

• Mobile apps. Added creating tasks

November 21, 2016

• Added Baseline capture

November 1, 2016

• Mobile apps. Added “All tasks” page

October 28, 2016

• Added Power BI (reporting tool) integration
• Vacations Calendar moved to the Tools menu

October 20, 2016

• Added Azure AD SSO (Single Sign-on) feature
• Added 3 sec timer to delete operations

October 12, 2016

• Custom forms. Added the auto conversion feature

October 5, 2016

• Added new global permission “Invite users”
• Activity Center now shows whole activity tree when filtering by activity name

September 20, 2016

• Added “Default currency” option
• It’s possible now to see email recipients on message board
• The Lite edition introduced

September 9, 2016

• Fixed auto increment feature for portfolio restricted “number” project custom fields
• Fixed “welcome” email for Windows authentication
• Fixed. Multiple time entries cannot be added now by multiple clicks on the Record button

September 1, 2016

• Added tracking for Custom Form records conversion
• Added 5 minutes delay in sending “edit activity” and “assign activity” notification emails

August 21, 2016

• New Approval Workflow
• Custom Form records conversion now supports templates for projects and activities
• New activities are now autoassigned to current user if current user is selected in Activity Assignee filter in Activity Center

August 11, 2016

• Custom form records redesigned
• Added tracking for viewed custom form records
• Web mobile version removed

July 30, 2016

• Task duration can now be specified in hours and minutes
• Report generator. Due In field available now in all activity data sources
• Fixed error in Billing report for fixed cost activities
• Activity Center. Fixed error that could occur on double click on filters

July 21, 2016

• • Resource Loading report. Export:

– Format changed to native MS Excel
– Added user/project/task subtotals
– Added date header to each column

• Added email format validation during user import
• Fixed boolean (yes/no) filter in custom reports
• Fixed Gantt issues related to tasks with zero duration
• Fixed error when moving tasks with assigned disabled users

June 25, 2016

• Message sending form redesigned

June 23, 2016

• Project and activity details page can be closed now by pressing Esc key

June 13, 2016

• Fixed issue with synchronization of changes done to project/activity details page. Clicking I’m Done button now doesn’t affect changes done to fields
• Custom form record conversion. Start date is now set to today unless it was specified during conversion

June 8, 2016

• Added “Back to previous filters” button to Activity Center for cases if project/activtiy details page was opened by direct link
• Fixed issue with printing notification emails from Outlook for Mac OS

June 2, 2016

• Hyperlinks on message board are now clickable

June 1, 2016

• Redesigned project and activity details pages
• Added Budget to activity details

May 21, 2016

• Redesigned custom forms page
• All users with the Manage Members permission are now included in the Managers list
• Fixed issue with downloading attachments from the API

April 8, 2016

• Custom forms. Fixed issue with drop-down lists
• Added tooltip for hyperlinks in Description field

April 1, 2016

• Import from CSV. Added skills and teams for users
• Fixed issue with filters for Yes/No type custom fields for custom reports
• Fixed issue with empty data in bar chart custom reports

March 5, 2016

• Fixed performance issues for My Assignments, Activity Center and API calls
• Fixed issue with mobile devices detection
• The main menu is now pinned to the top in Activity Center

February 24, 2016

• Added Duplicate feature for Custom Forms

January 24, 2016

• Added Category/Priority/Status fields for custom forms conversion
• Fixed filtering by “Not Selected” value for List custom fields
• Actual Completion Date is now cleared on project duplication

January 16, 2016

• New appearance for messageboard
• CPI calculation now considers Hours Left
• Fixed issue with deleting custom statuses
• Fixed issue with completed activities visibility
• Fixed issue with filtration by Activity Billing in reports
• Changes for expenses in drafts/templates are shown in audit trail log now

January 15, 2016

• Gantt View. Fixed issue with multi dependency

January 13, 2016

• Report Generator. Added Parent Activity Name to Time Entries datasource

January 9, 2016

• Activity Center. Close button for current filters is always visible
• Activity details. New assignees control

December 17, 2015

• Report Generator. Added Expenses and Payments data sources

December 10, 2015

• Activity Center. Gantt View. Added: managing activity dependency
• Activity Center. Gantt View. Added: setting/changing dates
• Activity Center. Gantt View. Added: moving project/activity
• Added new events to audit trail log: expenses, payments
• Fixed formatting in digest email
• Fixed formatting in Excel report

November 29, 2015

• CPI & SPI are now available in Activity Center and Report Generator
• Charts are now visible on printed Dashboard page

November 19, 2015

• Tasks without Start or End date are now displayed on Gantt View

November 16, 2015

• Permissions for tasks, issues and requests are now combined into single permission set
• Updated examples for Import from CSV

November 6, 2015

• New Portfolio filter on Time Logs History page
• New Portfolio field in Time Entries datasource in custom reports
• Activity Center. Activity Dependency control can now be opened from Gantt View
• Duplicate Activity. Assignees will now return to work with their original estimates

October 22, 2015

• Added API throttling – 100 requests are now allowed per minute, 1000 per hour
• Added parent activity name to non-hierarchical custom report datasources
• Approval Workflow is now disabled by default
• Waiting for Approval status is no longer available if Approval Workflow is disabled

October 12, 2015

• New Gantt View for Activity Center
• Removed ID from activity names in reports with hierarchical view
• Changed sort order for activities in reports with hierarchical view from Name to WBS
• Fixed error deleting categories in specific cases

September 29, 2015

• Activity Center. Customize Fields pane now hides when a user clicks outside of it
• Added more colors to Pie Chart custom report

September 22, 2015

• Updated formula for Actual Budget Profitability metric

September 20, 2015

• Removed “Issue type” and “Issue date fixed” fields
• Activity Center. Quick search/filter now lists projects/activities that are currently used in filters

September 11, 2015

• Removed Activities (Silverlight) and Interactive Gantt pages
• Added automatic redirection from EP login page for authenticated users if return url is specified (it is a fix for hyperlinks in Excel/Word to EP pages)

August 26, 2015

• Fixed header and column width for users, activities and projects in Resource Loading report
• Fixed Legend for vacations in Resource Loading by Role report
• Estimated hours are now taken from Work field (previously Duration) for Import from MS Project
• Improved performance for Search in messages/attachments
• Fixed issue with adding time entries using Weekly Time in Firefox (needed to click twice to add an entry)

August 21, 2015

• New Custom Fields management page
• Time entries for unassigned users are now displayed in resource loading report

August 17, 2015

• Added I’m Done button to Activity Center
• Fixed file:// protocol handling in Hyperlink custom fields

July 30, 2015

• Added searching by messages and files
• Added ability to copy custom reports

July 29, 2015

• Fixed duplicate feature for a project with start date in the future
• Fix for a case when a user removes assignment from himself and doesn’t have permission to see all activities

July 28, 2015

• Fixed batch operations for activities in Activity Center
• Fixed “move activity” feature for a case if a target project contains activities with same names

July 23, 2015

• Fixed autoincrement feature for numeric custom field for cases of project/activity duplication

July 21, 2015

• Added teams to Resource Loading Report filters
• Activity Center. Improved performance for IE
• Fixed “Always notify person who made changes” notification option

July 15, 2015

• Added preview of images attached to project/activity
• Fixed HTML tags in notification email

July 8, 2015

• New simplified behavior of creating dependency between activities. Specifying dates for master activity is not required now. Dates are assigned automatically
• Custom forms. Removed restriction for mapping Text Area fields for record conversion rules
• Import from CSV. Case is ignored now for list values

July 2, 2015

• Removed limits for text and text area field length for Import from CSV
• Report generator: “Select all” and “Select none” options are moved to the top for Update assignee filter
• Fixed duplicate projects without users
• Fixed: project member role change is reverted

June 19, 2015

• Added quick add for portfolios, customers and categories to Activity Center and project/activity details
• Added help preview for custom fields on project/activity details

June 16, 2015

• New Login page
• Settings menu is now always expanded
• Fixed email templates to be displayed correctly in MS Outlook (message text is not cut now)

June 11, 2015

• Fixed dates calculation for Templates and Drafts, and for duplicated projects and activities (public holidays and weekends are taken into account now)
• Reports. Fixed export to Excel (report headers are not merged now)

June 9, 2015

v.10.1.0.54634

• Updated “Quickly add time entry” feature on task details page (it is now the same as Weekly Time in Activity Center and on My Assignments)
• Activity Center. Inline name editor now saves changes right away, hitting Enter to save changes no longer required. Escape key can be used to cancel renaming
• Activity Center. Updates done to activities go smoothly now without reloading activity tree
• Activity Center. Simultaneous inline edits are accepted now
• Activity Center. Critical Path indicator is now separated from Dependency icon (it is now shown as a red arrow on the left of dependency icon)
• Added Loading indicator to custom report editor
• Fixed API performance for Outlook add-in requests

June 3, 2015

v.10.1.0.53795

• Report Generator. Custom reports are now sorted by name
• Report Generator. Added category and status to Portfolio data source
• Report Generator. Added “Edit” button to custom report view page
• “Show completed” options are now ignored for report widgets on Dashboard
• “Invite user” now automatically adds a user as project member when invoked in Project Members editor
• Batch ops message is now automatically closed
• Fixed Walkme issue in IE 11

May 19, 2015

v.10.1.0.51598

• Added new Report Generator
• Added Weekly Time to Activity Center

May 14, 2015

v.10.1.0.50602

• Added Overview to Payroll report

May 6, 2015

v.10.1.0.48877

• Added Payroll report
• Added paging to Project Calendar
• Added “Non billable” billing type to projects
• Custom forms. Added email address validation
• Improved data caching
• Fixed performance issue with activity health calculation
• Fixed issue with batch operations for users
• Fixed JS error on project details
• Fixed issue with loading user avatars in Guest Portal
• Fixed issue with time zones on messageboard
• API: added limit (200) for number of returned rows

April 17, 2015

v.10.1.0.46566

• Report Generator. Added Project Budget to Financials data source

April 14, 2015

v.10.1.0.46047

• Activity Health. Added the option to calculate SPI and CPI separately

April 2, 2015

• Added Intercom

March 31, 2015

• Added Export to CSV to Activity Center

March 26, 2015

• Added missing words for Italian translation in Activity Center
• Improved caching for images

March 6, 2015

• Fixed issue: activity progress adjusted to 99% after changing activity status
• API: fixed issue with permission check for events

March 5, 2015

• Added date range selector to Vacation Calendar
• Added half day vacation support
• Removed vacation support from guest users

February 25, 2015

• Fixed issue with reordering activities in Activity Center

February 18, 2015

• Fixed issue with project profitability not being recalculated in some cases
• Fixed issue with progress filter in Activity Center
• Fixed issue with dialog box for SmarterTrack in Activity Center

February 17, 2015

• Negative project profitability values are now displayed in red in Activity Center and project details
• Redesigned overload details section on RLS screen: added avatars, added a tooltip for the Create Project button, updated text layout to make difference between existing workload, planned workload and resulting overload more clear

February 11, 2015

• Added overload by skills to Resource Loading Simulation
• Fixed error in Activity Center that could stop loading data in some cases
• Fixed error on Stop Timer button on My Assignments if activity was deleted
• Fixed custom fields values order in Activity Center

February 4, 2015

• Added new financial metrics for project: Estimated Budget Profitability and Actual Budget Profitability
• Changed Estimated Cost metric to use personal hours of assignees
• Fixed filtering by project name for non-English string
• Fixed JS error in IE 11 on project details

January 21, 2015

• Fixed minor issues caused by IE 11 autocompletion
• Fixed project import error when at least two projects have the same names
• Fixed Add button gray-out in timer popup
• Fixed error on old project list on simultaneous editing
• Fixed error on Search page when user is redirected to it from project details after deleting project
• Improved performance for Duplicate Project operation

January 9, 2015

• Improved performance of dates calculation

January 6, 2015

• Fixed z-index for custom forms datepicker
• Issue by email module should now correctly continue processing in case of failure

December 31, 2014

• Added Resource Loading Simulation module
• Added built-in Draft status for projects

December 11, 2014

• Fixed “Task hours and sum of personal hours do not match” error when disabling a user
• Fixed search page selector handling
• Added redirection from old search page to new one

December 9, 2014

• New Search page
• Fixed attachments download links for Firefox

December 5, 2014

• Added insert date/time buttons to rich text editor
• Portfolio permission check adjusted – “Manage portfolio” is no longer required to add a project to portfolio.
  New minimal permissions set is
  – edit project and view portfolio for existing projects,
  – add project and view portfolio for new projects

December 3, 2014

• New Estimated Cost metric for project financials
• Fixed new line handling in description change notifications
• Report Generator: “Prompt for value range” filter now works correctly if only From or To value is specified
• Performance fixes for the My Assignments page
• LiveChat panel is removed. Now LiveChat functionality is integrated to the bottom WalkMe panel)

November 19, 2014

• Activity Import: Added support for multiple projects in a single CSV file
• Fixed crash when trying to type a non-existing username
• Fixed new line support for subjects in custom email templates

November 17, 2014

• New caching engine is now used for better performance
• API: fix for activity assignee

November 12, 2014

• API: fix for project member creation
• Fixed performance issue with “Can Start” email notifications
• Changed text field length limit from 255 to 4000 characters
• Removed restriction for unique project names. Exception: Activity Center Quick Creator control.

November 6, 2014

• Fixed task creation crash on the old Project list page
• Fixed “Reset/Update permissions in all projects” button on the Role Details page. It no longer requires a user to save the role first.
• Walk-me tutorials are now enabled for all users
• Fixed custom form list conversion to list custom fields

October 30, 2014

• Number of pinned items on Activity Center is limited to 10 to prevent page performance degradation
• A number of performance fixes for Activity Center filtering
• Fixed %20 and national character issues

October 22, 2014

• Poodle SSL3 fixed
• Projects are now closed when 100% activity progress is set at Interactive Gantt
• Report Generator: portfolio field added to the activity datasource
• Fixed notification email duplication

October 18, 2014

• Version 10 is released: New Assignment Control with split hours functionality

October 15, 2014

• Fixed issue with filter actions at Activity Center (e.g. not being able to clear filter)

October 10, 2014

• The description control on the details pages was replaced with the control from Activity Center
• Added option to use estimated completion date for dependencies
• The limit of text custom fields is increased to 80
• Export to Excel on the Resource Loading report page now has user, project and activity for each line

October 7, 2014

• New 404 “Page not found” page design
• Fixed filtering by project custom field error on Activity Classic
• Major performance improvements for late notifications
• Major performance improvements in data access layer, entire app should be faster now by ~20%

September 29, 2014

• Minor bug fixes
• “Suggest Feature” link updated to point to the new Community site

September 26, 2014

• Turkish localization
• Ability to turn-on custom SMTP tab
• Minor fixes for search at Activity Center
• Option not to send email notifications added for most batch operations
• Additional permission checks added for Financial reports (users will not be able to run a custom report with the financial datasource after “can access billing info” permissions is revoked)
• Dashboard: “Overbudget tasks” widget is renamed to “Underestimated tasks”
• Fixed a check for “Treat as completed” flag on the Task Details page