Product Updates

Weekday Display for Dates

• New columns, SD (Start Weekday), ED (End Weekday), and PED (Planned End Weekday), now show the weekday (e.g., Mo, Tu, We) for start, end, and planned end dates to make schedule planning easier.

Batch Operations Message for Child Activities

• When performing batch actions, users will now see an informational message if child activities are not selected due to a collapsed parent. The message appears in the bottom-left corner and disappears when the panel is closed or dismissed.

Export of Planned End Date

• The Planned End Date column is now included in the grid and exported to CSV for both projects and activities, improving reporting consistency.

Invoicing Graduates from Feature Labs

• Birdview‘s Invoicing feature is officially out of Feature Labs! Starting now, it will be available exclusively to customers on the Birdview PSA Team and Birdview PSA Enterprise plans.

Learn more

Choosing Activity Type Before Creation

• Now, when adding a new activity, users can select the activity type (Task, Request, or Issue) before creating it–no need to edit it afterward in the task details.
  Why it matters:
  • Saves time by eliminating manual changes
  • Ensures the correct activity type is set from the start
  • Fixes issues with auto-increment custom fields, which previously didn‘t update correctly when changing activity type after creation

Export Invoices to QuickBooks

• With this update, you can now easily export invoices from Birdview to QuickBooks, keeping your financial data in sync. This integration streamlines your billing process and reduces manual data entry. During export, you can:
  • Map payment terms and tax rates
  • Choose an existing QuickBooks client or create a new one
  • Select specific products and services to include in the invoice

Learn more

Redesigned Custom Forms

• As part of our ongoing effort to modernize the platform, we‘ve redesigned the Custom Forms list to align with other list views across Birdview and improve overall usability.
  The old block-style layout has been replaced with a compact, structured list view that‘s more efficient and space-saving. The new layout includes the following columns: Name; Description; Records (number of submitted entries); Created by / Creation date; Updated by / Update date.
  • 🔍 Search functionality remains available, and users can show or hide columns as needed.
  • 📄 Clicking a row opens the list of submitted records.
  • ⚙️ Quick actions (edit, delete, add records) are now accessible via icons that appear on hover.

New Expense Permissions Released

• We‘ve introduced a new set of permissions for expenses, adding more control over who can view and manage expense entries. This update restricts users from seeing expenses logged by others. Now, instead of three, we have four expense permissions for better flexibility. The change has been rolled out to all customers with migration, ensuring that existing permissions remain unaffected.

New “Workflow” Column Added to Activity Center

• We‘ve introduced a new “Workflow” column in the Activity Center, allowing users to see a project’s workflow directly in the grid without opening the Details page. For now, this column is read-only, providing quick visibility into project workflows for better tracking and organization.

Portfolio Hierarchy in Reports & Exports

• Portfolio hierarchy is now displayed both within reports and in exported reports, improving clarity and organization. This enhancement is now available to all customers. With this change, portfolio hierarchy is now consistently visible across filters, the portfolio list, and reports, making it easier to analyze and navigate structured data.

“Undo” Functionality in Activity Center

• The Undo feature is now live in the Activity Center for all customers! Users can now revert changes using the Back button (arrow) for the following actions: Name changes (projects & activities); Dependency changes (activities); Date adjustments (projects & activities); Duration changes (projects & activities); Status changes, including the “I‘m done” button (projects & activities).

Batch Follow/Unfollow operations in Activity Center

• With this update, users can now Follow and Unfollow multiple activities at once in the Activity Center, making it easier to track important tasks in bulk. Additionally, as the number of batch operations grows, we‘ve introduced horizontal scrolling in the batch operations panel for improved usability and navigation.

Terminology Update: Billed → Invoiced

• With the release of Invoices, we’ve updated terminology across the system for clarity and consistency:
 Billed → Invoiced (applies to projects, activities, time logs, and expenses); Non-billed → Non-invoiced; Billed labor → Invoiced labor; Mark as billed/unbilled → Mark as invoiced/not invoiced
  Note: Billing and Billable fields remain unchanged.

Teams Filter Added to Time Logs History

• We‘ve introduced a Teams filter on the Time Logs History page. This new filter makes it easier to track and analyze time entries by specific teams, improving visibility and reporting for better time management.

$WORKING_DAYS Function in Formula Field

• With this update, the formula field now includes the $WORKING_DAYS function, allowing users to calculate the number of working days between two dates. This calculation follows the same logic as duration. For example, $WORKING_DAYS(January 14, January 13) returns 2 (Monday and Tuesday).
  Tips:
  * The result is positive if the first date is later than the second and negative if reversed.
  * When using the @ symbol after a parenthesis, add a space first to ensure field names appear correctly.

Unnamed Resources Now Available in Workload

• The Workload screen now includes unnamed resources, just like in the Planning screen. Project managers can efficiently plan hours for placeholder users directly within Workload.

Portfolio Hierarchy in Filters

• With this update, portfolios in filters are now displayed with a hierarchical structure, making it easier to navigate and select the right portfolios. This improvement enhances usability and streamlines filtering across the platform.

Improved Portfolio Filters with Hierarchy

• Portfolios are now displayed with a clear hierarchy, making it easier to navigate and select the right portfolios for your needs.

Invoicing in Birdview‘s Feature labs

• Introducing Invoicing, a streamlined way to manage project-based billing directly within Birdview. Invoices are now available for testing in Feature Labs for Birdview PSA Team and Birdview PSA Enterprise plans only. After beta testing, invoicing will be exclusive to Birdview PSA Team and Birdview PSA Enterprise plans. Here’s what you can expect in this first release:
  • Add any extra custom line items.
  • Preview invoices before finalizing.
  • Print or save as a PDF.

Learn more about Invoicing

Portfolio Statuses Now Visible in Dropdowns

• We‘re excited to share a new enhancement to improve portfolio management! Portfolio statuses are now displayed in all dropdown menus across the platform, providing better context and enabling more efficient portfolio selection and usage.

New API Option for Plain Text Descriptions

• We‘ve introduced a new API read-only option that allows users to retrieve plain text for the description field (instead of HTML). This option is available for both projects and tasks and requires adding a specific parameter to your query. By default, the option is set to false, offering greater flexibility for developers and integrations.

Duplication of Unnamed Resources in Planning

• Users can now streamline their workflows in Planning by quickly duplicating unnamed resources within a project. The new “Copy multiple times” option in the context menu allows users to replicate an unnamed resource up to 20 times with just one click. This enhancement is especially beneficial for large corporations, ensuring faster and more efficient planning for big teams and complex projects.

Improved Search Functionality in Reports

• Searching for fields in Reports is now more intuitive and efficient. Previously, users had to rely on partial terms like “Name” or “ID” to find fields. Now, you can search using full terms like “Project name” or “Project ID,” and the relevant fields will appear instantly.

Redesigned Custom Forms

• With the latest update, the redesigned Custom Forms are officially live for all customers. This release includes:
  • A refreshed design for form questions.
  • New question blocks for greater flexibility.
  • Conditional questions (exclusive to PM and PSA Enterprise plans) for creating dynamic, responsive forms tailored to your needs.

Automatic Dependency Lag Adjustments

• We‘ve introduced a new feature to simplify start date adjustments for activities with dependencies. When a start date is changed, the system will automatically recalculate dependency lags, ensuring accurate scheduling.
  • Administrators can edit start dates of dependent activities with a confirmation prompt.
  • Dependency lags are adjusted automatically, even for reactivated master activities.
  • Tasks with fractional durations retain their start time unless Overtime is enabled.

“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.

Birdview Listed in QuickBooks Marketplace

• We’re excited to announce that the Birdview application is now officially listed in the QuickBooks Marketplace.

Integration Team Updates

• We’re excited to share some recent updates from our Integration team!
  • New Outlook Desktop Application Placeholder: We’ve introduced a dedicated placeholder for the Outlook Desktop application. It includes a direct link to our vendor’s website, where clients can access integration instructions.
  • Introducing the “3rd-party addon” Badge: Look out for this badge, which clearly indicates that an integration is a separate, paid feature.
  • Improved Integration Ordering: We’ve reorganized the order in which integration placeholders appear to better suit your needs. Free integrations for all project types and licenses are first, followed by those requiring specific licenses, and finally, integrations provided by our vendors.

SharePoint Integration for Birdview

• We are excited to introduce SharePoint Integration for Bidview aimed at simplifying document management and boosting collaboration within your team. Share files at project and activity levels and keep all of the important information within a single space for easy access.
  Learn more about SharePoint Integration

Streamlined Custom Fields List

• We’re excited to introduce a fresh and improved view for our Custom Fields list.
  Here’s what’s new:
  • Users can now collapse and expand sections based on field types.
  • Field types, as well as whether a field is required or optional, are clearly identified directly from the list.
  • Portfolio usage can now be explored right within the list.
  • Drag-and-drop functionality is available when hovering over a specific row, enhancing usability.

Improved Resource Center Search

• We’re excited to announce an update to our Resource Center. Now, our users can directly search for help within the Resource Center without the need to navigate to Zendesk. This enhancement streamlines the support experience and makes finding answers even more convenient.

Enhanced New Project Pop-up

• We’ve made a small but meaningful improvement to the “New project” pop-up. Previously, the label above the templates dropdown said, “Choose a template for copying data.” We’ve updated it to “Create a project based on an existing template.”

Enhanced Workflow: Project Utilization Count

• Now, as you browse the Workflows list, you’ll find a new detail that displays the number of projects in which each workflow is utilized. This minor tweak goes a long way in helping users grasp the relevance and reach of their workflows.

Workflow Management Update: Improved Clarity

• We’ve added a “Delete” button for in-use workflows, ensuring a consistent display for all rows. This small change enhances the user experience and maintains clarity when managing the account’s workflows. Please note that it’s still NOT possible to delete a workflow that is actively in use.

Unified Messaging

• We’ve standardized the text for all deletion pop-ups when attempting to delete an in-use entity. Previously, these pop-ups had varying grammar, wording, articles, action buttons, and explanations. Now, whether you’re dealing with used job roles, access levels, custom fields, users, customers, or rate cards, you’ll encounter consistent and clear messaging.

Improved Tracking of “Hours Left” Field Changes

• We’ve made significant enhancements to how we track changes in the “Hours left” field for activities and projects. Previously, when a user added, updated, or deleted the “Hours left” field, we had a single event stating “Hours left changed from ‘…’ to ‘…‘.” Now, our audit trail events provide detailed descriptions of who made the change and how the “Hours left” field was updated. This means you’ll have a precise view of every modification, ensuring transparency and accountability across our projects and activities.

Enhanced My Assignments List: Expand and Collapse Groups

• Following the release of the new My Assignments list, we’ve listened to your requests for more control. Now, you can effortlessly expand and collapse groups within your My Assignments list, adding a new layer of user-friendliness and organization. This feature is designed to simplify your workflow and keep your focus on what matters most.

UI Consistency Enhancement: Introducing Thumbnails

• We’ve introduced thumbnails (icons) to projects and activities in select areas across the platform. This enhancement aims to help users easily identify rows related to projects or activities and distinguish them from other elements.
  In the first part of this update, you’ll discover thumbnails in Dependency Control, Financials, Workload, and Time Logs History. We’ve also customized thumbnails for users, job roles, portfolios, and customers. If you notice any pages where these entities lack thumbnails, please let us know, and we’ll promptly update them.

Enhanced Password Policies

• We’ve taken important steps to enhance security by updating our password policies across all license types. Here’s what you need to know:
  • Password policies are now enforced for all license types and cannot be disabled.
  • Passwords must have a minimum of 8 characters, including at least 1 number and 1 special character.
  • These policies are enabled by default for all plans, including both new and existing accounts.
  • Password policies are also applied to imported users with passwords.
  • For non-enterprise accounts, the password policy is now un-configurable.
  • Existing users are not affected by the policy; it only applies to new passwords.

New Workload Banner for Optimization

• We’ve introduced a new banner for Workload accessible by clicking on ‘Hours Distribution.’ This banner offers users notifications about the opportunity to unlock workload optimization by upgrading to the next license tier.

“Copy Link” Functionality

• We’ve added a “Copy Link” button to the projects/activities sidebar and the context menu. Now, with a simple click, users can effortlessly copy the link to project/activity details directly to their clipboard.

UI Makeover Update

• Our icons have undergone a transformation, shifting from dark, bold, and sharp to lighter and rounder. These icons bring a modern and stylish look to our interface, enhancing the overall visual experience. The lighter icons contribute to a more balanced and user-friendly interface, creating a cohesive design that aligns seamlessly with our updated typography style.

Checklists

• This new feature is designed to simplify task management within your projects and activities. With the ability to add, edit, and mark items as completed, Checklists provide a straightforward way to stay organized and collaborate effectively.

Formulas

• Formulas in Custom Fields empower you to perform calculations and gain insights from your data. With support for basic math operations like addition, subtraction, multiplication, and division, you can analyze your project information more precisely. Formulas are accessible across all plans.
  Learn more about Checklists and Formulas

Rate Cards Landing Page

• Instead of hiding restricted features, we’re adopting a transparent approach, highlighting available functionalities within our high-tier licenses. Today marks the release of the Rate Cards landing page that offers users a clear window into the extended Rate Cards functionality that awaits with upgraded licenses.

New UI Styles: Typography Refresh

• We’re embarking on an interface update journey, and the first step brings changes to our typography styles. Transitioning from the previous bold style, we’ve adopted a medium bold style. This shift addresses the balance between attention-grabbing boldness and readability for smaller details. These updates are designed to reduce cognitive load and infuse a more open and airy ambiance across our product.

Enhanced Workflows List View

• We’re excited to introduce a revamped view for the Workflows list today. This update is in line with our ongoing effort to enhance list views throughout the system.

Moving Personal Settings to a Separate Menu

• To enhance navigation and efficiency, we moved essential sections, such as “My Assignments,” “Notifications,” “Approvals,” and “Timesheets”, from the main left menu to the upper right corner of your screen within the header. This intuitive change ensures that these personal pages are conveniently available at the top, accessible from anywhere within the system.

QuickBooks Integration for Birdview PSA

• We are excited to introduce the one-way integration between Birdview PSA and QuickBooks, designed to seamlessly transfer time logs from Birdview PSA to QuickBooks. With this integration, we aim to simplify both payroll and invoicing workflows while optimizing accounting processes. Access to this Integration is available to users with the Birdview Team and Birdview Enterprise licenses and for Birdview Trial accounts.
  Explore QuickBooks Integration for Birdview PSA

Overdue Tasks Update

• Following the rollout of the new lists for My Assignments, we’ve listened to user feedback regarding the display of overdue tasks under the ‘Today’ subheader. Overdue tasks now have their distinct header labeled as ‘Overdue’. Additionally, the calendar icons for these tasks are highlighted in red, providing clear visual cues for immediate attention.

Enhanced Custom Fields: Nested Portfolios Structure

• Meet our latest improvement to Custom Fields within Company Settings. Now, you can access the structure of nested portfolios right from this section. This enhancement offers a comprehensive view of portfolio hierarchies, allowing easy tracking of parent-child relations between portfolios.

Refined Notification System for Activity Ordering

• Previously, this feature was exclusive to WBS sorting, causing confusion among users.
  To enhance clarity and convenience, we’ve rephrased the notification and introduced an action button within it. Now, you can modify sorting options directly from the notification itself. This eliminates the need to manually navigate to Activity Center > Sort, streamlining the process and saving you time.

Resizable Columns and Drag-and-Drop

• Listening to user feedback, we’ve introduced resizable, drag-and-drop, and freeze column capabilities to enhance the overall experience. This update is now available in the ‘My Assignments’ section and extends to other pages like Job Roles, Access Levels, Customers, Portfolios, and Users. Additionally, the enhancements apply to the ‘Add Time’ screen on Weekly View timelogs. With these improvements, users can effortlessly adjust column sizes, rearrange data through drag-and-drop, and even freeze columns for ease of use. This thoughtful update aims to provide a more comfortable and user-friendly way to manage columns and data.

User Profile Picture Shifting

• In our quest to improve usability, we’re relocating your user profile picture from the upper left corner to the lower left corner of the screen. This adjustment aligns with our goal to provide a more streamlined and efficient interface.

MS Teams Integration Rebranded to Birdview

• As part of our transition from EasyProjects to Birdview PSA, we’ve meticulously rebranded and updated the entire integration. This update includes a fresh color scheme, a new icon, and revamped text elements to align seamlessly with Birdview PSA’s identity. Alongside these changes, we’ve also provided updated screenshots for both desktop and mobile versions, ensuring a consistent and visually appealing experience across platforms.

Resource Planning Update: Group by Job Role

• We are thrilled to announce that our Resource Planning Center is now equipped with the ‘Group by Job Role‘ view mode. The new feature provides a holistic view of resources’ workload at the job role level and allows users to easily identify overloaded, underloaded, and balanced roles in the organization.
  Explore the ‘Group by Job Role’ view

New Project Creation Popup on Activity Center

• There was an inconsistency in the user experience when creating new projects. On the Resource Planning page, a project creation popup appears, while on the Activity Center page, it doesn’t. To address this, we are introducing the same project creation popup on the Activity Center page. This change aims to create a seamless and consistent experience throughout the application.

Improved Dependency Control

• Users can now create more than 5 dependencies using this control, and tabs within it are scrollable via arrow buttons. Previously, while Gantt or API allowed unlimited dependencies, the control on details or the grid posed limitations. Now, this control seamlessly aligns with Gantt and API functionality, providing a consistent experience for users. This improvement ensures smoother creation and navigation of dependencies, enhancing your overall workflow.

Unified List Updates: Users and Job Roles

• Continuing our commitment to enhancing user experience, we’re thrilled to announce the extension of list changes to Users and Job Roles pages. Just like in My Assignments and Time Logs, the Users and Job Roles lists now feature headers, icons for job roles and customers, along with a fresh display for multi-select fields like Teams or Skills. In line with these improvements, we’ve also updated bulk actions for the Users list, mirroring the enhancements introduced in the Activity Center.

Activity Center Update

• Bulk Actions: In response to valuable user feedback, we have made updates to the bulk actions in the Activity Center for a more seamless user experience. In the new update, we have repositioned the bulk actions to be closer to the item selection area, making it more intuitive and user-friendly.
• UI Consolidation: Furthermore, we have implemented UI consolidation, ensuring that UI elements triggering the same actions look and behave consistently across the platform. This enhancement simplifies navigation and improves overall usability.

License Restrictions for Built-in Integrations

• With this update, access to the Jira integration (and any future integrations) is now exclusively available for Birdview PSA Team and Enterprise license types.

ETC Expenses Calculation Update

• We have implemented a new calculation for Estimated Time to Complete (ETC) Expenses, which now equals Planned Expenses minus Actual Expenses, or zero if the result is less than or equal to zero. Please note the following changes in related metrics:

ETC Billable Expenses: Billable Planned Expenses minus Billable Actual Expenses.

ETC Not Billable Expenses: ETC Expenses minus ETC Billable Expenses.

• For projects and parent tasks, ETC Expenses are now the sum of ETC Expenses of their child tasks rather than the sum of Planned Expenses minus Actual Expenses of all child tasks. Similarly, Billable Expenses and Not Billable Expenses follow this new calculation logic. While ETC Not Billable Expenses may yield unexpected results at times, we are considering a future change to calculate it as Planned Not Billable Expenses minus Actual Not Billable Expenses. Please refer to the updated help section for detailed information on the changes.

Learn More

Internal Hourly Rate for Job Roles

• We have introduced a new feature that allows setting an internal hourly rate for job roles. This internal rate is utilized to calculate the Estimated Time to Complete (ETC) Cost for tasks assigned to unnamed resources. Additionally, the internal hourly rate is automatically copied as the default rate for new users.

Improved Time Entry Transfer between Activities

• When transferring a time entry from one activity to another, we now ensure that both tasks’ hours left are accurately adjusted, as if the time entry was first deleted from the original task and then added to the new one. This improvement guarantees precise time tracking and seamless activity management.

Local Search for Custom Fields

• Users can now easily search for fields using keywords in names, descriptions, or types. The search feature can be combined with type selection in the Show control, enabling a seamless and efficient Custom Fields exploration.

Expense Creation: Billable by Default

• Starting now, new expenses will be automatically set as billable if the associated project or activity is billable. Conversely, expenses will be marked as not billable if the project or activity is not billable. This enhancement streamlines the process, ensuring accurate billing for your projects.

Enhanced Resource Planning Center

• Birdiview‘s Resource Planning Center is a powerful tool designed with customers‘ resource challenges and needs in mind. With the latest update, users can now book resource capacity and schedule hours at the project level, get a complete resource plan, find candidates based on their roles, skills, and availability, review planned resource allocation and make adjustments and much more. It also provides users with comprehensive visibility and control, thus giving users the opportunity to streamline their resource planning process, enhance project execution, and make the most of their resource utilization.
  Resource Planning Center

“Upgrade” Button in Company Settings

• We added the new “Upgrade” button in Company Settings, offering users an easy way to access the highest license plan. This option is only available for administrators in Birdview accounts and directs administrators to the Client Portal, where they can obtain a quote for the upgraded license plan.

Updated Activity Center Headers

• In this release, we’ve reorganized controls, grouping all items previously in the three dots menu under categories like Show, Group By, etc. Only Archive, Snapshots, and similar items remain in the three dots menu. Additionally, long preset names are now fully visible in narrow controls.

Resource Planning Update

• User Rates: We’ve introduced a new rate column in the grid and AI Recommended User screen, displaying the internal rate of users. This feature is accessible to users with Manage System Settings permission.
• Group by Resouce Update: Group By Resources mode now includes an “Other Projects” row, providing allocation info for projects not visible to the current user.

Enhanced Custom Forms and Power BI Headers

• In this update, we’ve revamped the headers for Custom Forms and Power BI pages. Power BI now features a new background and direct access to Export to PDF. For Custom Forms, users can effortlessly search Custom Forms and records using keywords and access other tools like Export, Edit, and Show more quickly. The record search is now based on values from all the fields in the form, optimizing user experience.

Resource Planning Update: Group by Resource
Mode

• Our Resource Planning feature, now equipped with the Group by Resource mode, is officially rolled out to Feature Labs. For all our paid customers, it’s accessible as an option. Group by Resource Mode provides real-time insights into each user’s assignments.

Enhanced Timelogs Export to CSV

• Our latest update improves the ‘Export to CSV’ feature for timelogs. Now, users can selectively export only the timelogs they’ve chosen via batch operations. If no selections are made, all visible timelogs will be exported as usual.

AI-Powered Project Breakdown for Trial Accounts

• With the latest update for Birdview PSA trial accounts, our AI automatically divides projects into five top-level tasks, each with five subtasks. The task names and sequence are derived from the project name.

Sample Data for Trial Accounts

• Trial accounts can now use pre-made sample data during their onboarding. To add sample data to your trial account, simply log into the account, go to the ‘Resources‘ category, and click ‘Add Sample Data‘ in the lower left corner. You can remove the data later as well. The functionality is currently available only to the first administrator on a trial account and can be used only once. Once you remove the sample data from your account, it can‘t be added again.
  Birdview’s Sample Data for Trial Accounts

Job Roles and Time Logs

• Job Roles Bulk Action. Users can now assign Job Roles across their users in bulk. Go to the ‘Company Settings, click the ‘Users‘ tab, select users and choose a role from the drop-down menu in the upper right corner.

• Time Log Export to CSV.Users can now export their time logs to a CSV file effortlessly
• Time Log Warnings for Closed/Completed Tasks. Our updated design for the Time Log interface now prevents users from logging time for closed projects/tasks and helps them avoid inaccuracies in their time logs. The system will also warn users if they try to log time within projects/tasks that are no longer active.
  Job Roles and Time Logs Updates

Gantt Chart Update

• Tooltips: Dates and Durations: We’ve added tooltips to our Gantt chart. Now, when users hover over a project, they’ll instantly see important details like start dates and durations. This enhancement provides quick access to essential project information.

• Details Feature: Users can now open the task details directly from Gantt Chart.

Reports Page Update

• We’ve updated the Reports page with a new header design to enhance consistency and usability. Common reports like Payroll and Billing are now in a separate tab. Users can now also find reports quickly with the new search feature. Editing reports becomes easy using the “Edit” button. Use the arrow in the left corner to navigate back to the report list.

AI Onboarding and AI Project Plan Assistant

• Birdview‘s AI Project Plan Assistant can now create a complete plan, including tasks and sub-tasks, for new projects. The AI Assistant provides suggestions based on the project‘s title and the information you provide about your organization‘s key industry and main project management goals when creating your first trial account.
  Birdview’s AI Onboarding and AI Project Plan Assistant

AI Assistant

• The AI Assistant helps add important details to messages, check grammar and spelling, change the tone of voice, summarize your message, and much more… AI Assistant is available on the message board within any project or task in the Activity Center. You can test our new functionality in the Feature Labs.
  Birdview’s AI Assistant

Feature Labs

• Feature Labs is a space where Birdview‘s users can now test the new product functionalities. Clients can enable new features through the lab, try them out for their projects, and send their feedback to the product team.
  Birdview’s Labs

Jira Integration

• Jira integration for Birdview PSA is now available in the Atlassian Marketplace. Birdview PSA allows importing project data from Jira instantly, including project and task titles, Gantt chart dependencies, estimated hours and hours left, and assignees.
  Birdview PSA and Jira Integration

Trouble Indicators

• You can now hide and add trouble indicators on Activity Center. They are now available in a separate column next to the rest of the columns in the grid.
  Trouble Indicators

Job Roles and Access Levels

• Job Roles are used to manage your employees’ business roles, skills, and rates across the entire organization and specific projects.
• Access Levels are used to manage data access and permissions across your users.
  Job Roles

Negative Expenses

• A negative value input is now available for all types of expenses for new trial accounts. Negative amounts can come from reversing journal entries, vendor and supplier credits, refunds, and other corrections.
  Negative Expenses for Birdview

Unnamed Resources

• A new feature that enables the quick addition of unnamed resources to the Resource Planning tool, resulting in a more efficient setup of project resource plans.

Export to CSV button. Resource Planning Grid Sorting

• Export to CSV button added to Time Logs History page, allowing up to 100,000 lines of logs to be exported based on selected filters and columns.
• We have added the ability to sort the Resource Planning grid. It works the same way as in Activity Center. Sorting by Skills, Scheduled hours, and Allocated hours columns is not available.

Yearly View for Gantt Chart

• We value your opinion as our clients and want to make sure our product is as useful for your project needs as possible. We have added back a
  yearly view for Gantt Charts on Activity Center, and Project Plans to provide you with all the functionality you need for convenient long-term project planning.

Custom Fields for iOS Application

• Users can create custom fields for time logs using their iPhone or iPad. The update will also be later introduced for our app on Android.

Android App Update

• Users can now add and manage expenses directly in our Android app. It is now easier to keep costs under control on-the-go without the need to switch to the original software

Job Roles

• Security roles that are used to set permissions and restrictions for every user are now separated from actual job roles. It will help managers clearly define different job roles for each user on the project and set rates for them individually.

On-click tooltips on Activity Center

• On-click tooltips on Activity Center to help users better understand the functionality and investigate the application. Tooltip appears when the user clicks the field trying to open edit mode.

Client‘s page for OAuth protocol

• We‘ve added a client‘s page for OAuth protocol that gives you access to our API, an interface for accessing your Easy Projects/Birdview PSA data using external applications. You can now register your favorite tools to exchange
  Data with Easy Projects/Birdview PSA without support from our integration team. For instance, you can import/export projects, data, and other access basic integration functionality.
  To access the OAuth 2.0 Client setting, go to Company Settings > Automations > OAuth 2.0 Clients. Every OAuth client should have Client Name, Client ID, and Client Secret.
  Learn more

‘Add activity’ row

• Additional way to add tasks to a project – we show ‘Add activity’ row for expanded projects if the user has permission to add tasks. Enabled by default for self-served trial accounts.

Resource Placeholder. Widgets for iOS App

• Resource Placeholder. Create custom placeholders when you are not ready to assign specific specialists for the job yet. You can later replace them with real users. Available only in Birdview PSA.
• Widgets for iOS App. New widgets to the lock screen will enable push notifications whenever an activity requires your attention and provide access to the recently viewed task.

Integrations page and Mobile Apps link

• Mobile Apps link. Now you can find our mobile apps for Android and IOS right in the product, just click on your avatar and select the “Mobile apps” link.
• Integrations page. We are excited to tell you that now you can find any solution available for integration with our product in our new “Automations” section (Company Settings-> Automations). Please note that to access this page, you must have “Manage system settings” permission.

Export Updates

Now we allow exporting all activities from the current Activity Center view to CSV, even if some of them are collapsed. You don’t need to click expand multiple times to export all activities from the projects.
There are 3 options to export:

• Activities – all activities from the current view, both expanded and collapsed activities, will be exported to CSV
• Activities (Expanded Only) – works as “Export Activities to CSV” menu item previously (e.g. exports only activities that are currently visible) on UI
• Projects – exports just projects (works as “Export Projects to CSV” menu item previously

Project and Activities Counter on new Activity Center

• Happy to announce, that counter of projects and activities is available in the new Activity Center. To enable the project and activities counter, turn on “Show Projects/Activities counter” in more actions.

Disable/Enable Dates Rollup. Billable and Non-billable hours columns

• Since now, you can disable dates rollup for your project to meet project deadlines, in that case, any change of the task end date will not shift the dates of your project. The option is available globally in the Company Settings -> Advanced Setting and in the Project Details- >More actions (…)
• Since now you can add Billable hours and Non-billable hours to the Activity Center grid.

Color Coding of workflow statuses and custom fields

• Now you can color code workflow statuses and custom field values (List and Multiselect types).
  Learn more or watch the tutorial

Archived Projects

• Archived Projects can be included in the Reports

Project Archive

• Now you can archive old projects to clean up your workspace, and you can access archived projects from the Archive screen at any time to restore your projects. Moreover, you can configure auto-archiving and the system will archive old inactive projects automatically.
  Read more or watch tutorial

• Show/hide completed activities/projects functionality added to Activity Center.
• A new message indicator (a thick blue dot) and message counter (a number) upgraded to open project or activity details and scroll down to the most recent message.