September 13, 2023
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.
September 7, 2023
“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.
September 6, 2023
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.
September 1, 2023
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.
August 30, 2023
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.
August 30, 2023
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.
August 21, 2023
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.
August 17, 2023
QuickBooks Integration for Birdview PSA
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- 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.
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.
August 16, 2023
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.
August 10, 2023
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.
August 9, 2023
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.
August 8, 2023
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.
August 7, 2023
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.
August 4, 2023
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.
August 1, 2023
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.
July 26, 2023
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.
July 21, 2023
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.
July 20, 2023
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.
July 18, 2023
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.
July 4, 2023
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.
June 29, 2023
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.
June 27, 2023
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.
June 22, 2023
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.
June 22, 2023
“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.
June 20, 2023
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.
June 16, 2023
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.
June 9, 2023
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.
June 7, 2023
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.
June 1, 2023
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.
May 30, 2023
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.
May 25, 2023
Job Roles and Time Logs
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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.
May 17, 2023
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.
May 12, 2023
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.
April 20, 2023
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.
April 18, 2023
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.
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.
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.
April 15, 2023
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.
April 14, 2023
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.
April 5, 2023
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.
March 29, 2023
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.
March 28, 2023
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.
March 2, 2023
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.
February 16, 2023
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.
November 23, 2022
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
November 22, 2022
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.
November 21, 2022
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.
November 16, 2022
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 > Integrations > OAuth 2.0 Clients. Every OAuth client should have Client Name, Client ID, and Client Secret.
November 14, 2022
‘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.
September 19, 2022
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 “Integrations” section (Company Settings-> Integrations). Please note that to access this page, you must have “Manage system settings” permission.
September 12, 2022
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
July 7, 2022
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.
June 28, 2022
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.
June 08, 2022
Color Coding of workflow statuses and custom fields
- Now you can color code workflow statuses and custom field values (List and Multiselect types).
June 07, 2022
Archived Projects
- Archived Projects can be included in the Reports
June 02, 2022
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.
May 11, 2022
- 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.
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
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- 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
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