Product Updates

May 8, 2024

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.
May 7, 2024

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.
May 6, 2024

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.
April 30, 2024

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.
April 25, 2024

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.
April 24, 2024

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.
April 19, 2024

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.
April 16, 2024

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.
April 10, 2024

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.
April 9, 2024

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.
April 8, 2024

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”.
April 3, 2024

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.
April 2, 2024

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.
March 28, 2024

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.
March 27, 2024

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.
March 25, 2024

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.
March 22, 2024

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.
March 21, 2024

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.
March 20, 2024

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

March 19, 2024

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.
March 14, 2024

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.
March 13, 2024

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.
March 12, 2024

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.
March 11, 2024

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.
March 6, 2024

“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.
March 4, 2024

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

March 4, 2024

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.
February 27, 2024

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.
February 15, 2024

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

February 15, 2024

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.
February 14, 2024

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.
February 2, 2024

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.
February 1, 2024

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

January 26, 2024

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.
January 15, 2024

“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.
January 11, 2024

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.
January 9, 2024

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.
January 5, 2024

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.
January 4, 2024

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.
December 22, 2023

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.
December 20, 2023

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.
December 15, 2023

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.
December 13, 2023

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.
December 12, 2023

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.
December 5, 2023

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.
November 29, 2023

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.
November 22, 2023

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.
November 16, 2023

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.
November 14, 2023

Birdview Listed in QuickBooks Marketplace

  • We’re excited to announce that the Birdview application is now officially listed in the QuickBooks Marketplace.
November 7, 2023

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.
October 25, 2023

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.
October 24, 2023

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.
October 18, 2023

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.
October 18, 2023

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.”
October 11, 2023

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.
October 9, 2023

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.
October 6, 2023

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.
October 3, 2023

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.
September 29, 2023

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.
September 27, 2023

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.
September 18, 2023

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.
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

  • 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.  

Learn More

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

  • 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

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

    • 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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