Product Updates

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


  • 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 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

  • 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.

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