Knowledge Base
Best Practices
- File size upload limits
- Why would we use Parent/Child Activities?
- Top 3 tips to break out of Catch-22
- What is Project Scope?
- How to plan your project backwards from a deadline?
- What are Portfolios for?
General Questions
- Posting your new feature suggestions to the Birdview PSA community
- Activity Center page and response time
- Can I suggest a new feature?
- Date format and week starting day in your Browser
- Default user name and password
- Deleting a user
Activity Center
- Activity Center Overview
- Activity Center Toolbar
- Activity Center: Actions (Batch Operations)
- Activity Center: Calendar View
- Activity Center: Conventional Symbols & Tags
- Activity Center: Problem & Risk Indicators
Activity Center Views
- Activity Center: Gantt View
- Filtering by custom fields
- Filtering by followers
- Filtering by progress
- Hiding views
- Hierarchical/flat view mode
Activities
- Activities
- Activity assignments
- Activity audit trail
- Activity batch operations
- Activity Billing
- Activity dependency: Link column
Administrative Settings
- Payroll rules
- Company logo
- Company Schedule
- Issue by e-mail settings
- Password & Security Policy
- Project financial settings
Custom Forms
- Active Forms
- Adding Custom Form Records
- Adding custom forms
- Anonymous access via HTML code
- Anonymous access via URL
- Archived forms
Email Notifications
- Can I be emailed about when a custom form record is submitted?
- E-mail notification messages to users not assigned to Project
- E-mail notifications not sending on Self hosted server - SMTP settings and NT_sendemails table
- EasyProjects.Templates.NotificationException. Unable to relay for user@email.server.com
- Email notification: How it works
- Email notifications, settings
Errors and Error Messages
- Change Password after Reset - Temp password not recognized
- Error after reinstallation / upgrade of Easy Projects
- Error: Cannot create ActiveX component
- Error: CREATE DATABASE or ALTER DATABASE failed because the resulting cumulative database size would exceed your licensed limit of 10240 MB per database
- Error: Maximum request length exceeded
- Error: Request Timed Out
Hosting
- Can we host Easy Projects on your server?
- How can I change the URL of my online Easy Projects account?
- I'm getting the "Required permissions cannot be acquired" error on my GoDaddy hosting server
- Keeping data when switching from Hosted to In-House version
- Show your Domain Name using EP Hosted service
- Will I lose all my data, if I want to upgrade my online trial version of Easy Projects to full version?
Integrations
- Birdview PSA API
- Easy Projects and LDAP integration
- Easy Projects and QuickBooks
- Integrate with hundreds of apps with Zapier
- JIRA Integration App
- Microsoft Teams Integration
Installation and Upgrade
- Advanced installer SQL session setup
- Can I install or re-install IIS after installing .NET Framework?
- Create a backup of Easy Projects prior to Upgrading
- Does SQL Server need to be installed on the web-server?
- How can I clone my existing In-house installation and set up a second instance to use it for testing purposes?
- I created a custom user on my SQL server for EP. Which permissions should this user have on SQL server for EP to work?
Licensing and Purchasing
- Non-profit or academic price discount
- I do not see the Critical Path and some other functionality, how can I enable that?
- How to apply/update license
- How many licenses do I need to purchase?
- How can I purchase Easy Projects?
- How can I check and change my license and order information?
My Settings
- User picture
- Change user password
- Following Activities
- Logout on all devices
- My Settings : Advanced settings
- My Settings : Notifications
Projects
- Adding members to project
- Auto-assigning activities to project members
- Calculating project progress based on that of its activities
- Changing project portfolio
- Creating projects based on templates
- Creating projects in Activity Center
Project Billing
- Activity rate
- Adding a Rate Card
- Adding expenses
- Adding payments
- Changing project billing type
- Customer hourly rate
Reports and Gantt
- Billing Report
- Billing Report - show billable and non-billable time
- Critical Path
- Editing a custom report
- I do not see some values for a field when I use a filter for it in a custom report. Why?
- Payroll Report
Roles
- Activity Center default view
- Administrator
- Administrator Access Level
- Administrator Built-in Role
- Built-in roles
- Collaborator Predefined Role
System Lists
- Public holidays
- Activity Categories
- Editing system lists
- Priorities
- Vacation types
- System lists overview
Teams
- Assigning a team to a project
- Assigning a team to an activity
- Creating teams
- Deleting teams
- Excluding users from a team
- How do I rename a team?
Technical Questions
- Automate backup of EP db for SQL Express
- Customizing Easy Projects interface (style sheets, css, fonts)
- How can I enable logging in EP?
- How can I switch the attachments storage mode from database to local disk?
- How do I create a self-signed certificate in IIS 7.5?
- How to configure MS Exchange server for the "Issue by e-mail" feature
Time Logs
- Approved Time Logs
- Billable Time Logs
- Billed Time Logs
- Billing Time
- Deleting Time Logs
- Editing Time Logs
Users
- User details section
- 'Resource' users
- Adding more users than permitted by your license
- Assigning skills
- Change User from Guest to Regular User
- Creating users