Skip to main content
The Easy Projects integration makes delivery data available in your client work. Ask how a project is tracking against budget, who is assigned to a task, or what time was logged last week, and Hebno answers from Easy Projects with each project, task and time entry cited. When a request implies a change, such as logging time or assigning a consultant, Hebno shows a confirmation card and writes to Easy Projects only after you confirm.
Easy Projects is also sold as Birdview PSA. The integration works with both and uses the same Easy Projects API.

​
At a glance

​
Before you start

You need:
  • An owner or admin role in Hebno.
  • An Easy Projects administrator who can create an OAuth client for the integration.
  • A dedicated Easy Projects user for the integration. The OAuth client acts as this user, so its role in Easy Projects sets the most the organisation connection can read or write.
Create the OAuth client in Easy Projects under Integrations → OAuth clients. Turn on Allow client credentials grant authorization and Automatic Consent Grant, set the user the client acts as, and copy the client ID and client secret. Easy Projects does not use scope strings. Access comes from the integration user’s role, and from the member’s role for members who link their own account.
Give the integration user a role that can view customers, projects, tasks, time, expenses and users. Add create and edit rights for time, tasks and expenses if you want members to write back. A request the role does not allow returns a permission error rather than partial data.

​
Connect Easy Projects

1

Allow the integration

Open Admin → Connectors → Catalogue, find Easy Projects under Projects, and set it to Allow.
2

Connect the organisation

Select Connect, enter your Easy Projects address, the OAuth client ID and the client secret, then select Test connection. Hebno checks that it can connect to Easy Projects and lists the areas the integration user can read and write.
3

Choose teams and data areas

Under Who can use it, choose All teams or pick teams. Under Data areas, choose what members can see. See Data areas.
4

Set access

Leave Access on Read and write to let members propose time, task changes and expenses, or choose Read only.
The card shows Connected with the Easy Projects address. Members in the selected teams can use Easy Projects in chat straight away. Members can link their own Easy Projects account so writes are made in their name under their own Easy Projects permissions.
  1. In Hebno, open Settings → Connections, find Easy Projects and select Link your account.
  2. Sign in to Easy Projects and approve the access Hebno requests.
When your account is linked, Hebno reads and writes as you: time is logged against your user, and you see only the projects your Easy Projects role allows.

​
Data areas

Data areas control what members of the allowed teams can see through the organisation connection. They apply on top of whatever the integration user can read in Easy Projects.
Admin connector panel showing who can use it, access and data areas

An organisation connection with team access and data areas. Financial figures default to owners and admins.

To share financials with delivery leads, open the Easy Projects card in Admin → Connectors, select Financials and add the teams that should see them.
When a member has linked their own account, Hebno uses that member’s Easy Projects permissions instead of the organisation connection. Data areas still apply, so a member never sees more through Hebno than both Easy Projects and your Hebno settings allow.

​
What Hebno reads

Hebno reads project and task budgets as figures stored on those records. Easy Projects exposes reporting through its own reports, not through this API, so Hebno does not read invoices or report outputs. Reads are live. Hebno queries Easy Projects when a request needs it. Only what a reply used is stored with the conversation as its sources.

​
What Hebno writes

Every write appears first as a confirmation card. You can change any field before you select Confirm.
Confirmation card for Easy Projects with editable fields

An Easy Projects change pending confirmation. Nothing is written until you confirm.

Hebno never approves timesheets, changes rates, edits budgets, or creates, sends or changes invoices in Easy Projects. If you have linked your own account, the entry is created as you. Otherwise it is created through the organisation connection, with your name in the description and the write recorded against you in Admin → Logs → Integrations. Linking marks which Easy Projects projects belong to a Hebno project, so you can ask “how are we tracking?” without naming them.
  1. Open the project and select Brain.
  2. Under Linked records, select Link record, then Easy Projects.
  3. Search by project name or customer, and select the project. Repeat for each project in the engagement.
In chats tagged to the project, Hebno starts with the linked projects for any delivery or budget question, and time cards default to them. See Linked records.

​
Use Easy Projects in chat

  • Attach: open the + menu, choose Sources → Easy Projects, and pick a project, a task or your time entries. Or type / and choose Easy Projects.
  • Ask: name the customer, project or task in your request. For example:
    How is the Contoso pricing review tracking against budget, and which tasks are still open before the readout?
    Draft a steering committee update for Contoso with hours logged by task and who is assigned for the next two weeks.
    Log 2.5 hours on the Contoso pricing review, stakeholder interviews, for yesterday.
  • Research runs show a Checking Easy Projects step, with a chip for each project, task and time entry it read.
  • Agents can read Easy Projects on a schedule, for example a Monday brief on budget and hours left across active projects. Writes an agent proposes appear in agent approvals for review.

​
Troubleshooting