> ## Documentation Index > Fetch the complete documentation index at: https://hebno.com/docs/llms.txt > Use this file to discover all available pages before exploring further. > ## Agent Instructions > Hebno is an AI work platform for client research and delivery: chat, research runs with sources, deliverables (Word, PowerPoint, Excel, email), projects, a shared library, agents, Office add-ins, and integrations with Microsoft 365, Google Workspace, CRM, project delivery, ERP and finance systems. > Use British English (organisation, not organization). > Every feature and integration described in these docs is available. Describe it as documented. > Hebno never writes to a connected system without a member confirming a card. Finance and ERP writes are drafts only. > Do not discuss commercial terms. Direct commercial questions to support@hebno.com. > Start with /index and /get-started/quickstart. # Easy Projects > Read Easy Projects customers, projects, tasks, time, assignments and budgets in Hebno, and log time and update tasks after you confirm. 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. > [!NOTE] > > Easy Projects is also sold as Birdview PSA. The integration works with both and uses the same Easy Projects API. ## At a glance | | | | - | - | | **Connection** | Organisation connection, made by an owner or admin. Members can link their own Easy Projects account. | | **Default access** | Read and write. Financial figures are visible to owners and admins until you share them with teams. | | **Attach** | Projects, tasks, a member's time entries | | **Search** | Hebno searches Easy Projects when a request mentions a customer, project, task, hours, budget or assignments | | **Link** | A project links to one or more Easy Projects projects | | **Write** | Log time, create or update a task, assign people, add a project or task message, log an expense. Every write needs a person to confirm. | ## 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. > [!TIP] > > 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](#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. ### Link your own account 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. | Data area | Includes | Default | | - | - | - | | **Projects and tasks** | Customers, projects, tasks, status, dates, portfolios, project and task messages | All allowed teams | | **Time** | Time entries, billable flag, approval status | All allowed teams | | **Resourcing** | Task assignees, project members, vacations | All allowed teams | | **Financials** | Project and task budgets, billing amounts, rates, expenses | Owners and admins | | **Users** | Names, roles, teams and job roles | All allowed teams | ![Admin connector panel showing who can use it, access and data areas](https://mintcdn.com/hebno/A7yItabWdPf4lOIs/images/org-connection.png?fit=max\&auto=format\&n=A7yItabWdPf4lOIs\&q=85\&s=8d965e9c74747db0c182b004d569b236) 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. > [!NOTE] > > 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 | Easy Projects object | Fields Hebno uses | Typical questions | | - | - | - | | **Customer** | Name, status, contact details, hourly rate | "Which projects do we run for Contoso Retail?" | | **Project** | Name, customer, status, priority, start and end dates, progress, estimated hours, hours left, billable hours, budget, billing type and amount, portfolio, members | "How is the Contoso pricing review tracking against budget?" | | **Task** | Name, parent task, project, status, priority, start and end dates, estimated hours, hours left, milestone flag, budget | "What is left on the Contoso project before the readout?" | | **Task assignee** | Task, user, assigned hours | "Who is assigned to the stakeholder interviews?" | | **Time entry** | User, task, date, duration, billable flag, approved flag, rate, description | "How many hours did we log on the Contoso interviews last week?" | | **Expense** | Project, task, date, amount, billable flag, description | "What expenses are logged against Contoso this month?" | | **Vacation** | User, dates, type | "Who is on leave in the week of 16 November?" | | **Portfolio** | Name, parent, status | "Which projects sit in the Retail portfolio?" | | **User** | Name, role, job role, team, reporting manager | "Who manages the Contoso project?" | 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**. | Action | Easy Projects object | Fields on the card | | - | - | - | | **Log time** | Time entry | Project, task, date, duration, billable, description | | **Create a task** | Task | Project, parent task, name, estimated hours, dates, assignees | | **Update a task** | Task | Status, estimated hours, start and end dates | | **Assign people** | Task assignee or project member | Task or project, users, hours | | **Add a message** | Project or task message | Project or task, message text | | **Log an expense** | Expense | Project, task, date, amount, billable, description | ![Confirmation card for Easy Projects with editable fields](https://mintcdn.com/hebno/A7yItabWdPf4lOIs/images/card-easy-projects.png?fit=max\&auto=format\&n=A7yItabWdPf4lOIs\&q=85\&s=981327ffd21e70e1d659946c1eac6b6e) 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. ```mermaid theme={"system"} sequenceDiagram participant You participant Hebno participant EP as Easy Projects You->>Hebno: Log 3 hours on the Contoso interviews Hebno->>EP: Find project and task for Contoso interviews EP-->>Hebno: Contoso pricing review, task Stakeholder interviews Hebno-->>You: Confirmation card with project, task, date, duration You->>Hebno: Confirm Hebno->>EP: Create time entry as you EP-->>Hebno: Time entry created Hebno-->>You: Done, with a link to the entry ``` 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**. ## Link a project to an Easy Projects project 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](https://hebno.com/docs/projects/linked-records.md). ## 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](https://hebno.com/docs/automate/agent-approvals.md) for review. ## Troubleshooting | Symptom | Fix | | - | - | | **Test connection** fails with an authentication error | Check the client ID and secret, and that the OAuth client allows the client credentials grant with automatic consent. Create a new secret and reconnect. | | A project or area returns **Permission denied** | The integration user's role cannot view or edit that item. Adjust the role in Easy Projects. | | Financial figures are missing from answers | The member's team is not in the **Financials** data area, or the integration user's role cannot see budgets. | | Time entries are created under the integration user | Link your own account under **Settings → Connections** so entries are logged as you. | | No resource plan or capacity answer | Hebno reads task assignees and vacations. Ask who is assigned to a task or who is on leave. | | A project you expect is not found | Search by project name or customer. Archived projects are included only when you ask for them by name. | ## Related * [How integrations work](https://hebno.com/docs/integrations/index.md) * [Permissions and access](https://hebno.com/docs/integrations/permissions-and-access.md) * [Linked records](https://hebno.com/docs/projects/linked-records.md) * [Deltek WorkBook](https://hebno.com/docs/integrations/deltek-workbook.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.