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Guides for every part of COREboards, with annotated screens and short tours.
What's new · every change to COREboards, newest first
Getting around8 minThe header, the left sidebar, side panels, tours, and COREboards on your phone.The header and the sidebar's footer · Destinations and side panels · Your rail may be shorter · Customize the sidebar · Tours and the guide · On your phoneDashboard6 minRole-based KPI boards: switch personas, set the period, filter, and drill into any number.The board and your personas · Period, filters, and saved filters · Customize the board · Drilling into a KPI · The AI layer · How fresh is this, and Refresh from CORE · The PDF report · Why a tile is greyed outYour week5 minYour week, one card at a time, each with its fix on it, and one line for everything that is fine.Your week and KPIs · One card at a time · The card's button does the job · Nothing is hidden, only counted · Where the Action Center wentResource AllocationManagers · 11 minPlan people across weeks, watch capacity, and publish the plan back to BQE CORE.How the board reads · Plan a week · Publish to CORE · Five lenses, one plan · Budgeted but not scheduled · Budgets and the board: which one changes the other · Milestones on the board · Flags and triage · Fixing one thing: focus sessions · Smart rebalance · What counts as capacityGame PlanManagers · 8 minTurn each person's allocated week into a day-by-day plan your team can log against. In beta.What it is · The Tasks list · Placing work on the calendar · Allocations and budget checks · What your team sees · The To log lens, and plan against actual · Week wrap-up · Good to knowRevenue ForecastingManagers · 7 minThe firm's revenue curve, every project's trajectory, and the What-if against your target.Two levels, one picture · The four stops: Contract, Earned, Invoiced, Paid · The firm revenue curve · Controls, filters, and presets · The project list and the project drill-down · The Timeline tab · What-if: forward revenue vs your targetScoreboardLeadership · 4 minAnnual targets vs. monthly actuals, kept current from CORE, frozen month by month.The spreadsheet ritual, kept current · Overview and Grid · Set targets · The monthly check-in · See the records behind a number · Who can see it, who can edit itBenchmark4 minYour firm's KPIs on gas gauges against BQE's annual industry survey.How your firm compares · Reading a card · Controls · Manage numbers: your firm's annual figures · Custom benchmark · Report and exportProject CenterManagers · 20 minBrowse every CORE project in a gallery, open its home, and create new projects the guided way.The gallery · A phase drifting from its fee or dates · Open a project: the Project Home · Fee, Budget, Billed Health: which numbers are facts · The Time tab: reviewing records, and which ones are locked · Launch a new project: Start and Basics · Structure & Fees · Team & Budget, then Budget Health · Review & Create: the only step that writes · Save a structure as a templateBillingPrincipals, CFOs and project managers · 4 minDraft, review and finalize the month's invoices in CORE, one project sheet at a time. In beta.What it is · Billing one project from your week · An amount per phase · The entries behind a phase · Draft, review, finalize · What stays in COREDirectory4 minOne record per person, with client, employee and vendor as roles, linked to what CORE holds. In beta.What it is · The four tabs · The contact card · Adding a person · Who sees itPeopleStudio leaders and firm admins · 4 minTime-off decisions, reviews, the roster, the employee record and the pay-period hand-off. In beta.What it is · What needs you · The roster · The employee Record tab · The pay-period hand-offMoneyThe CFO, the principal and firm admins · 4 minCash, receivable, payable, vendor bills, deposits and the month-end close. In beta.What it is · Home · Vendor bills · Deposits · The month-end closeOpportunitiesPrincipals, firm admins, and anyone granted Opportunities · 5 minThe work the firm is going after, before it is a project: the pipeline, follow-ups, won and lost. In beta.What it is · Home · One opportunity · Adding oneTime Card5 minThe week grid, the calendar view, connected calendars, timers, and submitting your week to CORE.Your week, already set up · The Calendar view · Your meetings become time entries · Timers · Submit your week · Project rules, the pop-out, and future weeksMy To-Dos3 minYour real BQE CORE to-do list, managed without leaving what you're doing.Your list, straight from CORE · Add a to-do · Edit, reassign, delete · Show, Status, and groupingMy Schedule4 minYour own planned weeks: what you're booked on, how it's tracking, and a flag button when it looks wrong.Your coming weeks · Log time from a row · Flag an issue · For staffing editorsAI Advisor4 minPlain-language commentary on your numbers, suggested tasks, and the Ask AI chat.Where the Advisor appears · The ✦ switch: your on/off control · Ask AI: the chat pane · Advisor tasks vs. CORE to-dos · Privacy and cost · For firm admins: per-person Advisor accessSettings5 minText size, theme, the sidebar, email preferences, and the switches that shape your firm's boards.Text size and theme · Customize the sidebar · Personal preferences · Email notifications · Firm-wide policies · Names, thresholds, and CORE linksConnected apps16 minHarvest, HubSpot, QuickBooks Online, Notion, monday.com, your calendar, and an Outlook button that turns an email into a to-do.What connects, and the read-only principle · Harvest: a second timekeeping app · HubSpot: pipeline into capacity · QuickBooks Online: your books, proposing your numbers · Notion notes & tasks on a project · monday.com: a board becomes next week's plan · Outlook: an email becomes a to-do · Your calendar, feeding your timecardAdminsFirm admins · 4 minMapping profiles to boards, per-person seats, roster sync, billing, and getting teammates in.Map profiles to dashboards · Per-person access and seats · Staying in sync with CORE · Billing · Getting teammates in · Firm settings live in SettingsUsers & AccessFirm admins · 14 minWho can open what, which numbers they see, and how to check it before anyone complains.The two decisions · Which setting wins · Setting a whole dashboard · Rows that say "Not for this role" · The six kinds of number · Why hiding cost may not hide cost · Making one person an exception · Checking it before anyone complains · Opening the app as they see it · What reports do with these settings · Contract staff and consultants · Why this is not inherited from BQE CORE · Common questionsEmail deliveryFirm admins and IT · 4 minWhat COREboards sends, the addresses it comes from, and the one setting your IT can change so none of it lands in Junk.What COREboards sends, and from where · Tell your mail system we're expected · Do this before your team starts · Something isn't arriving · Why good mail lands in Junk anywayTroubleshooting5 minThe quick fixes: stale numbers, sign-in loops, greyed tiles, rejected time, missing calendar events.Quick fixes · The first load of the day is slow · Resource Allocation publish reported conflicts · Calendar events aren't showing in the Time panel · A Notion page isn't in the picker · A tour won't start or skips steps · Still stuck?FAQ3 minStraight answers: what writes to CORE, who sees money, pricing, personas, AI and privacy.Common questions · Accounts, pricing, and devices · Boards, roles, and visibility