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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 dashboard6 minWhat needs you this week, each with the button that deals with it, then your KPIs, in the order you choose.What needs you, then the numbers · Fold it, or put your KPIs first · The row's button does the job · Studio heads: your own people · Nothing is hidden, only counted · Where Your week and 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 dashboard · 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 · 6 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 · A person's profile: Overview and Details · 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 · 20 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 Advisor17 minPlain-language commentary on your numbers, suggested tasks, and Ask your agent.Where the Advisor appears · The ✦ switch: your on/off control · Ask your agent · Your CFO Agent (beta) · Your Principal Agent (beta) · Your Studio Leader Agent (beta) · Your Director Agent (beta) · Your Architect / Engineer Agent (beta) · 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 · 6 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 · Subscription · 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