Birdview PSA Review

Birdview PSA is a full-cycle platform that helps professional services organizations plan, manage and forecast resources, finances and projects in one place. Aiming to give clients a panoramic view of their business, the program helps companies streamline processes and drive growth.
Birdview PSA offers many advanced features to ensure you stay in control of all phases of the service delivery cycle, from project initiation to final delivery. BI-based dashboards and reports enable teams to make insight-based decisions and optimize processes to increase productivity, profitability and efficiency.

BIRDVIEW PSA – TUTORIAL

BIRDVIEW PSA – FEATURES

• Manage multiple projects simultaneously, no matter how complex.
• Choose the view (Table, Gantt, Kanban, Calendar) that suits your needs best.
• A single place for all team communications.
• Project timelines and calendars. Replace endless emails with a centralized location for all project communications.
• Simplify approval and annotation of work results by clients and stakeholders.
• Extend collaboration beyond your core team with a dedicated guest portal.
• Improve written communication and create messages quickly.
• Generate a project plan using only the project name.
• Predict project timelines accurately.
• Find the most suitable candidates for the job.
• Share data only with the users you want.
• Set restrictions to add, modify, and manage data for each role.
• Limit access to data to third parties.
• Help team members view only the information relevant to them.
• Allow managers to review project progress and prioritize tasks.
• Share portfolio data and keep clients updated.
• Provide only relevant and up-to-date information.
• Create custom fields and apply them to projects across the portfolio.
• Manage your portfolios based on project goals, unique metrics, and important data.
• Identify and prevent any timing or workload assignment conflicts.
• Keep track of timelines and avoid delays.
• Select only the portfolios you want to display on the dashboard.
• Filter projects by portfolio, status changes, priorities, and other parameters.
• Get updated data on every project. Simplify project reporting.
• Make better data-driven decisions. Improve planning accuracy for future tasks.
• Support managers in monitoring project progress. Better understand key tasks and prioritize them.
• Provide managers with accurate data needed to take action.
• Complete projects on time and within budget.
• View the work program and project timeline with the interactive full-screen Gantt chart.
• Easily “drag and drop” tasks and create dependencies between them.
• Assign tasks, view the project’s critical path, and monitor project progress with a single click.
• Projects with missing information.
• Adherence to a baseline.
• Planning and budget variance.