Birdview PSA

Request and receive approval at any stage of project or service delivery process

Free client portal for customers to review, comment on, and approve work

Centralize all work-related communication within context of projects or tasks with built-in approval workflows

Simplify document management with support for desktop, SharePoint, and OneDrive attachments

Share project progress and keep clients and stakeholders informed with free guest user licenses

Define custom rules for each user to receive real-time desktop notifications or emails when attention is required

Leave comments directly on images for colleagues to review

Mention and notify specific users in tasks for their attention

Create custom fields to store and track unique information about projects, tasks, and portfolios

Create and save customized views with filters and sorting for specific business goals

Create custom workflows for every stage of project and service delivery cycles aligned with existing methodologies

Perform basic math operations, validate data, and export results to CSV files

Streamline the project intake process through customizable forms

Create unlimited isolated work environments within the platform for different teams or project needs

Measure project deviation from original plan using baseline snapshots

View projects and tasks in calendar format

Highlights the tasks and sequence required to complete project in the shortest time

Setup dependencies between tasks in different projects

Automatically aggregate and calculate dates based on task or sub-project timelines

Evaluate the effectiveness of project schedule and budget on overall health

Visualize project timeline and dependencies using Gantt charts

Visualize project workflow in Kanban board format

Set key checkpoints within project timeline for tracking and reporting

Assign multiple team members to tasks to enhance collaboration and distribute responsibilities

Organize portfolios into a structured hierarchy to reflect relationships and priorities

Control and manage access rights and permissions within portfolios

Create and manage projects, group them into portfolios for accurate budgeting and prioritization

Get quick snapshots of important project information across projects

Define and manage individual or team work schedules to coordinate recurring tasks and assignments

Set, define and track relationships between project tasks to determine execution order

View and manage projects in table format

Utilize checklists within tasks to break down complex activities into manageable sub-tasks

Create, monitor, and manage multiple project activities with ease

Create and manage a list of tasks or activities that need to be completed

Group unlimited projects into portfolios for organization and analysis

Create and manage unlimited projects within the platform

Create and manage unlimited tasks within projects

Maintain a calendar of holidays and non-working days for accurate scheduling and resource planning

Automatically distribute required time for completing tasks equally among assignee's working days

Define and manage individual or team work schedules to coordinate tasks and assignments

Allocate and manage resources with strategic planning capabilities

What-if scenario tool to forecast and optimize workload assignment and timeline impact of proposed projects

Quickly create and plan new projects with efficient resource allocation based on skills and availability

Allocate resources by department, skills, and job roles to build profitable and efficient teams

Visualize and schedule vacations and other types of absence

Ensure team workload is balanced with visibility into each member's workload to identify overburdened or underutilized resources

Seamlessly authenticate using Microsoft Azure Active Directory and SAML providers

All new attachments are automatically scanned for viruses and malware

Real-time encryption using 256-bit AES for database, backups, and transaction log files

Ensure secure data transfer using industry-standard encrypted TLS 1.2 and TLS 1.3 transport protocols

Continuous 30-day snapshot backups are automatically created and geo-redundantly stored with encryption

Protect data from threats with password strength and expiration policies

SAML SSO allows seamless authentication using existing SAML providers

Users must go through 2 rounds of authentication to log in for better data protection

Get complete audit details of user record data and activities within the platform