How to Build Your Own Birdview PSA

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

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

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

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

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

AI-powered project management assistant for forecasting, automation, and template creation

Improve writing, create messages faster, and ensure accuracy in internal communications

Predict project timelines by analyzing project variables, team skills, communication history, and past performance

Create comprehensive work breakdown structures with parent tasks and sub-activities from just a project name

Automatically match open job roles to available employees or contractors with the right skills

Allow employees to add expenses at the activity level for detailed tracking

Set up custom approval workflows and manage project expenses with greater visibility and control

Track expenses, implement adaptable billing practices, and create customizable invoices

Set up and monitor project budgets to track against actual costs and avoid budget overruns

Track and monitor both planned and actual expenses to optimize budget

Have a dedicated Success Manager for ongoing support and ensuring success with the product

Access knowledge base with articles and video tutorials for self-help and learning

Engage in real-time conversations with Birdview support team for immediate help

Receive structured training and guidance during Birdview's initial setup and adoption phase

3-6 week implementation with personalized training and complete data migration