What is the benefit of connecting a sales pipeline to PSA software?

Connecting your sales pipeline to PSA software helps eliminate manual handoffs, improve resource forecasting, and accelerate project delivery — boosting profitability and client satisfaction.

Should we give clients access to our Gantt charts?

You should only give clients access to Gantt charts if the chart is simplified for high-level milestones. Detailed internal dependencies often confuse non-technical stakeholders and lead to panic over minor schedule shifts that don't impact the final delivery.

How do we prevent clients from seeing internal discussions?

You prevent clients from seeing internal discussions by using tools that offer distinct internal vs public comment threads or by maintaining separate communication channels for team deliberation. This allows your team to problem-solve freely without worrying about client perception.

Is it better to send reports or give login access?

Giving login access via portals is generally better than sending reports because it builds trust and enables real-time self-service. This reduces the email overhead of manually generating and sending static reports every week.

How to manage client visibility in projects without increasing admin work?

You manage client visibility without increasing admin work by using a PSA tool that automates the view. Setting up a client portal pulls live data from your active project. By filtering by permission, you eliminate the need to double-enter data into separate spreadsheets.

What if a client notices a delay in the portal before we report it?

You should treat this as an opportunity for proactive transparency. Acknowledge it immediately rather than trying to hide it, as this builds trust and proves that the portal is a truthful source of information.

Birdview PSA blog

Blog posts on professional services automation, project management, and resource allocation.

Professional Services

9 min read

Professional Services Resource Management - Ultimate Guide

Explore the intricacies of resource planning and scheduling, equipping you with the knowledge and strategies ...

Guide to project monitoring and control phase of project management

Project Management
5 min read
5 common resource allocation problems and how to solve them

Resource Management
7 min read
8 biggest challenges facing the Professional Services organizations in 2025

Professional Services
5 min read

Project Management

6 min read

Client vs internal visibility: how to share progress without risk

Learn best practices for what to share, what to keep private, and how Birdview PSA’s ...

Software Ratings

6 min read

Best architecture project management tools in Canada (2026)

We compare the top architecture project management tools used by Canadian teams in 2026 and ...

Software Ratings

7 min read

Best engineering project management tools in Canada 2026

We compare five project management tools used by Canadian teams and help you choose the ...

Software Ratings

5 min read

Best IT project management software (2026)

A practical guide to 7 IT project management tools. See pros/cons, Capterra ratings, and which ...

Project Management

5 min read

How to create reusable project templates to save time and improve consistency

Build reusable project templates with WBS, roles, estimates, dependencies, and billing rules. Improve consistency, forecasting, ...

Software Ratings

8 min read

Best government project management software in Canada (2026)

Compare 7 project management tools for Canadian government agencies. Explore governance, data residency, auditability, and ...

Financial Management

5 min read

PSA billing integration: how to connect QuickBooks and Xero for faster payments

PSA billing integration solves a common services problem: project data lives in your PSA, but ...

Resource Management

6 min read

Resource forecasting for agencies and consulting teams: A 30/60/90 day guide

Learn agency resource forecasting: capacity vs availability, demand + weighted pipeline, key mistakes, and a ...

Software Ratings

6 min read

5 best healthcare project management tools in Canada 2026

Compare the top 5 healthcare project management software in Canada for 2026. Manage clinical workflows, ...

Latest News

Product News

1 min read

Introducing Local public holidays

Help teams plan work more realistically by accounting for regional holidays at the individual user ...

Product News

1 min read

Assign unassigned activities while seeing the team workload

See unassigned activities directly in Workload. Assign work faster, balance team capacity, and keep workload ...

Product News

1 min read

Birdview PSA announces strategic partnership with HMS Software

Birdview PSA and HMS Software form a strategic alliance to connect project management with enterprise ...

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Birdview PSA blog

Professional Services Resource Management - Ultimate Guide

Guide to project monitoring and control phase of project management

5 common resource allocation problems and how to solve them

8 biggest challenges facing the Professional Services organizations in 2025

Client vs internal visibility: how to share progress without risk

Best architecture project management tools in Canada (2026)

Best engineering project management tools in Canada 2026

Best IT project management software (2026)

How to create reusable project templates to save time and improve consistency

Best government project management software in Canada (2026)

PSA billing integration: how to connect QuickBooks and Xero for faster payments

Resource forecasting for agencies and consulting teams: A 30/60/90 day guide

5 best healthcare project management tools in Canada 2026

Latest News

Introducing Local public holidays

Assign unassigned activities while seeing the team workload

Birdview PSA announces strategic partnership with HMS Software