How does PSA scheduling differ from traditional project scheduling?

Traditional tools focus on task dependencies. PSA scheduling adds layers like availability, role matching, and resource cost, making it ideal for services.

Can I schedule freelancers or external partners in Birdview?

Yes. You can add external contributors with limited-access roles and include them in schedules without giving full platform access.

Is PSA scheduling only for large companies?

Not at all. Even smaller teams benefit from visibility and load balancing, especially when working on multiple client projects.

Does PSA scheduling support recurring tasks?

Yes. Birdview allows you to set recurring tasks and block out recurring time (e.g., weekly client meetings or QA reviews) in schedules.

Blog

Professional Services Automation

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

Professional Services

3 min read

Why PSA scheduling matters for professional services

Learn how PSA scheduling improves project delivery, resource allocation, and team performance in service firms, ...

Engineering projects

4 min read

How engineering companies can benefit from PSA software

Discover how PSA software helps engineering firms solve resourcing, scheduling, and billing challenges while boosting ...

Professional Services

7 min read

SaaS customer onboarding: Process and best practices

Dive into the essential SaaS customer onboarding process, outline key best practices for making it ...

Professional Services

8 min read

The 5 phases of an effective project management life cycle

Learn the five key phases of the project life cycle with real examples, expert tips, ...

Professional Services

7 min read

Project intake: process, examples and best practices

Learn the 5 industry best practices for seamless project intake for Project Managers in the ...

Professional Services

9 min read

Client onboarding automation: How to streamline delivery and build trust

Learn how to automate the client onboarding process in professional services and explore key areas ...

Professional Services

7 min read

Project management office roles and responsibilities

A Project Management Office, or PMO for short, is more than just a department with ...

Resource Management

7 min read

How to manage resource conflicts in professional services with Birdview PSA

Learn how to manage resource conflicts proactively using PSA tools. Prevent delays, balance workloads, and ...

Professional Services

6 min read

How PSA software gives executives strategic oversight across service projects

Discover how PSA software gives CEOs, CFOs, and COOs real-time strategic insights into projects, resources, ...

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