Project management
Unlimited projects
Never worry about having too many projects!
- Auto-Assignments / Mini-Workflow
- Milestones
- Project-Level Permissions
- Flexible Project Billing
- Project Templates
- Critical Path Method
Batch operations
Want to manage more than 1 project at a time? Batch commands allow you to change assignees, statuses and priorities on multiple projects at once.
Unlimited Custom Fields
Every project is different, add unlimited number of custom fields to all of your projects ranging from simple text input to drop-down lists.
Interactive Gantt Chart
Manage your projects and activities in full screen, with drag-and-drop functionality and report charting capabilities.
Other Features Include:
- Automatic Progress Calculation based on Activities
- Smart Hierarchical Aggregation for Estimated Hours, Budget
- Customizable Statuses, Categories and Priorities
- Gantt Chart
- Audit Trail
- Search Across All Objects
- Events
- Timeliness Indicator
Portfolio management
Unlimited Portfolios
Whether you have multiple projects for a single customer, or part of a larger project, you can group two or more projects together!
- Portfolio Report
- Unlimited Custom Fields
Task management
My Assignments
Your own personal to-do list!
- View, filter, sort your activities
- Bookmark high-priority and important tasks
- Collaborate without having to go anywhere else
- Post and reply to messages on the messageboards
- Upload and share files with your team
- Track your time using a built-in timer
Unlimited Activities
Create as many activities as needed!
- Activity Templates
- Unlimited Hierarchy / Sub-Tasks
- Multiple Activity Dependencies
Customizable Statuses, Categories and Priorities
Each organization and every team has different standards and methodologies, we understand that. Thats why you can modify and create custom activity details as needed.
Other Features Include:
- Interactive list of Activities
- Expected Hours Estimation Analysis
- Activity Timeliness Indicator
- Activity Batch Operations
- Automatic Progress Calculation Based on Sub-Activities
- Smart Hierarchical Aggregation for Estimated Hours, Budget
- Unlimited Custom Fields
- Activity Coloring
- Move Activities Between Projects
Request management
Customer Request Tracking
Clients and project stakeholders can submit their requests and requirements using Birdview PSA software
- Unlimited Custom Fields
- Auto-Assignments
Issue management
Issue (Defect) Tracking
Easily track project bugs and defects submitted by your customers and project stakeholders using Birdview PSA software
- Unlimited Custom Fields
- Auto-Assignments
- Customizable Types
Create Issues by E-Mail
Send an email to a dedicated address and Birdview PSA will parse, automatically add and assign the issue within the system.
Time management
Time Cards
Record and view time inputs by activity assignees. The time log has a detailed statistics section that enables you to see vital time usage information, including billable and non-billable hour totals.
Weekly View
Add and edit time log entries for up to an entire week based on a specific user, activity and project.
Web Timer
Built-in timer allows you to easily record and log your activity hours.
Other Features Include:
- Adding Time Entries for Others
- Personal / Shared Calendars
Resource Management
Resource Loading Reports
Better manage your resources via customizable reports.
Personal and Company Schedules
Create events, set up holidays and track employee time off.
Vacation Tracking
Better manage your projects by keeping track of vacations!
Other Features Include:
- FREE Guest (Customers) Users
- FREE Resource Users
- Resource Details
- Resource Loading by Role Report
- Multiple Built-in and Custom Roles
- Unlimited Custom Fields
Dashboard
Customizable Layout
Create your own dashboard!
- Project Health (EVA) Chart
- Resource Loading Chart
- Hours by Projects Chart
- Estimated vs Actual Hours Chart
- Delayed Activities, Activities Due / For, etc.
Customizable Widgets
Show as much information or as little as you like. Add charts, reports, statistics, activity and project overviews and more with this software!
Billing & Invoicing
Project and Activity Billing
Birdview PSA helps you create invoices and view internal costs:
- Customer, project, user, activity rates
- Fixed cost tracking
- Budget tracking for projects and activities
- Expense tracking
- Integration with Quickbooks (via 3rd party add-on)
- Billing report
Team collaboration
Integration with Vyew
Vyew brings real-time conferencing and any-time collaboration to Birdview PSA, delivered directly from one interface to the other. Now you can meet online and enjoy asynchronous project collaboration!
Collaborate in more ways:
- Customizable Real-Time E-Mail Notifications and Alerts
- Activities Due Reminders
- Next Week Activities Alerts
- Message Boards
- File Sharing
- Client Portal
Reporting
Report Generator
Use various data sources and custom fields to generate and organize project reports.
Other Features Include:
- Dozens of built-in reports
- Integration with 3rd party report generator engines
- Interactive Gantt Chart
Usability & Customization
Multiple Languages Support
Work with Birdview PSA software product in English, French, German, Italian, Polish, Spanish, Slovak or Russian! More languages coming soon.
AJAX-based Interface
- Quick Action Contextual Menus
- Dragn’Dropable Items
- Quick Find Controls
- Customizable Lists and Filters
- Hideable Panels
Quick Action Panel
Appearing on every page, Quick Action Panel is always there to provide quick shortcuts to most commonly used items within Birdview PSA software
Other Features Include:
- Dashboard Widgets / Filters
- RESTful API / SDK
- Source Code Available
Import & Export
Switching over to Birdview PSA has never been easier:
- MS Project Import
- MS Project Export
- Import from CSV
- Export to Excel / PDF
- Export to QuickBooks (via a 3rd party Add-on)
- Export to iCal
Security & SOX Compliance
Set up and customize security and permissions as you see fit:
- Global Role-Based User Permissions
- Portfolio Level Permissions
- Project Level Permissions
- Audit Trail
- SSL Support
- Password-protect Access for All Team Members
- Password Strength Policy
- Inactive Lockouts and Password Expiration
- Banned-word Lists
- Active Directory Integration
Integration
Birdview PSA software can work great together with other 3rd party tools:
- MS Outlook
- Integration with Gmail, Calendar, Evernote, Zendesk, Salesforce, Wufoo, and many more
- RESTful API / SDK
Professional services
Customization Services
Every organization has different needs, thats why we want to work with you to ensure that your transition to Birdview PSA is as smooth as it could be.
- Product Customization
- Off-Site Training
- On-Site Training
- Custom Tutorials
- Turn-Key On-Site Implementation
Support
Youre never alone with Birdview PSA!
- Unlimited E-Mail Support
- Support via online chat
- Support via Instant Messengers
- Remote Access Support
- Phone Support
- Knowledgebase
- Online Help