Easy Projects is now Birdview PSA

Balance workloads and avoid burnout with clear visibility into your team’s capacity. Birdview PSA offers role-based allocation, soft vs. hard assignments, and AI-powered candidate suggestions, ensuring you always know the best fit for the job. Switch between strategic forecasting and tactical workload views to plan and solve day-to-day conflicts.

Stay in control of finances from start to finish. Birdview PSA connects resource planning with financial tracking, ensuring every hour worked is tied to budgets, costs, and profitability. Set up project budgets, track billable vs. non-billable hours, and compare planned vs. actual spending in real time. Create invoices directly from approved timesheets and expenses and sync with QuickBooks or other accounting tools.

Turn data into decisions with Birdview’s built-in Power BI dashboards. Access over 300 ready-made reports, including utilization, project profitability, earned value (SPI/CPI), and demand vs. capacity forecasts. Create custom KPIs and scorecards tailored to your business, and share reports automatically with executives or clients.

Manage not just projects, but the bigger picture. Birdview lets you group initiatives into portfolios by client, department, or service type and monitor their performance side by side. Use portfolio dashboards to prioritize strategically, allocate resources across projects, and track health at both macro and micro levels.

Work smarter with Birdview’s AI assistant. It helps you generate complete project plans in seconds, match the right people to the right work, and forecast completion dates with high accuracy based on real team capacity and past performance. The AI also improves communication by suggesting clear messages and summarizing long threads. From planning and staffing to forecasting and reporting, Birdview’s AI saves time and increases confidence in every decision.

Birdview PSA connects teams and clients in one place. Assign tasks, share files, and comment in real time so nothing gets lost in emails. Use interactive Gantt charts and custom notifications to keep everyone aligned without extra noise. With the built-in custom client portal, you can add unlimited free guest users, share progress, and collect approvals, making collaboration faster, clearer, and more transparent.

Create your ideal workspace. Adapt Birdview PSA to your business. Add custom fields, workflows, dashboards, and reports that fit your processes. Define approval flows, set role-based permissions, and design templates that match your delivery style. With flexible configuration, the system grows with you and avoids inefficient workarounds.

Stay connected with the tools you rely on. Birdview integrates with Salesforce, HubSpot, QuickBooks, Xero, Slack, Microsoft Teams, and more. With the open API, build custom connections and automate workflows. As a result, sales, delivery, and finance teams always share the same accurate data and work from a single source of truth.