Welcome to the Birdview PSA community!
Register for our free events to sharpen up on your resource and project management skills, learn new product best practices, and connect with other industry professionals.
Explore how tailored spaces can boost efficiency, eliminate distractions, and pave the way for project success.
Learn how to streamline workflows, optimize team capabilities, utilize AI for precise resource matching, and gain insights into allocation and vacation tracking.
Explore our new Business Intelligence Reports designed to optimize workflows and enhance efficiency by gaining valuable insights into resource utilization.
Discover how to use the power of BI to stay informed, make calculated decisions, and proactively mitigate project risks.
Dive deep into revenue recognition techniques, uncover precise project profitability insights, and expertly evaluate project expenses and labor burn-down rates.
Learn how to gain a 360-degree view of project health and dive into comprehensive Portfolio Reports to analyze project contributions to organizational goals.
Learn how to strengthen team collaboration and centralize document management across your organization.
Explore the newest suite of Business Intelligence Reports that are set to empower the way you visualize and analyze your project data.
Learn how Guest Users can collaborate and contribute to your projects.
Discover how to customize and manage Portfolios with ease and effectively report on projects within Portfolios to make informed decisions.
Learn about the fundamentals of custom formula fields and how they can be used and how to plan and manage resources by Job Roles in our Resource Planning module.
Learn how Birdview can equip you with the tools necessary to foster collaboration, enhance productivity, and achieve outstanding results in your projects.
Hop on an exclusive tour of Birdview's upcoming latest and greatest enhancements.
Learn about the number of different systems Birdview integrates with to help you run your projects with greater efficiency.
Learn how you can connect your Outlook to Birdview and successfully run projects through the Outlook interface.
Learn how to create and utilize rate cards on projects within Birdview.
Learn how to create and customize project snapshots to share project plans with clients.
Learn how to effectively set up and manage system settings with Birdview.
Learn how to effectively build your project to track budgets, revenue, and profits and understand if you are on track.
Learn how to create, edit and leverage custom forms to streamline project and ticketing intake.
Learn how job roles and access levels can be created and assigned to users to give your team the right access within Birdview.
Discover the power of Birdview’s Resource Planning features and the strategies to overcome challenges faced by organizations through time-tracking process implementation.
Discover how Birdview has enabled businesses to enhance their projects, resources, and financials.
Learn how Birdview has helped companies successfully improve projects, resources and financials.
Learn about the five dashboards that are embedded within your Birdview account and what they track in real time.
Learn the many different ways to get reports within the system. Learn how to create your own reports and add them to your dashboard.
Discover the best practices on change management and the strategies and approaches that helped our clients successfully support changes in their organizations.
Discover how Birdview's new feature, Job Roles, can help you simplify and improve your work with resources across the entire organization.
You spoke and we listened! Let's explore together what new features we added to our resource loading based on customer suggestions.
Learn how to leverage Birdview's resource loading simulator to plan future hiring and understand your team's potential to take on future projects.
Learn how to view estimated hours, assigned hours, and hours logged in the resource management view to manage the team's availability more efficiently.
Learn how to set up users with available hours and hourly rates in company settings. Learn how this helps calculate financials in Birdview.
Learn how to assign team members to activities based on their availability effectively.
Learn how to create workflows and assign them to your projects in order to differentiate the process for each project or portfolio.
Learn the 3 best ways to track your time in the system with ease including how to update weekly timesheets and approve time for your team.
Learn how to use filters and set up saved views to organize your tasks so that your projects run with optimal efficiency.
Discover how you can use Birdview PSA to manage your current client projects and expand your relationships. Increase profitability through effective time, resource and budget management.
Learn how our team uses Birdview PSA internally to automate and manage the entire service delivery cycle.
Learn how to leverage advanced resource management functionally within Birdview PSA based on our customers' best practices and real-life success stories.
Join our Customer Success at an exclusive webinar to learn more about the key benefits and features of the Activity Center redesign.
Learn how an organization can transform its resource management in real-time to drive innovation and achieve strategic objectives. Join our VP of Customer Success Steve Fenlon at the PMAC-AGPC webinar.
Join Steve Fenlon, our VP of Customer Success, to discover how to build strong relationships between Customer Success and Professional Services teams.
To ensure your demo is tailored to your team’s specific needs, we're connecting you with a product specialist to better understand your requirements.
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