Plans and Pricing for PSA Software

Project & Task Management

Task Dependencies Task dependencies help you automatically reschedule an entire project when a single start or end date of another task in this project is changed.

Calendars Calendar view allows users to create custom color-coded calendars based on a variety of criteria.

Interactive Gantt Chart Interactive Gantt chart allows to easily ‘drag-and-drop’ tasks on a timeline, create dependencies, view the project critical path and much more...

Kanban Board Kanban boards allow any user to personalize their view as a visual task board.

Milestones Milestones are key indicators of project progression.

Baseline Tracking Baseline measures project deviation from original plan.

Portfolio Management Efficiently handle multiple projects simultaneously by organizing them into portfolios.

Time Tracking Choose the most convenient time tracking method to get valuable insights into your time spent.

Project Archiving Ability to archive projects manually or automatically, and unarchive them any time you need.

Cross-Project Dependencies Ability to setup dependencies between tasks in different projects.

Critical Path Critical path highlights the tasks/sequence required to complete project in the shortest time.

AI Forecast Birdview PSA harnesses the power of Machine Learning and Artificial Intelligence to help project managers predict when a project is most likely to be completed.

Resource Management

Resource Loading Ensure your team's workload is balanced. Gain complete visibility of each team member's workload to identify any individuals who are either overburdened or underutilized, and modify their assignments as necessary.

Employee Skills Organize a project team based on your specialists' skills and availability.

Vacations Calendar Vacations Calendar allows you to visualize and schedule vacations and other types of absence.

Daily Hours Override With this feature, managers can specify the amount of time a user needs to work on the task each day.

Automated Workload The required time for completing tasks will be automatically distributed equally among the assignee's working days.

Resource Loading Simulation “What-If” scenario tool allows you to forecast and optimize workload assignment and timeline impact of a proposed/new project based on the skills and availability of your team.

Advanced Workload Allocation Introduce intelligent workload distribution at the end or the beginning of a task, thus eliminating the need for manual data entry and saving the project manager’s time.

Financial Management

Budget and Cost Tracking Set up project budgets and track them against actual costs to avoid budget overruns.

Project Expenses Track and monitor both planned and actual expenses to gain valuable insights into your spending habits and make informed decisions to optimize your budget.

Payroll Report Presents information pertaining to the payroll list and time utilization. Also enables accounting teams to track and monitor employee hours to ensure payroll accuracy.

Activity-level Expenses Ability for employees to add expenses at the activity level. Note: an ability to track expenses at the project level is available in all editions of Birdview PSA.

Billing

Project Billing Flat fee or time and material billing (based on resources, tasks or custom rates).

Flexible Rate Cards Ability to create custom rate cards for every project.

Time Log Approvals & Lockdown An option to have time entries approved and/or locked down so they can't be edited or deleted, useful for creating billing for clients.

Reporting and BI Analytics

Report Generator Create your own table & chart reports from various data sources, including standard and custom fields. Ability to publish reports to the Dashboard.

Professional Services Reports Generate multiple reports and dashboards at every stage of your service delivery cycle to visualize, analyze, and interpret data across your resources, finances, and projects.

Advanced BI Analytics Utilize 250+ custom reports and dashboards powered by business intelligence to gain real-time visibility into your company's performance.

Integrations & API

1500+ Integrations via Zapier Share project data, information and files between over 1500+ software platforms and tools - out of the box. Plus, leverage our field-proven API for your specific integration need.

200+ Integrations via Workato Ability to integrate with a variety of enterprise tools including Workday, Netsuite, ServiceNow, SAP, ADP, etc...

API / Webhooks Ensure seamless business operations and data consistency throughout all phases of your projects. Birdview’s API allows you to integrate and synch with thousands of platforms and applications you need, either with your own resources or using our team.

MS Outlook Desktop Add-on MS Outlook for Windows add-on enables you to sync projects/tasks/calendars with Birdview PSA without leaving your familiar Outlook interface.

Office 365 Outlook Add-on Easily convert emails to tasks, and manage your work and projects within Outlook for Office 365.

Optional add-on

Adobe Creative Cloud Attach images from Adobe Photoshop, Illustrator or InDesign straight into Birdview PSA projects and tasks, and request approvals.

Built-in Microsoft Teams A built-in integration with Microsoft Teams allows users to seamlessly collaborate and communicate with team members, share files and project updates, and schedule meetings, all within the same platform.

Storage A space to store all of your online account attachments, including files, data, and project information.

100 Gb

1 TB

Security

Data Encryption in Transit To ensure secure data transfer, Birdview PSA employs industry-standard encrypted TLS 1.2 and TLS 1.3 transport protocols for data in transit.

Encrypted Backups Continuous 30-day snapshot backups are automatically created for all hosted accounts. All backups are geo-redundant and encrypted. Access to backups is available to the customers with a Private Cloud option.

Advanced Security

Enhanced Password Policies Protect your data from potential threats by leveraging multiple security tools and measures, including password strength and expiration policies.

SAML 2.0 (Single Sign-on) SAML SSO allows your Birdview PSA users to seamlessly authenticate using your existing SAML provider (hosted or on-premise).

Active Directory integration SAML SSO allows Birdview users to seamlessly authenticate using an existing SAML provider (hosted or on-premise), including Microsoft Azure Active Directory.

Two-Factor Authentication Users will need to go through 2 rounds of authentication to log in, thus ensuring better data protection.

User Audit Reports Get complete audit details of user record data and activities within the platform.

Data Encryption at Rest To ensure the security of data at rest, we provide real-time encryption using 256-bit AES for the database, associated backups, and transaction log files.

Your Personalized
Implementation Plan

3-6 week implementation

Personalized training program

Complete data migration

Industry best practices applied

Business workflow design

Integration with your existing solutions

Custom instance setup

Personal product manager support

FAQ

Can I later move my data to our in-house servers?

Should you ever decide that you want to host Birdview on your own server, your hosted Birdview PSA database can be transferred to you upon request.

Where is Birdview PSA hosted?

All Birdview PSA accounts are hosted at Microsoft Azure cloud. Azure is an open and flexible cloud platform that runs out of a global network of Microsoft-managed datacenters. Azure delivers a 99.95% compute SLA. Your Birdview PSA account will run on the same cloud that powers Skype, Office 365, Bing, and Xbox. Over 53% of Fortune 500 companies are using Azure. Read more about the security and data center

What about upgrades?

Every time a new version of Birdview PSA is released, your account is automatically updated free of charge.

What payment methods do you accept?

We accept Visa, MasterCard and American Express payments through our SSL-protected online store.

For our annual and multi-year subscriptions, we can provide you with an invoice and accept payment via a check or bank transfer.

What currency are your prices in?

All prices are in USD.

Do I have to pay for licenses for my customers, vendors or partners?

No, Birdview PSA allows you to create an unlimited number of Guest users, who are able to:

login via a dedicated Guest Portal
add new issues and requests
view their own issues and requests
view project progress and details
upload and download files to their project(s)
use Message Board

Do you offer any discounts? Any special rates for non-profits?

Yes, discounts are available based on contract term and license volume.

We also provide special pricing for registered charities 501(c)(3). Please contact us for details.

	Full User $27 Collaborate (files and messages) Access approvals Submit custom forms Access assigned activities Create issues Create requests Create tasks Create reports Edit assigned activities Restricted portfolio permissions Available in the resource management module Add time entries Access all activities on assigned projects Access common reports Access business intelligence reports Access Project financial information Manage personal vacations Manage all resource vacations Add & edit projects Manage project expenses Manage custom forms Access system settings Manage & configure custom fields View and manage time entries for others Manage rate cards (available in Birdview Team & Enterprise)	Collaborator $20.25 Collaborate (files and messages) Access approvals Submit custom forms Access assigned activities Create issues Create requests Create tasks Edit assigned activities Restricted portfolio permissions Available in the resource management module Add time entries Access all activities on assigned projects Access common reports Manage personal vacations	Executive $13.50 Collaborate (files and messages) Access approvals Submit custom forms Access assigned activities Available in the resource management module Access all activities on assigned projects Access common reports Access business intelligence reports Access Project financial information	Guest/Client Free Collaborate (files and messages) Access approvals Submit custom forms Access assigned activities Create issues Create requests
	All prices for the Lite edition are per user per month (billed annually)
Collaborate (files and messages)
Access approvals
Submit custom forms
Access assigned activities
Create issues
Create requests
Create tasks
Create reports
Edit assigned activities
Restricted portfolio permissions
Available in the resource management module
Add time entries
Access all activities on assigned projects
Access common reports
Access business intelligence reports
Access Project financial information
Manage personal vacations
Manage all resource vacations
Add & edit projects
Manage project expenses
Manage custom forms
Access system settings
Manage & configure custom fields
View and manage time entries for others
Manage rate cards (available in Birdview Team & Enterprise)

Plans for Teams
of Any Types and Any Size