For professional services companies aiming to streamline their entire delivery cycle
Special offer
Team
Projects, resources, finances for growing teams
5-100 users
$41$37user/month billed yearly
Full project management
Full task management
Resource workload management
Unlimited spaces
Time tracking tools
Time log approvals
Budget and cost tracking
Project billing
AI message assistant
AI project plan assistant
Report generator
Professional services reports
Advanced BI analytics
Automation builder
5000+ Zapier connectors
500+ Workato connectors
Microsoft Teams integration
QuickBooks online integration
Optional add-ons
Standard security
100 Gb storage
or
Enterprise
Enterprise-grade security and controls for companies at scale
5 - unlimited users
Everything in Team, plus...
Resource planning
AI resource assistant
AI project completion forecast
Payroll report
Advanced security
Enhanced password policies
SAML 2.0 (single sign-on)
Active directory integration
Two-factor authentication
User audit reports
Data encryption at rest
1 Tb Storage
or
Compare plans & features
for Birdview Professional Services
Team
$41$37user/month, billed annually
or
Enterprise
or
Additional license typesBirdview Project Enterprise Plan offers 4 types of user licenses to support various needs and use cases of your organization
ProjectsCreate, manage, and collaborate on various tasks, assignments, or initiatives witin your project.
unlimited
unlimited
TasksCreate, monitor, and manage multiple project activities with ease.
unlimited
unlimited
PortfoliosGroup projects into organized portfolios to accurately budget, analyze, and prioritize multiple initiatives simultaneously.
unlimited
unlimited
SpacesSpaces are designed to provide an unlimited number of isolated work environments within the Birdview platform, catering to different teams or project needs.
unlimited
unlimited
StorageStore and securely manage your files, documents, and data within Birdview.
100 Gb
1 TB
Mobile apps (Android & IOS)Access Birdview on the go with dedicated mobile applications for both Android and iOS devices.
Project views (table, board, gantt, calendar)Customize your project views effortlessly to best fit your team and visualize and manage your projectd data the way you need.
Single project dependenciesSet, define and track relationships between project tasks to determine the order in which they must be executed.
Cross-project dependenciesAbility to setup dependencies between tasks in different projects.
Baseline trackingBaseline measures project deviation from original plan.
Critical pathCritical path highlights the tasks/sequence required to complete project in the shortest time.
Project snapshotsGet a quick snapshot of important project information across projects.
Dates rollupAutomatically aggregate and calculate dates based on task or sub-project timelines.
MilestonesSet key checkpoints within your project timeline for tracking and reporting.
Earned value analysis & managementEvaluate the effectiveness of your project schedule and budget on the overall health of your project.
Multiple assigneesAssign multiple team members to enhance collaboration and evenly distribute responsibilities.
Recurring tasks Define and manage individual or team work schedules to coordinate tasks and assignments.
To do listCreate and manage a list of tasks or activities that need to be completed.
Task checklistsUtilize checklists within tasks to break down complex activities into manageable sub-tasks.
Tasks assignment automationSelect a default assignee for tasks, issues and/or requests.
Project budgeting and costsSet up project budgets and track them against actual costs to avoid budget overruns.
Project expensesTrack and monitor both planned and actual expenses to gain valuable insights into your spending habits and make informed decisions to optimize your budget.
Activity expensesAbility 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.
Project billingFlat fee or time and material billing (based on resources, tasks or custom rates).
Rate cardsAbility to create custom rate cards for every project.
PortfoliosGroup projects into organized portfolios to categorize and structure your initiatives.
Portfolio permissionsControl and manage access rights and permissions within your portfolios.
Portfolio hierarchyOrganize portfolios into a structured hierarchy to reflect relationships and priorities.
Portfolio analyticsGain insights and make data-driven decisions by analyzing the performance and health of projects witin your portfolio.
Workload managementEnsure 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.
Hours distributionThe required time for completing tasks will be automatically distributed equally among the assignee's working days.
Vacation trackingVacation Tracking allows you to visualize and schedule vacations and other types of absence.
Holidays scheduleMaintain a calendar of holidays and non-working days to ensure accurate scheduling and resource planning.
Personal work scheduleDefine and manage individual or team work schedules to coordinate tasks and assignments.
Resource planningQuickly create and plan new projects, even if there is no detailed list of tasks. Find perfect candidates for the job and ensure that resources are allocated efficiently.
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.
NotificationsDefine a custom set of rules for each user to make sure they get notifications immediately if their attention is required. Choose whether you want to get real-time desktop notifications or receive emails.
Tag peopleMention and notify specific users in tasks for their attention.
Guest accessShare project progress and keep your clients and stakeholders informed with free guest user licenses.
unlimited
unlimited
Proofing: image annotationsUse annotation to leave comments directly on images for your colleagues in the task.
ApprovalsEnsure a streamlined and transparent approval process. Request and receive approval at any stage of your project/service delivery process.
File attachments: desktop, SharePoint, OneDriveSimplify document management and collaborate on important files with your team with ease.
TimesheetsCreate and manage detailed records of worked hours and activities over a specified period.
TimerUse a built-in timer with a stopwatch-like functionality to precisely measure the duration of tasks or activities.
Time logs approvalReview and approve recorded time entries to prevent further changes or modifications.
Time logs lockingRestrict time entry edits and additions within set time frames. This functionality offers customization options, including preventing or permitting changes to past and approved entries.
Custom workflowsCreate custom workflows for every stage of your project/service delivery cycle and align them with existing waterfall and agile methodologies.
1
unlimited
Custom viewsBesides the pre-built Table, Gantt Chart, Kanban Board, and Calendar views, you can create and save customized views for your specific business goals. Save view settings, include filters and sorting, and easily share them with your team.
unlimited
unlimited
Custom fieldsCreate custom fields to store and track unique information about your projects, tasks, and portfolios. You can also filter data by custom fields.
Formula fieldsPerform basic math operations, validate data, and export results to CSV files with Formulas in Custom Fields.
Intake formsStreamline the project intake process through customizable forms.
Report generatorCreate your own table & chart reports from various data sources, including standard and custom fields. Ability to publish reports to the Dashboard.
DashboardGet access to critical project management information using pre-built dashboards or create custom ones to view only the data you need.
Business IntelligenceUtilize 250+ custom reports and dashboards powered by business intelligence to gain real-time visibility into your company's performance.
Built-in professional services reportsGenerate multiple reports and dashboards at every stage of your service delivery cycle to visualize, analyze, and interpret data across your resources, finances, and projects.
Payroll reportGenerate detailed payroll reports to simplify financial tracking.
5000+ Zapier connectorsShare project data, information and files between over 5000+ software platforms and tools - out of the box. Plus, leverage our field-proven API for your specific integration need.
500+ Workato connectorsAbility to integrate with a variety of enterprise tools including Workday, Netsuite, ServiceNow, SAP, ADP, etc...
API / WebhooksEnsure 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.
Automation builderSeamlessly integrate Birdview with your favorite applications and tools to automate and optimize business operations across the entire organization.
optional
optional
MS Outlook desktop add-onMS Outlook for Windows add-on enables you to sync projects/tasks/calendars with Birdview without leaving your familiar Outlook interface.
optional add-on
optional add-on
Office 365 Outlook add-onEasily convert emails to tasks, and manage your work and projects within Outlook for Office 365.
optional add-on
optional add-on
Adobe Creative cloud integrationAttach images from Adobe Photoshop, Illustrator or InDesign straight into Birdview projects and tasks, and request approvals.
optional add-on
optional add-on
Microsoft Teams integrationA 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.
Jira integrationSeamlessly move your Jira projects and users into Birdview using our new out-of-box Jira integration. With Birdview, you get a powerful resource, project and financial management solution for your Jira projects.
Quickbooks online integrationIntegrate QuickBooks with Birdview PSA to export tracked project time and streamline accounting.
AI message assistantImprove your writing, create messages faster, ensure there are no mistakes, and make the most of your conversations inside your organization.
AI project plan assistantCreate a comprehensive work breakdown structure for projects, including parent tasks and sub-activities, with only the project name.
AI project completion forecastAccurately predict project timelines by analyzing dozens of project variables like team member skills, communication history, and past performance.
AI resource assistantThe AI Resource Assistant identifies and presents the most suitable candidates based on their job role, skills, and availability.
Data encryption in transitTo ensure secure data transfer, Birdview employs industry-standard encrypted TLS 1.2 and TLS 1.3 transport protocols for data in transit.
Encrypted backupsContinuous 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.
Enhanced password policiesProtect 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 users to seamlessly authenticate using your existing SAML provider (hosted or on-premise).
Active directory integrationSAML SSO allows Birdview users to seamlessly authenticate using an existing SAML provider (hosted or on-premise), including Microsoft Azure Active Directory.
Two-factor authenticationUsers will need to go through 2 rounds of authentication to log in, thus ensuring better data protection.
User audit reportsGet complete audit details of user record data and activities within the platform.
Data encryption at restTo 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.
Attachments malware scanAll new attachments are automatically scanned for viruses and malware. If a threat is identified, the file will be NOT saved in the storage and the user will be notified.
Live chat supportEngage in real-time conversations with the Birdview support team for immediate help.
Knowledge base and videoAccess a knowledge base with articles and video tutorials for self-help and learning.
Onboarding trainingReceive structured training and guidance during Birdview's initial setup and adoption phase.
Customer success managerHave a dedicated Success Manager for ongoing support and to ensure your success with the product or service.
Should you ever decide that you want to host Birdview on your own server, your hosted Birdview Project Management database can be transferred to you upon request.
All Birdview Project Management 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 Project Management 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
Every time a new version of Birdview Project Management is released, your account is automatically updated free of charge.
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.
All prices are in USD.
No, Birdview Project Management 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
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.
Grow Faster and Increase Profit Margins with Birdview
Birdview Professional Services Enterprise Plan
offers 4 types of user licenses to support various needs and use cases of your organization
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)
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
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
Collaborate (files and messages)
Access approvals
Submit custom forms
Access assigned activities
Create issues
Create requests
All prices for the Enterprise 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)
Team size
Team plan is available for users
Annual subscription total: $1140
If you are a Birdview current client please contact your customer success manager or make an order from the product Company Settings > Add licenses to add more licenses