A
Approval Routing
A structured workflow that ensures project proposals are reviewed and formally approved by the right stakeholders before execution begins.
B
Billable vs. Non-Billable Hours
The ratio of time that can be invoiced to clients (billable) versus time spent on internal or non-revenue-generating tasks (non-billable).
Budget Variance
The difference between planned and actual project costs, used to measure financial performance. Expressed as a percentage or dollar value.
Business Intelligence (BI) Dashboards
Visual tools in Birdview that consolidate real-time metrics from across the portfolio, covering delivery, finance, and resource usage, to support data-driven decisions.
C
Capacity Forecasting
The process of predicting future resource availability and demand helps plan workloads effectively and avoid overcommitment.
Cost Performance Index (CPI)
A financial metric showing how efficiently project resources are being used. A CPI above 1 indicates the project is under budget; below 1 means over budget.
Custom Fields
Configurable data points within Birdview PSA used to capture and score project proposals consistently across evaluation and prioritization processes.
D
Demand Intake
The first stage of the PPM process where new project requests are collected and documented, often via forms or intake pipelines.
E
Executive Summary Dashboard
A high-level report focused on KPIs like budget and schedule performance for a specific project, designed for senior stakeholders.
G
Gantt Chart View
A timeline visualization of project tasks and dependencies used for scheduling and coordination.
Governance Compliance Rate
A KPI that tracks how well projects adhere to predefined standards, policies, or audit criteria.
I
Issue Resolution Rate
Measures how efficiently project issues are resolved over time across the portfolio.
M
Milestone Achievement Rate
The percentage of planned project milestones that are completed on time.
MoSCoW Method
A prioritization technique that classifies initiatives into Must, Should, Could, and Won‘t categories to clarify focus areas.
O
On-Time Project Delivery Rate
A KPI indicating the percentage of projects completed by their originally scheduled deadlines.
P
Performance Tracking
Monitoring progress, schedule, cost, and quality across the project portfolio to ensure strategic goals are being met.
Portfolio 360 Dashboard
A real-time overview of all active projects showing health indicators, task status, team utilization, and schedule risk for strategic oversight.
Portfolio Alignment Rate
Percentage of active projects that are directly aligned with strategic business goals.
Portfolio Health Report
A status summary showing how all active projects are performing in terms of schedule, risk, and alignment.
Portfolio Manager
The role responsible for overseeing portfolio-level strategy, performance, and resource alignment across all initiatives.
Portfolio ROI (Return on Investment)
Measures the overall return generated by the portfolio versus the total investment.
Prioritization Frameworks
Scoring systems or methods used to rank and select the most valuable and strategic projects from a pool of requests.
Program
A collection of related projects managed together to gain coordinated benefits.
Project Intake
The process of submitting, capturing, and tracking new project requests before they enter formal evaluation.
Project Portfolio
A group of projects, programs, and strategic initiatives managed collectively to achieve broader business goals.
Project Portfolio Management (PPM)
The practice of selecting, prioritizing, and managing a portfolio of projects to ensure alignment with strategic objectives and optimized resource use.
Project Portfolio Matrix
A visual tool that compares project value and risk across the portfolio, helping prioritize initiatives into four quadrants: high/low value and high/low risk.
Project Success Rate
The percentage of completed projects that meet all success criteria: on time, within scope, and within budget.
R
Real-Time Dashboards
Dynamic visual reports that update automatically as new data is entered or synced, used for tracking performance across teams and portfolios.
Resource Allocation
The process of assigning people, tools, and budget to projects based on availability, priority, and fit.
Resource Capacity Planning
The practice of evaluating available resources and assigning them efficiently across projects.
Resource Planning
A Birdview module that helps teams manage capacity, view workloads, and balance assignments across projects.
Resource Utilization Rate
The percentage of available work hours that are actively being used across projects.
Risk Exposure Index
A metric that aggregates all identified project risks across a portfolio based on likelihood and potential impact.
S
Schedule Performance Index (SPI)
A KPI used to assess if work is being completed on schedule. An SPI of 1 means you’re on time; below 1 means behind.
Scoring Criteria
Standardized factors (like ROI, risk, effort, and strategic fit) used to evaluate and compare project proposals during intake and evaluation.
Standardized Intake Form
A unified submission template used to capture critical data (such as timeline, budget, strategic goals) from all project proposals.
Strategic Alignment
The degree to which a project or portfolio contributes directly to business goals and long-term initiatives.
Strategic Contribution Score
A metric assigning weight to projects based on how well they support the company‘s top priorities.
T
Time to Decision
A KPI that tracks the average time it takes to approve or reject a submitted project request.
W
Workload View
A visual module in Birdview that displays how workload is distributed across teams and individuals in real time.
