Smartsheet is a spreadsheet-style platform for project tracking and collaboration, popular for its customizable, grid-based workflow.
Birdview PSA is an end-to-end platform for internal and client projects. It replaces manual sheets with smart capacity forecasting, automated resourcing, and real-time profitability visibility.
While Smartsheet excels at flexible task tracking, teams with complex resourcing need deeper operational control. Birdview PSA is a Smartsheet alternative for automated capacity forecasting, real-time margin tracking, and professional-grade resource management.
Compare structured PSA governance against flexible spreadsheet-based tracking
| Category | Birdview PSA | Smartsheet |
|---|---|---|
| Data structure | Relational database: Unified data across all projects and resources. | Cell-based: Fragmented data stored in disconnected sheets and workspaces. |
| Resource planning | Smart capacity forecasting, reduced scheduling conflicts, and skills-based matching. | Manual resource views; lacks predictive capacity intelligence. |
| Financial depth | Built-in margin protection, revenue and profit forecasting, and real-time labor cost tracking. | Manual formulas required for budgeting; no native PSA financial logic. |
| Scalability | Standardized portfolio governance for growing enterprise teams. | High manual maintenance as portfolios grow and sheets multiply. |
| Ideal for | Service firms need a single source of truth for delivery and finance. | General teams looking for a digital version of Excel with basic automation. |
| Better fit for organizations moving beyond spreadsheets that require a centralized system to manage complex service delivery and protect profitability. | Better fit for internal teams needing a flexible tool for custom trackers and simple workflows without specialized PSA requirements. |
Thinking about switching from Smartsheet? Jump to the migration questions in the FAQ below.
Top 5 reasons consulting, engineering, and IT teams choose Birdview PSA for resource optimization and financial forecasting.
Birdview eliminates the manual effort of updating resource calendars and provides a real-time view of your team's true capacity.
Birdview comes with built-in financial intelligence, saving your team hours of manual reporting and spreadsheet maintenance.
Move away from disconnected workspaces to a robust, hierarchical system built for professional services.
Birdview provides deep insights into your business performance that are impossible to achieve with standard spreadsheet tools.
Birdview provides a structured onboarding process to ensure your team moves from spreadsheets to a professional PSA successfully.
“... I highly recommend the implementation “Path to Success” Program. With everything else we had going on, Birdview Success Coach made getting started much easier.“
Best if you are a professional services organization that has outgrown Smartsheet and needs a structured system for resource and financial governance. It is the right choice for teams that want to eliminate manual data entry and gain a single source of truth for their entire delivery lifecycle.
Best if you need a highly flexible, general-purpose tool for various business tasks beyond project management. It is a solid option for internal teams that prefer a spreadsheet-like interface and want the freedom to build their own custom trackers from scratch.
We use a lot of (BI) data for external customers on the fly
“Visibility and access to information have caused a cultural shift. We use a lot of (BI) data for external customers on the fly – It provides a tremendous amount of help.”
View Case StudyBirdview has centered our team
“…and is increasingly having that effect on other teams in our business. Everyone now knows that a given project isn’t real until it’s in Birdview.”
Birdview helps us look much more professional
“Project planning used to take us 3-4 days to complete; now, it takes us 3-4 hours. Our customers appreciate the detailed level of reporting we provide them.”
50-75% faster
“I can create a project in Birdview 50-75% faster than I could in our previous PM system.”
Birdview has been a partner to us
“My experience has been that I get requests from departments and divisions across our Organization requesting to get Birdview (formerly Easy Projects) for their team because they saw it being used in another meeting, and they really liked what they saw.”
Implementing Birdview has saved time
“..billing reports that used to take one to two days to compile can now be completed in a few hours.”
Birdview provides smart capacity forecasting, reduced scheduling conflicts, and skills-based matching right out of the box. While Smartsheet is great for custom trackers, Birdview eliminates the manual maintenance of sheets by offering a centralized system where resource availability is automatically synced with project financials and real-time demand.
Not with our help. We provide a dedicated implementation specialist who handles the data migration and ensures your historical records are mapped correctly into Birdview's structured environment.
While Smartsheet is a "blank slate," Birdview offers deep customization within a structured PSA framework. You can customize fields, statuses, health scores, and reports, but the core system remains stable and reliable for enterprise-level reporting.
Yes. Birdview offers seamless integrations with CRMs like Salesforce and HubSpot, as well as accounting software like NetSuite and QuickBooks, ensuring a unified flow of data that Smartsheet often requires manual work to replicate.
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