Project Management Tools

Project Creating Tools

Create Project Plans Fast

Set Up a Project in a Few Clicks

Use our Activity Center to create new project plans aligning with your preferred methodology. Apply the Archiving feature to have a clearer view of your work.

Start with Ready-
Made Templates

Maximize productivity and speed up project delivery by using built-in templates or setting up your own custom templates for similar or repetitive work.

Import Existing Data with Ease

Bring your existing project data in by importing Excel or MS Project files. If two-way sync is needed, export your plans to PDF, Excel or MS Project.

Project Planning Tools

See Your Project Data Your Way

Table View

View your tasks in an Excel-like format to:

Gain complete visibility into your work
Avoid budget overruns and missed deadlines using risk indicators
Customize the workflow based on your needs
Ensure you don’t miss a single thing using color-coded statuses
Drag and drop an unlimited number of tasks and subtasks to organize your project

Gantt Chart View

Use interactive Gantt charts to plan and visualize your work the smart way with the Birdview PSA tracking tool.

Keep an eye on your tasks’ progress and deadlines
Make adjustments on the go
Keep up with the project’s timeline

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Kanban Board

Use Kanban-style task management tool to easily identify bottlenecks and focus on more important things first.

Gain full visibility on your team’s progress and priorities across your entire organization
Drag and drop your tasks to the next phase
Automatically update your team members on the changes made
Save filtered projects as a custom view

Explore Kanban Board

Calendar View

Get a birds-eye-view of all activities and due dates with our fully customizable, color-coded calendar built in the Birdview PSA tracking software.

Manage multiple calendars at once
Always stay on schedule
Distribute all of your initiatives throughout the year

Click on the Tabs

Table View
Gantt Chart View
Kanban View
Calendar View

Project Customization Tools

Customize Your Business Environment

Workflows
- Workflows for every project stage
- Unlimited custom properties, fields, roles
- Customizable views, drug & drop
- Fully customized project and task cards
- Color coding set up for any property
Portfolio Management
- Group projects into portfolios based on the characteristics of your choice
- Bulk budgeting and prioritization
- Segmentation by KPIs, risks, issues
- Informed data-driven decisions
- All work organized into portfolios
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Roles & Permissions
- Unlimited custom roles and placeholders
- Customizable restrictions for projects and users
- Permission management at all levels
- Restrictions on data sharing
- Project management tools for data access control
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2,000+ Integrations
- Integrate all of your existing solutions with the Birdview PSA project management tools to function properly in a seamless manner
- Connect with Gmail, Jira, Salesforce, Slack, Outlook, HubSpot, and much, much more
- Leverage our field-proven API for your specific integration needs
Explore Integration Opportunities

Collaboration Tools

Set Up Fast & Transparent Collaboration

Swift Approval Process

Request and track approvals from multiple stakeholders in real-time. When reviewing images, users can add annotations to directly provide visual feedback at the time of reviewing.

Managers can choose to review and approve work using our project management tool on their mobile devices or from their Approval Inbox.
All Discussions Directly in Tasks
House all data in one centralized place by messaging, sharing, and annotating files at a task or project level with the help of the Birdview PSA tracking software.
- Create notes directly on images
- Tag specific team members when sending a message directly in the task
- Add files, screenshots etc directly to the task description or comment
Explore Team Collaboration Tools
Real-Time Notification on Important Activitie
Set up desktop and email notifications based on your personal preferences with our project tracking software.
- Get a notification when someone tags you in the task
- Notify only people whose attention is required
- Follow the tasks you’re not working on but want to be notified about to track their progress
Special Guest Portal for Customers

Consistently deliver projects on time while keeping stakeholders informed using our tracking tools. Grant visibility to clients and stakeholders so they can view and track progress, review approval items and provide feedback with the free guest portal..

Explore Client / Guest Portal

Project Tools

Streamline Your Business Processes

Custom Intake Forms
- Project intake automation
- Custom forms for new requests
- Templates for newly created projects
- Increased project capacity
- Unlimited number of custom forms
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Unlimited Templates
- Save and reuse the best project templates
- Cut out unnecessary data entry
- Get a better handle on your project budgets and costs by reusing your previous project plans
- Identify required roles within their plan by allocating tasks and hours to placeholder resources
Dependencies
- Project delivery process consistency
- Project dependencies setup
- Know when to get started on every task
- Automated timeline updates
- Repetitive task automation
Personal To-do List
- Assigned tasks visualization
- Efficient task prioritization
- Task filtering by the preferred view
- Time tracking from to-do lists
- Status updates shared with the team

Resource Management Tools

Plan, Track, and Forecast Resources

Plan Your Resource Needs
Simplify your resource planning, allocation, and utilization to optimize your most important resource - people.
- Find the right people for the project with the Resource Loading Simulation Tool
- Know and plan your resource capacity in advance
- Form a project team based on skills and availability
Allocate Resources the Right Way
- Visualize and adjust the assigned workload
- Spot and fix team overloading and underloading
- Avoid downtimes and staff burnouts
Explore Resource Management
Forecast Future Resource Demand
- Forecast your future resource loading
- Use what-if scenarios for better planning
- Use your previous experience to create realistic forecasts

Finance Management Tools

Track and Manage
Project Budgets and Expenses

Capture the Time Spent on Tasks

Equip your team with user-friendly time & project tracking tools, like a daily time entry and weekly submission that can be approved and locked by managers. Maximize your billable hours to increase profit margins.

Explore Time Tracking Tools

Get a Clear Picture of Your Expenses

Keep full control of your costs by tracking, monitoring, and recording expenses in one place. Create custom reports with the help of our project management tracking tool to add up your monthly expenses to see how much has been spent on a project to date.

Explore Project Finances

Stay on Budget, Always

Manage your project's budget and track it against actual costs in real-time without the need to generate a report. Get up-to-date information on your profits and costs using our project tracking tool to avoid budget overruns and keep an eye on your organization’s financial health.

Explore Project Budgeting Tools

Get Insights into Your Projects’ Financial Health

Identify the financial performance of any project in real time and get all the information you need to take action using our project tracking tool.

Generate custom reports to reveal actual financial results
Compare current performance against targeted goals and budgets
Spot and fix bottlenecks
Reveal opportunities to drive business growth

Explore Financial Reports

Project Reporting Tools

See the Whole Picture Anytime

Advanced Reporting
- 250+ custom reports on Projects, Resources, Finances, Time, Capacity, Forecasting powered by BI
- Valuable insights into the team’s work
- Performance visualization
- Big data analytics
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Project Dashboard
- Fully customizable dashboards
- Real-time KPI tracking
- Only the information you need
- Results shared with stakeholders
- Built-in widgets and reports
- Efficient data-driven decisions
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AI Forecast
- Built-in AI/ML algorithms
- Multiple variables analysis
- Project completion date prediction
- On-time project delivery
- Efficient downtime management
- Risks prediction & elimination
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Mobile Apps
- Mobile apps for iOS and Android users
- On-the-go project management
- PM features accessed via mobile
- Working anytime, wherever you are
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