Project & portfolio management software

Plan complex work.
Control delivery.
See the whole portfolio

With Birdview, manage projects across the portfolios, balance capacity, track budgets, and spot schedule and delivery risks early with AI forecasting.

✓ SOC 2 Type II ✓ Built-in BI reporting ✓ Most teams go live in 4–6 weeks
Birdview portfolio management: team capacity, portfolio budget and EAC, cross-project timeline, AI delivery forecast, project health, and portfolio priority decisions Team capacity Design Development QA 92% 63% 45% Portfolio budget & EAC Budget EAC +4.2% Cross-project timeline Shared milestone AI delivery forecast Plan Build Test Launch · Jun 18 82% likely Project health ERP Rollout Off track · 2 dependencies at risk Client Portal v2 At risk · 88% of budget used Data Migration On track · 64% complete Portfolio decisions Client Onboarding High priority · capacity free Accelerate Office Relocation Competes for shared IT team Delay Analytics Upgrade Scope up 18% since approval Reprioritize
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As portfolios grow, it gets harder to see what’s really going on

More projects mean more dependencies, shifting priorities, competing resource demands, and more chances for schedules and budgets to drift. Birdview connects planning, execution, resources, and financials across the portfolio, so teams can spot issues earlier and make better-informed decisions.

From project requirements to a realistic delivery plan

Keep planning consistent across projects, from first estimate to approved baseline.

  • Carry project requirements and context forward from sales into delivery
  • Estimates and quotes build client-ready proposals from roles, rates, and planned effort
  • Start from templates, forms, imports, or existing projects
  • Automatically reschedule dependent tasks and milestones when one date changes
  • Work in Table, Gantt, Kanban, or Calendar views without rebuilding the plan
  • Work in progress
  • Table
  • Gantt
  • Kanban
  • Calendar
Project tracking tool - table view
Project tracking tool - Gantt view
Project data - Kanban board view
Project data - Calendar view
Project tracking tool - table view

Clear ownership and coordination across teams

As more teams touch the same projects, who owns what has to stay obvious.

  • Assign ownership and clarify responsibilities
  • Coordinate dependencies and handoffs across teams
  • Keep updates, files, approvals, and discussions connected to the work
  • Give teams the views, fields, and permissions relevant to their role
  • Automate recurring steps, notifications, and workflow updates
Task discussion with mentions, file attachments, approval requests, and AI writing assistant

A clear view of where projects are starting to go off track

Small slips show up in the data before they show up in the schedule.

  • Track progress against milestones and deadlines
  • Compare baseline, current plan, and actual performance
  • Assess how scope, effort, and budget changes affect delivery
  • Flag overdue work, missing updates, and dependencies at risk
  • Use the critical path and completion forecasting to estimate likely finish dates
Project Status Summary dashboard showing project RAG status, project status distribution, customers by market, design types, and project details

Which projects to accelerate, delay, or reprioritize

Compare priority, risk, and performance across projects to guide portfolio decisions.

  • Review project health and performance across the portfolio
  • Identify where projects compete for budget, time, and shared resources
  • Decide which projects to accelerate, delay, or reprioritize
  • Use past project data to inform future plans and portfolio decisions
Portfolio summary dashboard with budget by project type, metrics by client, and project status

“Birdview has been a game-changer for us. Its impact on efficiency becomes clearer when viewed in the context of our extensive project portfolio.”

Make portfolio decisions that reflect how your business operates

Structure portfolios around your business, set the right priorities, and balance capacity and financial performance as projects change.

Organize portfolios around clients, teams, and goals

Create portfolio views so each audience sees what matters to them.

  • Group and filter projects by client, department, owner, status, or custom attributes
  • Create multiple portfolios for teams, business units, clients, programs, or strategic initiatives
  • Bring active, planned, and proposed projects into the same portfolio view
  • Control access and tailor portfolio views for different audiences
Work in Progress portfolio view grouping projects by portfolio with assignees, progress, and status

Balance portfolio demand against available capacity

See where projects are competing for the same people and whether available capacity can support planned work.

  • Compare project demand with available capacity
  • Spot overallocated and underused resources
  • Understand how project changes affect future workload
  • Adjust plans as priorities, dates, and demand change
Demand projections report comparing project demand with available capacity across future periods

Keep portfolio financial performance on track

Connect delivery performance with project budgets, costs, revenue, and margins to understand where financial results are moving off plan.

  • Compare budget, actual cost, forecast, and EAC as projects progress
  • See where delivery changes are putting budgets or margins at risk
  • Benchmark financial performance across projects
  • Use current and forecast performance to inform portfolio decisions
Forecast, budget, and actuals report comparing hours and variance by project stage

Real teams. Measurable results

See Birdview PSA in action

Experts and users agree: Birdview is the best in class

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Frequently Asked Questions

Answers to common questions about Birdview PSA, including project and portfolio management, reporting, AI, security, and implementation.

What is the difference between project management and portfolio management?

Project management focuses on one project: its plan, phases, dependencies, budget, and delivery. Portfolio management compares projects to decide which work gets priority, where risk is concentrated, and how capacity and budgets are distributed. Birdview connects both, so portfolio decisions use the same live data as project delivery.

How can teams organize projects into portfolios?

Projects can be grouped by client, industry, department, program, owner, business goal, status, or custom attributes. Teams can create multiple portfolios for different business units, clients, programs, or initiatives, with permissions controlling who can access each view.

Can Birdview track project and portfolio health?

Yes. Birdview lets teams monitor schedule variance, budget burn, progress, milestones, blockers, and other project health signals. Across the portfolio, teams can compare project health, priority, risk, performance, and budget to see where attention is needed.

How does Birdview use AI for project and portfolio work?

Birdview AI works with the project and resource data already in your account. It generates project plans and work breakdown structures, matches people by role, skill, availability, and rate, forecasts likely completion dates with confidence ranges, summarizes discussions, and answers plain-English questions using live project data.

Does Birdview include portfolio reporting and BI dashboards?

Yes. Built-in BI reporting powered by Power BI uses the same live project, resource, and financial data to provide reports and dashboards across projects and portfolios.

What security and access controls does Birdview provide?

Birdview is SOC 2 Type II audited, supports SSO and SAML, offers regional hosting options, and provides role-based access controls for project and portfolio information. Project data is never used to train external AI models.

How long does it take to go live with Birdview?

Most teams go live in 4–6 weeks. Guided rollout includes workflow configuration, portfolio setup, permissions, data migration, and role-based training.

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