Portfolio Health

78%

Active Projects

24 ↑ 3

Enterprise project management software

Complex projects. Multiple departments. Portfolio-level control

Birdview connects projects, portfolios, capacity, and budgets across departments with consistent governance, built-in AI, and enterprise-grade security.

SOC 2 Type II · Built-in BI reporting · Enterprise-grade security

Resource Allocation

82%

Billable
Planned
Available
Overallocated

At Risk

3 ↑ 1

Plan, staff, and forecast projects with built‑in AI

Birdview AI runs on the same project, resource, and financial data your teams already work with, with no separate setup or prompt engineering.

Completion Forecast On track

Likely finish: Mar 18

Confidence range: Mar 12 – Mar 26

Mar 5 Mar 12 Mar 18 Mar 26 Apr 3

AI built into everyday project work

Plan and allocateBuild plans and match people by role, skill, availability, and rate.
Forecast and askPredict completion dates and ask questions about your projects.
ChatGPT and Claude via MCPAccess supported data and actions within user permissions.
Data stays controlledNever used to train external AI models.

See the whole portfolio. Control what happens next

Birdview gives executives, finance, and delivery leads one place to see projects, capacity, budgets, and risk, then adjust staffing, scope, or schedule before delivery slips.

Executive visibility across portfolio health, capacity, and risk

Know what is on track, where capacity is under pressure, and what needs attention across projects and business units.

Portfolio health: see delivery status, budgets, utilization, and risk across projects and business units
Capacity pressure: identify where shared resources are constrained before delivery is affected
Executive drill-down: move from portfolio-level signals to the projects, teams, and resources behind them
Prebuilt BI reports: access 250+ reports on portfolio health, capacity, utilization, budgets, and delivery performance

Explore reporting and BI

BI dashboard showing portfolio health, status, schedule, and budget across projects

One portfolio structure across departments

Bring projects, programs, and portfolios into one structure, with consistent intake, approvals, and visibility across business units.

Flexible portfolio structure: organize projects by business unit, region, owner, program, or custom attributes
Cross-department visibility: see active, planned, and proposed work across the organization
Consistent project tracking: monitor ownership, progress, and status across portfolios
Standardized workflows: use common templates, statuses, fields, and approval steps while teams retain flexibility

Explore project & portfolio management

Portfolio view listing projects with owners, portfolios, progress, and status across departments

“By leveraging Birdview PSA, we were able to standardize our processes through every stage of the project life cycle.”

Erika Brown Director of Project Assurance and Controls, Hatch LTK

Resource capacity across teams and business units

See shared capacity across departments, compare demand with availability, and identify staffing pressure before teams are overcommitted.

Organization-wide capacity: see availability, workload, and skill gaps across departments and teams
Demand vs. capacity: compare current and upcoming demand with available resources
AI Resource Assistant: match people by role, skill, availability, workload, and cost
Workload balancing: rebalance assignments before overload puts delivery at risk

Explore resource planning

Resource loading view showing capacity and workload across teams

Financial control across the portfolio

Track budgets, actuals, and forecasted costs across projects and portfolios, with early visibility into financial risk.

Budget vs. actuals: track planned and actual costs across projects and portfolios
Estimate at Completion (EAC): forecast final project cost as work progresses
Budget risk: identify projects moving off budget or forecast before overruns grow
Cross-project comparison: compare financial performance across portfolios and business units

Explore budget and cost management

Portfolio-level financial dashboard showing budget, actuals, and margin across projects

See how Birdview fits your project environment

Enterprise support, security, control, and connectivity

Expert support, dedicated onboarding, enterprise-grade security, and flexible integrations keep your rollout aligned to your workflows.

Enterprise-grade security and data protection

Audited controls, Azure infrastructure, encryption, and enterprise access management for project and business data.

SOC 2 Type II auditedIndependently audited security controls.
SSO, SAML, and 2FAEnterprise access and role-based permissions.
EncryptionTLS 1.2/1.3 in transit and AES-256 at rest.
Backup and malware protectionContinuous backups and recovery safeguards.

Microsoft Azure infrastructureHosting in the U.S., Canada, and Europe.

Azure
Type II
27001
FedRAMP

Single sign-onEnterprise identity providers and protocols.

Entra ID
Okta
SAML2.0
2FALogin

Onboarding built around your workflows

Expert support from kickoff to go-live across setup, migration, integrations, training, and launch.

4–6 weeksTeamsto go live

8–12 weeksEnterprisewith custom integrations

Adoption planGoals, success KPIs, and milestones agreed upfront.
Workflow analysisYour processes reviewed, configuration recommended.
System setupUsers, roles, permissions, fields, and workflows configured.
Data migrationProject data mapped, validated, and migrated with your team.
Training & enablementLive sessions for end users, PMs, and executives.
Adoption reviewsMonthly check-ins and quarterly business reviews.

Import projects fromExisting plans, tasks, and project data.

Project
Excel
Jira

Keep your existing tech stack

Connect Birdview with 5,000+ tools your team already relies on, from cloud applications to enterprise systems, through Zapier or our field-tested API.

SaaS applications

Jira
Microsoft Teams
Outlook
Slack
HubSpot
Salesforce
QuickBooks
+5k integrations

Enterprise solutions

SAP
Workday
Microsoft Dynamics
ServiceNow
NetSuite
SQL Server
Sage X3
••• + More enterprise systems

Enterprise customers.
Measurable results

Real customer outcomes across productivity, visibility, and on-time delivery.

37% Increase in productivity

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.”

99% Tracked Milestones Completed on Schedule

Birdview 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.”

80% Decrease in planning and initiation time

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.”

60% Increase in productivity

50-75% faster

“I can create a project in Birdview 50-75% faster than I could in our previous PM system.”

315% User growth year-over-year

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.”

200 Projects Managed Simultaneously

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.”

Ready to see Birdview PSA in action?

Frequently Asked Questions

Answers to common questions about Birdview for enterprise project management, including access control, security, reporting, implementation, and integrations.

How is enterprise project management different from project management in smaller organizations?

Enterprise project management coordinates multiple projects and portfolios across departments and aligns them with business goals. It centralizes resource allocation across teams, standardizes how work is delivered, adds role-based access and security requirements, and provides consolidated reporting for a view of performance across the organization. Smaller-scale project management focuses on plans, tasks, and deadlines inside individual projects.

Who is Birdview’s enterprise solution best suited for?

Large services organizations running complex, multi-department work: engineering, consulting, IT services, and other project-based businesses with shared specialists, multiple business units, and enterprise access and security requirements. It is less suited to single teams that only need task tracking.

How does Birdview handle access control across departments?

Role-based permissions control what each role, department, and client can see and do, with restrictions configurable per project, portfolio, and user. SSO, SAML, and 2FA are supported for authentication.

What security and compliance standards does Birdview meet?

Birdview completed the AICPA SOC 2 Type II audit. The platform supports SSO, SAML, 2FA, granular role permissions, regional hosting in the USA, Canada, or Europe, and single-tenant deployment for regulated industries. Data is encrypted in transit and at rest. Project and client data is never used to train external AI models.

Can Birdview scale to thousands of users?

Yes. Birdview supports unlimited project and portfolio hierarchy, organization-wide resource planning, and role-based access designed for large user bases across multiple business units.

What reporting does leadership get?

Birdview includes 250+ prebuilt BI reports and dashboards covering portfolio health, utilization, budget variance, profitability, and delivery performance, running on the same live project, resource, and financial data, with drill-down into the underlying projects.

How long does implementation take?

Most teams go live in 4–6 weeks. Guided rollout includes workflow configuration, data migration, permissions and portfolio setup, and role-based training. Larger deployments with custom integrations can take longer.

Does Birdview integrate with enterprise systems?

Yes. Birdview connects with CRM, accounting, ERP, and collaboration systems, and offers a field-tested API for custom integrations.