Engineering PSA Software for Capacity & Profitability

The problem

Project risk becomes visible too late

Engineering firms lose margin when commitments, scope changes, and project financials stay disconnected. Birdview surfaces capacity pressure, schedule variance, and cost overruns early.

Commitments exceed capacity

Sales commits before delivery sees demand by role, skill, and discipline against real availability.

Scope changes escape the baseline

Revisions and change orders move forward before their impact on schedules, budgets, and approvals is fully visible.

Financial impact appears after the fact

Time, costs, progress, and billing are reconciled once budget burn and margin have already drifted.

End-to-end delivery workflow

Run engineering work from pipeline to invoice

Turn pipeline into ready-to-start projects

CRM sync: keep sales and delivery aligned as opportunities are won
Capacity modeling: check pipeline demand against real availability before making delivery commitments
Estimates: build estimates around the required roles, skills, phases, staffing, and subconsultant costs
Project handoff: turn won opportunities into projects with scope, phases, milestones, budgets, and WBS intact

CRM integration syncing won opportunities into Birdview projects

Plan staffing before overload

Capacity view: see availability by role, skill, and discipline, accounting for current assignments, vacations, and leave
Demand planning: balance active assignments against upcoming pipeline demand
Scenario simulation: model pipeline wins and schedule shifts before committing resources
Find Candidates AI: match people to work by availability, skills, workload, and cost
Early warnings: identify resource conflicts and skill gaps before they delay delivery

Control delivery health

Health tracking: monitor project health, open issues, and schedule risk by phase, milestone, client, or team
Change control: tie change orders to the baseline and see the impact on budget, schedule, and margin before approval
Deliverables: track drawings, calcs, and specs by revision and issue status
Client Portal: share milestones, updates, and approvals with clients (20 free guest users), financials hidden
Project closeout: capture outcomes and lessons learned to give future projects better context

Track project financials before margins slip

Budget control: track budget versus actuals, labor costs, and burn by project or phase
Expense tracking: capture travel, equipment, and subconsultant costs against project budgets
Estimate at Completion: forecast final cost and margin from actual burn, remaining effort, and current project performance
Revenue recognition: track fixed-fee revenue against approved progress or percent complete
Margin alerts: identify margin pressure while work is in progress, early enough to adjust scope, staffing, or delivery plans

Bill approved work without the rebuild

Flexible billing: time-and-materials, fixed-fee, milestone, retainer, and blended billing
Client acceptance: move approved milestones and deliverables into billing review without re-entering project data
Versioned rate cards: apply approved time and expenses to current billing rules while preserving historical project financials
Less leakage: reduce missed billable hours, unbilled WIP, duplicate entry, and manual reconciliation
Accounting sync: send approved billing data to QuickBooks, Xero, or your accounting system

Birdview invoice template showing billing details

Why Birdview fits engineering delivery

Beyond spreadsheets

Capacity plans, phase budgets, EAC, and change orders in spreadsheets go stale as projects and availability change. Birdview keeps staffing, progress, budget burn, and margin connected to live delivery data.
Beyond generic project management tools

General-purpose platforms manage tasks and schedules but stop short of project financial control. Birdview adds capacity planning by engineering discipline, baseline and change control, schedule variance, EAC, and margin visibility.
Beyond legacy AEC platforms

Legacy platforms support complex project accounting but often require extensive configuration and long implementations. Birdview connects capacity, delivery, project financials, and reporting, with implementation measured in weeks, not quarters.

Role-based visibility

BI-powered visibility for every role

Same live data. The right view. The next action. BI reporting powered by Power BI, with a library of prebuilt reports and dashboards on the same live project, resource, and financial data. No separate BI license. No export-and-rebuild reporting.

"What does this change order do to the margin?"

See project health by phase, milestone, and client
Control change orders, approvals, and scope changes against the baseline
Track schedule variance, budget burn, and percent complete while work is still in progress
Adjust scope, staffing, or the baseline before the next phase slips

"Where will capacity break before new work is committed?"

See availability, workload, and discipline capacity across active and upcoming work
Compare pipeline demand against real capacity before sales commits
Spot overload, double-booking, and skill gaps early
Rebalance assignments before capacity issues turn into delivery or margin risk

"Where is the margin slipping while teams still have time to act?"

See portfolio health, schedule variance, budget variance, and project risk at a glance
See which projects need attention by value, risk, capacity impact, and margin pressure
Track profitability, labor costs, Estimate at Completion (EAC), and expected revenue from work in progress
Decide what to prioritize with data, not the loudest request in the room

"How do we log time and flag blockers where work happens?"

See assigned work, phase deadlines, and priorities in one place
Log time where work happens, in the office or in the field
Flag blockers early without status chasing
Keep delivery issues visible before they affect the next milestone

Foundation for engineering delivery

Connected systems. Built-in AI. Live in weeks

What engineering firms achieve with Birdview PSA

Real results from mechanical, MEP, chemical, and infrastructure engineering firms

15% Profit growth

"We now have transparency around budgets and profitability, rather than finding out after the fact that too many hours were spent."

Nicole Cook Director of Operations, SES Consulting

$300K Saved per year

"All our business systems in one enterprise source of truth — with powerful analytics through custom Power BI reports."

Erika Brown Director of Project Assurance and Controls, Hatch LTK

99% Adoption in 4 weeks

"Birdview won on the mobile app, custom forms, and support. The team actually uses it."

Ravindra Ambegaonkar New York Engineers

50% Less planning time

"Implementation and support have been without a match in the industry. We've been able to grow alongside Birdview."

Jeff Baltz Vice President, C-P Systems

Frequently Asked Questions

Answers to common questions about Birdview PSA for engineering firms, including capacity planning, change control, billing, subconsultants, and implementation.

What is engineering PSA software?

Engineering PSA software connects project delivery, resource capacity, time, billing, and financial visibility in one system. Birdview gives engineering firms project management, capacity planning, change control, EAC, billing, and margin visibility in one platform.
Who is Birdview PSA best suited for?

Birdview PSA is built for project-based engineering firms managing multiple concurrent projects, shared specialists, complex approvals, and mixed billing models. It is best suited for firms that need stronger control over capacity, delivery, and margin than standard project management tools provide.
Can we forecast capacity for projects in the sales pipeline?

Yes. Birdview models demand from tentative and pipeline work against current availability, skills, and discipline capacity, so teams can identify shortages before new work is committed.
How does Birdview handle change orders and scope changes?

Birdview connects scope changes, approvals, schedules, resource plans, budgets, and the project baseline. Teams can see the impact of proposed changes on delivery and margin before approval.
What billing, time, expense, and client approval workflows are supported?

Birdview supports time-and-materials, fixed-fee, milestone, retainer, and blended billing. Approved time and expenses stay connected to project budgets, rate cards, billing rules, and margin reporting. Timesheets pass through an approval workflow before they reach billing. Clients review milestones and deliverables through the Client Portal, and accepted work moves into billing review without rebuilding project data, keeping milestone and fixed-fee billing aligned with client sign-off.
Can we plan and track subconsultants?

Yes. Subconsultant assignments, costs, rates, and invoices can be tracked alongside internal resources and project budgets, giving teams a complete view of external cost and its impact on EAC and margin.
How long does implementation take?

Implementation includes workflow configuration, data migration, role-based training, and guided support. Most teams go live in 4–6 weeks, depending on data quality, integrations, and workflow complexity.