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ENGINEERING PROJECT MANAGEMENT SOFTWARE

Keep engineering capacity and margin under control

Track discipline capacity, change orders, budget burn, and EAC against the project baseline, with connected billing and AI-assisted delivery forecasting. Purpose-built engineering project management software for firms that need more than task tracking.

SOC 2 Type II · Built-in BI reporting · Typical go-live: 4–6 weeks

When engineering project risk surfaces too late

As engineering firms grow, capacity, scope changes, and project financials become harder to control. Teams commit before capacity is verified, changes move ahead without baseline control, and margin impact shows up after work is underway.

Birdview connects capacity, scope changes, and financials, so teams commit with verified capacity, control changes against the baseline, and see margin impact early.

Project control as the firm grows

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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
  • Quote creation: turn approved estimates into client-ready quotes with scope, rates, fees, and commercial terms
  • 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
Find Candidates AI matching engineers to projects by skill, availability, and workload

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 final performance and lessons learned to inform future estimates and project plans.
Birdview dashboard showing engineering project health, schedule risk, and deliverables

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
  • Margin visibility: track project margin as work progresses and adjust scope, staffing, or delivery plans before it slips
Rate card and margin tracking screen

Turn approved work into accurate invoices

  • 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
  • Billable work: keep approved time, expenses, and unbilled work visible until they're invoiced
  • Accounting sync: send approved billing data to QuickBooks, Xero, or your accounting system
Birdview invoice template showing billing details

Accelerate project delivery with built‑in AI assistance

Birdview AI works with live project, resource, and financial data to build project plans, recommend engineers by skill and availability, forecast completion dates, summarize project activity, and answer questions about delivery risk.

Message Assistant

Draft updates and summarize project discussions.

Project Chat Assistant

Ask questions about live project data in plain English.

Resource Assistant

Match engineers by discipline, skill, availability, and rate.

Project Plan Assistant

Generate structured project plans with phases, tasks, and subtasks.

Completion Forecast

Predict likely completion dates using delivery history, with confidence ranges.

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 traditional AEC platforms

    Traditional AEC 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

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.

Control scope changes before they affect schedule and margin

  • See project health across phases, milestones, budgets, and deliverables
  • 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 schedules before the next phase slips
Project manager report showing schedule variance, budget burn, and margin for engineering projects

Early visibility into capacity pressure and delivery risk

  • See availability, workload, and discipline capacity across active and upcoming work
  • Compare pipeline demand against real capacity before delivery commitments are made
  • Spot overload, double-booking, and skill gaps early
  • Rebalance assignments before they create delivery or margin risk
Demand forecasting report comparing pipeline demand against engineering discipline capacity

Control over portfolio performance, financial risk, and priorities

  • See portfolio health, schedule variance, budget variance, and project risk at a glance
  • Identify projects that need attention by value, risk, capacity impact, and margin pressure
  • Track profitability, labor costs, Estimate at Completion (EAC), and revenue against project progress
  • Set priorities using live delivery and financial data
Financial performance report showing profitability, budget variance, and EAC across engineering projects

Tracking assigned engineering work, time, messages, and approvals

  • See assigned work, phase deadlines, and priorities in one place
  • Log time against projects and tasks, in the office or in the field
  • Keep project messages and updates tied to the work
  • Track approvals and flag blockers before they affect the next milestone
Timesheet entry screen for logging engineering time by task and project phase

Foundation for engineering delivery

Connected systems. Enterprise Security. Live in weeks.

Integrations

CRM, collaboration, project, and accounting systems.

Integrations

Connect the systems your firm already runs

Connect Birdview with the CRM, collaboration, project, and accounting systems your firm already uses.

Salesforce · Microsoft Teams · Microsoft Project · SharePoint · Excel · QuickBooks · NetSuite · Xero · ChatGPT and Claude via Birdview MCP · 5,000+ other business tools

Security

SOC 2 Type II, SSO, and regional hosting.

Security

Enterprise-grade protection

Give teams secure access while protecting project data, internal workflows, reporting, and AI-assisted work.

See security overview

Implementation

Guided setup, migration, training, and launch.

Implementation

Get Birdview live in 4–6 weeks

Configure workflows, migrate project data, and train teams by role with guided support from kickoff through go-live.

Teams that switched. Results that speak

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

SES Consulting case study
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
Mechanical engineering firm
Hatch LTK case study
$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
Infrastructure engineering firm
New York Engineers case study
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
MEP engineering firm
C-P Systems case study
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
Chemical engineering firm

Ready to see Birdview PSA in action?

Top-rated across leading software review platforms

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Frequently Asked Questions

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

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

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