PSA solution for engineering teams

Birdview PSA helps engineering firms manage projects, resources, and billing in one system. Forecast capacity, optimize utilization, and protect margins with real-time visibility.

Illustration of a dashboard interface displaying colorful bar and pie charts, user avatars, and gear icons representing data analytics, teamwork, and system configuration.

Why Birdview PSA

Birdview PSA creates a single source of truth for resources, projects, and finances. Built for engineering and technical consulting teams, it gives them the visibility and insights they need to manage workloads, timelines, budgets, and future resource demand.

Take on new
projects with confidence

See resource availability, skills, and demand before you commit. Plan capacity with more confidence and take on new work without overloading your team.

Improve utilization
without double-booking

Balance workloads across projects, reduce scheduling conflicts, and avoid burnout or underutilization across the team.

Speed up
delivery-to-cash

Capture time and costs faster, reduce billing delays, and invoice more accurately to get paid sooner.

Track project
profitability in real time

Monitor budget vs. actuals, estimated vs. actual hours, billable and non-billable time, and project financial performance as work happens.

Create a single
source of truth

Bring projects, resources, time, and financial data into one place so delivery, finance, and leadership work from the same numbers.

Give executives and
clients better visibility

Share project updates, dashboards, and key documents in one place without chasing emails, files, and status meetings.

Manage complex projects with full portfolio visibility

Birdview helps engineering teams manage concurrent projects with clearer timelines, priorities, and dependencies. Spot risks early and stay in control across the portfolio.

  • Track milestones, deadlines, and dependencies across multiple projects
  • See project health and progress in one portfolio view
  • Use Table, Gantt, Kanban, and Calendar views to manage delivery
  • Standardize execution with templates, approvals, and repeatable workflows
Explore project management
Click on the Tabs
  • Work in progress
  • Table View
  • Gantt Chart View
  • Kanban View
  • Calendar View
Task tracking table for an
Gantt chart showing the Application Redesign project timeline with tasks such as Competitors analysis, User research, Unit development, Technical specs, and Security testing, including dependencies and dates from Dec 12 to Dec 25.
Kanban board with three columns labeled
Calendar view showing a multi-week project schedule with overlapping tasks such as Application Redesign, Hardware Test Plan, Product development, and various marketing activities like creating explainer videos and sending email campaigns.
Project tracking tool - table view
optimized resource allocation screen

Forecast capacity before delivery is affected

Birdview gives engineering firms real-time visibility into availability, workload, skills, and future demand. Plan ahead, reduce bottlenecks, and make better staffing decisions before changes impact delivery.

  • Forecast capacity and demand across current and upcoming projects
  • Identify available resources by role, skill set, and timing
  • Rebalance workloads to prevent burnout, underutilization, and missed deadlines
  • Simulate changes and evaluate the impact of new work on team capacity
Explore resource planning

Manage time, costs, and billing in one place

Dashboard interface with project planning visuals including a central project icon, surrounding role indicators, a pie chart, user workload percentages, and cost and team member icons
Keep project profitability on track

Manage time, costs, and project budgets in one place. Birdview helps engineering teams capture actuals and compare them to plans before margins slip.

  • Capture billable and non-billable hours at the task level
  • Track budgets, expenses, and actual costs in real time
  • Compare estimated vs. actual hours to improve forecasting accuracy
  • Keep project financials aligned even when scope, timelines, or staffing changes
Explore budget and costs
Birdview invoice template showing billing details, itemized charges with rate, quantity, amount, and a total of $10,035 after discount
Reduce billing delays and improve delivery-to-cash

Birdview helps engineering firms simplify billing, improve invoice accuracy, and keep finance and delivery aligned with time, expenses, budgets, and project data in one place.

  • Automate invoice creation to reduce delays and human error
  • Support fixed-fee, time and materials, and milestone-based billing
  • Sync billing data with accounting tools like QuickBooks
  • Give clients clear breakdowns of billable work to reduce disputes and speed approval
Explore billing and invoicing

Turn project, resource, and financial data into executive insights

Give leaders real-time visibility into delivery, utilization, and profitability. Power BI dashboards replace manual reporting and support faster decisions.

  • Track KPIs for project progress, utilization, budgets, and profitability
  • Analyze project health, timelines, margins, and resource demand in real time
  • Share reporting with executives and stakeholders without manual spreadsheet work
  • Create clearer portfolio visibility across teams, projects, and clients
Explore reporting
BI dashboard showing
Task detail view showing a task marked as open with good status, labeled as medium priority and categorized under troubleshooting. Includes estimated hours, due date, budget, and conversation history between Amelia Wilson and Brown Henry with file attachments and comments

Keep engineers, executives, and clients on the same page

Centralize communication, files, approvals, and project updates so nothing gets lost between delivery teams, leadership, and clients. Give stakeholders the visibility they need without full system access.

  • Share project progress, timelines, and deliverables through the client portal
  • Keep comments, documents, and approvals connected to the work
  • Improve handoffs between delivery, finance, and stakeholders
  • Reduce status-chasing and miscommunication across teams
Explore collaboration

Connect CRM, ERP, accounting, and delivery data in one system

Birdview integrates with the tools engineering firms already rely on so project delivery, resource planning, and finance stay connected. Replace fragmented reporting with a single source of truth across your client lifecycle.

  • Connect CRM data to improve visibility into upcoming demand
  • Sync accounting and financial systems to reduce manual reconciliation
  • Keep project, time, and billing data aligned across teams
  • Support enterprise workflows without forcing teams back into spreadsheets
Explore integration opportunities

Real results from Birdview customer case studies

Engineering teams rely on Birdview PSA to improve visibility, utilization, and project delivery

Birdview logo

Improve engineering delivery, utilization, and profitability with Birdview PSA

Top-rated engineering project management software

Award winning Award winning Award winning

Frequently Asked Questions

  • Birdview PSA gives engineering teams real-time visibility into resource availability, workload, skills, and future demand. This helps firms plan capacity earlier, reduce bottlenecks, and make better staffing decisions across concurrent projects.

  • Birdview PSA helps teams balance workloads, avoid overbooking, and reduce both burnout and underutilization. Engineering firms can see who is available, what skills they have, and where capacity gaps may affect delivery.

  • Yes. Birdview’s AI resource assistant helps teams find best-fit people based on roles, skills, availability, and hourly rate, which is especially useful when staffing new work or filling sudden delivery gaps.

  • Birdview PSA helps teams track time, budgets, costs, and financial performance in real time. Teams can log billable and non-billable hours, monitor budgets, and analyze profitability so project leaders can act before margins slip.

  • Yes. Birdview PSA supports fixed-fee, time and materials, and milestone-based billing, and it helps reduce delays by automating invoice generation and improving billing accuracy.

  • Yes. Birdview PSA can sync billing and financial data with accounting tools such as QuickBooks, and the engineering page also highlights integrations across CRM, ERP, accounting, and other business systems.

  • Yes. Birdview PSA includes a client portal that gives clients and executives controlled access to project progress, timelines, and deliverables, while keeping communication and approvals tied to the work.

  • Yes. Birdview PSA includes reporting and BI capabilities for tracking progress, resources, utilization, and financial performance in real time. Birdview also offers Power BI reporting and dashboards for customers who need deeper analytics.

  • Birdview PSA brings projects, resources, time, billing, and financial data into one system, reducing the need to manage delivery across spreadsheets and disconnected tools. This gives engineering teams a clearer, more consistent view of delivery and performance.

Birdview logo
Nice! You’re almost there...

Your 14-day trial is ready! Explore Birdview's full potential by scheduling a call with our Product Specialist.

The calendar is loading... Please wait
Birdview logo
Great! Let's achieve game-changing results together!
Start your Birdview journey with a short 9-min demo
Watch demo video