Birdview PSA helps you align the right people with the right tasks, at the right time. With smart resource matching, you can balance workloads, optimize team capacity, and eliminate bottlenecks across projects.
Birdview PSA makes resource matching easy, visual, and precise. It helps you find the most suitable resources based on their roles, skills, and availability to ensure balanced, efficient, and realistic project plans from day one.
Quickly find available team members with the right skills, role fit, and availability for your projects.
Easily replace placeholders with real people once the project is approved to move from planning to execution.
‘Soft’ allocate resources when a project is tentative and switch the allocation to “hard” when the contract is signed.
to plan your projects in Birdview PSAWhether you start with a detailed template or build your team first, Birdview helps you allocate the right resources at the right time.
Save time by reusing pre-built project plans.
Estimate effort and timelines without diving into task details
Turn task assignments into resource demand at the project level.
Task assignment is the number of hours given to a person (or role) for a specific task.
Allocation is the total time reserved for that person across the entire project.
Let Birdview narrow down your best options.
Fill in the blanks with the best-fit team.
Confirm and assign your team.
Effective resource matching avoids under- or overloading staff, reduces project delays, and ensures work is assigned based on skills, not guesswork. This leads to better outcomes, higher employee satisfaction, and more profitable projects.
It pulls real-time data on team members, such as availability, capacity, role, and project experience, and uses that information to suggest optimal staffing combinations. Advanced solutions like Birdview PSA also include resource forecasting and simulations.
Yes. The best tools support multi-project environments, allowing you to view and match resources across a portfolio of active and planned projects. This helps you balance capacity across your entire organization.
Resource matching focuses on finding the right people for the right work based on attributes. Resource scheduling is about when and how those people will do the work. Ideally, your PSA software should handle both on one platform.
Placeholders represent roles or unnamed resources used during early planning. Once the team is confirmed, you can replace them with actual users based on availability and skill match.
Yes. With Birdview PSA, you can create soft allocations to tentatively hold team members without affecting real capacity planning.
Birdview uses a combination of skill matching, role fit, and real-time availability to suggest the best candidates for each project role.
Birdview alerts you to overallocation and shows visual workload indicators so you can adjust assignments or allocations accordingly.
Absolutely. You can override default role settings to specify custom skill needs for each project, like language proficiency or tool expertise.
Yes. If you generate allocations from tasks, Birdview calculates the total effort across all assignments and rolls it up into project-level allocations.
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