Fast and accurate
project estimation

Quickly build reliable project estimates with Birdview PSA so you can send out winning proposals faster.

Why Birdview PSA

From effort and resource planning to financial forecasting, Birdview PSA helps you build reliable estimates that lead to successful project delivery. No matter when estimation happens, Birdview helps you get it right, fast.

Reliable estimates in minutes

Use templates, role-based planning, and AI suggestions to create estimates quickly, without starting from scratch every time.

Accurate cost and revenue forecasting

Estimate project costs and billable revenue instantly based on hours, rates, and the billing model of your choice.

The right team before the project starts

EKeep sales and delivery teams on the same page with clear, actionable estimates that feed into project planning.

Step 1. Define the scope of work

Clearly outline your goals, expected outcomes, and any constraints using task hierarchies to break work into manageable parts. Birdview lets you kick off your estimation process using pre-built project templates.

  • Use templates that include task durations, dependencies, and sequences
  • Automatically shift timelines based on your project start date
  • Use the project plan structures suggested by Birdview’s AI Assistant
Explore project planning
Click on the Tabs
  • Work in progress
  • Table View
  • Gantt Chart View
  • Kanban View
  • Calendar View
Project tracking tool - table view
Project tracking tool - Gantt view
Project data - Kanban board view
Project data - Calendar view
Project tracking tool - table view
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Step 2. Estimate effort and calculate timelines

Whether you're estimating from experience or past data, Birdview makes it easy to input the effort needed for each task. Build schedules you can trust.

  • Add estimated hours per task directly in your template
  • Modify hours depending on the complexity or scope of the current project
  • Adjust workloads between multiple roles on the same task
  • Automatically calculate project duration
Explore resource scheduling

Step 3. Identify key resources and roles

Assign individuals or placeholder roles during estimation. Visualize your resource needs and forecast delivery more accurately.

  • Assign team members based on skills, availability, and role
  • Plan ahead with placeholders until team members are confirmed
  • Use pre-assigned roles in templates for repeatable work
  • Flexibly update assignees as the project evolves
Explore resource planning
book resources in resource planning screen

Step 4. Estimate cost, budget, and profit in one places

Birdview PSA helps you forecast internal costs, billable revenue, and expected profit, all from your initial project plan.

  • View cost estimates at a task or project level
  • Add non-labor expenses to reflect the true cost
  • Support any billing model (T&M, flat fee, or both)
  • Use rate cards to define billing per role or user
  • See your expected profit margin in real time
Explore cost and budget management

Step 5. Validate estimates with stakeholders and clients

Use Birdview to present your project estimates in a way that’s easy to understand and discuss with decision-makers.

  • Provide free access to the Client portal
  • Share timelines, effort, and workload using Project Plan Snapshots
  • Use data to support discussions around feasibility and trade-offs
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Streamline your project estimation process

FAQ: project estimation in project planning

  • Project estimation is the process of predicting the time, effort, cost, and resources required to complete a project. It’s a foundational part of project planning that helps teams set realistic timelines, allocate budgets, and prepare for risks.

  • Project estimation is all about choosing the right approach for your team, project type, and available data. Here are five widely used techniques — and how Birdview PSA supports them:

    • Expert Judgment — Rely on the knowledge and experience of project managers or subject matter experts to estimate tasks and timelines.

      In Birdview: Easily input expert estimates directly into project templates or tasks using manual effort and duration fields.

    • Analogous Estimating — Use historical data from similar past projects to inform current estimates.

      In Birdview: Leverage templates and project archives to reuse structures, effort levels, and cost data from comparable engagements.

    • Parametric Estimating — Apply formulas or metrics (like cost per unit or hours per deliverable) to generate estimates based on known variables.

      In Birdview: Combine roles, rates, and units of work to calculate effort, cost, and billing using built-in rate cards and custom fields.

    • Three-Point Estimating — Estimate based on three values: optimistic, pessimistic, and most likely, then calculate a weighted average for better risk assessment.

      In Birdview: Use custom fields or BI dashboards to capture and compare multiple estimate scenarios.

    • Bottom-Up Estimating — Estimate each task individually, then roll up totals to the project level for the most detailed forecasting.

      In Birdview: Break down projects into tasks and subtasks, assign hours, roles, and expenses—Birdview automatically rolls up the totals to phases and the full project.

  • Effort refers to the actual amount of time a person spends working on a task (e.g., 8 hours), while duration is the total time it takes to complete the task (e.g., 2 days if the person works 4 hours/day).

  • Estimates should be reviewed at key project milestones or when scope, resources, or constraints change. Regular tracking against actuals also helps improve future estimates.

  • Absolutely. Birdview PSA stores historical performance data from previous projects, making it easier to create more accurate estimates by referencing past efforts, durations, and resource usage.

  • Birdview PSA offers real-time dashboards and reporting that compare estimated vs. actual time, cost, and resource usage. This visibility helps teams adjust quickly and learn from past projects to improve future planning.

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