About
Birdview PSA (formerly Easy Projects) is a cloud project management and professional services automation (PSA) platform for planning projects, allocating resources, and tracking budgets, billable hours, and profitability in one place. It is a horizontal PSA tool used across professional-services verticals, including architecture and engineering firms managing their own project delivery and finances.
How teams use it
By audience
- Architecture
- Architecture firms run the studio like a portfolio — each project's fee budget, staff allocation, and billable hours tracked in one place instead of spreadsheets.
- Principals watch planned-vs-actual hours per project to catch design phases running over fee before they erode profit.
- Resource planning shows which architects and drafters are over- or under-allocated across concurrent commissions.
- Civil Engineering
- Engineering consultancies assign engineers across concurrent civil projects and forecast team capacity.
- Every engineering hour is tied to a project budget and cost code for billing and utilization reporting.
- BI dashboards report utilization, realization, and project margin across the engineering practice.
- Project Manager
- Build Gantt schedules and a WBS for each engagement and track task progress and dependencies.
- Assign and level resources across projects, spotting who is overbooked before committing to deadlines.
- Monitor budget-vs-actual and billable-vs-non-billable hours to keep engagements profitable.
- Accounting & Finance
- Turn approved timesheets and expenses into client invoices and track revenue against project budgets.
- Forecast revenue and cash flow from the project pipeline and resource plan.
- QuickBooks integration syncs invoices and financials to the firm's accounting system.
By phase
- Concept & Planning
- Scope new engagements — set fee budgets, cost codes, and milestone schedules before work begins.
- Staff the project by checking team availability and allocating architects/engineers to the plan.
- Design
- Track progress of design tasks and deliverable milestones against the schedule.
- Capture designer/engineer timesheets against project budgets to monitor burn during design.
- Surface budget overruns on design phases early via planned-vs-actual dashboards.
Integrations
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