Birdview Features
Tasks (8)
Creation & Assignment
As reported in 103 Birdview reviews. Create and assign tasks for individual users with details and due dates.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates). This feature was mentioned in 102 Birdview reviews.
Task Prioritization
As reported in 95 Birdview reviews. Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Based on 88 Birdview reviews. Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Based on 85 Birdview reviews. Define dependencies between tasks and the rules to manage them.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects. 44 reviewers of Birdview have provided feedback on this feature.
Drag & Drop
Users can move tasks and change dependencies using drag and drop. 91 reviewers of Birdview have provided feedback on this feature.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals. This feature was mentioned in 88 Birdview reviews.
Projects (11)
Planning
As reported in 93 Birdview reviews. Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map
Projects can be mapped out with milestones, due dates, deliverables and interdependencies. 79 reviewers of Birdview have provided feedback on this feature.
GANTT
Provide visual representations of tasks, dependencies, and progress. 76 reviewers of Birdview have provided feedback on this feature.
Calendar View
Based on 84 Birdview reviews. Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views
Create customized project views for internal and external purposes (eg: for customers). 86 reviewers of Birdview have provided feedback on this feature.
Project Budgeting
Based on 70 Birdview reviews. Associate a budget with a project and allocate it accordingly by task or resource.
Issue Tracking
Based on 40 Birdview reviews. Track issues at the project or task level, and manage resolutions.
Templates
As reported in 84 Birdview reviews. Provide standards templates that can be customized by users to create new projects.
Critical Path
Automatically calculate the critical path for projects and update it when projects change. 67 reviewers of Birdview have provided feedback on this feature.
Time & Expense
As reported in 43 Birdview reviews. Track time and expenses associated with projects or tasks.
Methodologies
Support agile and waterfall project management methodologies. 67 reviewers of Birdview have provided feedback on this feature.
Resource Management (6)
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria. This feature was mentioned in 75 Birdview reviews.
Capacity
As reported in 79 Birdview reviews. Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
As reported in 86 Birdview reviews. Allocate resources by matching capacity and demand, by project, team, or department.
Definition
Identify human and material resources and assign them to projects and portfolios. 40 reviewers of Birdview have provided feedback on this feature.
Allocation
Resources can be allocated and reallocated across multiple projects and portfolios. This feature was mentioned in 39 Birdview reviews.
Optimization
Based on 38 Birdview reviews. Improve resource utilization across various projects and portfolios.
Project Monitoring (3)
Baselining / KPIs
Based on 64 Birdview reviews. Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly. This feature was mentioned in 74 Birdview reviews.
Dashboards
Deliver dashboards that display project data and KPIs in real time. This feature was mentioned in 85 Birdview reviews.
Portfolio Management (8)
Portfolio Types
Define multiple types of portfolios for projects, programs, and services. 45 reviewers of Birdview have provided feedback on this feature.
Planning
Based on 45 Birdview reviews. Plan activities and tasks across various portfolios or programs.
Alignment
Based on 35 Birdview reviews. Align different kinds of portfolios with business and financial goals.
Portfolio Mix
Based on 37 Birdview reviews. Create the optimal mix of portfolios to achieve operational and financial goals.
Portfolio Definition
Define multiple types of portfolios for projects, programs, and services. 13 reviewers of Birdview have provided feedback on this feature.
Portfolio Performance
Based on 13 Birdview reviews. Monitor the performance of different types of portfolios and programs.
Risk
Based on 13 Birdview reviews. Identify risks that may negatively impact the performance of a portfolio of projects.
Portfolio Mix
Based on 12 Birdview reviews. Create the optimal mix of portfolios to achieve operational and financial goals.
Project Management (7)
Dependencies
As reported in 44 Birdview reviews. Manage dependencies between projects from one or multiple portfolios.
Priorities
Based on 45 Birdview reviews. Assign priorities for projects that are part of portfolios.
Lean Management
As reported in 34 Birdview reviews. Include lean project management features and best practices.
Project Planning
Based on 15 Birdview reviews. Generate plans that define tha main activities and resources needed for a project
Project Tracking
Monitor the progress or all tasks and activities that are part of a project 15 reviewers of Birdview have provided feedback on this feature.
Resource Definition
Based on 15 Birdview reviews. Contains library of skills and resources to allow project managers to find and assign to projects.
Resource Management
Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc. 15 reviewers of Birdview have provided feedback on this feature.
Data & Analytics (4)
Data Consolidation
Consolidate project and portfolio data from separate sources. 35 reviewers of Birdview have provided feedback on this feature.
Visualizations
As reported in 34 Birdview reviews. Provide custom project and portfolio monitoring visualizations.
Performance
Monitor the performance of different types of portfolios. 39 reviewers of Birdview have provided feedback on this feature.
Risk Analysis
Perform risk analysis at the portfolio or project level. 31 reviewers of Birdview have provided feedback on this feature.
Planning (3)
Resource Definiton
Based on 12 Birdview reviews. Create human and material resources and categorize them based on skills and other criteria.
Capacity
Monitor capacity in real time to track resource use and identify bottlenecks. 14 reviewers of Birdview have provided feedback on this feature.
Scheduling
Based on 14 Birdview reviews. Allocate resources by matching capacity and demand, by project, team, or department.
Optimization (3)
Performance
As reported in 16 Birdview reviews. Monitor the performance of each resource by project, portfolio, or resource type.
Forecasting
As reported in 13 Birdview reviews. Provide demand-driven forecasts to prepare and plan for future projects.
Corrections
Identify misutilizations and provide suggestions to improve planning and scheduling. 12 reviewers of Birdview have provided feedback on this feature.
Customer Management (4)
Customer Profiles
As reported in 13 Birdview reviews. Maintains a central repository of customer information and communications.
Sales
As reported in 14 Birdview reviews. Identify sales opportunities and manage leads pipelines by customer or region.
Marketing
As reported in 12 Birdview reviews. Create and manage marketing campaigns and track their performance
Client Portal
Provides a portal for clients to view project progress, budgets, resources, project documents, etc. 13 reviewers of Birdview have provided feedback on this feature.
Accounting (5)
Revenue Recognition
Based on 13 Birdview reviews. Automate revenue recogniton by project, portfolio, or milestone and deliverable.
Invoice Management
Ability to create and send electronic invoices, including templates that can be customized/branded. This feature was mentioned in 12 Birdview reviews.
Payments
Accepts multiple types of payments from clients and match with invoices. 12 reviewers of Birdview have provided feedback on this feature.
Project Accounting
Based on 13 Birdview reviews. Deliver features to track and manage costs and revenues by project.
Budget Tracking
Enables accountants and project managers to track and manage budgets. 13 reviewers of Birdview have provided feedback on this feature.
Analytics (3)
Forecasting
As reported in 13 Birdview reviews. Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.
Reporting
Access pre-built and custom reports and dashboards that can be configured by users. This feature was mentioned in 13 Birdview reviews.
KPIs
As reported in 13 Birdview reviews. Include business and financial KPIs that are specific to project and portfolio management .
Administration (6)
Standard Integrations
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems 11 reviewers of Birdview have provided feedback on this feature.
Workflow
Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions. This feature was mentioned in 14 Birdview reviews.
Access Management
Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc. This feature was mentioned in 14 Birdview reviews.
Permissions
Define and manage roles and access rights for the entire system. This feature was mentioned in 25 Birdview reviews.
Procedures
Maintain procedures for data access and governance. This feature was mentioned in 21 Birdview reviews.
Remote Work
Allow users to use the system online and on mobile devices. This feature was mentioned in 23 Birdview reviews.
Platform (5)
APIs
Based on 12 Birdview reviews. Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 11 Birdview reviews.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. This feature was mentioned in 14 Birdview reviews.
Mobile
As reported in 12 Birdview reviews. Allows software to be easily used on multiple mobile devices including phones and tablets.
Offline Access
As reported in 11 Birdview reviews. Ability to create and access tasks, transactions and reports while not connected to internet.
Automation (3)
Workflows
Based on 24 Birdview reviews. Provide standard workflows that can be used accross the company.
Customization
Allow administrators to configure workflows and processes. This feature was mentioned in 22 Birdview reviews.
Data repository
Based on 18 Birdview reviews. Deliver a single data repository for all project information.
Project management (7)
Task Prioritization
Set priority levels on tasks so individuals can organize their work. 24 reviewers of Birdview have provided feedback on this feature.
Dependencies
Define dependencies between tasks and the rules to manage them. 22 reviewers of Birdview have provided feedback on this feature.
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project. 23 reviewers of Birdview have provided feedback on this feature.
Views
As reported in 22 Birdview reviews. Create customized project views for internal and external purposes (eg: for customers).
Scheduling
As reported in 23 Birdview reviews. Allocate resources by matching capacity and demand, by project, team, or department.
Critical Path
Automatically calculate the critical path for projects and update it when projects change. 21 reviewers of Birdview have provided feedback on this feature.
Dashboards
As reported in 22 Birdview reviews. Deliver dashboards that display project data and KPIs in real time.
Workload (4)
Resource Allocation
As reported in 24 Birdview reviews. Monitor resource allocation to identify shortages and adjust accordingly.
Workspace
Define customizable workspace for teams, departments, and external users. This feature was mentioned in 23 Birdview reviews.
Configuration
As reported in 21 Birdview reviews. Provide drag and drop options to configure workspaces.
Insights
Monitor work accross the company and analyze performance. 19 reviewers of Birdview have provided feedback on this feature.
Communication & Collaboration (3)
Communication Channels
Based on 20 Birdview reviews. Support multiple channels for internal and external communications.
Document Management
Allow users to share and collaborate on documents and files. This feature was mentioned in 19 Birdview reviews.
Collaboration
Help users meet, share workspaces, and collaborate on tasks. 22 reviewers of Birdview have provided feedback on this feature.
Cost Management (3)
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource. 20 reviewers of Birdview have provided feedback on this feature.
Time & Expense
Track time and expenses associated with projects or tasks. This feature was mentioned in 24 Birdview reviews.
Profitability
Monitor project proftability by team or department. This feature was mentioned in 18 Birdview reviews.
Integration (3)
Front Office
Integrate with CRM, marketing, or customer service software. 17 reviewers of Birdview have provided feedback on this feature.
Back Office
Based on 18 Birdview reviews. Provide integration with accounting software and ERP systems.
External data
As reported in 18 Birdview reviews. Connect to external data sources such as databases or BI software.
Generative AI (6)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Based on 23 Birdview reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary. 22 reviewers of Birdview have provided feedback on this feature.
AI Text Generation
Allows users to generate text based on a text prompt. This feature was mentioned in 16 Birdview reviews.
AI Text Summarization
As reported in 15 Birdview reviews. Condenses long documents or text into a brief summary.
Strategy - Project and Portfolio Management (10)
Simulation
Simulate the outcomes of various business case scenarios and mix of projects
Tracking
Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios
Planning
Create plans to implement activities to achieve strategic objectives
Objectives
Define strategic objectives related to project and portfolio management
Visiblity
Provide a 360 view of all projects and portfolios and their corresponding strategies
Alignment
Align project and portfolios with the strategic objectives of the company
Risk Management
Mitigate risks related to projects and portfolios that may impact strategic objectives
Implementation
Deploy strategic planning to project and portfolio management activities
Optimization
Help with continuous improvement and to adapt to strategy updates and market changes
Prioritization
Assign priorities to projects and portfolios based on strategic objectives
Artificial Intelligence - Professional Services Automation (3)
Predictive Forecasting
Predicts project profitability, revenue, and resource utilization based on historical data and current trends.
Smart task suggestions
Gives task and resource allocation suggestions based on project context.
Automated workflows
Automates time-tracking, invoicing, and expense reporting.
Agentic AI - Project Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Work Management (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Professional Services Automation (2)
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting





