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Description

Birdview PSA provides professional service organizations with a single source for truth. This results in better visibility at all stages during the service delivery lifecycle. It allows data-driven decisions, collaboration, and increased synchronization at critical handoff points. Birdview PSA provides powerful project management functionality, resource optimization, project accounting, and a powerful set tools for optimizing and monitoring at both the portfolio and project levels. Services organizations can benefit from rich functionality without having to go through a lengthy onboarding process or compromising their budget. This is possible thanks to a more intuitive user interface, seamless integration with ERPs, CRMs, and thousands of other applications.

Description

Get Proteus and get better productivity, better consistency, better control, and better visibility. Proteus is the complete project management solution built by energy experts for people in the energy sector. Proteus brings project planning, resource management, project management, collaboration, project financials, and business intelligence into one integrated solution. Proteus moves energy companies away from a fixed cost model to an on-demand model, crucial to staying competitive in a low margin environment. Move faster, stay accurate, deliver more projects and keep work simplified. Use Proteus to bring all project workflows together in one single view: clients, proposals, projects, invoicing, documents, inventory, and more- all in one place. Integrated with Microsoft 365. Project teams can collaborate with remote access to timesheets, equipment details, project costs, work completion status, and other resources. Generate invoices and manage client information, and legal contracts from a unified platform. Proteus enables project managers to store documents centrally and streamline workflows, technical calculations, and other operations. Monitor metrics in real time and get full project control.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Adobe Illustrator Yes 
Constant Contact Lead Gen & CRM Yes 
Dropbox Yes 
Gmail Yes 
Google No 
Google Calendar Yes 
Jira Yes 
Jira Work Management Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Microsoft Project Yes 
QuickBooks Online Yes 
Salesforce Yes 
Slack Yes 
Workato Yes 
Wufoo Yes 
Zendesk Yes 

Integrations

Microsoft 365 Yes 
Adobe Illustrator No 
Constant Contact Lead Gen & CRM No 
Dropbox No 
Gmail No 
Google Yes 
Google Calendar No 
Jira No 
Jira Work Management No 
Microsoft Excel No 
Microsoft Outlook No 
Microsoft Project No 
QuickBooks Online No 
Salesforce No 
Slack No 
Workato No 
Wufoo No 
Zendesk No 

Pricing Details

$13.50/month/user
Lite - starts at $13.50 per user per month
Team - starts at $20.50 per user per month
Enterprise - price upon request
Free Trial Yes 
Free Version No 

Pricing Details

$35 per user per month
Flat fee per user per month. For timesheet only users, $15 per month.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Logic Software

Founded

1999

Country

Canada

Website

birdviewpsa.com

Vendor Details

Company Name

Xergy

Founded

2019

Country

United Kingdom

Website

xergy.com/proteus/

Product Features

Advertising Agency

Campaign Management No 
Collaboration Yes 
Document Management Yes 
File Sharing Yes 
Project Management Yes 
Task Management Yes 
Time Tracking Yes 

Agile Project Management Tools

Backlog Management Yes 
Feedback Management Yes 
Gantt/Timeline View Yes 
Kanban Board Yes 
Prioritization Yes 
Request Management Yes 
Resource Management Yes 
Retrospectives Management Yes 
Status Tracking Yes 
Supports Scrum Yes 
Team Management Yes 
Template Management Yes 
Workflow Management Yes 

Collaboration

Brainstorming No 
Calendar Management Yes 
Chat / Messaging No 
Contact Management No 
Content Management No 
Document Management No 
Project Management Yes 
Real Time Editing No 
Task Management Yes 
Version Control Yes 
Video Conferencing No 

Gantt Chart

Alerts/Notifications Yes 
Capacity Monitoring Yes 
Color Coding Yes 
Dependency Tracking Yes 
Drag & Drop Yes 
Milestone Tracking Yes 
Progress Tracking Yes 
Task Management Yes 
Templates Yes 

IT Project Management

Bug Tracking Yes 
Issue Management Yes 
Milestone Tracking Yes 
Percent-Complete Tracking Yes 
Portfolio Management Yes 
Prioritization Yes 
Product Roadmapping Yes 
Requirements Management Yes 
Resource Management Yes 
Status Tracking Yes 
Supports Agile Yes 
Supports Scrum No 
Task Management Yes 
Testing / QA Management No 
Time & Expense Tracking Yes 

Kanban

Collaboration Tools Yes 
Dependency Tracking Yes 
KPI Monitoring Yes 
Milestone Tracking Yes 
Multi-Board Yes 
Prioritization Yes 
Project Planning Yes 
Roadmapping Yes 
Supports Scrum Yes 
Task Management Yes 
Time Tracking Yes 

Product Management

Collaboration Yes 
Feedback Collection No 
Idea Management No 
Milestone Tracking Yes 
Prioritization Yes 
Product Roadmapping No 
Release Management No 
Requirements Management No 
Resource Management Yes 
Workflow Management Yes 

Professional Services Automation

Billing & Invoicing Yes 
CRM No 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation No 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Project Planning

Agile Methodologies Yes 
Budget Management Yes 
Collaboration Tools Yes 
Due Date Tracking Yes 
Gantt Charts Yes 
Kanban Board Yes 
Prioritization Yes 
Progress Tracking Yes 
Resource Management Yes 
Task Management Yes 
Template Management Yes 
Traditional Methodologies Yes 

Project Portfolio Management

Budget Management Yes 
Collaboration Yes 
Dashboard Yes 
Issue Management Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Project Planning Yes 
Requirements Management Yes 
Resource Management Yes 
Status Tracking Yes 
Task Management Yes 
Time & Expense Tracking Yes 

Project Tracking

Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Gantt Charts Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Percent-Complete Tracking Yes 
Prioritization Yes 
Status Tracking Yes 
Time & Expense Tracking Yes 

Resource Management

Capacity Management Yes 
Data Visualization Yes 
Demand Forecasting Yes 
Drag & Drop Yes 
Employee Scheduling Yes 
Filtered Search Yes 
Resource Allocation Yes 
Skills Tracking Yes 
Utilization Management Yes 

Task Management

Collaboration No 
Create Subtasks No 
Gamification No 
Gantt Charts No 
Mobile Access No 
Percent-Complete Tracking No 
Progress Tracking No 
Recurring Tasks No 
Reporting/Analytics No 
Spreadsheet View No 
Task Board View No 
Task Planning No 
Task Scheduling No 
Task Tracking No 
Time Tracking No 
To-Do List View No 

Time and Expense

Activity Tracking No 
Billable Hours Tracking No 
Billing Rate Management No 
Expense Tracking No 
Invoice Processing No 
Multiple Billing Rates No 
Project Tracking No 
Reimbursement Management No 
Time Tracking by Client No 
Time Tracking by Project No 

Time Tracking

Automatic Time Capture No 
Billable & Non-Billable Hours No 
Billing & Invoicing No 
Employee Database No 
Expense Tracking No 
Mobile Time Tracking No 
Multiple Billing Rates No 
Offline Time Tracking No 
Online Time Tracking No 
Overtime Calculation No 
Time per Project Reporting No 
Timesheet Management No 
Vacation / Leave Tracking No 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow No 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Product Features

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management No 
Order Management Yes 
Point of Sale (POS) No 
Project Management Yes 
Purchasing Yes 
Scheduling Yes 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management Yes 

Collaboration

Brainstorming No 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control Yes 
Video Conferencing No 

Contractor Management

Contractor Database Yes 
Insurance Tracking No 
License Tracking No 
Permit Tracking No 
Skills & Competencies Yes 
Task Management Yes 
Work Hour Tracking Yes 

ERP

Accounting Integration Yes 
Accounting Management Yes 
CRM Yes 
Dashboard Yes 
Distribution Management Yes 
Enterprise Asset Management Yes 
Financial Management Yes 
HR Management Yes 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing No 
Reporting/Analytics Yes 
Sales Management No 
Supply Chain Management Yes 
Warehouse Management Yes 

Job Costing

Bills of Material Yes 
Budgeting & Forecasting Yes 
Change Orders Yes 
Cost-to-Completion Tracking Yes 
Invoice Management Yes 
Overrun Reporting No 
Percent-Complete Tracking Yes 
Production Cost Tracking Yes 
Purchase Order Management Yes 
Quotes / Estimates Yes 
Time Tracking Yes 
Work Order Management Yes 

Oil and Gas

Compliance Management No 
Equipment Management Yes 
Inventory Management Yes 
Job Costing Yes 
Logistics Management Yes 
Maintenance Management No 
Material Management Yes 
Project Management Yes 
Resource Management Yes 
Scheduling Yes 
Work Order Management Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Project Planning

Agile Methodologies No 
Budget Management Yes 
Collaboration Tools Yes 
Due Date Tracking Yes 
Gantt Charts Yes 
Kanban Board No 
Prioritization Yes 
Progress Tracking Yes 
Resource Management Yes 
Task Management Yes 
Template Management Yes 
Traditional Methodologies Yes 

Project Tracking

Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Gantt Charts Yes 
Kanban Board No 
Milestone Tracking Yes 
Percent-Complete Tracking Yes 
Prioritization Yes 
Status Tracking Yes 
Time & Expense Tracking Yes 

Proposal Management

Automatic Formatting No 
Calendar Management Yes 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature No 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management Yes 
Requirements Management Yes 
Revision Management Yes 
Task Management Yes 
Templates Yes 
Version Control Yes 

Resource Management

Capacity Management Yes 
Data Visualization Yes 
Demand Forecasting Yes 
Drag & Drop Yes 
Employee Scheduling Yes 
Filtered Search Yes 
Resource Allocation Yes 
Skills Tracking No 
Utilization Management Yes 

Time Tracking

Automatic Time Capture No 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database Yes 
Expense Tracking Yes 
Mobile Time Tracking Yes 
Multiple Billing Rates No 
Offline Time Tracking Yes 
Online Time Tracking No 
Overtime Calculation Yes 
Time per Project Reporting Yes 
Timesheet Management Yes 
Vacation / Leave Tracking No 

Work Management

Access Roles / Permissions Yes 
CRM No 
Calendar Management Yes 
Collaboration Tools Yes 
File Storage / File Sharing Yes 
Kanban No 
Messaging / Discussion Yes 
Performance Metrics Yes 
Project Management Yes 
Reporting / Analytics Yes 
Resource Management Yes 
Strategic Planning Yes 
Task Management Yes 
Time Tracking Yes 
Version Control Yes 
Workflow Management Yes 

Alternatives

Alternatives