Birdview PSA Erfahrungen

Vorteile

1. It's easily tweakable to fit our workflow.
2. We've had great, responsive customer service.
3. There's auto notifications to keep projects on track that can be set up according to the licensed user's preferences.
4. We can finally keep all conversations about projects in one place and they are archived to be reinitiated in the same way the next year.
5. It fit the budget well. It wasn't the most expensive nor the cheapest but had all of the options we were looking for in an online project management system-online proofing, forms that convert to projects, tweakable workflow, ability to have free guest users and automatic notifications.

Nachteile

1. The guest user experience isn't as strong.
2. We'd like to tweak the notifications for guest users per project but can't. There is a universal notification for all guest users that works well. Sometimes bugs the guest user too much though.
3. If 2 people are on a task and one clicks that they're done, they will still get notifications until the other person clicks done. It would be great if the notifications could stop for the person that completed their portion of the task once they click that they're done.
4. I really liked the Outlook integration option but wish it was available for Mac users. Over 50% of our office is on a Mac.

Vorteile

This platform has truly revolutionized the way I handle projects in the most professional and user-friendly way. What sets Birdview PSA apart is its seamless setup process. Adding project tasks and assigning team members is a breeze, and the intuitive interface makes it a easy to navigate. It provides comprehensive project status and with just a glance, I can quickly assess progress, identify any roadblocks, and keep things on track with ease. One feature that has been an absolute game-changer is the time estimates and actuals functionality. Being able to track and compare the time spent on tasks against initial estimates has been invaluable. It has empowered me to make informed decisions, optimize resource allocation, and stay on top of project expenditures. In a nutshell, Birdview PSA has become my go-to project management tool. It's professional, user-friendly and efficient.

Nachteile

I've found most of Birdview's features to be incredibly useful. It's been a game-changer for my project management needs. However, there is one minor hiccup that I've encountered. When assigning multiple people to a task and wanting to allocate different estimated hours for each person, it becomes a bit tricky.

Vorteile

Organized manner to assign and keep track of work development. Good record of projects, resources and timing. Good theory for integrated collaborative vehicle. Need to promote mobile app (I need to take time to see how I might use this) and encourage clients on best practices for mobile usage.

Nachteile

I don't use it enough and the way we use it internally rquires access to our server for design files instead of providing files in easy projects. This isn't convenient - particularly since many of us are mobile/on the go and not at a PC. I also can never easily find stuff in there without searching for it. Would be great if there was an automated dashboard and user home screen that was personalized according to usage.

Vorteile

The customer support team provided assistance whenever needed. The availability of extensive customizations allows us to tailor the tool to meet our organization's unique requirements.Collaboration is effortless, with easy task editing and assignment across teams and projects. The integration with MS Teams and Jira enhances our workflow and communication.The time tracking and estimation feature within projects is highly valuable.

Nachteile

It would be great to have integration with some add apps

Vorteile

Ease of use, cloud based, resource and time management tool

Nachteile

sometimes information required is not as easy to get to,

Vorteile

Birdview is very user-friendly. I enjoy how our workload is planned throughout the day using Birdview. It is easy to track what is prioritized and help meet deadlines.

Nachteile

I dislike that messages can be edited. Would love that messages would be permanent without the ability to edit.

Vorteile

Our buisness is based on the time we spend for a project and this tool really helps us in managing the time for any projects very precisely.

Nachteile

For any new users, getting used to the application might be little difficult.

Vorteile

Easy to navigate and user friendly project management software

Nachteile

Not great for resource allocation, need a lot of fine tuning

Vorteile

Easy to use and predictive. It makes me the life easier.

Nachteile

Everything likes me. I dont have more comments.

Vorteile

It is so efficient to use and helps in management of project.

Nachteile

Sometimes it is too lagging in my laptop even I use it on new laptop.

Vorteile

We are an in-house CPG creative department of four. Easy Projects houses all of our creative projects/activities. The Creative team can see every project and its status at anytime. It also generates a resource report so see when my designers are over or under allocated I can make the necessary adjustments within the schedule to ensure the workload is at manageable level and adjusting schedules is easy and right at your fingertips. Easy projects holds all projects notes, so you don't have to go digging through emails. The upgrades to the system have been ongoing and great improvements but at a great price! The system is versatile and flexible to meet anyone's needs.

Nachteile

It is difficult to get the entire organization access to view all projects and status and our workload. They don't need full access but viewable access to activity center without paying for a full license per user.

Vorteile

Easy to check what I need at the time. Also like being able to easily move activities into different projects if set up incorrectly. The work we do has mainly the same activities for each project. With the batch operations, it's easy to set up multiple projects at one time as well as assign the same people to various activities. Searching for time spent on various activities within projects also is easy. I can see if too much time is being spent on an activity or easily catch any errors with time being billed twice. I like being able to move an activity into a different parent activity if it was set up incorrectly at the start. The time and cost gets moved over as well. Slick.

Vorteile

The configurability and what is offered to the PM in functionality use. The Notifications are also great. The whole tool really offer exceled value for a PM. If the Project Plan and Gantt view as the PM sees it in the Activity Center could be offered to the Guest Users as well in a View Mode this would become the Ultimate PM tool, there just isn't another like it!

Nachteile

The look and feel of the Reporting as it is not that presentable for Clients. And Particularly that you can't offer the same amazing Project and Gantt view that the PM gets to the client. The Guest license is a fantastic idea for the clients but it would be revolutionary if you can add a full "View" of the project and Gantt, exactly as the PM sees it in the Activity Center. this view is the most valuable with a client but unfortunately it is only available to the PM.

Vorteile

This software has tremendous value. In addition to the scheduling functionality, it helps us manage headcount capacity, store basic financial data, and project future sales/projects. Having it all wrapped into one software system has been really beneficial for our organization.

Nachteile

Modifications and custom reports have taken quite a while to get completed. The reports eventually end up very high quality and pin point what we need to see, but in some cases, we are working on reports that we started more than 6 months ago for completion. By the time the report is done, we have had to create other internal tools or we find that we need additional features.

Vorteile

As a program and project manager, reporting is critical to my job because I do report to senior-level executives. Therefore, the reporting capabilities are great and I need very little modification to present all the critical metrics, especially budgets, that they are looking at to show project health.

Nachteile

Because I'm responsible for program integrations, I find it more challenging with this tool to pull all the projects together for efficient reporting. I do have to put in more effort with this tool to confirm all the data is accounted for in the reports for multi-initiative reporting.

Vorteile

I like the project layout and easy gantt view. The way we log hours is nice. I like being able to assign tasks with minimal effort. Makes my job easier.

Nachteile

Same as above. The main issue I have is that there's no way to keep notifications as "unread" if I want to come back to them later. Also, I would like to be able to have a filter for all unread messages related to my projects. Those would be some nice add ons. If I try to export comments or a report from a certain date period I can't filter it. That would be nice. I came back from vacation and tried to get caught up on my tasks so I filtered my notifications and exported them, but it didn't help because I couldn't filter them or arrange them differently.

Vorteile

Easy Projects has been living up to its name for our administrators and users. It has a simple and versatile functionality that can fit just about any of our needs. Once we identified how the product would work best for us and customized it, we were very pleased with how well we moved forward. We improved our workflow with templates, we found creative uses for existing functionality to problem solve trouble areas, and the company continues to progress with new features and product improvements. The Easy Projects team has been crucial in helping us make this product fit our needs and they have always been available with thoughtful and creative solutions. We always appreciate their responsiveness and positivity.

Nachteile

An initial time investment and a lot of communication with Easy Projects was required in order to mold it into the right product for our team. But, it was well worth it!

Vorteile

Assignments, timers, centrality, probably no 1 is the customization options!

Nachteile

Needs more reporting flexibility, the filter options on the Activity Center need to be applicable to assignments, Gantt view and calendar all need the same filter options.

Vorteile

Has given us a clear vision for all current and upcoming projects. Holds individuals accountable for their tasks and helps the project stay on target making our customers happy.

Nachteile

Wish there was a way to turn off the notifications for projects that are "on hold", so I am not receiving daily late notifications for a project. Also restricted ability for others to edit your responses or dates... not everyone is honest, but thankfully there is the audit trail.

Vorteile

Easy Projects has good options for structuring projects and organizing how they're viewed. The Gannt charts work well; dependencies take some work but are useful once master; custom forms provide a lot of flexibility; reporting options are robust.

Nachteile

The way deadlines and dates work isn't the most intuitive and has caused the most issue for users. It makes sense why it's done the way it is, but has been the single largest complaint from the user baes.

Vorteile

Easily able to log jobs, tasks, assign people to tasks.

Nachteile

Would like to receive live notifications once someone posts to a task. Only seem to be notified in real time if requesting approval. We often miss or have hours go by before knowing if copy, proof, etc has been posted in a particular task.

Would like to be able to review past (closed) jobs, even if we weren't assigned to it before it was closed. A lot of times, we are asked to use a previous job as a starting place and have to wait for someone that has administrative access to assign us to a close job to be able to see it.

Vorteile

It is easy to use, self explanatory software that allow program and project planning down to granular task level. The team support behind is great - always there to answer any questions or provide training if needed.

Vorteile

The reporting that EP provides has allowed us to begin to see the ROI on our projects and find out where our roadblocks/pitfalls are.

Nachteile

Moving licenses around when we have staff coming and going. It would be nice to invest in a 'group' of licenses that we have access to instead of having a single license per person. This way we would have a few extras to use for temp staff as they come and go.

Vorteile

I have been years working with EP and for me is the best option to track and follow tasks.
I like the simplicity in the UI, is easy to use and loads very quickly.

Nachteile

Nothing to dislike. I would like to see an improve with a plugin for Windows 10/11 to see the notifications in the notification bar.

Vorteile

I like sophisticated projects and tasks settings.
Filtering of my tasks and activities
Custom reports and business intelligence

Nachteile

Notifications in the browser cannot be adjusted to see only those which I want, but overall there are no issues which would bother me.