CataleoSoftware
For Vendors

Resource Planning Comparison

Birdview PSA vs. Resource Management by Smartsheet

At a glance

At a glance

Birdview PSA

Best for

Best for professional services teams that want staffing, hours, invoicing and project margin in a single system.

  • Small and mid-sized
  • Enterprise

Resource Management by Smartsheet

Best for

Best for professional services and agency teams already on Smartsheet that need capacity planning and utilization reporting.

  • Small and mid-sized
  • Enterprise

Cataleo does not name a winner. Both statements come from the vendors themselves.

Full Comparison

Criterion Birdview PSA Resource Management by Smartsheet
Starting price From $9 / user / month Lite is billed yearly for 1 to 10 users, Team is $24 / user / month billed yearly for 5 to 100 users, Enterprise is quoted. These are the Birdview Project Management plans; the professional services plans are quoted separately. Price on request Smartsheet shows no figure for the add-on and asks for a demo request instead.
Free trial 14-day trial Not stated
API Yes, RESTful API Yes, a REST API against the Resource Management database
Hosting Cloud, with hosting in the USA, Canada and Europe; single-tenant deployments available Not stated
Made in Canada (Toronto; formerly Easy Projects) Not stated
Resource planning Yes, workload per person and week, capacity against demand, skills-based staffing suggestions, hiring forecasts and drag-and-drop rebalancing Yes, matching people to projects by skills and availability, workload and capacity views, staffing forecasts and what-if scenario planning
Task planning Yes, projects and task workflows in table, kanban, Gantt and calendar views At phase level: a project splits into phases with their own dates, budget and bill rates, work items and tasks sit under a phase in the worklist, and the schedule is an interactive timeline where phase and assignment bars are dragged to new dates. Phases carry no dependencies between them
Time tracking Yes, time entry on mobile, desktop and calendar with weekly approvals that flow into invoicing and project actuals Yes, optional, in half-day, hours-and-minutes or itemized modes, with expenses against the project budget and an approval step
Reporting and controlling Yes, more than 250 prebuilt reports and dashboards, estimate-at-completion tracking and margin alerts Yes, pre-built utilization, time and fees, expense and budget reports
AI features stated Yes No
Deployment Cloud (SaaS), Browser-based Cloud (SaaS), Browser-based
Support Chat more entries Email helpdesk, Community forum
Onboarding Documentation and knowledge base, Guided onboarding Documentation and knowledge base, Personal consulting
Company size Small and mid-sized, Enterprise Small and mid-sized, Enterprise
Integrations more entries Microsoft Office 365, Microsoft Teams, Microsoft Outlook, Microsoft Excel, Microsoft Project, SharePoint, OneDrive, Jira, ServiceNow, QuickBooks, Xero, NetSuite, Sage Intacct, Adobe, TimeControl, Zapier, Workato Smartsheet, Zapier, QuickBooks, Google Calendar, Outlook, Apple iCloud

Compare more tools

Row where the values differ The small markers point at the lower number, the longer list or the stated feature. They describe the data, they are not a verdict.

The short version

Key Differences

  • Starting price Birdview PSA From $9 / user / month Resource Management by Smartsheet Price on request
  • Support Birdview PSA Chat Resource Management by Smartsheet Email helpdesk, Community forum
  • AI features Birdview PSA Yes Resource Management by Smartsheet No
  • API Birdview PSA Yes, RESTful API Resource Management by Smartsheet Yes, a REST API against the Resource Management database
  • Resource planning Birdview PSA Yes, workload per person and week, capacity against demand, skills-based staffing suggestions, hiring forecasts and drag-and-drop rebalancing Resource Management by Smartsheet Yes, matching people to projects by skills and availability, workload and capacity views, staffing forecasts and what-if scenario planning

Every line is one datapoint from the table above, picked automatically. Nothing here is written text.

The trade-offs

Strengths and Limitations

Birdview PSA

Strengths

  • Planning, time, invoicing and margin sit in one platform
  • Skills-based staffing suggestions and hiring forecasts 60 to 90 days out
  • Twenty guest seats for client collaboration are included

Limitations

  • Portfolio hierarchy and resource allocations require the quoted Enterprise plan
  • The published prices cover the project management plans only, not the professional services ones

Resource Management by Smartsheet

Strengths

  • Capacity planning, staffing forecasts and what-if scenarios in one place
  • Time tracking is optional, so capacity planning does not require timesheets
  • Pre-built utilization, time and fees, expense and budget reports
  • REST API plus Zapier, a QuickBooks time-entry export and calendar subscriptions
  • Syncs planning data natively with Smartsheet

Limitations

  • Sold as an add-on to the Business and Enterprise plans rather than included
  • No price shown for it on the Smartsheet pricing page
  • Calendar subscriptions are a one-way sync only

Plans

Pricing

Birdview PSA

  • Lite $9 Per user / month billed yearly, 1 to 10 users. Unlimited projects and tasks, table, kanban, Gantt and calendar views, 100 GB storage.
  • Team $24 Per user / month billed yearly, 5 to 100 users. Adds time tracking, custom workflows, workload management, project budgeting, 500 GB storage and the AI assistants.
  • Enterprise Not stated Quoted, from 5 users upwards. Adds portfolio hierarchy, resource planning and allocations, SSO, 1 TB storage and four licence types.
Visit site

Resource Management by Smartsheet

  • Add-on Not stated Sold as an add-on to the Smartsheet Business, Enterprise and Advanced Work Management plans.
Visit site

What users say

Review Scores · opens after launch

Birdview PSA

Ease of use
Not rated yet
User interface
Not rated yet
Onboarding
Not rated yet
Support and service
Not rated yet
Value for money
Not rated yet
Features
Not rated yet

No reviews yet. Nothing has been published here yet, and no score is shown. How a review is checked before it appears is described below.

Resource Management by Smartsheet

Ease of use
Not rated yet
User interface
Not rated yet
Onboarding
Not rated yet
Support and service
Not rated yet
Value for money
Not rated yet
Features
Not rated yet

No reviews yet. Nothing has been published here yet, and no score is shown. How a review is checked before it appears is described below.

How we check reviews

Before sending, the author has to confirm three things: that they have used the product themselves, that they work neither for the vendor nor for a competitor, and that nobody is paying them for the review. We also ask whether the vendor invited them to write it. That answer is required, either answer is accepted, and it stays with the review.

Every review is read by a person before it appears. An email address is required and is confirmed: we send a link to it, and a review does not reach us until the author opens that link, so a review has a sender who was reachable at least once rather than being anonymous. Where what somebody writes needs backing, we ask them for evidence that they used the product, and a review that does not get it is not published. We publish positive and negative reviews alike, we pay nothing and offer nothing for a review, and we accept none that was bought or incentivised.

What we cannot do is verify a purchase. There is no shop here and no account, so whether the author really used the tool rests on their own declaration, on whatever we ask them for, and on the plausibility of what they write. We say so rather than implying a check that does not exist.

A vendor cannot buy a review, and cannot have one removed or changed because they dislike it. We remove or edit a review only if it breaks our rules or the law, for example a false statement of fact. Paid placement has no effect on which reviews appear or on any score.

Read the full version on our methodology page

Where this comes from

Where this comes from

Birdview PSA https://www.birdviewpsa.com · no check date recorded yet

Resource Management by Smartsheet https://www.smartsheet.com/platform/resource-management · no check date recorded yet

This table lists factual criteria taken from information the vendors publish themselves. For how we put it together, see the methodology.