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Grundlagen der Ressourcenplanung

Was ist Ressourcenplanung?

Die Ressourcenplanung ist ein wichtiger Bestandteil des Projektmanagements. Es ist der Prozess und die Methodik für die Zuordnung der Ressourcen eines Unternehmens zu Projekten oder Aufgaben entsprechend der Ressourcenverfügbarkeit. Dazu gehören das Auflisten von Aufgaben, die Einschätzung der Dauer, das Identifizieren von Beschränkungen, das Festlegen von Fristen, das Identifizieren des Ressourcenbedarfs, das Prognostizieren der zukünftigen Verfügbarkeit von Ressourcen, das Identifizieren potenzieller Ressourcenengpässe. Dabei werden alle diese Informationen genutzt, um die geeigneten Ressourcen effizient mit Aufgaben oder Arbeitsplätzen abzugleichen.

Was beinhaltet die Ressourcenplanung?

Die Ressourcenplanung umfasst in der Regel eine Reihe von Tools, die bei der Zuweisung, Planung und Zusammenfassung von Ressourcen helfen. Normalerweise denkt man an ein Gantt-Diagramm, aber Ressourcenmanager und Projektmanager nutzen verschiedene Tools zur Ressourcenplanung, darunter Kalender, Timelines und Histogramme mit zusammengefassten Ressourcendaten.

Was ist eine Ressourcenplanungs-Software?

Die Ressourcen-Planungssoftware kann dir bei der Planung, Organisation und Verwaltung deiner Projekte und deiner Agenturressourcen helfen – egal ob es sich um Personen, Räume oder Telefonleitungen handelt. Diese können genutzt werden, um Ressourcenpläne zu entwickeln und Ressourcenbedarfsprognosen zu erstellen. Je nach Ausgereiftheit der Software sind auch Tools für Kalkulation und Planung, Terminplanung, Kostenkontrolle und Budgetverwaltung, Ressourcenzuweisung und Dokumentenablage verfügbar.

Ressourcen-Planungssoftware ist auch unter vielen anderen Namen bekannt – wenn du Leute über Ressourcen-Planungssoftware, Ressourcen-Zuweisungssoftware, Ressourcen-Zuweisungstools oder Workload-Management-Tools sprechen hörst, sprechen sie alle über dasselbe – es geht um effektive Ressourcenplanung und Tools, die dir helfen, den Prozess zu optimieren.

Die Herausforderung bei der Ressourcenplanungs-Software besteht darin, dass es oft viele Überschneidungen mit anderen Geschäftsfunktionen gibt. Ressourcenmanagement-Software, Zeiterfassung, Projektkommunikation, Ausgaben, Lagerung, Professional Services Automation (PSA) und Services Resource Planning Software (SRP) können sich alle gebündelt wiederfinden – das kann gut sein, aber wenn du mit bestehenden Systemen integrieren oder ersetzen musst, kann es kompliziert werden.

Was sind die Vorteile einer Ressourcenplanungs-Software?

Hier sind einige der Hauptvorteile einer Ressourcenplanungs-Software:

  • Zeitersparnis durch manuelle Verschiebung von Ressourcen im Handumdrehen
  • Reduzierung der Fehler durch Überbuchung des Teams
  • Ein klares Verständnis für die Kapazität und Auslastung des Teams entwickeln
  • Die begrenzten Ressourcen, die dir zur Verfügung stehen, effektiver und effizienter einsetzen

Während Agenturen und Studios expandieren, sind die Systeme zur Ressourcenplanung, die für eine kleine Agentur funktionieren könnten, oft nicht skalierbar. Excel und Google Docs sind effektiv kostenlose Tools zur Ressourcenplanung, aber Ressourcenplanungs-Software kann dir dabei helfen, schneller und intelligenter zu arbeiten, sowie Leute den Projekten zuzuordnen und Projekte effektiver zu planen. Wenn du immer noch nach einem kostenlosen Ressourcenplanungs-Tool suchst, dann würde ich empfehlen, Google Sheets oder Excel zu verwenden, aber die Investition in ein ordentliches Tool wird eine lohnende Anschaffung sein.

Was sind Ressourcen?

In einem Unternehmen können Ressourcen alles umfassen, was zum Endprodukt beiträgt: Menschen (Personal und Kompetenzen), finanzielle Ressourcen, Inventar, Geräte und Zubehör, Räume wie Büros und Besprechungsräume, IT-Ressourcen sowie Produktions- und natürliche Ressourcen, und vieles mehr.

Ist dir gerade aufgefallen, dass du nicht nach einer Ressourcen-Management-Software suchst? Schau dir andere nützliche Tools an:

Wenn du auf der Suche nach einer Ressourcenplanungs-Software bist, wirst du in diesem Beitrag einen schnellen, einfachen und übersichtlichen Vergleich der zehn besten Ressourcenplanungs-Tools des Jahres 2024 finden.

Die beste Ressourcenplanungs-Software schnell vergleichen und bewerten

In diesem Beitrag werden wir dir auch erklären, was Ressourcenplanungs-Software ist, wie sie dir hilft, dein Team und deine Ressourcen besser zu verwalten und zuzuordnen. Außerdem werden wir eine Zusammenfassung aller Funktionen zur Verfügung stellen, damit du leicht vergleichen und die richtigen Tools zur Planung von Team- und Projektressourcen für dich finden kannst.

Ressourcenmanagement-Software Vergleichskriterien

Ich habe Tools anhand der folgenden Kriterien bewertet, damit diese auf folgender Liste aufgeführt werden können:

  • Benutzeroberfläche (UI): Wie gut ist dieses gestaltet? Bietet es übersichtliche Anzeigen und intuitive Navigation?
  • Benutzerfreundlichkeit: Ist das Programm leicht zu erlernen und zu bedienen? Gibt es Tutorials und Schulungen? Bietet das Unternehmen einen guten technischen und Anwender-Support?
  • Features & Funktionalitäten: Wie viele der wichtigsten Features und Funktionen einer Ressourcenmanagement-Software bietet es und wie leistungsfähig ist es? Konkret interessierte ich mich dafür:
    • Automatik: Auto-Scheduling-Funktionen sind ein Hauptgrund für den Einsatz von Ressourcenplanungs-Software. Das bedeutet zumindest, dass sich deine Aufgaben automatisch anpassen, wenn sie umherbewegt werden, entsprechend den Abhängigkeiten, die du eingestellt hast. Es kann auch benutzerdefinierte Workflows mit Automatisierung beinhalten, um wiederholte Prozesse zu rationalisieren.
    • Echtzeit-Planung: Die besten Ressourcen-Tools bieten dir Echtzeit-Einblick in die Workloads und ermöglichen es dir, den Fortschritt zu überwachen, die Ressourcenauslastung zu überwachen und Anpassungen in Echtzeit vorzunehmen.
    • Warnhinweiße: Ein guter Ressourcenplaner ermöglicht es dir, die Art der Benachrichtigungen und Warnmeldungen, die jeder Benutzer erhält (E-Mail, Desktop usw.), anzupassen und sicherzustellen, dass Warnmeldungen über Ressourcenauslastung und Workload die richtigen Personen auf dem Laufenden halten.
  • Integrationen: Ist es einfach, es mit anderen Tools zu verbinden? Irgendwelche vorkonfigurierten Integrationen?
  • Wert für $: Wie angemessen ist der Preis für die Funktionen, Kapazitäten und den Einsatz? Ist die Preisgestaltung klar, transparent und flexibel?

The Digital Project Manager ist Reader-unterstützt. Wenn du durch Links auf unserer Website klickst, erhalten wir möglicherweise eine Provision. Mehr dazu erfahren.

Ein Überblick über die 15 besten Softwares zur Ressourcenplanung

Diese Bewertungen umfassen die oben genannten Tools zur Optimierung der Ressourcenplanung im Detail, gefolgt von einer Liste zusätzlicher Tools zur Ressourcenplanung und -terminierung.

1

Parallax

Best for resource scheduling at agencies and studios

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.5
2 reviews

Free demo

Pricing upon request

Parallax is a cloud-based resource management and planning software that allows organizations to track resources including people, equipment, and tasks. The software uses automation to simplify scheduling and resource allocation across a large number of projects.

Why I picked Parallax: This tool uses algorithms to optimize the scheduling process, taking factors like cost-effectiveness, availability, capacity, and deadlines into account. These algorithms help maximize efficiency and minimize costs by allocating the most appropriate resources to tasks and projects. The platform also allows for customization to make sure it suits the realities and needs of the user.

For studio and agency environments, this software is particularly beneficial. The analytics tools gather insights on resource usage over time, and offer predictive insights to help businesses anticipate future resource demand based on past trends. For fast-paced, high-volume use cases, the algorithmic functions of the platform can support efficiency and reduce redundancy.

Parallex Standout Features & Integrations

Features include billable capacity tracking, resource forecasting, project health tracking, and cross-team visibility.

Integrations include Asana, Harvest, Hubspot, Jira, Microsoft Teams, Oracle NetSuite, Salesforce, and Tempo.

Pros

  • Automation features help increase efficiency over time
  • Friendly user interface makes the tool easy to use
  • Support team readily available to help with onboarding and troubleshooting

Cons

  • The software is relatively new and is regularly updated for improved usability
  • Data needs to be collected before predictive insights become reliable
2

monday.com

Best for simple workload and capacity planning

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7
8702 reviews

14-day free trial + free plan available

From $8/user/month (billed annually, min 3 seats)

monday.com is a flexible platform to help teams communicate in context, get a birds-eye view of outstanding projects, available resources, and projected timelines.

Why I picked monday.com: Its simplistic design and straightforward interface mean teams can get started planning timelines, assigning project ownership, and managing any project in minutes.

monday.com offers various views to represent data, so each team member can work according to his preferences. With workload view, you can easily see who’s able to take on more work and who’s not. Gain insight into your team’s work capacity and make adjustments to timelines or ownership accordingly— no matter where you are. The monday.com app gives you the flexibility and power to run your team on the go. You can organize your daily work, projects, and teams all in one place.

monday.com Standout Features & Integrations

Features include resource and project management, time tracking, collaboration, file management, collaborative docs and reporting dashboards.

Integrations include apps like Slack, Excel, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform, and others, accessible via Zapier.

monday.com is a platform that you can customize to make your resource scheduling as simple, or as complex as you need. Consider using templates to get started on your next project!

Pros

  • Color coded status great for resource overviews
  • Easily create boards dedicated to operational resource tracking
  • New features being rolled out regularly
  • Quick learning curve

Cons

  • Does not have resource forecasting
  • Horizontal pipeline views means excessive scrolling
  • No single-user plan
3

Kantata

Best all-in-one resource planning, timesheets, and project financials

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.1
716 reviews

Free demo

Pricing upon request

Kantata is a well-rounded resource management & PSA software that bridges the core planning, execution, project accounting, and analysis systems in a single operating environment.

Why I picked Kantata: It has modules for project management, accounting, resource management, business intelligence, and team collaboration. On top of this, it offers a system of dashboards, live time and expense tracking features, and a great documenting system.

Besides the resource scheduling-specific features shown below, Kantata offers a ton of other tools for managing a business beyond resource scheduling, including built-in BI reports, trend analysis, data visualization, data integration with other systems, project costing, invoicing, and much more.

What’s more, the company leverages its professional services expertise as part of their offering, making available their Kantata BI Consultants who can build reports specifically for your business. As well, they provide some great training resources that can help mitigate the risks and costs of implementation.

Kantata Standout Features & Integrations

Features include resource forecasting, real-time utilization, capacity management, skills management, scenario planning, and role-based planning.

Integrations include pre-built connections with these tools: Expensify, G Suite, Xero, Salesforce, Netsuite, Jira, Hubspot, Slack, Concur, Dynamics 365, Qualtrics, Quickbooks, and Sage Intacct. They also provide an integration platform called M-Bridge that’s designed to simplify integration between Kantata and other business apps like CRM, HCM, and financial software.

Kantata offers plans to meet your needs. Choose from resource management to complete PSA with advanced BI. To receive accurate pricing information, contact Kantata directly.

Pros

  • Easy capacity management
  • Distinguish between soft and firm allocation
  • Good reporting functionality for resource data
  • Resourcing fully integrated with master planning

Cons

  • Custom Reports Can Be Difficult to create without training
  • Proofing solution is an add-on
4

Float

Best resource scheduling for digital agencies

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.2
1068 reviews

30-day free trial

From $7.50/user/month

Float is a resource management planning & scheduling software built for agencies, studios, and firms. Its intuitive interface and fast scheduling tools make Float a suitable solution for teams big and small.

Why I picked Float: Scheduling in Float is really easy. You can create and assign projects and tasks and make changes using its right-click menu full of editing shortcuts. Also, its drag-and-drop interface makes reassigning and updating tasks a breeze.

The schedule view is your go-to for a high-level overview of your project pipeline and resource capacity. Drill down deeper with a universal search bar, and filter functionality. Get an accurate view of your team’s availability with custom work hours, public holidays, and scheduled time off. Add custom tags such as location and skillsets to your people and projects, and use the scheduled status feature to let everyone know when you’re working remotely, from home, or offline in a team workshop on any day.

Track your resource utilization, monitor project budgets, and forecast your team’s capacity with real-time reporting. Adding time tracking to your account gives your team access to pre-filled timesheets so that you can compare your estimated hours with the actual time spent on project tasks.

Float Standout Features & Integrations

Features include capacity management, budget forecasting, resource allocation, access roles, timesheets, and an expense tracker.

Integrations include Jira, Trello, Asana, Teamwork, Quickbooks, Google Calendar, Slack, and Okta. It also has an integration with Zapier that you can use to connect to 1000+ apps.

Overall, Float is a great tool for businesses looking to switch from spreadsheets to a friendly resource planner and workload tracker.

Pros

  • Easy-to-use resource editing tools
  • Set custom work hours
  • Easily add contract workers

Cons

  • Time tracking features require a higher plan
5

Runn

Best real-time resource planning, tracking and forecasting

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
3.7
42 reviews

Free trial + free version available

From $10 /person managed/month

Runn is a real-time resource, demand, and capacity planning tool with integrated time tracking and powerful forecasting capabilities. With Runn, you can collaborate with co-workers to stay up-to-date and on the same page with remote teams.

Why I picked Runn: Its drag-and-drop interface helps quickly create project phases and allocations, and you can flick between monthly, quarterly and half-yearly views to plan for the short and long term.

Runn makes resource management dynamic and visual. If you don’t have the right person at the right time, you can use placeholders until you have the right people. Also, the charts and reports update as you plan out your work, and you can see visualizations of capacity, workload, availability, and billable and non-billable utilization. Drilling into different roles, teams and tags lets you compare trends and understand which groups are overbooked.

Finally, the software lets you track projects, view forecasts, and get relevant metrics. You’ll have up-to-date data in one place to keep tabs on insights like utilization, project variance, and overall financial performance. You can also use its built-in timesheets to understand how much time was worked compared to what was planned.

Runn Standout Features & Integrations

Features include workload capacity, real-time charts and graphs, resource placeholders, in-depth people reports, budget planned vs actuals, milestones, a pipeline view of projects, and business-wide financial reports.

Integrations include Harvest, WorkflowMax, and Clockify for importing project, client, and people data and syncing time entries. With Runn’s API, you can build your own integration to send data across your favorite tools.

If you wish to try out this software's features, there is a free version you can immediately access through its website.

Pros

  • Clean UI that’s easy to use & navigate
  • Free version available for 5 users
  • Native integrations & API available

Cons

  • Colors are not customisable
  • Time tracking requires a Google Chrome extension
6

Silverbucket

Best for resource scheduling on project-based work

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.4
15 reviews

30-day free trial

From €9 /planned person/month (volume discount available)

Silverbucket is a resource planning tool for project-based businesses and is designed for use by architects, engineers, and IT professionals.

Why I picked Silverbucket: It allows you to view and compare resource plans and actual hours to get insights into the success of resource management activities. The tool provides views of your company’s resource allocation activities, including conflicts, workloads, and capacity levels. You can allocate team members to tasks and projects, and make allocations to unassigned roles if needed.

Skills tracking features such as tracking competencies and abilities are also included, as are reporting tools such as performance dashboards, insights on past resourcing plans, and forecasting for future resource management plans.

Moreover, Silverbucket can monitor sales forecasts, cash flow, and utilization rates.

Silverbucket Standout Features & Integrations

Features include a competency tracker, risk management, competency analysis, skills database, time tracking, forecasting, and reporting.

Integrations include sync imports for .xlsx and .csv data, SSO options with Google oauth2 and Active Directory. Additionally, you can build custom integrations using its custom API.

Time tracking has an extra cost and licenses get cheaper as you increase the number of people in the system.

Pros

  • Easily compare planned to actual hours
  • Soft booking system for tentative allocations
  • Skills hierarchy system to help plot resources

Cons

  • No mobile app
  • No ability to create "What if" scenarios
7

Productive

Best resource scheduling software for agencies in need of a scalable platform

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7
28 reviews

14-day free trial

From $11/user/month

Productive is a scalable agency management system with a stack of powerful functionality that gives you the tools and data you need to keep your business profitable.

Why I picked Productive: The tool has the features to support your projects from prospect to payment. Getting a deal, sending a proposal, scheduling your team, tracking hours, and ultimately getting paid should come with a clear and transparent track record. With a focus on profitability, Productive gives you the power to understand your margins in real time, as well as forecasting budget spend in the future.

Productive Standout Features & Integrations

Features include placeholders for contractors, task tracking, scheduling, timesheets, budgeting, invoicing, and reporting.

Integrations include Jira, Xero, Exact, Slack, Quickbooks, Microsoft Outlook, Fortnox, Personio, and Zapier. It also has an open API available for custom integrations.

Productive supports your project planning and resource scheduling through its platform and mobile phone apps. Be careful with the pricing, though, as it can quickly get expensive.

Pros

  • Quite easy to set up collaborative tasks
  • Plenty of custom tags to choose from
  • Built-in time management can bill multiple business entities

Cons

  • Roles/user rights are not as granular
  • Invoicing and quotation features are limited
8

Saviom

Best Multi-dimensional Resource Scheduling Solution

60-day free trial

Pricing upon request

Saviom is a resource management and professional services automation software that helps you reduce resource costs.

Why I picked Saviom: Saviom’s multidimensional resource scheduler goes beyond basic allocations and helps build an optimized workforce. Additionally, its Gantt chart view of resources with easy drag and drop facilitates real-time scheduling to meet dynamically changing needs.   

This solution provides 360-degree visibility and advanced filters to select the most suitable resources across multiple dimensions, such as skills, role, cost, team, project type, and location, before allocating them to various projects. Besides, you can analyze availability, utilization, etc., and prevent overbooking of resources, thus maintaining a healthy resource index.  

Businesses can use the tool’s bulk booking feature to reshuffle resource schedules or implement real-time bulk changes. In addition, the user-friendly interface enables you to split and reassign resources to projects in just a few clicks.

Moreover, it also allows you to create generic bookings to streamline pipeline project management with timely allocations. Forecasting and capacity planning helps identify resource excesses and shortages ahead of time, ensuring an optimized talent pool. Using the leave management portal, you can effectively schedule resources by considering planned and unplanned time-offs. Automated workflow streamlines the resource requisition process and eliminates scheduling conflicts.

The tool’s what-is analysis helps overcome resource constraints to arrive at the most viable resource plan. Besides, the tool’s open seat feature empowers resources to show interest in suitable opportunities which can be considered during allocations for better engagement and quality of deliverables.

Saviom Standout Features & Integrations

Features include an interactive resource scheduler, 360-degree visibility, resource utilization forecasting, capacity vs demand analysis, resource bench, skill database, and dynamic dashboards.

Integrations include ERP, ERM, Project planning tools, PPM, and HR management systems. Further, it will effortlessly align with your calendars, emails, MS Project, Excel, and other applications. This helps maintain a single source of truth across the organization and eliminates the chances of double data entry.


Pros

  • Split, Reassign, or perform bulk booking with just a few clicks
  • Multidimensional view of enterprise schedule
  • Advanced filters for competent allocation and scheduling
  • Multidimensional forecasting and capacity planning

Cons

  • Interfaces display a lot of information at once
  • Mostly suited for medium to large enterprises requiring complex scheduling
  • Pricing is available only on request
9

Resource Guru

Best for preventing over-allocation using waitlists

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7
173 reviews

30-day free trial available

From $3/user/month

Resource Guru is a dedicated resource scheduling software tool that focuses on simplicity within resource management. But don't think for a second that it means they've sacrificed features for it.

Why I picked Resource Guru: The tool has all the features you would expect from a resource scheduler, presented in a clean and simple interface. With a great visual calendar-style interface, it shows what everyone’s working on and clearly displays availability so you can maximize utilization. The tool allows you to make bookings simultaneously with no chance of stepping on each other’s toes, thanks to its clash management notifications.

Additionally, its clash management feature helps you from having over-allocated resources that will affect your project delivery. Bookings can be added to a waiting list and used for capacity planning later. Finally, each staff member gets their own resource dashboard to know exactly what they should be working on, and powerful reports to monitor the utilization of your team and help with capacity planning.

Resource Guru Standout Features & Integrations

Features include multi-resource bookings, tentative and repeat bookings, absence management, a vacation tracker, clash management, personalized dashboards, and reporting.

Integrations include Microsoft Outlook and Google Calendar. It also has an integration with Zapier that lets you connect with 1500+ additional apps.

Resource Guru is a user-friendly and easy-to-use option for companies that are new to resource scheduling while offering scalable features to support bigger operations.

Pros

  • Availability bar for capacity planning
  • Daily resource summary emails
  • Affordable per-user rate

Cons

  • Lacks zooming options in the calendar view
  • No copy-paste of resource tasks
10

ClickTime

Best for managing projects, staffing, and capacity in one place

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.3
157 reviews

14-day free trial

From $10/user/month

ClickTime is a comprehensive resource scheduling system that helps organizations achieve smarter time management, greater profitability, and happier clients. It can help predict hiring needs, plan team sizes, and schedule employee workloads.

Why I picked ClickTime: This software allows users to summarize and visualize operations at a glance with manager and executive dashboards for streamlined insights into current and future scheduling. You can analyze project schedules and progress by people or by project, giving you flexibility to view and manage your organization however you prefer. You can also view a capacity management heatmap to visualize staff hours available and assigned, up to six months out, to take control of scheduling and utilization while avoiding individual overloading and burnout.

ClickTime Standout Features & Integrations

Features include ClickTime’s customizable views so you can grasp your team’s schedule and staffing levels by role, division, or employee. Custom dashboard views and automated reports get all stakeholders on the same page, rather than relying on the inflexible nature of canned, out-of-the-box reports.

Integrations include Sage, NetSuite, QuickBooks, Jira, BambooHR, HiBob, ADP, Zenefits, Salesforce, Hubspot, Zoho, Box, Google Drive, Slack, and task management tools like ClickUp. An API is also available to build custom integrations, and professional services can be provided to support that development.

Pros

  • Supports multiple billing methods
  • Time tracking with mobile devices
  • Closer control over project budgets

Cons

  • Limited customization options for certain features
  • Resource planning available on Premier plan and higher
11

Hub Planner

Best for midsized to large companies

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.2
16 reviews

30-day free trial

From $7/user/month (billed annually)

Hub Planner is a resource scheduling software with a full suite of scheduling, time entry, and reporting features. The core feature is the simple and usable Scheduler, which allows for project and resource planning and visualization.

Why I picked Hub Planner: Users can drag and drop to plan projects and schedule resources. The tool also offers a multi-function menu, powerful filtering, reporting with 70+ pre-formatted templates, and a dynamic team capacity bar. Multiple view modes allow for both high-level birds-eye views and granular views of projects.

Hub Planner also has a number of inline workflows for timesheets, requesting vacation time, and a slick resource requesting & approval option. Their Unassigned Work feature is great for scheduling and forecasting ahead of the pipeline, and you can create custom fields at the resource or project level. You can also customize schedule notifications and reminders.

Hub Planner Standout Features & Integrations

Features include a resource scheduler, timesheets, approvals, vacation & leave management, skills matching, resource requesting, dashboards, and reports.

Integrations include Basecamp, Slack, iCal, and Zapier, which lets you connect to thousands of apps. A REst API is also available for custom-built integrations.

Hub Planner is the resource scheduling software of preference by companies like Pfizer, AON, Mercedes-Benz, and Motorola.

Pros

  • Filter planning & forecasting data by project, resource, group or skill set
  • Easily track several projects and generate reports
  • Good overview of staff task/time allocations and availability

Cons

  • To customize views and schedule layout you need to edit settings
  • 24/7 support starts in the Premium plan
12

eResource Scheduler

Best simple, standalone scheduling module

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4
2 reviews

14-day free trial

From $5/resource/month

eResource Scheduler offers both Cloud and On-Premise versions with configurability & ease of use at core of its design. It’s been used by organizations of all sizes since 2011.

This resource scheduling tool’s features include a dashboard that highlights important information on single screen, along with multiple types of user-defined fields that allow capturing complete information (roles, skills, qualifications, certificates, team, office, etc.) about your projects.

The resource scheduling chart offers resources, projects and role views, and users can create their own scheduling views on the fly. Filters identify qualified resources as per project requirements. Meanwhile, features like drag and drop, availability and overload indicator, extend-shorten, precise split, copy-paste make scheduling efficient and quick. They also offer the option to schedule at both project and task levels. You’ll find multiple calendars with different timings, holidays, exceptions, and personal leaves (visible on scheduling chart) to ensure correct resource capacity for different types of employees (Full, Part-Time, Casual, etc.) Their reports show real-time utilization at different levels and their reporting offers several different views/filters which make the reports informative and useful.

To integrate their tool with your other business tools, you can use their Open REST API, and you can also take advantage of easy imports/exports.

And finally, their timesheets feature and financial module (complete with cost and billing rates and a forecasting report) make eResource Scheduler complete resource management package. eResource Scheduler costs $5/resource/month and provides annual billing discounts (14-day free trial).

Pros

  • Resource notification emails
  • Ease of use and functionality
  • Change control records for resource data
  • Robust resource dashboard

Cons

  • No invoicing module
  • Convoluted pricing structure
13

Microsoft Project

Best for organizations using Microsoft and Excel

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7
113 reviews

30-day free trial

From $10/user/month

Microsoft Project can be clunky (which is why many people search for MS Project alternatives), but MS Project is still a standard, well-supported, and widely adopted tool.

Why I picked Microsoft Project: It includes familiar scheduling tools to assign project tasks to team members and use different views like Grid, Board, and Timeline (Gantt chart) to oversee the schedule. Users can view and compare how resources are used across projects to optimize assignments.

If you are familiar with other Microsoft programs, in particular Excel, then the interface and navigation will be familiar to you. This can help teams on a Usability level, as familiar software makes for easier training; thus, they evaluated well in Usability in this regard.

Microsoft Project Standout Features & Integrations

Features include resource requests, visual heatmaps to identify over-allocation, resource analytics, task management, and portfolio management.

Integrations include other Microsoft software, like Outlook, Excel, Skype, and more.

Pros

  • Can generate a Gantt chart from a spreadsheet
  • Helpful project template descriptions for guidance
  • Driver prioritization module for ranking strategies/objectives
  • Integration with other Microsoft software

Cons

  • Limitations on collaboration tools
  • Higher learning curve
  • Few customization options
14

Forecast

Best for managing your projects, resources, and finances in one

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7
253 reviews

Free demo available

Pricing upon request

Forecast is a resource scheduling software tool that unites your projects, resources, and financials in one AI-powered platform.

Why I picked Forecast: You can leverage Forecast’s workflow automation capabilities to create smart schedules, estimate timeframes and budgets, and populate timesheets instantly.

Additionally, you can control the workflow by building out detailed task lists and flagging clear priorities. Task cards allow every team member to easily comment, share files, and register time spent. Everything related to the specific task appears in one place, including dependencies and subtasks. You can put together projects for any type of work: fixed price, time and material, or retainer.

Forecast’s AI learns from previous work and suggests the number of hours you normally register on similar tasks to help you log time faster. You can monitor time registrations from a team perspective and notify each member if they forget to enter something in. Time tracking utilization on a company-wide level is calculated for you for easy alerts, estimates, and reporting.

Forecast Standout Features & Integrations

Features include project management, project accounting, fully customizable dashboards, advanced warnings to mitigate risk, timesheets, smart invoices, and project financials.

Integrations include Slack, Microsoft Teams, iCloud Calendar, Google Drive, Google Calendar, Outlook, Harvest, Trello, Asana, GitLab, Github, and dozens more using a paid plan through Zapier. Higher-tier subscriptions include native integrations with Timelog, Xero, QuickBooks Online, JIRA, Azure DevOps, Salesforce, Okta, OneLogin, and Azure Active Directory.

Pros

  • Projects, resources and financials connected in one platform
  • AI powered auto-scheduling and time entry suggestions
  • Excellent iOS and Android apps
  • Automated cost and budget estimations

Cons

  • No browser extension for time trackin
  • No asset management
  • Minimum of 10 seats
15

ActiveCollab

Best to easily generate records for client invoicing

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.3
80 reviews

14-day free trial + free plan

From $6.25/user/month

ActiveCollab is a project and resource management software that helps users manage their teams across projects, track time on tasks, and issue invoices for billable hours.

Why I picked ActiveCollab: This tool includes resource-relevant solutions like timesheets, profitability reports, internal hourly rates, and non-billable expense tracking.

ActiveCollab has rich planning features, great resource-tracking dashboards, timesheet tools, and financial estimates. These functions are all essential to any project manager in need of resource scheduling and planning help.

Per our evaluation, the software’s Usability would benefit from the ability to filter tasks by their completion status, rather than having completed tasks in the same list with open tasks. This could make progress clearly visible to you, your team, and your clients.

ActiveCollab Standout Features & Integrations

Features include resource scheduling and allocation, workload planner, time-off management, daily capacity, overtime indicators, and a drag-and-drop interface that will help you assign and reassign tasks in seconds.

Integrations include Google Drive, Dropbox, Trello, Basecamp, Asana, Wrike, Slack, Hubstaff, TimeCamp, Quickbooks, Xero, Authorize.Net, Braintree, PayPal, Stripe, and hundreds of other third-party apps using Zapier.

Pros

  • Easy to invite collaborators
  • People/roll management
  • Fully customizable API
  • Great organization of task overview

Cons

  • Can’t duplicate task lists
  • No integration with GitHub
  • No Kanban cards/tasks

Vergleichstabelle: Die beste Ressourcenplanungs-Software im Überblick

Nachfolgend haben wir eine übersichtliche Tabelle zusammengestellt, die grundlegende Informationen über die besten Ressourcen-Tools, die in diesem Artikel beschrieben werden, zusammenfasst. Es gibt eigentlich nicht “die beste Planungssoftware” auf dem Markt – man muss das richtige Tool für sich selbst finden. Ein einfaches, schlichtes Projektplanungs-Tool könnte perfekt für eine kleine interne Agentur geeignet sein, während eine Planungssoftware für kleine Unternehmen mit 100 Remote-Mitarbeitern eine Unternehmenslösung mit viel mehr Funktionalität benötigt. In der folgenden Übersichtstabelle haben wir einige der wichtigsten Features zusammengefasst, die dir helfen, eine Entscheidung zu treffen, einschließlich der Testzeit, des Preises pro Benutzer und unserer Bewertung.

Tool Trial Info Price
1
Parallax

Best for resource scheduling at agencies and studios

Free demo

Pricing upon request Website
2
monday.com

Best for simple workload and capacity planning

14-day free trial + free plan available

From $8/user/month (billed annually, min 3 seats) Website
3
Kantata

Best all-in-one resource planning, timesheets, and project financials

Free demo

Pricing upon request Website
4
Float

Best resource scheduling for digital agencies

30-day free trial

From $7.50/user/month Website
5
Runn

Best real-time resource planning, tracking and forecasting

Free trial + free version available

From $10 /person managed/month Website
6
Silverbucket

Best for resource scheduling on project-based work

30-day free trial

From €9 /planned person/month (volume discount available) Website
7
Productive

Best resource scheduling software for agencies in need of a scalable platform

14-day free trial

From $11/user/month Website
8
Saviom

Best Multi-dimensional Resource Scheduling Solution

60-day free trial

Pricing upon request Website
9
Resource Guru

Best for preventing over-allocation using waitlists

30-day free trial available

From $3/user/month Website
10
ClickTime

Best for managing projects, staffing, and capacity in one place

14-day free trial

From $10/user/month Website
11
Hub Planner

Best for midsized to large companies

30-day free trial

From $7/user/month (billed annually) Website
12
eResource Scheduler

Best simple, standalone scheduling module

14-day free trial

From $5/resource/month Website
13
Microsoft Project

Best for organizations using Microsoft and Excel

30-day free trial

From $10/user/month Website
14
Forecast

Best for managing your projects, resources, and finances in one

Free demo available

Pricing upon request Website
15
ActiveCollab

Best to easily generate records for client invoicing

14-day free trial + free plan

From $6.25/user/month Website

Weitere Ressourcenplanungs-Tools

Die folgende Liste umfasst eine Reihe von zusätzlichen Ressourcenplanungs-Tools, die wir in der obigen Liste nicht näher beleuchtet haben:

  1. KeyedIn

    Best for resource planning at the portfolio and program level

  2. Projectworks

    Best resource scheduling software for professional service providers

  3. Retain

    Best for tech, accounting, and professional services companies

  4. TeamGantt

    Best for getting started fast

  5. Schedule It

    Best for its contractor scheduling capacity

  6. Primetric

    Best for IT service companies & digital agencies

  7. Dayshape

    Best AI powered Resource Management for Professional Services firms

  8. Notion

    Best for users who prefer the flexibility of a database structure

  9. ClickUp

    Best for its workload and box views that help you see team capacity and allocation

  10. Smartsheet

    Best for advanced and custom workflow automations

Möchtest Du Die Optionen Eingrenzen?

Dieses Tool ist ziemlich nützlich. In Zusammenarbeit mit Crozdesk haben wir uns bemüht, dir Zugang zu dem „Software-Finder“ zu geben.

Wenn du einige der Details über dein Projekt und die Funktionen, die du in einem Projektmanagement-Tool suchst, eingibst, wird eine Liste von Tools erstellt, die deinen Präferenzen entsprechen. Du gibst deine E-Mail an das Team weiter und es schickt dir einen nützlichen PDF-Leitfaden mit einer Zusammenfassung deiner besten Übereinstimmungen.

Was denkst du über das Thema?

Was gibt es sonst noch über Projektmanagement-Tools und Resourcing-Planungssoftware zu sagen? Wir würden uns freuen, wenn du irgendwelche Vorschläge, Tipps oder Gedanken zur Verwendung dieser Art von Software hast – lass uns deine Meinung dazu in den Kommentaren unten wissen.

By Ben Aston

Ich bin Ben Aston. Ich bin ein digitaler Projektmanager. Seit über 10 Jahren bin ich in der Branche tätig und arbeite in Großbritannien bei den renommiertesten Londoner Medienagenturen wie Dare, Wunderman, Lowe und DDB. Ich habe alles Mögliche realisiert, von viralen Videos über CMS', Flash-Spiele, Bannerwerbung und eCRM bis hin zu E-Commerce-Seiten. Ich hatte das große Glück, für eine Vielzahl von großen Unternehmen zu arbeiten: Automobilmarken wie Land Rover, Volkswagen und Honda, Energieversorger wie BT, British Gas und Exxon, FMCG-Marken wie Unilever und Marken aus der Unterhaltungselektronik wie Sony.