Mejores Herramientas y Software de Agendado de Recursos de 2024

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 advanced predictive analytics to forecast resource needs and identify potential bottlenecks before they occur. Additionally, Kantata's automated scheduling tools integrate seamlessly with timesheets and project timelines, making it easy to adjust schedules in real-time.

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.

Scoro is an all-in-one business management software designed to enhance work processes and productivity. It offers a comprehensive suite of tools that cater to various business needs, from project management and billing to CRM and reporting. 

Why I picked Scoro: One of the standout aspects of Scoro is its ability to provide a real-time overview of team availability and workload. This feature allows managers to allocate resources effectively, ensuring that no team member is overbooked or underutilized. Additionally, Scoro's resource scheduling capabilities are integrated with project timelines, which means that any changes in project schedules are automatically reflected in resource allocations.

Another reason Scoro stands out in resource scheduling is its intuitive and customizable calendar views. These views allow users to easily see who is working on what and when. The drag-and-drop interface further enhances the user experience, enabling quick adjustments without the need for complicated processes. Furthermore, Scoro's resource booking feature supports advanced filters and tags, allowing users to find the best fit for tasks based on skills, availability, and other criteria.

Scoro Standout Features & Integrations

Features include a resource utilization dashboard that provides detailed insights into team productivity, allowing managers to track billable and non-billable hours across projects. Furthermore, Scoro’s advanced filtering system allows users to segment resources by skills, department, or location, making it easier to find the perfect match for each task.

Integrations include Google Calendar, Xero, QuickBooks, Sage Intacct, Exact Online, Expensify, Stripe, Jira, HubSpot, Salesforce, Google Drive, Dropbox, Okta, Azure AD, and Zapier.

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 a timeline dependency feature that visually connects tasks and projects to help you manage interdependencies and prevent scheduling conflicts. Furthermore, Runn's pipeline view integrates upcoming projects into your current resource plan, helping you anticipate future demands and allocate resources proactively.

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.

Productive is a scalable agency management system with powerful functionalities for supporting in-depth data and monitoring business profitability.

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 a drag-and-drop scheduling interface that simplifies resource allocation and allows for quick adjustments to project plans. Additionally, the software’s contractor placeholders allow you to plan resources for external team members before confirming their availability in order to maintain project momentum.

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

Float is a resource management planning & scheduling software built for professional services teams like agencies, studios, and firms. Its intuitive visual interface and fast scheduling 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 work to projects or tasks and make changes using its right-click menu, which is full of editing shortcuts. Also, its drag-and-drop interface makes reassigning and updating allocations a breeze.

The Schedule view is your go-to for a high-level overview of your overarching resource capacity and project pipeline. 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, plan projects, monitor 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 the work. 

Float Standout Features & Integrations

Features include resource scheduling, capacity management, project planning, budget forecasting, access roles, and timesheets.

Integrations include Jira, Trello, Asana, Teamwork, Google Calendar, Outlook Calendar, and Slack. It also has an integration with Zapier you can use to connect to a library of 1000+ apps.

Overall, Float is a must-have tool for growing your business, especially those planning a lot of client-based work, who are looking to switch from spreadsheets to a more dynamic resource planning and workload tracker.

eResource Scheduler is a cloud-based resource management tool designed for organizations to allocate and manage resources effectively. It caters to businesses looking for straightforward scheduling functionalities, helping them plan workloads and optimize utilization. The software focuses on simplifying resource allocation and project scheduling processes.

Why I Picked eResource Scheduler: eResource Scheduler provides a simple yet powerful scheduling module that allows you to allocate resources quickly without overwhelming complexity. Its drag-and-drop functionality makes it easy to assign tasks and adjust schedules in real-time. You can track resource availability, workloads, and utilization metrics directly within the platform. Additionally, the tool offers detailed reports to help your team analyze resource performance and forecast future needs. These features make it a great choice for businesses that prioritize efficiency in scheduling.

Standout features & integrations:

Features include custom reporting tools that give you deeper insights into resource usage trends. The software’s utilization heatmaps visually display over- and under-utilized resources to help you balance workloads. eResource Scheduler also supports real-time schedule updates that enable teams to adapt quickly to changing project demands.

Integrations include Salesforce, Microsoft Outlook, Google Calendar, Zoho CRM, Slack, Asana, HubSpot, QuickBooks, Jira, and Trello.

MRPeasy is a comprehensive manufacturing resource planning (MRP) software, specifically tailored for the manufacturing sector. It integrates seamlessly into the industry's processes, offering real-time visibility into production scheduling, inventory management, and operational efficiency.

Why I picked MRPeasy: MRPeasy offers an intuitive interface that simplifies the intricate process of resource scheduling. Manufacturers can easily plan and adjust their production schedules in real-time using the calendar or Gantt chart function, ensuring maximum efficiency and responsiveness to changes. This keeps timelines organized and allows for clear visibility of different operations.

MRPeasy also has a wide range of integration capabilities, connecting various aspects of manufacturing operations from inventory management to customer relationship management (CRM). This interconnectedness ensures that all departments are synchronized, enhancing communication and collaboration across the organization. For instance, the software's real-time inventory tracking feature enables manufacturers to minimize stockouts and excess inventory, while planning ahead for future production schedules.

MRPeasy Standout Features & Integrations

Features include a capacity planning tool that integrates directly with inventory levels to ensure that raw materials and labor are aligned with production demands. Additionally, the software offers detailed production tracking that links scheduled tasks to real-time progress updates, enabling manufacturers to monitor and adjust schedules on-the-fly.

Integrations include Amazon, Xero, WooCommerce, BigCommerce, Crossfire, Dropbox, Google Drive, OneDrive, HubSpot, QuickBooks, ShipStation, Salesforce, Shopify, Zapier, and more.

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 a 'waiting list' feature that allows you to prioritize and manage unconfirmed bookings, giving you flexibility in planning for future capacity needs. Resource Guru additionally offers a bulk editing option that enables you to update multiple bookings or resources simultaneously.

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

Bonsai is a business management platform that provides an array of tools for client management, project management, and financial management, aiming to enhance productivity for agencies, consultancies, and professional services.

Why I picked Bonsai: I like that the platform has an intuitive interface that allows for easy scheduling and tracking of multiple projects and resources. The resource management dashboard allows you to set daily capacity, schedule your team's work across multiple projects, and log time off.

You can also view workload charts in real-time to see who is under or over-capacity and how you can optimize your team's time. Additionally, Bonsai allows you to track utilization and efficiency with its robust reporting and analytics. With this feature, you can get a comprehensive view of your business's resourcing and utilization and even forecast capacity for future projects.

Bonsai also stands out for its comprehensive approach to business management beyond just scheduling. The software includes features like contract management, invoicing, and payment processing, which are integrated seamlessly with the scheduling tools.

Bonsai Standout Features & Integrations

Features includes a timeline visualization tool that enables effortless drag-and-drop adjustments to schedules, ensuring real-time adaptability to shifting project priorities. Bonsai also includes a built-in availability tracker that provides managers with an up-to-date view of who is available for new tasks or projects.

Integrations include Gmail, Google Calendar, Zapier, Slack, QuickBooks Online, Calendly, ClickUp, Trello, Google Drive, Google Sheets, Xero, HubSpot, and more.

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

Why I picked Saviom: Saviom’s multidimensional scheduling allows you to allocate resources based on custom criteria like skills, location, cost, and availability, ensuring the best match for each project. Its forecasting tools help you predict resource shortages or surpluses and plan accordingly to maintain an optimal resource pool. The software’s bulk booking feature allows you to reassign or adjust multiple resources at once, saving time and effort for larger teams. Additionally, the leave management portal integrates seamlessly into scheduling, letting you factor in planned and unplanned absences to avoid conflicts.

Saviom Standout Features & Integrations

Features include advanced resource bench management, which can help you identify and minimize idle resources by reallocating them to suitable tasks or projects. Additionally, Saviom’s competency-based search allows you to quickly locate resources with niche skill sets, ensuring the best match for specialized project requirements.

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.

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 leveling, which automatically adjusts assignments and timelines to resolve conflicts or over-allocations across projects. Additionally, the platform offers custom resource calendars that allow you define unique work hours, holidays, and availability for individual team members.

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

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 task prioritization tools that allow you to assign priority levels to tasks and allocate resources accordingly. Additionally, ActiveCollab supports recurring task scheduling, which can enable you to plan and allocate resources for ongoing or repetitive work without manual intervention.

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.

Planview Clarizen is an enterprise project management platform designed for large organizations to manage projects, portfolios, and resources effectively. It helps teams align their work with strategic goals, track progress, and ensure efficient use of resources across complex initiatives.

Why I picked Planview Clarizen: This platform combines advanced resource scheduling with portfolio-level insights to help your team prioritize and allocate resources efficiently. Its real-time dashboards provide up-to-date information on project performance, resource utilization, and budget tracking. The platform’s workflow automation streamlines repetitive tasks, while customizable reporting tools ensure you get the insights you need. You can also use its scenario modeling feature to evaluate resource allocation strategies and make data-driven decisions for your projects.

Standout features & integrations:

Features include advanced dependency management that enables you to schedule resources based on task relationships and project milestones to maintain alignment across teams. Additionally, Planview Clarizen includes real-time collaboration tools that integrate directly into the scheduling interface.

Integrations include Microsoft Teams, Salesforce, Jira, SAP, Workday, ServiceNow, Google Workspace, Slack, Tableau, and QuickBooks.

Schedule it is an activity scheduling software with many customizations and options to fit your scheduling needs.

Why I picked Schedule it: First, they offer a demo on their website that gives you a pretty good idea on how the software looks and works. It has a fast and intuitive drag-and-drop interface for clearly viewing and monitoring schedules and plans in multiple different live layouts and dashboards. You can also set capacity rules to avoid double booking and use the skills and availability matching functionalities to find resources quickly.

Additionally, you can access your schedules on any device through a web browser or mobile app.

Schedule it Standout Features & Integrations

Features include an event scheduling feature that simplifies the process of planning repetitive tasks or activities. Additionally, Schedule it supports resource grouping, which enables you to organize resources by teams, departments, or categories for streamlined scheduling and better resource visibility.

Integrations are available with over 2000 other software tools via Zapier, including Outlook, Google Calendar, Slack, Trello, Dropbox, and more.

KeyedIn is a project portfolio management and resource scheduling platform designed to help businesses align their resources with strategic priorities. It is used by project managers and resource planners to optimize resource allocation, track project performance, and support decision-making across portfolios.

Why I picked KeyedIn: KeyedIn provides a central hub for managing resources and projects, enabling you to allocate staff based on availability and project demands. The platform’s portfolio-level insights make it easy to assess resource capacity against strategic goals, helping you prioritize high-value initiatives. Its scenario planning feature also lets you simulate project outcomes under different resource allocation strategies. Additionally, the system’s dynamic dashboards provide real-time data on utilization, capacity, and performance to inform resource decisions.

Standout features & integrations:

Features include capacity forecasting tools that can provide actionable insights into future resource demands, helping you plan for upcoming projects and avoid bottlenecks. Furthermore, KeyedIn’s time-phased scheduling allows you to adjust resource allocation dynamically based on project phases to ensure that resources are optimized throughout the project lifecycle.

Integrations include Salesforce, Microsoft Dynamics, Jira, Slack, Workday, SAP, QuickBooks, Microsoft Teams, Tableau, and Google Workspace.