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Conceptos Básicos Sobre la Programación de Recursos

¿Qué es la programación de recursos?

La programación de recursos es un paso clave en la gestión de proyectos. Es el proceso y los métodos utilizados para asignar los recursos de una organización a proyectos o tareas de acuerdo con la disponibilidad de recursos. Implica enumerar tareas, estimar su duración, identificar restricciones, establecer fechas límite, identificar la demanda de recursos, pronosticar la disponibilidad futura de los recursos, identificar posibles obstáculos en los recursos y utilizar toda esta información para hacer coincidir los recursos apropiados con tareas o trabajos.

¿Qué implica la programación de recursos?

La programación de recursos generalmente implica un conjunto de herramientas que ayudan a asignar, programar y agregar recursos. Normalmente, la gente piensa en un diagrama de Gantt, pero los administradores de recursos y los gerentes de proyectos usan varias herramientas para programar recursos, incluidos calendarios, líneas de tiempo e histogramas con datos de recursos agregados.

¿Qué es el software de programación de recursos?

El software de programación de recursos puede ayudar a planificar, organizar y administrar sus proyectos, así como los recursos de tu agencia, ya sean personas, salas, o líneas telefónicas. Se pueden utilizar para desarrollar planes de recursos y crear pronósticos de requerimientos de recursos. Dependiendo de la sofisticación del software, también pueden incluir herramientas para la estimación y la planificación, la programación, el control de costos y la administración del presupuesto, la asignación de recursos y el almacenamiento de documentos.

El software de programación de recursos también es conocido por otros nombres: si escuchas a las personas hablar sobre el software de programación de recursos, el software de asignación de recursos, las herramientas de asignación de recursos o las herramientas de administración de la carga de trabajo, todos están hablando de lo mismo: todo es sobre planificación efectiva de recursos y herramientas para ayudarte a hacer un mejor trabajo.

El problema con el software del programador de recursos es que a menudo hay mucha superposición con otras funciones empresariales. El software de gestión de recursos, el control del tiempo, la comunicación del proyecto, los gastos, el almacenamiento, la automatización de los servicios profesionales (PSA) y el software de planificación de los recursos de los servicios (SRP) se pueden encontrar juntos, esto puede ser bueno, pero si necesita integrar o reemplazar el viejo sistema, las cosas pueden empezar a complicarse.

¿Cuáles son los beneficios del software de programación de recursos?

Estos son algunos de los principales beneficios del software de programación de recursos:

  • Ahorras tiempo moviendo recursos manualmente
  • Cometes menos errores al reservar tu equipo.
  • Obtienes una comprensión clara de la capacidad y utilización del equipo
  • Despliegas los recursos limitados que tienes de manera más efectiva y eficiente

A medida que las agencias y los estudios crecen, los sistemas para la programación de recursos que pueden haber funcionado para una agencia pequeña a menudo tienen dificultades para escalar. Excel y Google Docs son efectivamente herramientas gratuitas de programación de recursos, pero el software de programación de recursos puede ayudarte a trabajar más rápido, de manera más inteligente, y ayudarte a asignar personas a proyectos, y permitirte programar proyectos de manera más efectiva. Si aún buscas una herramienta de programación de recursos gratuita, te recomiendo que utilices Google Sheets o Excel, pero hacer la inversión en una herramienta adecuada valdrá la pena.

¿Qué son los recursos?

En una organización, los recursos pueden incluir cualquier cosa que contribuya al producto terminado: personas (recursos humanos y habilidades), recursos financieros, inventario, equipos y suministros, espacio como oficinas y salas de reuniones, recursos de TI y recursos de producción y naturales, entre otros.

¿Acabas de darte cuenta de que no buscas un software de administración de recursos? Echa un vistazo a otras herramientas útiles:

Si buscas un software de programación de recursos, en esta publicación encontrarás una comparación rápida, simple y fácil de leer sobre las diez herramientas de programación de recursos más importantes en el mercado de 2024.

Compara y Evalúa Rápidamente el Mejor Software de Programación de Recursos

Best Resource Scheduling Software Logo Soup

The Digital Project Manager es financiado por sus lectores. Cuando haces clic en los enlaces de nuestro sitio, podríamos ganar una comisión. Más información.

En esta publicación, también ayudaremos a explicar qué es el software de programación de recursos, cómo te ayudará a administrar y asignar y programar mejor tu equipo y recursos, y te brindará un resumen de sus funciones para que puedas comparar y encontrar fácilmente las herramientas de programación de recursos del proyecto y del equipo que mejor se ajustan a ti.

Video: Cómo Elegir El Mejor Software De Programatión De Recursos

¿Te preguntas qué buscar mientras revisas las opciones del software de programatión de recursos? Aquí hay un video que cubre nuestros criterios y te da una idea de cómo se ven las interfaces de varias herramientas.

Resource Scheduling Software - Video

Criterios Comparativos del Software de Gestión de Recursos

Para aparecer en esta lista de software de gestión de recursos, se evaluaron las herramientas en función de los siguientes criterios:

  • Interfaz de usuario (UI): ¿qué tan bien diseñada está? ¿Ofrece vistas claras y navegación intuitiva?
  • Usabilidad: ¿Es fácil de aprender y dominar? ¿Hay tutoriales y capacitación? ¿La empresa ofrece buena tecnología y soporte al usuario?
  • Características y funcionalidad: ¿Cuántas de las características y funciones clave del software de administración de recursos ofrece y qué tan potentes son? Específicamente, busqué:
    • Automatización: las funciones de programación automática son una razón importante para usar el software de programación de recursos. Como mínimo, esto significa que tus tareas se ajustarán automáticamente cuando se muevan, según las dependencias que hayas establecido. También puedes incluir flujos de trabajo personalizados con automatización para ayudar a optimizar los procesos repetitivos.
    • Programación en tiempo real: las mejores herramientas de recursos brindan visibilidad en tiempo real de las cargas de trabajo y permiten monitorear el progreso, ver la utilización de recursos y hacer ajustes en tiempo real.
    • Alertas: un buen programador de recursos permite personalizar el tipo de notificaciones y alertas que recibe cada usuario (correo electrónico, escritorio, etc.), asegurando que las alertas sobre la utilización de recursos y la carga de trabajo mantengan actualizadas a las personas correctas.
  • Integraciones: ¿Es fácil conectarse con otras herramientas? ¿Hay integraciones por defecto?
  • Relación calidad-precio: ¿Qué tan apropiado es el precio según sus características, capacidades y usos? ¿La fijación de precios es clara, transparente y flexible?

Descripciones Generales de las 15 Mejores Herramientas de Programación de Recursos

Esta reseña cubre en detalle las herramientas de de optimización de la programación de recursos mencionadas anteriormente con detalle, seguidas de una lista de herramientas adicionales de planificación y programación de recursos para que consultar.

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

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
3

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
4

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
5

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.
4.6
23 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
6

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
7

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

Starts from $11/month for up to 3 users

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
8

Planview Clarizen

Fully-featured, enterprise-grade project management tool with resource scheduling

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

Free trial + free demo available

Pricing upon request

If you’re looking for an enterprise level resource planning tool with a fully tailored project management toolkit , check out Clarizen – a complete professional services automation (PSA) platform with a great set of tools for managing projects, tasks, resources, and budgets – wrapped in a single product.

Clarizen brings together project management, configurable workflow automation, in-context collaboration and a tailored, role-based experience that simplifies work, reduces communication overload, and provides visibility so everyone can work more effectively and adapt to changes. It centralizes release plans, release backlog data, bugs, documents, communications and more into one system, helping you to deliver releases efficiently, track and prioritize incoming tickets and schedule them for iterations with stacks of handy built-in reporting. Clarizen costs from $30/user/month.

Pros

  • Good at forecasting future workload
  • Simpler and more intuitive to use than other apps
  • Highlighting for what changes and the critical path

Cons

  • Highlighting for what changes and the critical path
  • No request tracking on hourly basis
  • Doesn’t track or allocate requests automatically on the basis of FIFO (First-in, First-out)
9

KeyedIn

Best for resource planning at the portfolio and program level

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

Free interactive product tour available

Available upon request

KeyedIn is a great tool for resource scheduling (as well as PPM). In fact, it was recognized as an August 2019 Gartner Peer Insights Customer Choice for Project and Portfolio Management. Features include Kanban and project workflows, hierarchy and roll-ups, forecasting and budgeting, and key deliverable and dependency tracking.

Maintaining daily and weekly tasks are easy with KeyedIn, as you can add tasks against multiple projects and the system will even show the effort and cost estimations. This will help navigate resources around staff leaves, and so on.

Integrations include Jira, Microsoft Dynamics CRM, Dynamics 365, SharePoint, QuickBooks, Microsoft Outlook, Sage Intacct, Salesforce App Cloud, SugarCRM, SAP CRM, Pivotal Tracker, Microsoft Dynamics GP, VersionOne, Fulcrum. Additionally, the software uses API Version 3 that makes it easier for its customers to share or extract project and portfolio data with other business software solutions.

A dedicated customer portal would make this software easier for looping clients in on resource scheduling needs for projects and tasks. The tool lost a few marks in the Usability review category because of this oversight.

KeyedIn offers pricing upon request and has a free trial.

Pros

  • Data-rich dashboards with multiple views
  • Robust forecast dashboard with charts
  • Supports multiple languages and currencies

Cons

  • Must scroll through tabs to get a holistic view
  • Project hierarchy gets complex for multiple projects
  • No customer portal available yet
10

Projectworks

Best resource scheduling software for professional service providers

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

Free trial available

From $370 /month (for up to 10 users)

Projectworks is a cloud-based platform with resource scheduling and management, budget management, and time tracking features. The software is designed to help professional services teams centralize their project management and resource allocation to increase efficiency and reduce margins.

Why I picked Projectworks: The resource scheduling and management includes time off and leave requests, making it easy to spot who's available and who isn't. Users can also plan specific tasks and projects before they’re assigned to individual team members, creating more flexibility for scheduling. The skills mapping feature allow users to assign tasks and projects based on people's skill sets and availability.

In addition to resource scheduling, the platform supports broader project and financial management capabilities. Capacity and revenue can both be forecasted using the software's reporting and analytics functionalities. Time sheets and invoices can be linked to specific projects, making it easier to track hours worked and manage expenses.

Projectworks standout features & integrations

Features include mobile-responsive timesheets, invoice and timesheet connectivity, invoicing based on T&M, fixed price, or manual billing, time off management, skills mapping, and expense reporting.

Integrations include Azure DevOps, Hubspot, Jira, MYOB, QuickBooks, and Xero. Additional integrations can be accessed through a paid Zapier account.

Pros

  • Centralizes resource management, project planning, invoicing, and expenses in one place
  • Skills mapping makes it easier to assign the best people to projects
  • Ability to analyze margin by project, customer, individual, or team

Cons

  • Tailored for professional services, some features might be unnecessary for product companies
  • Can take time to get familiar with all the product's features and functionalities
11

Schedule It

Best for its contractor scheduling capacity

14-day free trial

From $40/month for first 3 users

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 drag-and-drop resource scheduling, tagging, multiple views, event categorization, unlimited event history, and reporting.

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

Schedule it is a great tool if you want an intuitive interface that will help you manage your resources, including contractor and other external contributors.

Pros

  • Flexible and scalable platform
  • Great for complex, long-term projects
  • Drag-and-drop mode for all features
  • Event filter easily excludes targeted resource data

Cons

  • Report formatting not that easy to customize
  • Color coding not transferred to Outlook
12

TeamGantt

Best for getting started fast

30-day free trial

From $24/manager/month

Used by Amazon and Netflix, TeamGantt is a project management tool with resource management functions like time- and budget tracking in the availability tab. TeamGantt specializes in task planning tools and charts but they also track workloads and team availability, collaboration features like chat and tagging, and customizable alerts.

One con with TeamGantt is that dashboards' views sometimes lag behind real-time changes to resource tracking. Resource-complex projects may lag a bit due to the fact of TeamGantt being an in-browser, cloud-based application.

TeamGantt scores well in the Usability segment of the evaluation criteria, as it is incredibly flexible to use. The tool is accommodating to however you may want to set up and track your projects, no matter their resource structure or constraints. Additionally, providing an easy “read-only” URL makes it great for sharing with outside parties for input.

TeamGantt costs from $24.95/month and has a freemium version of the software for up to 3 users.

Pros

  • Flexible setup/tracking for projects
  • Share charts without receiver logging in
  • Easy drag-and-drop task duration
  • Quick learning curve

Cons

  • Dependency data is awkward at times
  • Lack of in-app notifications
  • Views can lag behind changes
13

Notion

Best for users who prefer the flexibility of a database structure

Free for 1 admin + 5 guests

From $10/user/month

Notion has a variety of note-taking, data management, scheduling, and organizational tools that can easily be adapted to resource scheduling and other resource management needs. For example, the notes and docs feature has over 30 types of content to use in resource tracking charts and custom reports.

With highly customizable “Blocks”, Notion has the capacity to compile and sort any type of resource that is important to you using calendars, to-do lists, meeting notes, and even saved websites. It’s not a standard resource scheduling tool, but if you want something more flexible that could easily be tailored to a non-traditional work project, this one could be a great fit. If you are tracking any non-typical resources, this is a great start-from-scratch scheduling tool.

Integrations were not listed on Notion’s site and both Zapier and Automate.io report integrations with Notion as upcoming/coming soon.

Obviously the current list of third-party app add-ons is a downfall for this software, losing them marks in the Integrations section of the review criteria. Notion bills itself as a “jack of all trades” so it might cover all the functions you need but connection options are typically needed.

Notion costs from $10/user/month and has a freemium version of the software as well as a free 30-day trial for paid plans.

Pros

  • Feature-rich
  • Useful scheduling templates
  • Abundance of data and input types
  • Flexible content within pages

Cons

  • No activity/news feed
  • No weekly calendar view
  • No public facing API
14

Dayshape

Best AI powered Resource Management for Professional Services firms

Free demo available

Pricing upon request

Dayshape is AI-powered resource management software for professional services. Its automated decision making, workflows and controls transform the way teams plan, budget, and deliver engagements.

Why I picked Dayshape: The software makes it easy to assign the right person, at the right time, through assisted and automated scheduling. Unique AI functionality eliminates time-consuming processes and gives confidence that decisions are fair and objective, while gantt and availability views provide a clear view of utilization and resourcing options. Three levels of AI make the solution scalable as a firm’s resource management processes mature over time.

A suitability score is created for every resource based on customizable criteria such as grade, skills, availability, utilization, and location to ensure a best-match resource allocation. Configurable dashboards also provide at-a-glance views of capacity levels for accurate forecasting and immediate clash resolution.

Project managers can roll-forward or build and request resources for plans in the same system resource managers staff the project. The live engagement financials feature uses your timekeeping and billing system data to flag performance metrics falling below thresholds, to stay on budget and avoid overruns and write-offs.

Dayshape Standout Features & Integrations

Features include resource suitability scoring, utilization and capacity management, skills database, clash resolution, real-time economics, self-serve assignment, and dashboards.

Integrations happen seamlessly with your existing ERP, HR, business intelligence or practice management systems. Dayshape eliminates duplicate effort and streamlines the engagement lifecycle end to end for maximum profit, and employee retention.

Dayshape is a great tool if you are looking for scalable, centralized resourcing, forecasting, and reporting.

Pros

  • Proven in large firms, especially accounting
  • AI-assisted scheduling does the heavy lifting
  • Engagement financials and quality controls make this more than just scheduling software

Cons

  • Implementation is custom so takes longer than off the shelf products
  • No feature-pricing information available.
15

Primetric

Best for IT service companies & digital agencies

From $171/month + $17.10/user + an extra $6.30/virtual seat (no platform access)

Primetric is a resource scheduling software for small and medium-sized IT service companies and/or digital agencies. It replaces massive spreadsheets and smatterings of disconnected tools with a multifaceted solution that encompasses resource management, project management, finance management, business intelligence, and even timesheets & time tracking.

Primetric considers the tentative project pipeline and soft allocations to forecast your profitability and people workload. The planning module is connected with time tracking and budgeting modules, so you can compare your plans to reality and then optimize them. What's more, to give you real information about your resources' availability, it takes into account public holidays for different countries, time offs, and contract terms.

Primetric's intelligent resource assistant helps you find the most suitable resources for planned or ongoing projects based on hard or soft skills, cost rate, experience, and availability. If you don't have the needed resources, you can report the vacancy and see what people you will need to hire in the upcoming months. You can take stock of your current staff using the CV generator and skills matrix, which will show you where knowledge gaps exist.

The platform comes with extensive roles and permissions capabilities, allowing every company within your network to create different organizational structures with different data access (financial, HR, sales, and so on). You can manage multiple corporate locations with one Primetric account and create custom dashboards and reports for different departments or teams.

Primetric integrates with BambooHR, Redmine, ClickUp, Tempo Timesheets, Calamari, JIRA, Teamwork, Hubstaff, Harvest, and Clockify. You can also leverage their open API to connect more tools.

Primetric costs from $171/month + $17.10/user. Add an additional $6.30/virtual seat for each employee being managed through the platform without administrative access to the software itself.

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Otras Herramientas de Programación de recursos:

A continuación hay una lista de herramientas adicionales para la programación de recursos que no analizamos en la lista anterior:

  1. monday.com

    Best for simple workload and capacity planning

  2. ClickUp

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

  3. Smartsheet

    Best for advanced and custom workflow automations

  4. Jira Software

    Best for project issue tracking & backlog management

  5. Wrike

    Best customizable workflows & templates for complex projects

  6. Polaris PSA By Replicon

    Best resource scheduling software with combined PSA and PPM functionality

  7. ClickTime

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

  8. Zoho Projects

    Best for growing or scaling businesses

  9. Celoxis

    Best for optimizing resource allocation for maximum productivity and project efficiency

  10. Float

    Best resource scheduling for digital agencies

¿Necesitas Ayuda Para Reducir las Opciones?

Esta herramienta es bastante útil. Nos hemos asociado con Crozdesk para brindarte acceso a su “Buscador de software”.

Si ingresas algunos de los detalles sobre tu proyecto y las funciones que buscas en una herramienta de administración de proyectos, generará una lista de herramientas que coinciden con tus preferencias. Sólo debes proporcionar tu correo electrónico y te enviarán una bonita guía en PDF con un resumen de las mejores coincidencias.

¿Qué Opinas?

¿Qué más hay en cuanto a las herramientas de gestión de proyectos y el software de programación de recursos? Nos encantaría saber si tienes alguna sugerencia, consejo o idea sobre el uso de este tipo de software. ¿Por qué no las compartes en los comentarios?

By Ben Aston

Soy Ben Aston, gerente de proyectos digitales. He estado en la industria durante más de 10 años trabajando en el Reino Unido en las principales agencias digitales de Londres, incluidas Dare, Wunderman, Lowe y DDB. He entregado de todo, desde videos virales a CMS, juegos flash, anuncios publicitarios y eCRM a sitios de comercio electrónico. He tenido la suerte de trabajar en una amplia gama de grandes clientes; marcas automotrices como Land Rover, Volkswagen y Honda; Empresas de servicios públicos como BT, British Gas y Exxon, y de bienes de consumo como Unilever, así como también marcas de productos electrónicos, como por ejemplo Sony.