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Las Mejores Herramientas
Mejores Herramientas y Software de Agendado de Recursos de 2023

Una Lista del Mejor Software de Programación de Recursos

Hay un montón de herramientas disponibles, por lo que, para ayudarte a acortar tu lista, esta reseña evalúa las mejores herramientas de programación de recursos:

  1. monday.com

    Best for simple workload and capacity planning

  2. Kantata

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

  3. Hub Planner

    Best for midsized to large companies

  4. Float

    Best resource scheduling for digital agencies

  5. Parallax

    Best for resource scheduling at agencies and studios

  6. Wrike

    Best customizable workflows & templates for complex projects

  7. Runn

    Best real-time resource planning, tracking and forecasting

  8. Saviom

    Best Multi-dimensional Resource Scheduling Solution

  9. Jira Software

    Best for project issue tracking & backlog management

  10. Resource Guru

    Best for its simplicity combined with powerful resource management features

  11. Productive

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

  12. ClickUp

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

  13. Zoho Projects

    Best for growing or scaling businesses

  14. Dayshape

    Best AI powered Resource Scheduling Software for Professional Services

  15. Forecast

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

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 2023.

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

monday.com

Best for simple workload and capacity planning

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!

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7 6745

14-day free trial + freemium plan available

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

Pros

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

Cons

  • No single-user plan
  • Horizontal pipeline views means excessive scrolling
  • Does not have resource forecasting
2

Kantata

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

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.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.1 715

Free demo available

Pricing upon request

Pros

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

Cons

  • Proofing solution is an add-on
  • Custom Reports Can Be Difficult to create without training
3

Hub Planner

Best for midsized to large companies

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.

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

30-day free trial

From $7/resource/month (billed annually)

Pros

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

Cons

  • 24/7 support starts in the Premium plan
  • To customize views and schedule layout you need to edit settings
4

Float

Best resource scheduling for digital agencies

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.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.2 1067

30-day free trial

From $7.50/user/month

Pros

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

Cons

  • Time tracking features require a higher plan
5

Parallax

Best for resource scheduling at agencies and studios

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.

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

Free demo

Pricing upon request

Pros

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

Cons

  • Data needs to be collected before predictive insights become reliable
  • The software is relatively new and is regularly updated for improved usability
6

Wrike

Best customizable workflows & templates for complex projects

Wrike is an award-winning, easy-to-use resource scheduling software that is highly configurable, allowing users to customize workflows, dashboards, reports, request forms, and more.

Why I picked Wike: Wrike’s simple interface enables you to switch between Kanban boards, one-click Gantt charts, and traditional workload views, where you can have your tasks along with effort information.

Wrike's workload charts allow you to plan work allocation, assign tasks, and manage your team's capacity. This chart has a useful section called 'Backlog box', where you can see all the unassigned and unscheduled tasks. From there, you can simply drag and drop a task to a specific resource that has the capacity to take on it.

Wrike has an easy-to-use, intuitive interface and navigation with distinct spaces, folders, and tasks. Additionally, you can unlock advanced insights with performance reporting tools, resource management and allocation, and more.

Wrike has a dedicated help center with interactive training, videos, a ‘Getting Started’ guide, and all sorts of resources.

Wrike Standout Features & Integrations

Features include pre-built templates, custom request forms, interactive Gantt charts, visual proofing, workflow automations, time tracking, project portfolio management, and dashboards.

Integrations in Wrike include 400+ pre-built native integrations, like the most popular file management software from Microsoft, Google, and Dropbox, along with sales and marketing software from Salesforce and Marketo.

Wrike is a versatile software with a range of features that fit mid-sized and large organizations. Take advantage of its free trial if you feel like giving it a test run.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.2 2544

Freemium version available

From $9.80/user/month

Pros

  • Building custom dashboards is great for highly specific resource tracking
  • Good variety of dashboard views to accommodate different user needs
  • Resource request and approvals are easy and well organized

Cons

  • May require additional training for an understanding of the full functionality
  • No time tracking with the free version of the tool
  • Best resource tools are limited to the higher level paid plans
7

Runn

Best real-time resource planning, tracking and forecasting

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.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
3.7 41

14-day free trial and free plan

From $10/person managed/month

Pros

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

Cons

  • Time tracking requires a Google Chrome extension
  • Colors are not customisable
8

Saviom

Best Multi-dimensional Resource Scheduling Solution

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.

This tool can integrate and sync seamlessly with all your existing applications, including 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.

Saviom has a tiered pricing model, which depends on the number of custom licenses the user buys. It also offers a 60-day free trial.  


60-day free trial

Pricing upon request

Pros

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

Cons

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

Jira Software

Best for project issue tracking & backlog management

Jira is a software development tool from Atlassian mainly used by agile teams. While the software was initially designed as an issue tracker instead of a resource planning tool, which meant users may not get the core resource management features they need right out of the box, Atlassian offers a marketplace populated by several powerful Jira resource planning and scheduling plugins.

Why I Picked Jira: With a wide variety of Jira panning plugins, users can customize the software based on their current requirements and preferences. The activity timeline plugin, for example, helps users visualize their project resource planning so they will have a clear idea of which team member is doing what and when, all within a single display. It also helps them keep track of all the tasks currently in progress.

Jira is equipped with features that play a significant role in optimizing the resource management process, and one example is the roadmaps feature. This feature provides users full visibility over their resources, so they can make quick decisions based on data and context while maintaining their focus on bigger goals.

Aside from using roadmaps to track the big picture in terms of resources and overall project lifecycle, the roadmapping software also enables users to monitor and get ahead of dependencies. Resource managers can visualize dependencies within their team, allowing them to create plans that take into account those specific areas. Resource managers can also track dependencies across multiple teams, programs, and projects.

Jira Standout Features & Integrations

Features include product management, project management, issue tracking, collaboration, customizable workflows, reporting & analytics, mobile support, permission & access management, time tracking, custom data fields, and third-party integrations/add-ons.

Integrations include Confluence, Slack, Trello, Google Drive, Bitbucket, GitHub, Salesforce, Zoom, and Microsoft Teams.

Jira Pricing & Plans

A free plan is also available for up to 10 users. Pricing for Jira Software starts at $7.75/user/month with the Standard plan, which includes a 7-day free trial.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.2 4682

7-day free trial

$10/user/month

Pros

  • Great for companies of all sizes
  • Tons of integration options
  • Freemium paln for 10 users

Cons

  • Limited functionality on free version
  • Limited mobile app functionality
10

Resource Guru

Best for its simplicity combined with powerful resource management features

Resource Guru is a dedicated resource scheduling software tool that focuses on simplicity within resource management.

Why I picked Resource Guru: 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.

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.

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

30-day free trial

From $3/user/month

Pros

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

Cons

  • No copy-paste of resource tasks
  • Lacks zooming options in the calendar view
11

Productive

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

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.

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

14-day free trial

From $20/user/month

Pros

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

Cons

  • Invoicing and quotation features are limited
  • Roles/user rights are not as granular
12

ClickUp

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

ClickUp is a project management app that is highly customizable and has features to support resource scheduling.

Why I picked ClickUp: ClickUp has over 15 views to experience your project information in different ways. The workload view shows your team capacity and lets you manage resources, based on the information in your timeline. Additionally, you can use the box view to see every resource in your project along with a capacity bar that visually displays how allocated a member is.

Both views are available on all ClickUp plans and can be added using the ‘+’ sign next to your other views.

ClickUp Standout Features & Integrations

Features include real-time reporting, whiteboards and shared documents for collaboration, task management with different views, goal tracking, and templates.

Integrations include native ones with Slack, G Suite, Dropbox, and many more tools, as well as over 1,000+ integrations through Zapier.

Overall, ClickUp is a robust tool that will help you handle your resource management and much more thanks to its hyper-customizable modules and cool features.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7 4135

Freemium plan available

From $9/user/month

Pros

  • Workload and Box views available in all paid plans
  • Two-factor authentication available in all plans
  • Free plan has all features available

Cons

  • Timesheets are available on business plan and above
  • You lose all functionality once you reach the free plan limits
13

Zoho Projects

Best for growing or scaling businesses

Zoho Projects is a resource scheduling tool that lets you plan and manage both simple and complex projects.

Why I picked Zoho Projects: You can distribute work evenly with the help of their resource allocation feature. With the help of Gantt charts, you can schedule timelines, set up baselines, compare multiple baselines, identify critical tasks, and create dependencies.

The resource utilization chart helps you see everyone's allocation in one quick glance and color-coded bars so you can identify over-utilized people right away. You can adjust the dates you want to see from the top right corner or go with one of the daily, monthly, and yearly defaults.

Once your tasks are assigned, you can drag them to other resources to balance resource allocation.

Zoho Projects Standout Features & Integrations

Features include task management, task automation, blueprints, time and issue tracking, reporting, forums for detailed discussions with your team, and setting user rates to generate invoices.

Integrations include tools such as Google Drive, Google Calendar, Slack, Github, Bitbucket, and Dropbox. Access even more integrations through Zapier. Also, being part of the Zoho ecosystem allows you to connect to several of Zoho’s other services, such as Zoho Books and Zoho’s finance suite.

Zoho Projects is a good option if you are looking for a scalable solution.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.2 286

10-day free trial

From $5/user/month

Pros

  • Time tracking built-in
  • Affordable and free entry-level plans
  • Easily connect to other Zoho apps for sales, CRM, marketing

Cons

  • Steep learning curve for maximum benefits
  • No premade templates
14

Dayshape

Best AI powered Resource Scheduling Software for Professional Services

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

Why I picked Dayshape: The software makes it easy to assign the right person, at the right time, through assisted and fully automated scheduling. Unique AI functionality eliminates time-consuming processes and provides a clear view of your resourcing options.

A suitability score is created for every resource based on customizable criteria such as grade, skills, 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.

The live engagement economics feature lets you compare, track and adjust resourcing plans in real-time to maximize profitability. Automated alerts will also flag any performance metric falling below a predefined threshold so action can be taken.

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, or practice management systems. Dayshape eliminates duplicate effort and streamlines the engagement lifecycle end to end.

Dayshape is a great tool if you are looking for AI support in your resource decisions and forecasting.

Free demo available

Pricing upon request

Pros

  • Engagement financials let you go beyond time tracking
  • Includes governance and quality controls

Cons

  • No feature-pricing information available
15

Forecast

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

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.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7 225

14-day free trial

From $29/user/month

Pros

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

Cons

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

Tabla Comparativa del Mejor Software de Programación de Recursos

A continuación, hemos preparado una tabla fácil de leer, resumiendo cuidadosamente información básica sobre las mejores herramientas de recursos descritas en este artículo. Realmente no hay un software de programación mejor que el resto, sólo debes elegir la herramienta adecuada para ti. Una herramienta de programación de proyectos simple y sencilla puede ser perfecta para una agencia pequeña, mientras que el software de programación para pequeñas empresas con 100 empleados remotos necesita una solución empresarial con muchas más funciones. En la tabla continuación, hemos reunido algunas de las características clave que te ayudarán al momento de tomar una decisión, incluida la duración de la prueba gratis, el precio por usuario.

Tool Free Option Price
1
monday.com

Best for simple workload and capacity planning

14-day free trial + freemium plan available

From $8/user/month (billed annually, min 3 seats) Visit Website
2
Kantata

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

Free demo available

Pricing upon request Visit Website
3
Hub Planner

Best for midsized to large companies

30-day free trial

From $7/resource/month (billed annually) Visit Website
4
Float

Best resource scheduling for digital agencies

30-day free trial

From $7.50/user/month Visit Website
5
Parallax

Best for resource scheduling at agencies and studios

Free demo

Pricing upon request Visit Website
6
Wrike

Best customizable workflows & templates for complex projects

Freemium version available

From $9.80/user/month Visit Website
7
Runn

Best real-time resource planning, tracking and forecasting

14-day free trial and free plan

From $10/person managed/month Visit Website
8
Saviom

Best Multi-dimensional Resource Scheduling Solution

60-day free trial

Pricing upon request Visit Website
9
Jira Software

Best for project issue tracking & backlog management

7-day free trial

$10/user/month Visit Website
10
Resource Guru

Best for its simplicity combined with powerful resource management features

30-day free trial

From $3/user/month Visit Website
11
Productive

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

14-day free trial

From $20/user/month Visit Website
12
ClickUp

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

Freemium plan available

From $9/user/month Visit Website
13
Zoho Projects

Best for growing or scaling businesses

10-day free trial

From $5/user/month Visit Website
14
Dayshape

Best AI powered Resource Scheduling Software for Professional Services

Free demo available

Pricing upon request Visit Website
15
Forecast

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

14-day free trial

From $29/user/month Visit Website

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. ActiveCollab

    Best to easily generate records for client invoicing

  2. KeyedIn

    Best for resource planning at the portfolio and program level

  3. Projectworks

    Best resource scheduling software for professional service providers

  4. eResource Scheduler

    Best simple, standalone scheduling module

  5. TeamGantt

    Best for getting started fast

  6. Retain

    Best for tech, accounting, and professional services companies

  7. Notion

    Best for users who prefer the flexibility of a database structure

  8. Schedule It

    Best for its contractor scheduling capacity

  9. Primetric

    Best for IT service companies & digital agencies

  10. Smartsheet

    Best for advanced and custom workflow automations

¿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.

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