Mejores Herramientas y Software de Agendado de Recursos de 2023

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!

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.

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.

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.

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.

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.

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.

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.  

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.

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.

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.

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.

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.

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.

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.