Mejores Herramientas y Software de Agendado de Recursos de 2024

Float is a resource management software built for professional services teams to schedule and plan their resourcing while managing capacity. You get the context and data you need to match the right people to the right projects when resourcing client work.

Why I picked Float: I like that Float is all about resourcing through and through. Everything in its interface is well thought out for the speed of decision-making required in professional services. It is set up to provide added context for operations and resource managers as they’re doing the work. Information like capacity, utilization, cost, and billable rates is all surfaced through the Schedule so that you don’t have to go digging.

What makes Float unique in this space is that it improves resourcing context by offering more finance-informed features. You can directly track the cost implications of your resourcing decisions and view project profit margin in real-time to change or pivot as needed.

Float Standout Features & Integrations

Features include a centralized resource schedule, capacity management, project scoping, actuals tracking, advanced reporting, cost and profitability tracking, rates, and placeholders (for contractors or new hires). While the Schedule is the center of Float, the project plan is also a great place to align client work expectations with current availability and budgets. When you combine the Rates and Reporting features, you can even forecast utilization, track the cost of your people, and anticipate project margins in real-time. And with time tracking that auto-fills based on scheduled work, capturing actuals is simple—just review and hit “Log time.'

Integrations include Google Calendar, Outlook Calendar, Slack, Jira, Asana, Teamwork, and Trello. Float also has a Zapier app, which allows you to connect to a library of 1,000+ apps like your favorite project management systems or your CRM.

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

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

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

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

Kantata Standout Features & Integrations

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

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

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

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

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

Resource Guru Standout Features & Integrations

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

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

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

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

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

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

Bonsai Standout Features & Integrations

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

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

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

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

Productive Standout Features & Integrations

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

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

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

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

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

MRPeasy Standout Features & Integrations

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

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

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 booking confirmation workflow that lets you secure resource assignments and ensure all stakeholders are aligned before starting a project. Its placeholders feature also allows you to create tentative bookings for projects in the pipeline, providing flexibility while finalizing details.

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.

Silverbucket is a project resource planning software that helps businesses manage their project allocations effectively.

Why I picked Silverbucket: Silverbucket's resource planning capabilities aid in scheduling projects, managing timelines, and delegating tasks to the right team members. The software provides a transparent view of your company’s resource allocations, highlighting conflicts, workloads, and capacity levels. Its Gantt chart feature simplifies the planning and visualization of project timelines, while skill management tools help identify the appropriate competencies for your project team.

I also like that the drag-and-drop functionality facilitates the simultaneous allocation of multiple people and roles, allowing you to plan projects based on available resources and skill levels. The max function helps avoid overbooking by reserving a person's capacity in advance. Additionally, employees can log their hours in the system, offering a clearer understanding of how time is spent on projects.

Silverbucket Standout Features & Integrations

Features include detailed resource analytics that provide insights into utilization trends, helping you identify underused resources or capacity constraints. Furthermore, Silverbucket supports soft bookings, which allow you to tentatively reserve resources for potential projects without committing them fully, ensuring flexibility in planning.

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

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

Hive is a project management and collaboration platform designed to help teams plan, execute, and monitor their work in a centralized workspace. It offers various tools to manage tasks, track progress, and facilitate communication among team members.

Why I picked Hive: Hive's resourcing feature allows you to assign team members to specific projects and visualize their availability throughout the project lifecycle. By understanding each person's capacity, you can make informed decisions about workload distribution, ensuring that no one is overburdened and that project timelines are realistic.

Additionally, Hive's time-tracking functionality complements its resourcing feature by enabling automatic tracking of time spent on tasks. This helps in monitoring productivity and provides insights into how time is allocated across different projects. With this data, you can identify areas where efficiency can be improved and adjust schedules accordingly to optimize team performance.

Hive Standout Features & Integrations

Features include project templates that allow you to quickly initiate new projects with predefined structures, saving time and ensuring consistency across similar initiatives. Hive also offers proofing and approval tools, allowing internal and external stakeholders to provide feedback directly within the platform.

Integrations include Google Drive, Google Calendar, Dropbox, Microsoft Teams, Outlook Calendar, Slack, Jira, Zoom, Microsoft OneDrive, GitHub, Box, and Asana.

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

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

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

Microsoft Project Standout Features & Integrations

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

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

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

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

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

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

ActiveCollab Standout Features & Integrations

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

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

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

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

Standout features & integrations:

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

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

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

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

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

Schedule it Standout Features & Integrations

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

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

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

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

Standout features & integrations:

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

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

Birdview PSA is a resource management, planning, and scheduling software with resource management features that will help you with your capacity planning.

Why I picked BirdviewPSA: This tool has everything you need to support your projects through its resource planning center. It allows you to access 3 main views. The first one is planning. This view gives you the option to book resources in advance and ensure your capacity meets the demands. Birdview PSA displays your team's skills and other useful information that will help you make informed decisions.

Then, you have the workflow view. This view shows current projects and resource allocations in real time. The system will automatically color-code for you those resources that are over or under-allocated and allow you to address conflicts with a simple drag-and-drop.

The last view is simulation. In this view you can assess the viability of working on a new project, run scenarios to inform your resource hiring, and create project drafts for a quick start. The simulator also allows you to alter resource allocation percentages and modify team members in case someone becomes over-allocated after you run the sim.

Birdview PSA Standout Features & Integrations

Features include  advanced resource utilization tracking, which enables you to monitor and optimize how team members spend their time across various projects. Moreover, Birdview PSA’s integrated skills matrix allows you to quickly match team members to tasks based on their competencies.

Integrations include 2000+ pre-built connectors, including MS Teams, Jira, Adobe, Hubspot, Salesforce, Slack, Zoom, Olark, TimeCamp, Xero, and Invision. Additionally, you can connect to 5000+ apps using Zapier and Workato. Both of these need you to have a paid plan with them.