Las 10 Mejores Herramientas y Software de Gestión de Recursos de 2023

monday.com is a flexible work platform to help teams communicate in context and get a birds-eye view of outstanding projects, available resources, and projected timelines.

Why I picked monday.com: I chose monday.com primarily for its smart design and straightforward interface. Even team members who are lacking resource management experience can quickly get started planning timelines, assigning project ownership, and managing projects. The monday.com app also gives you the flexibility and power to run your team on the go. You can organize your daily work, projects, and teams as well as establish workflow automations, share documents, and create Gantt charts for further clarity.

monday.com Standout Features & Integrations

Features that really set monday.com apart from the crowd include their 5+ views so you can see your project information the way you want to. For example, with the workload view, you can easily see who’s able to take on more work and who’s not. It's easy to visually gain insight into your team’s work capacity and make adjustments to timelines or ownership accordingly, and in real-time.

Integrations include apps like Slack, Google Calendar, Jira, GitHub, Excel, Google Drive, Gmail, Trello, Dropbox, Typeform, and thousands more accessible via Zapier.

Kantata is a well-rounded tool that bridges the core planning, execution, project accounting, and analysis systems in a single operating environment. It has modules for project management, accounting, resource management, business intelligence, and team collaboration for services teams and agencies.

Why I picked Kantata: What appeals to me about Kantata is their system of dashboards, live time and expense tracking features, and their great documenting system. The resource management module offers real-time utilization and margins at the project and even the task level. Kantata truly offers a comprehensive RM suite that even includes accounting tools like project costing, budget management, and invoicing. Despite requiring time to truly master, Kantata has been widely recognized as being easy to use and learn.

Kantata Standout Features & Integrations

Features that are particularly impressive include Kantata's professional services. The platform makes its Kantata BI Consultants available to users, meaning you have access to a team who can build reports specifically for your business and provide training to your resources to help mitigate the risks and costs of implementation. Further worthwhile features include resource forecasting, capacity management, skills management, scenario planning, and role-based planning.

Integrations include pre-built integrations with tools like Expensify, G Suite, Netsuite, Jira, Hubspot, Xero, Salesforce, Slack, Concur, Qualtrics, Dynamics 365, and Quickbooks. They also provide an integration platform called M-Bridge to help you build your own integrations.

Parallax is a resource planning and forecasting solution that is designed to help increase utilization and is natively built for integrations. It's best suited for digital services firms and software development teams looking to take full advantage of modern predictive resourcing and active forecasting to discover measured growth, higher revenue rates, and stronger margins.

Why I picked Parallax: Parallax gained a spot on this list because it does such a great job facilitating resource optimization for digital services companies. The tool gives you the ability to balance workloads, analyze utilization, and match the best available resources to the most suitable projects. This approach helps optimize team performance and improve overall productivity. Extensive integration capabilities can further extend the platform's functionality.

Parallax Standout Features & Integrations

Features that differentiate Parallax from the other tools on this list include the predictive resource management functionality. The tool has been purpose-built for project and resource managers, providing you with the tools you need to efficiently evaluate and optimize supply and demand. With better resource optimization, you should be able to keep teams happy and satisfied, your projects and resources on track, and everyone in the team and the organization perfectly aligned on common goals. Other notable features include skills tags with an advanced database search of employees, customizable billing models, real-time project P+L reporting, and project accounting.

Integrations include Hubspot, Slack, Tempo, Salesforce, Jira, Harvest, Microsoft Teams, Asana, and Oracle NetSuite. The integrations approach of the platform ensures you can aggregate the best features of each tool in your current tech stack under one roof.

Wrike is an award-winning, easy-to-use resource management software trusted by 20,000+ organizations worldwide. It's suitable for teams with anywhere from five members to an unlimited number of team members, making it easily scalable. It’s highly configurable and allows users to customize workflows, dashboards, reports, request forms, and more.

Why I picked Wrike: Wrike has earned a spot on this list because of its easy-to-use, intuitive interface and navigation with distinct spaces, folders, and tasks. You can toggle quickly between the home screen and timesheets, dashboards, calendars, reports, and a stream for notifications and messages. Wrike has a dedicated help center with interactive training, videos, a ‘Getting Started’ guide, and a thriving community where users can pick up helpful tips and grow their skills.

Wrike Standout Features & Integrations

Features that set Wrike apart from the competition include it's ability to switch between Kanban boards, interactive drag-and-drop Gantt charts, and traditional workload views to get a bird’s eye view of real-time resource management. You can unlock advanced insights with performance reporting, resource management and allocation, and time tracking. Further valuable features include project management, task scheduling/tracking, resource management, expense tracking, API, budgeting, marketing automations, collaboration support, and reporting.

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

Resource Management by Smartsheet, a high-level project and resource management software, helps teams make confident decisions about project planning, team capacity, budget forecasting, team utilization, and hiring needs in real-time.

Why I picked Resource Management by Smartsheet: I chose Resource Management by Smartsheet because of its dynamic reporting capabilities. If your team needs advanced workflow automations, this is the tool for you. You can visualize complex data in an easy to understand and organized format, allowing you to identify project trends and plan accordingly for the future. Users can also create project reports by filtering project data, get insight into historical data, and see forecasts on team utilization, actual vs. planned time reports, budget tracking, expense reports, and projects in the pipeline.

RM by Smartsheet Standout Features & Integrations

Features that are particularly beneficial include their unique project and resource matching functionality, which allows users to match team members to project requirements according to different criteria like disciplines, skills, and availability. Resource Management by Smartsheet also offers built-in timesheets, mobile time tracking, and expense tracking. Other notable features include project and resource matching, dynamic reporting, time tracking, a resource management panel, and a resource timeline for projects.

Integrations include apps like Slack, Brandfolder, Workplace, Microsoft Teams, and Facebook Ads. It additionally has a flexible API you can use to build custom integrations with the tools you use and automation through Zapier where you can connect to 1000+ apps.

Float is a resource management, planning, and scheduling software that helps teams manage shared work schedules.

Why I picked Float: Float deserves its spot on my list because its scheduling functionality is so easy and intuitive. You can create new projects quickly, and assign them to your team within seconds. The schedule view gives you an accurate, high-level overview of your team’s availability and capacity, and you can drill down deeper using Float’s search and filter functionality. Set custom work hours, import and assign public holidays, schedule time off, assign custom tags like location and skills to your people and projects, and set a scheduled status to let everyone know when you’re working from home or remotely, or what you’re up to on a particular day.

Float Standout Features and Integrations

Features that elevate Float's offering include time tracking functionality. When added, you can access pre-filled timesheets and compare your team’s scheduled hours with the actual time spent on tasks to maximize future resource allocation. Real-time reporting lets you track your resource utilization, monitor project budgets, and forecast your team’s capacity. Further notable features include right-click menus for splitting tasks, an activity timeline to track changes, capacity management, multi-project planning, forecasting, and reports.

Integrations include Jira, Asana, Teamwork, Trello, Google calendar, Outlook Calendar, Slack, and thousands more through Zapier.

Runn is a real-time resource, demand, and capacity planning tool with integrated time tracking and powerful forecasting capabilities. You can get a bird’s-eye view of all projects and people to instantly spot overbookings and identify resourcing patterns.

Why I picked Runn: Runn was chosen because of how easy it is to create project phases and allocations. You can drag and drop assets, as well as toggle between monthly, quarterly, and 6-month views to plan for the short and long term. If you don’t have the right person at the right time, you can use placeholders instead, which is an excellent way to visualize when projects or teams will need to scale up and hire more team members to meet workload requirements. Planning out tentative projects also allows you to see how your resourcing plans might change if the work gets confirmed.

Runn Standout Features & Integrations

Features that make Runn stand out include its impressive visualizations of capacity, workload, availability, and billable and non-billable utilization. You can drill into different roles, teams and tags to compare trends and understand which groups are overbooked. Runn lets you track projects, view forecasts, utilization, project variance, and overall financial performance. And its built-in timesheets will help you understand how much time was worked compared to what was planned.

Integrations include apps like 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.

Resource Guru is a dedicated resource management software that aims to make resource management user-friendly with quick scheduling tools.

Why I picked Resource Guru: I chose Resource Guru for this list because of its conflict resolution capabilities. Resource management and team collaboration are built in to make resource booking more straightforward, with clash management, leave management, and a waiting list to prevent over-booking. It helps project managers make bookings simultaneously with no chance of stepping on each other’s toes. Clashes are automatically prevented, which will save you a huge headache.

Resource Guru Standout Features & Integrations

Features that really stand out for Resource Guru include individual resource dashboards that allow each staff member to log in and know exactly what they should be working on. To monitor business performance, powerful reports help identify which projects and clients are being over-serviced and assist you with monitoring team utilization and future capacity planning. Other notable features include drag-and-drop scheduling, equipment management, meeting room booking, capacity planning, and forecasting reports.

Integrations include calendar apps like Outlook calendar, Calendly, and Google calendar. Thousands of additional apps are accessible through Zapier.

Saviom is a resource management software that's best suited to large enterprises. It's equipped to provide a visual overview of complex team needs and scheduling for projects with multiple moving pieces.

Why I picked Saviom: I chose Saviom for this list because it allows you to quickly identify which resources should be allocated where, based on factors like cost, availability, location, and competency, across the enterprise. You can easily gain high level visibility even in the presence of complicated matrices (for example, when you have verticals like domains, regions, teams, and departments, in addition to individual projects). Their project forecasting functionality helps to identify future vacancies, while keeping an eye on financials like profit margin, revenue, and costs.

Saviom Standout Features & Integrations

Features of Saviom that are particularly impressive include their real-time BI, which allows you to meet changing demands. You can build portals, analytics, reports, and dashboards that are tailor-made for your needs, since Saviom is highly expandable and configurable. You can also control the visibility of data with filters. Other notable features include a multidimensional resource scheduler and planner, advanced forecasting and capacity planning, and real-time business intelligence.

Integrations include Outlook, Google, Salesforce, Jira, and custom integrations you can build using its data exchange framework.

ClickTime is a SaaS product that focuses on resource management and time tracking for businesses. With ClickTime, you can easily track employee hours, allocate resources, and gain insights into your team's performance and productivity.

Why I picked ClickTime: I chose ClickTime because it offers a comprehensive solution for managing resources and time tracking. It's perfect for businesses that need to keep a close eye on their projects and workforce. ClickTime's user-friendly interface and powerful features make it easy to track time, manage resources, and analyze data. However, I consider the most value comes from its dashboards, as they allow you to quickly make decisions regarding your team's allocation.

ClickTime Standout Features & Integrations

Features include time tracking which makes it easy to track employee hours, breaks, and overtime, ensuring accurate and up-to-date records for payroll and billing purposes. Another one would be budget tracking because it helps you track project budgets and expenses, making it easy to see where your money is going and identify areas for cost savings. Finally, its mobile app really helps with the software's adoption as it allows tracking on the go, making it easy for remote and field-based teams to stay connected and up-to-date.

Integrations include QuickBooks, Xero, ADP, Asana, Trello, Basecamp, and Salesforce. It also supports single sign-on (SSO) with popular identity providers like Google, Microsoft, and Okta, making it easy for your team to access the platform securely.