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Meilleurs outils logiciels de planification des ressources de 2021

Besoin d’une meilleure façon de planifier vos ressources? Consultez le meilleur logiciel de planification des ressources et comparez facilement les meilleurs outils dans notre revue détaillée.

By 01/01/2021 No Comments

La liste des meilleurs logiciels de planification des ressources

Il y a plusieurs outils qui existent, donc pour vous aider à faire votre liste restreinte, cette revue évalue les meilleurs outils de planification des ressources:

  1. monday.com - Simplistic and engaging design, flexible planning, and clear communication between teams allows for easy and informed decisions around resource planning
  2. Mavenlink - Resource-first approach to manage and optimize your resources for ideal outcomes so you can grow with confidence
  3. Float - Powerful scheduling with dedicated integrations, and mobile apps
  4. Resource Guru - Simple but powerful resource scheduling software
  5. Runn - Dynamic resource scheduling for IT and software teams 🚀
  6. Saviom - Highly customizable resource scheduling tool offering deep visibility into complex resource data
  7. Hub Planner - Beautifully designed online resource scheduling software with stacks of enterprise-level features
  8. eResource Scheduler - Flexible and comprehensive resource management for organizations of any size, including Fortune 500's
  9. VOGSY - Best for Google Workspace users
  10. TeamGantt - Easy-to-use online Gantt chart software with a simple read-only sharing link for quick collaboration and update opportunities
  11. MS Projects - Best for general users
  12. Retain - Scalable resource planning tool for organizations of all sizes. Used to plan over 1.5 million resources globally, with single deployments of the software ranging from 5 resources to 10,000 plus
  13. KeyedIn - Top-down, strategy-led portfolio management solution with capacity planning, resource management, PMO analytics, and revenue forecasting
  14. Notion - Modern project management tool that houses your team projects, wikis, and docs in one platform
  15. ActiveCollab - Set billable rates, log time on tasks and projects, easily generate records for client invoicing and handy project reports
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L’essentiel de la planification des ressources

Qu'est-ce que la planification des ressources?

Qu’est-ce que la planification des ressources?

La planification des ressources est une étape clé dans la gestion de projet. C’est le processus et les méthodes utilisés pour affecter les ressources d’une organisation à des projets ou à des tâches en fonction de la disponibilité des ressources. Il s’agit de lister les tâches, d’estimer leur durée, d’identifier les contraintes, de fixer des délais, d’identifier la demande de ressources, de prévoir la disponibilité future des ressources, d’identifier les ressources potentielles et d’utiliser toutes ces informations pour faire correspondre efficacement les ressources appropriées aux tâches ou emplois.

En quoi consiste la planification des ressources?

En quoi consiste la planification des ressources?

La planification des ressources implique généralement un ensemble d’outils qui aident à allouer, planifier et agréger les ressources. Généralement, les gens pensent à un diagramme de Gantt, mais les gestionnaires de ressources et les gestionnaires de projets utilisent divers outils pour planifier les ressources, notamment des calendriers, des échéanciers et des histogrammes avec des données agrégées sur les ressources.

Qu'est-ce qu'un logiciel de planification des ressources?

Qu’est-ce qu’un logiciel de planification des ressources?

Le logiciel de planification des ressources peut vous aider à planifier, organiser et gérer vos projets ainsi que les ressources de votre agence – qu’il s’agisse de personnes, de salles ou de lignes téléphoniques. Ils peuvent être utilisés pour élaborer des plans de ressources et créer des prévisions des besoins en ressources. Selon la sophistication du logiciel, ils peuvent également inclure des outils d’estimation et de planification, de programmation, de contrôle des coûts et de gestion budgétaire, d’allocation des ressources et de stockage des documents.

Les logiciels de planification des ressources sont également connus sous bien d’autres noms – si vous entendez parler de logiciels de planification des ressources, de logiciels de répartition des ressources, d’outils de répartition des ressources ou d’outils de gestion de la charge de travail, ils parlent tous de la même chose – il s’agit de planification efficace des ressources et des outils pour vous aider à mieux le faire.

Le défi avec les logiciels de planification des ressources est qu’il y a souvent beaucoup de chevauchement avec d’autres fonctions de l’entreprise. Les logiciels de gestion des ressources, de suivi du temps, de communication de projet, de dépenses, de stockage, d’automatisation des services professionnels (PSA) et de planification des ressources de services (SRP) peuvent tous être regroupés. C’est bien, mais si vous devez intégrer ou remplacer des systèmes existants, les choses peuvent se compliquer.

Quels sont les avantages des logiciels de planification des ressources?

Quels sont les avantages des logiciels de planification des ressources?

Voici quelques principaux avantages des logiciels de planification des ressources :

  • Gagnez du temps en déplaçant manuellement les ressources
  • Faites moins d’erreurs en sur-réservant votre équipe
  • Comprenez clairement la capacité et l’utilisation de l’équipe
  • Déployez les ressources limitées dont vous disposez de manière plus efficace et efficiente

Au fur et à mesure que les agences et les studios se développent, les systèmes de planification des ressources qui ont pu fonctionner pour une petite agence ont souvent du mal à s’adapter. Excel et Google Docs sont des outils de planification des ressources gratuits, mais les logiciels de planification des ressources peuvent vous aider à travailler plus rapidement, plus intelligemment et vous aider à affecter des personnes aux projets, et vous permettre de planifier des projets plus efficacement. Si vous êtes toujours à la recherche d’un outil gratuit de planification des ressources, alors je vous recommande d’utiliser des feuilles de calcul Google ou Excel, mais faire l’investissement dans un outil approprié sera rapidement un investissement rentable.

Qu'entend-on par ressources?

Qu’entend-on par ressources?

Dans une organisation, les ressources peuvent comprendre tout ce qui contribue au produit fini : les personnes (ressources humaines et compétences), les ressources financières, les stocks, l’équipement et les fournitures, les locaux comme les bureaux et les salles de réunion, les ressources informatiques, la production et les ressources naturelles, etc.

Vous venez de réaliser que vous ne recherchez pas un logiciel de gestion des ressources? Jetez un coup d’œil à d’autres outils utiles :

Si vous êtes à la recherche d’un logiciel de planification des ressources, vous trouverez dans cet article une comparaison rapide, simple et facile à lire de dix des meilleurs outils de planification des ressources disponibles en 2021.

Comparez et évaluez rapidement le meilleur logiciel de planification des ressources

Best Resource Scheduling Software Logo Soup

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Dans cet article, nous vous expliquerons également ce qu’est un logiciel de planification des ressources, comment il vous aidera à mieux gérer, allouer et planifier votre équipe et vos ressources, et vous fournirons un résumé de leurs caractéristiques afin que vous puissiez facilement comparer et trouver les bons outils de planification des ressources pour votre équipe et projet.

Vidéo: Comment choisir le meilleur logiciel de planification des ressources

Vous vous demandez ce que vous devez rechercher lorsque vous vérifiez les options du logiciel de planification des ressources? Voici une vidéo qui couvre nos critères et vous donne une idée de ce à quoi ressemblent les différentes interfaces d’outils.

Critères de comparaison des logiciels de gestion des ressources

Pour figurer sur cette liste de logiciels de gestion des ressources, j’ai évalué les outils en fonction des critères suivants :

  • Interface utilisateur (IU) : Dans quelle mesure est-elle bien conçue? Offre-t-elle des affichages clairs et une navigation intuitive?
  • Facilité d’utilisation : Est-ce facile à apprendre et à maîtriser? Y a-t-il des tutoriels et de la formation? L’entreprise offre-t-elle un bon soutien technique et aux utilisateurs?
  • Caractéristiques et fonctionnalités : Combien de fonctions et de fonctionnalités clés du logiciel de gestion des ressources offre-t-il, et quelle est leur puissance? Plus précisément, j’ai cherché :
    • Automatisation : Les fonctions de planification automatique sont l’une des principales raisons d’utiliser un logiciel de planification des ressources. Cela signifie à tout le moins que vos tâches s’ajusteront automatiquement lorsqu’elles seront déplacées, en fonction des dépendances que vous aurez définies. Cela peut également inclure des flux de travail personnalisés avec automatisation pour aider à rationaliser les processus répétitifs.
    • Planification en temps réel : Les meilleurs outils de ressourcement vous donnent une visibilité en temps réel sur les charges de travail et vous permettent de suivre les progrès, de voir l’utilisation des ressources et de faire des ajustements en temps réel.
    • Alertes : Un bon planificateur de ressources vous permet de personnaliser le type de notifications et d’alertes que chaque utilisateur reçoit (e-mail, bureau, etc.), en vous assurant que les alertes sur l’utilisation des ressources et la charge de travail mettent les bonnes personnes au courant.
  • Intégrations : Est-il facile de se connecter avec d’autres outils? Des fonctionnalités pré-intégrées?
  • Valeur pour $ : Dans quelle mesure le prix est-il approprié pour ses caractéristiques, ses capacités et son cas d’utilisation? Les prix sont-ils clairs, transparents et flexibles?

Aperçu des 15 meilleurs logiciels de planification de ressources

Cette revue couvre les outils d’optimisation de planification de ressources mentionnés ci-dessus et présente ensuite une liste d’autres outils de planification de ressources à vérifier.

  • freemium version
  • 14 day free trial
  • From $25/month for 5 users

monday.com - Simplistic and engaging design, flexible planning, and clear communication between teams allows for easy and informed decisions around resource planning

View team member capacity, current workload, and priorities on assigned tasks.

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. monday.com’s simplistic design and straight-forward 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 has over 40 integrates with apps like Slack, Excel, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform, and others, accessible via Zapier.

monday.com costs from $17/month for two users.

Pros

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

Cons

  • Does not have resource forecasting
  • Horizontal pipeline views means excessive scrolling
  • No single-user plan
  • 10 days free trial
  • Custom pricing per user/month

Mavenlink - Resource-first approach to manage and optimize your resources for ideal outcomes so you can grow with confidence

Mavenlink's resource management module offers real-time utilization and margins at the project and even the task level.

Mavenlink 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. On top of this, it offers a system of dashboards, live time and expense tracking features, a great documenting system. And all of these best-in-class features are delivered through straightforward and minimalistic design.

Mavenlink ticks off all the boxes when it comes to resource scheduling. Some key features include resource forecasting, real-time utilization, capacity management, skills management, scenario planning, and role-based planning. Mavenlink 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.

I could go on and on about Mavenlink’s features because there really are too many to list—it’s a comprehensive suite, that, despite requiring time to truly master, has been recognized as being easy to use and learn. What’s more, the company leverages its professional services expertise as part of their offering, making available their Mavenlink 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.

Mavenlink takes a unique approach to integrations. As part of their “API-first strategy”, they’ve built a solution that doesn’t require a third party in order to integrate with any apps. They provide an integration platform (called M-Bridge) that’s designed to simplify integration between Mavenlink and other business apps like CRM, HCM, and financial software. On top of the M-Bridge platform, Mavelink provides several pre-built integrations with these tools: Expensify, G Suite, Xero, Salesforce, Netsuite, Jira, Hubspot, Slack, Concur, Dynamics 365, Qualtrics, Quickbooks, and Sage Intacct.

Mavenlink costs from $19/user/month and offers a 10-day free trial.

Pros

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

Cons

  • Custom Reports Can Be Difficult to create without training
  • Proofing solution is an add-on
  • Advanced features are available only in the Premier and Enterprise editions of the application
  • 30 days free trial
  • From $6/user/month

Float - Powerful scheduling with dedicated integrations, and mobile apps

The Float schedule is your single source of truth, to plan projects and schedule your resources with confidence.

Float combines resource management and scheduling in a powerful, easy to use software solution. Its robust feature set makes resource scheduling simple – as it should be! Built for agencies, studios, and firms, some of the world’s top teams use Float including Deloitte, Ogilvy, BuzzFeed, and MetaLab. Its intuitive interface and fast scheduling tools make Float a suitable solution for teams big and small.

Scheduling in Float is lightning-fast. You can create and assign projects and tasks to your team within seconds. Making changes is also easy with a right-click menu full of editing shortcuts, and a drag-and-drop interface that makes reassigning and updating tasks a breeze. Even with an enterprise volume of people and projects, Float’s interface can handle it.

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 you can compare your estimated hours with the actual time spent on project tasks.

Float’s dedicated integrations mean you can streamline your resource scheduling workflow with other tools, seamlessly. Import your Google or Outlook Calendar events directly onto your schedule. Sync and schedule your projects with Jira, Asana, Teamwork, or Trello. Integrate your schedule with Slack to notify your team of any changes, and opt-in for schedule updates via email or mobile push notifications.

Float offers a free 30 day trial with unlimited access to both resource planning and time tracking features. After that, it’s $6 per scheduled user, per month, or $10 with time tracking, with volume and yearly subscription discounts available.

Pros

  • Easy-to-use resource editing tools
  • Set custom work hours
  • Can monitor budgets and forecast capacity
  • Easily add contract workers
  • Time tracking feature

Cons

  • Updating staff/personnel list is time consuming
  • 30 day free trial
  • From $2.50/user/month

Resource Guru - Simple but powerful resource scheduling software

Keep track of team member workload on a calendar view.

Resource Guru is a dedicated resource scheduling software tool. 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 Project Managers to make bookings simultaneously with no chance of stepping on each other’s toes.

Resource and project clashes are automatically prevented. Bookings can be added to a waiting list and used for capacity planning later. Each staff member gets their own resource dashboard so they can log in and know exactly what they should be working on. And to monitor business performance, powerful reports monitor utilization of your team, and help with capacity planning.

Resource Guru costs from $2.50/user/month.

Pros

  • Availability bar for capacity planning
  • Clash management for unintended overlap
  • Pleasant and flexible UI
  • Daily resource summary emails
  • Very affordable per-user rate

Cons

  • Unable to sort resources by experience level
  • No copy-paste of resource tasks
  • freemium version
  • 14 days free trial
  • From $10/user/month

Runn - Dynamic resource scheduling for IT and software teams 🚀

Get a real-time overview of your people's utilization and availability from the People Planner. Schedule your people to projects and see how the workload affects your company's overall capacity.

Runn is a real-time resource, demand, and capacity planning tool with integrated time tracking and powerful forecasting capabilities. Get a bird’s-eye view of all projects and people to instantly spot overbookings and identify resourcing patterns. Collaborate with co-workers to stay up-to-date and on the same page with remote teams.

Scheduling allocations is easy and intuitive in Runn–simply drag-and-drop to create project phases and allocations. Flick between monthly, quarterly and half-yearly views to plan for the short and long term. If you don’t have the right person at the right time, use placeholders to define the requirements for the project.

Runn makes resource management dynamic and visual. Watch the charts and reports update as you plan out your work. You can see visualisations of capacity, workload, availability, and billable and non-billable utilisation. Drill into different roles, teams and tags to compare trends and understand which groups are overbooked. Plan out tentative projects to see how your resourcing plans might change if the work gets confirmed.

Track projects, view forecasts, and get relevant metrics within Runn. You’ll have up-to-date data in one place to keep tabs on insights like utilization, project variance, and overall financial performance. Use Runn’s built-in timesheets to understand how much time was worked compared to what was planned.

Runn integrates with 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.

Try Runn free for 14 days, no credit card required. Runn has three pricing plans: Free for Startup (5 or fewer people), $10 per person for Pro, and custom pricing for Enterprise. There is also a 20% discount on annual plans.

  • Up to 6 weeks free trial
  • Priced by custom license

Saviom - Highly customizable resource scheduling tool offering deep visibility into complex resource data

Saviom's resourcing dashboard shows over and under utilized team members, demand, and available capacity.

Saviom is a powerful enterprise resource scheduling software solution. Its resource scheduling system has a high-level Gantt scheduler which will sync your business-wide resource activities to the project schedule. The scheduler lets you flip through multiple resource bookings, generate estimates, and find out which resources are available for your project, drilling down to their skills, location and other parameters. You can also pull unconditional insights off the enterprise schedule and track how your resources are positioned across core and non-core work. You can manage absences and correct resource overlaps and schedule imbalances with Saviom’s leave management portal.

Saviom’s analytics suite provides deep access to complex data, helping you detect and resolve resource crunches, surpluses, project disruptions and delays. You can also predict in-demand skills, resource demands and shifts in the work pipeline with the help of real-time business intelligence dashboards.

Saviom can integrate and sync easily with all your existing calendars, email, MS Project, Excel and other apps. To learn more about pricing you’ll have to get in touch with them, as they offer a customized, tiered pricing model.

Pros

  • Drag-and-drop resource bookings
  • Easily generate resource insights
  • Comprehensive depth of resource filters

Cons

  • Interfaces display a lot of information at once
  • Unavailability of some fields in reporting
  • 60 days free trial
  • From $7/user/month

Hub Planner - Beautifully designed online resource scheduling software with stacks of enterprise-level features

View active resources, allocated time, and team member capacity.

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. Users can drag and drop to plan projects and schedule resources. The tool also offers a multi function menu, powerful filtering, and a dynamic team capacity bar. Multiple view modes allow for both high-level birds-eye views and granular views of projects.

Hub Planner has a powerful reporting engine with 70+ pre-formatted templates. If you can’t find what you’re looking for in a template, you can create reports from scratch.

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 users can create custom fields at the resource or project level. Users can also customize schedule notifications and reminders.

They’ve taken a modular approach so you have the option to add or remove extensions to the base product, allowing teams to increase functionality or turn off bits they don’t need. Inline integrations with Basecamp, Slack, iCal, REst API, and Zapier are available.

Hub Planner offers a pretty extensive 60 day free trial with everything included. There is an extensive knowledge base with tutorial videos, and their customer support is excellent.

Licenses begin at $7 per month, per resource with annual discounts available.

Pros

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

Cons

  • Need to click into modal for more details on events/projects bookings
  • To customize views and schedule layout you need to edit settings
  • Would be nice to view more project booking information like custom fields in iCal
  • 14 days free trial
  • From $5/resource/month

eResource Scheduler - Flexible and comprehensive resource management for organizations of any size, including Fortune 500's

The resource scheduling chart offers resource, project and role views.

eResource Scheduler offers both Cloud and On-Premise versions with configurability & ease of use at core of its design. It’s been used by organizations of all sizes since 2011.

This resource scheduling tool’s features include a dashboard that highlights important information on single screen, along with multiple types of user-defined fields that allow capturing complete information (roles, skills, qualifications, certificates, team, office, etc.) about your projects.

The resource scheduling chart offers resources, projects and role views, and users can create their own scheduling views on the fly. Filters identify qualified resources as per project requirements. Meanwhile, features like drag and drop, availability and overload indicator, extend-shorten, precise split, copy-paste make scheduling efficient and quick. They also offer the option to schedule at both project and task levels. You’ll find multiple calendars with different timings, holidays, exceptions, and personal leaves (visible on scheduling chart) to ensure correct resource capacity for different types of employees (Full, Part-Time, Casual, etc.) Their reports show real-time utilization at different levels and their reporting offers several different views/filters which make the reports informative and useful.

To integrate their tool with your other business tools, you can use their Open REST API, and you can also take advantage of easy imports/exports.

And finally, their timesheets feature and financial module (complete with cost and billing rates and a forecasting report) make eResource Scheduler complete resource management package. eResource Scheduler costs $5/resource/month and provides annual billing discounts (14-day free trial).

Pros

  • Resource notification emails
  • Ease of use and functionality
  • Change control records for resource data
  • Robust resource dashboard

Cons

  • No invoicing module
  • Convoluted pricing structure
  • freemium version
  • 30 days free trial
  • From $9/user/month

VOGSY - Best for Google Workspace users

Send out accurate invoices on time and reduce manual work with automated billing. From employee timesheets, to invoice, to approval flow, without any extra effort.

VOGSY ties resource planning and scheduling together with project planning, task management, a CRM, time and expense tracking, billing, and reporting in a streamlined workflow. Built for Google Workspace, VOGSY offers the robust security, ease of use, and scalability of Google for services firms that need to plan and track a large variety of projects.

VOGSY covers all the crucial elements of resource scheduling and management, from automated resource suggestions to utilization data, and offers unique additional features that make resource scheduling easier and more precise. For example, users can view a resource availability heat map to get a quick overview of the resource load, including non-billable time, and start planning before deals are won with placeholder resources.

A number of resource and project planning functions are automated in VOGSY, including resource skill matching as well as estimated vs. actual project budgets and margins. The tool also provides deliverable templates prepopulated with activities and calculated costs.

As part of VOGSY’s customizable notification offerings, you can get workflows sent to Gmail, assign tasks to resources, and approve timesheets, quotes, invoices, and expenses from your Gmail inbox.

VOGSY has a minimal learning curve and its onboarding team helps ensure that new users get the most out of the software. The tool integrates with Gmail, Google Drive, Google Docs, and Google Sheets, as well as with business tools like QuickBooks, Copper, Salesforce, Xero, Zapier, HubSpot, and Jira.

VOGSY starts at $9/user/month and offers a 30-day free trial. It also offers a free version limited to one user.

  • freemium version
  • 14 day free trial
  • From $24.95/month

TeamGantt - Easy-to-use online Gantt chart software with a simple read-only sharing link for quick collaboration and update opportunities

Visualize resource allocation and scheduling on intuitive and clean Gantt charts.

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

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

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

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

Pros

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

Cons

  • Dependency data is awkward at times
  • Lack of in-app notifications
  • Views can lag behind changes
  • 30 days free trial
  • From $7/user/month

MS Projects - Best for general users

MS Project sports a resource engagement platform.

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. 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.

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

A few critiques that would make this solution better for resource scheduling is that you can’t open different projects across different windows (for, say, easily comparing resources between the two) and PDF exports look messy, so if you use them for reports or printable projects you will need some manual design intervention.

MS Projects costs from $7/user/month and has a free 30-day trial.

Pros

  • Can generate a Gantt chart from a spreadsheet
  • Helpful project template descriptions for guidance
  • Driver prioritization module for ranking strategies/objectives
  • Integration with other Microsoft software

Cons

  • Limitations on collaboration tools
  • Higher learning curve
  • Few customization options
  • Free demo
  • Pricing upon request

Retain - Scalable resource planning tool for organizations of all sizes. Used to plan over 1.5 million resources globally, with single deployments of the software ranging from 5 resources to 10,000 plus

The insightful view helps you to filter, rotate and share resource schedules.

Since 1992, Retain has maintained its market-leading position in the resource scheduling space. Retain is a customizable, scalable and user-friendly resource tool and is used across a wide range of industries and sectors in over 70 countries. With over 25 years’ experience in resource scheduling, Retain’s staff planner is used by the Big Four accounting firms. Retain is built with UI and UX specialists, client surveys and their own expertise in the resource planning space in mind.

Available features include resource scheduling, capacity planning, demand forecasting, talent management, and a powerful, visual reporting capability. Using a customizable interface, you can easily move, schedule and allocate resources to projects, including the ability to auto-schedule resources. You can also identify (and receive alerts) around resource planning conflicts. The insightful view helps you to filter, rotate and share resource schedules. Retain includes a comprehensive reporting suite allowing you to extract meaningful business information. The integrated report builder lets you create customizable reports.

Offering three levels of access, Retain’s powerful and visual workforce analytics platform provides intuitive business intelligence. You can also identify skills shortages, utilisation levels, demand vs. capacity, planned vs budgeted time/revenue/cost and overall supply and demand.

In addition to resource scheduling, Retain offers the option for users to develop their skills and support talent management. Users can apply for roles on the projects using our Marketplace module which lists open opportunities that match their interests.

With Retain, you do not need third-party applications. You can connect all of your business systems with our Retain API. Retain’s resource scheduling software can be utilized as a Microsoft Windows platform, a web application, or both.

Pricing and trials are on request. Retain also offer demo requests.

Pros

  • Drag-and-drop organization
  • Supports multiple currencies
  • Data-rich dashboards
  • Easy to duplicate bookings

Cons

  • Displays can get pretty busy
  • Search functionality could use improvement
  • Free trial
  • Offers pricing upon request

KeyedIn - Top-down, strategy-led portfolio management solution with capacity planning, resource management, PMO analytics, and revenue forecasting

KeyedIn offers data-rich dashboards to monitor every resource.

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

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

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

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

KeyedIn offers pricing upon request and has a free trial.

Pros

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

Cons

  • Must scroll through tabs to get a holistic view
  • Project hierarchy gets complex for multiple projects
  • No customer portal available yet
  • 30 days free trial
  • From $8/user/month and has a freemium version

Notion - Modern project management tool that houses your team projects, wikis, and docs in one platform

Human and project resource tools can be found in the sidebar.

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

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

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

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

Notion costs from $8/user/month and has a freemium version of the software as well as a free 30-day trial for paid plans.

Pros

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

Cons

  • No activity/news feed
  • No weekly calendar view
  • No public facing API
  • 90 days free trial
  • From $7/user/month

ActiveCollab - Set billable rates, log time on tasks and projects, easily generate records for client invoicing and handy project reports

Use the Time and Expenses tabs to track resources.

ActiveCollab helps users manage their teams across projects, track time on tasks, and issue invoices for billable hours. 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.

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.

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 costs from $7/user/month and has a free 90-day trial.

Pros

  • Easy to invite collaborators
  • People/roll management
  • Fully customizable API
  • Great organization of task overview

Cons

  • Can’t duplicate task lists
  • No integration with GitHub
  • No Kanban cards/tasks

Le tableau comparatif des meilleurs logiciels de planification des ressources

Ci-dessous, nous avons résumé dans un tableau facile à lire les informations de base des meilleurs outils de ressourcement décrits dans cet article. Il n’existe pas vraiment de “meilleur logiciel de planification” – vous devez choisir l’outil qui vous convient. Un outil de planification de projet simple et allégé pourrait convenir parfaitement à une petite agence interne, tandis qu’un logiciel de planification pour les petites entreprises comptant 100 employés à distance a besoin d’une solution d’entreprise avec beaucoup plus de fonctionnalités. Dans le tableau récapitulatif ci-dessous, nous avons rassemblé quelques-unes des principales caractéristiques qui vous aideront à prendre une décision, notamment la durée de l’essai, le prix par utilisateur et notre évaluation.

Software Overview Free Option Price Site
monday.com monday.com logo Read monday.com features & functionality Freemium version

14 day free trial

From $25/month for 5 users Check out monday.com
Mavenlink Mavenlink logo Read Mavenlink features & functionality

10 days free trial

Custom pricing per user/month Check out Mavenlink
Float Float logo Read Float features & functionality

30 days free trial

From $6/user/month Check out Float
Resource Guru Resource Guru logo Read Resource Guru features & functionality

30 day free trial

From $2.50/user/month Check out Resource Guru
Runn Runn logo Read Runn features & functionality Freemium version

14 days free trial

From $10/user/month Check out Runn
Saviom Saviom logo Read Saviom features & functionality

Up to 6 weeks free trial

Priced by custom license Check out Saviom
Hub Planner Hub Planner logo Read Hub Planner features & functionality

60 days free trial

From $7/user/month Check out Hub Planner
eResource Scheduler eResource Scheduler logo Read eResource Scheduler features & functionality

14 days free trial

From $5/resource/month Check out eResource Scheduler
VOGSY VOGSY logo Read VOGSY features & functionality Freemium version

30 days free trial

From $9/user/month Check out VOGSY
TeamGantt TeamGantt logo Read TeamGantt features & functionality Freemium version

14 day free trial

From $24.95/month Check out TeamGantt
MS Projects MS Projects logo Read MS Projects features & functionality

30 days free trial

From $7/user/month Check out MS Projects
Retain Retain logo Read Retain features & functionality

Free demo

Pricing upon request Check out Retain
KeyedIn KeyedIn logo Read KeyedIn features & functionality

Free trial

Offers pricing upon request Check out KeyedIn
Notion Notion logo Read Notion features & functionality

30 days free trial

From $8/user/month and has a freemium version Check out Notion
ActiveCollab ActiveCollab logo Read ActiveCollab features & functionality

90 days free trial

From $7/user/month Check out ActiveCollab

Autre outil de planification des ressources:

Vous trouverez ci-dessous une liste d’outils supplémentaires pour la planification des ressources que nous n’avons pas cités dans la liste ci-dessus :

Vous voulez de l’aide pour réduire les options?

Cet outil est très utile. Nous nous sommes associés à Crozdesk pour vous donner accès à leur “Software Finder”.

Si vous saisissez certains détails sur votre projet et les fonctionnalités que vous recherchez dans un outil de gestion de projet, une liste d’outils correspondant à vos préférences sera générée. Vous fournissez votre email, et ils vous envoient un beau guide PDF avec un résumé de vos meilleures options.

Qu’en pensez-vous?

Existent-t-ils d’autres outils de gestion de projet et des logiciels de planification des ressources? Nous aimerions avoir vos suggestions, conseils ou idées sur l’utilisation de ce type de logiciel – pourquoi ne pas les partager en utilisant les commentaires ci-dessous?

Ben Aston

About Ben Aston

Je suis Ben Aston, chef de projet digital. Je travaille dans l'industrie depuis plus de 10 ans au Royaume-Uni dans les plus grandes agences digitales de Londres, notamment Dare, Wunderman, Lowe et DDB. J'ai tout livré, des vidéos virales aux CMS, en passant par les jeux flash, les bannières publicitaires, l'eCRM et les sites de commerce électronique. J'ai eu la chance de travailler pour un large éventail de bon clients: des marques automobiles comme Land Rover, Volkswagen et Honda, des marques utilitaires comme BT, British Gas et Exxon, des marques FMCG comme Unilever et des marques d'électronique grand public comme Sony.

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