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L’essentiel de 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?

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?

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?

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?

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 2024.

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.

Resource Scheduling Software - Video

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.

Best for all-in-one resource management

  • 30-day free trial
  • From $19/user/month (billed annually)
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Rating: 4.1/5

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.

Pros and cons

Pros:

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

Cons:

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

Best for clash management

  • 30-day free trial available
  • From $4.16/user/month (billed annually)
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Rating: 4.7/5

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 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.

Pros and cons

Pros:

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

Cons:

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

Best for multi-dimensional resource scheduling

  • 60-day free trial
  • Pricing upon request

Saviom is a resource management and professional services automation software that helps you reduce resource costs.

Why I picked Saviom: 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.

Saviom Standout Features & Integrations

Features include an interactive resource scheduler, 360-degree visibility, resource utilization forecasting, capacity vs demand analysis, resource bench, skill database, and dynamic dashboards.

Integrations include 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.

Pros and cons

Pros:

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

Cons:

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

Best for managing projects, staffing, and capacity in one place

  • 14-day free trial
  • From $12/user/month
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Rating: 4.3/5

ClickTime is a comprehensive resource scheduling system that helps organizations achieve smarter time management, greater profitability, and happier clients. It can help predict hiring needs, plan team sizes, and schedule employee workloads.

Why I picked ClickTime: This software allows users to summarize and visualize operations at a glance with manager and executive dashboards for streamlined insights into current and future scheduling. You can analyze project schedules and progress by people or by project, giving you flexibility to view and manage your organization however you prefer. You can also view a capacity management heatmap to visualize staff hours available and assigned, up to six months out, to take control of scheduling and utilization while avoiding individual overloading and burnout.

ClickTime Standout Features & Integrations

Features include ClickTime’s customizable views so you can grasp your team’s schedule and staffing levels by role, division, or employee. Custom dashboard views and automated reports get all stakeholders on the same page, rather than relying on the inflexible nature of canned, out-of-the-box reports.

Integrations include Sage, NetSuite, QuickBooks, Jira, BambooHR, HiBob, ADP, Zenefits, Salesforce, Hubspot, Zoho, Box, Google Drive, Slack, and task management tools like ClickUp. An API is also available to build custom integrations, and professional services can be provided to support that development.

Pros and cons

Pros:

  • Supports multiple billing methods
  • Time tracking with mobile devices
  • Closer control over project budgets

Cons:

  • Limited customization options for certain features
  • Resource planning available on Premier plan and higher

Best for optimizing team capacity and time

  • Free trial available
  • $10/user/month
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Rating: 4.4/5

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 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 analytics. With this feature, you can get a comprehensive view of your business's resourcing 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 include CRM, proposals, retainers, a client portal, templates, automation of routine tasks, time tracking, task management, project budgets, profit and loss visibility, collaboration tools, and more.

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

Pros and cons

Pros:

  • All-in-one solution with invoicing, time tracking, and accounting
  • Automation features that streamline workflow and manage time
  • Professional templates for contracts, proposals, and invoices

Cons:

  • Limitations with scalability
  • Lacks advanced features

Best for Microsoft integrations

  • 30-day free trial
  • From $10/user/month (billed annually)
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Rating: 4.7/5

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 requests, visual heatmaps to identify over-allocation, resource analytics, task management, and portfolio management.

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

Pros and cons

Pros:

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

Cons:

  • Few customization options
  • Higher learning curve
  • Limitations on collaboration tools

Best for AI project planning

  • Free demo available
  • From $29/user/month
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Rating: 4.7/5

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.

Pros and cons

Pros:

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

Cons:

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

Best for client invoicing

  • 14-day free trial + free plan
  • Starts from $11/month for up to 3 users
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Rating: 4.3/5

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 resource scheduling and allocation, workload planner, time-off management, daily capacity, overtime indicators, and a drag-and-drop interface that will help you assign and reassign tasks in seconds.

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.

Pros and cons

Pros:

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

Cons:

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

Best for enterprise project management

  • Free trial + free demo available
  • Pricing upon request
Visit Website
Rating: 4.2/5

If you’re looking for an enterprise level resource planning tool with a fully tailored project management toolkit , check out Clarizen – a complete professional services automation (PSA) platform with a great set of tools for managing projects, tasks, resources, and budgets – wrapped in a single product.

Clarizen brings together project management, configurable workflow automation, in-context collaboration and a tailored, role-based experience that simplifies work, reduces communication overload, and provides visibility so everyone can work more effectively and adapt to changes. It centralizes release plans, release backlog data, bugs, documents, communications and more into one system, helping you to deliver releases efficiently, track and prioritize incoming tickets and schedule them for iterations with stacks of handy built-in reporting. Clarizen costs from $30/user/month.

Pros and cons

Pros:

  • Highlighting for what changes and the critical path
  • Simpler and more intuitive to use than other apps
  • Good at forecasting future workload

Cons:

  • Doesn’t track or allocate requests automatically on the basis of FIFO (First-in, First-out)
  • No request tracking on hourly basis
  • Highlighting for what changes and the critical path

Best for project portfolio management

  • Free interactive product tour available
  • Available upon request
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Rating: 4.3/5

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 and cons

Pros:

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

Cons:

  • No customer portal available yet
  • Project hierarchy gets complex for multiple projects
  • Must scroll through tabs to get a holistic view

Best for professional service providers

  • Free trial available
  • From $33/user/month (billed annually)
Visit Website
Rating: 4.5/5

Projectworks is a cloud-based platform with resource scheduling and management, budget management, and time tracking features. The software is designed to help professional services teams centralize their project management and resource allocation to increase efficiency and reduce margins.

Why I picked Projectworks: The resource scheduling and management includes time off and leave requests, making it easy to spot who's available and who isn't. Users can also plan specific tasks and projects before they’re assigned to individual team members, creating more flexibility for scheduling. The skills mapping feature allow users to assign tasks and projects based on people's skill sets and availability.

In addition to resource scheduling, the platform supports broader project and financial management capabilities. Capacity and revenue can both be forecasted using the software's reporting and analytics functionalities. Time sheets and invoices can be linked to specific projects, making it easier to track hours worked and manage expenses.

Projectworks standout features & integrations

Features include mobile-responsive timesheets, invoice and timesheet connectivity, invoicing based on T&M, fixed price, or manual billing, time off management, skills mapping, and expense reporting.

Integrations include Azure DevOps, Hubspot, Jira, MYOB, QuickBooks, and Xero. Additional integrations can be accessed through a paid Zapier account.

Pros and cons

Pros:

  • Ability to analyze margin by project, customer, individual, or team
  • Skills mapping makes it easier to assign the best people to projects
  • Centralizes resource management, project planning, invoicing, and expenses in one place

Cons:

  • Can take time to get familiar with all the product's features and functionalities
  • Tailored for professional services, some features might be unnecessary for product companies

Best for its integrated resource planning and financial features

  • 30-day free trial
  • From $14/user/month
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Rating: 4.7/5

Elapseit is a resource planning, time tracking, and project management platform intended to help you with everything from hiring a resource to invoicing the client for their work.

Why I picked Elapseit: Time-tracking includes an approval workflow and is pre-populated automatically based on allocations, and you can generate multi-language invoices based on those hours. The resource scheduling also integrates vacations and bank holidays, which includes a leave planner with approval workflow and evidence of remaining vacation days.

In addition, the Kanban board helps you estimate tasks, assign & log hours, upload attachments, add comments and collaborate with your team. Elapseit perfectly suits all kinds of projects, including fixed fee, time & materials or internal.

Elapseit Standout Features & Integrations

Features include time-tracking, resource scheduling, task management, invoicing, time-off management, Kanban board, dashboard, reports, and document management.

Integrations are only available to those building custom integrations with their tech stack using its API.

Elapseit is a great tool if you are looking for a way to schedule and track resources but also create invoices for clients based on their work.

Pros and cons

Pros:

  • Variety of customized reports
  • Access level for resourcing data
  • Pleasant, intuitive data interface
  • Can turn on/off suggested allocations

Cons:

  • No way to enter different rates for the same resource (ex. Onsite vs remote)
  • Tricky task module navigation

Best AI powered Resource Management for Professional Services firms

  • Free demo available
  • Pricing upon request

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

Why I picked Dayshape: The software makes it easy to assign the right person, at the right time, through assisted and automated scheduling. Unique AI functionality eliminates time-consuming processes and gives confidence that decisions are fair and objective, while gantt and availability views provide a clear view of utilization and resourcing options. Three levels of AI make the solution scalable as a firm’s resource management processes mature over time.

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

Project managers can roll-forward or build and request resources for plans in the same system resource managers staff the project. The live engagement financials feature uses your timekeeping and billing system data to flag performance metrics falling below thresholds, to stay on budget and avoid overruns and write-offs.

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, business intelligence or practice management systems. Dayshape eliminates duplicate effort and streamlines the engagement lifecycle end to end for maximum profit, and employee retention.

Dayshape is a great tool if you are looking for scalable, centralized resourcing, forecasting, and reporting.

Pros and cons

Pros:

  • Proven in large firms, especially accounting
  • AI-assisted scheduling does the heavy lifting
  • Engagement financials and quality controls make this more than just scheduling software

Cons:

  • Implementation is custom so takes longer than off the shelf products
  • No feature-pricing information available.

Best for getting started fast

  • 30-day free trial
  • From $24/manager/month

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 and cons

Pros:

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

Cons:

  • Views can lag behind changes
  • Lack of in-app notifications
  • Dependency data is awkward at times

Best for tech, accounting, and professional services companies

  • Free demo
  • Pricing upon request

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 and cons

Pros:

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

Cons:

  • Search functionality could use improvement
  • Displays can get pretty busy

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.

Tools Price
Kantata From $19/user/month (billed annually)
Resource Guru From $4.16/user/month (billed annually)
Saviom Pricing upon request
ClickTime From $12/user/month
Bonsai Agency Software $10/user/month
Microsoft Project From $10/user/month (billed annually)
Forecast From $29/user/month
ActiveCollab Starts from $11/month for up to 3 users
Planview Clarizen Pricing upon request
KeyedIn Available upon request
Projectworks From $33/user/month (billed annually)
elapseit From $14/user/month
Dayshape Pricing upon request
TeamGantt From $24/manager/month
Retain Pricing upon request
Preview Image - <h2 class="c-block__title b-summary-table__title c-listicle__title h3" > Compare Software Specs Side by Side</h2>

Compare Software Specs Side by Side

Use our comparison chart to review and evaluate software specs side-by-side.

Compare Software

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 :

  1. Primetric

    Best for IT service companies & digital agencies

  2. Notion

    Best for users who prefer the flexibility of a database structure

  3. monday.com

    Best for simple workload and capacity planning

  4. ClickUp

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

  5. Smartsheet

    Best for advanced and custom workflow automations

  6. Celoxis

    Best for optimizing resource allocation for maximum productivity and project efficiency

  7. Productive

    Best for scalability

  8. Jira

    Best for project issue tracking & backlog management

  9. Zoho Projects

    Best for growing or scaling businesses

  10. Wrike

    Best customizable workflows & templates for complex projects

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
By 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.