Skip to main content
Meilleurs Outils
Meilleurs outils logiciels de planification des ressources de 2023

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. 1. monday.com — Best for simple workload and capacity planning
  2. 2. Parallax — Best for resource scheduling at agencies and studios
  3. 3. Kantata — Best all-in-one resource planning, timesheets, and project financials
  4. 4. Float — Best resource scheduling for digital agencies
  5. 5. eResource Scheduler — Best simple, standalone scheduling module
  6. 6. Resource Guru — Best for its simplicity combined with powerful resource management features
  7. 7. Productive — Best resource scheduling software for agencies in need of a scalable platform
  8. 8. Hub Planner — Best for midsized to large companies
  9. 9. Saviom — Best Multi-dimensional Resource Scheduling Solution
  10. 10. ClickUp — Best for its workload and box views that help you see team capacity and allocation
  11. 11. Forecast — Best for managing your projects, resources, and finances in one
  12. 12. Microsoft Project — Best for organizations using Microsoft and Excel
  13. 13. Zoho Projects — Best for growing or scaling businesses
  14. 14. Jira Software — Best for project issue tracking & backlog management
  15. 15. ActiveCollab — Best to easily generate records for client invoicing

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 2023.

Comparez et évaluez rapidement le meilleur logiciel de planification des ressources

Best Resource Scheduling Software Logo Soup

The Digital Project Manager est sponsorisé par le lecteur. Lorsque vous cliquez sur les liens de notre site, nous pouvons gagner une commission. En Savoir Plus.

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.

1

monday.com

Best for simple workload and capacity planning

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

Why I picked monday.com: Its simplistic design and straightforward interface mean teams can get started planning timelines, assigning project ownership, and managing any project in minutes.

monday.com offers various views to represent data, so each team member can work according to his preferences. With workload view, you can easily see who’s able to take on more work and who’s not. Gain insight into your team’s work capacity and make adjustments to timelines or ownership accordingly— no matter where you are. The monday.com app gives you the flexibility and power to run your team on the go. You can organize your daily work, projects, and teams all in one place.

monday.com Standout Features & Integrations

Features include resource and project management, time tracking, collaboration, file management, collaborative docs and reporting dashboards.

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

monday.com is a platform that you can customize to make your resource scheduling as simple, or as complex as you need. Consider using templates to get started on your next project!

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7 6745

14-day free trial + freemium plan available

From $8/user/month (billed annually, min 3 seats)

Pros

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

Cons

  • No single-user plan
  • Horizontal pipeline views means excessive scrolling
  • Does not have resource forecasting
2

Parallax

Best for resource scheduling at agencies and studios

Parallax is a cloud-based resource management and planning software that allows organizations to track resources including people, equipment, and tasks. The software uses automation to simplify scheduling and resource allocation across a large number of projects.

Why I picked Parallax: This tool uses algorithms to optimize the scheduling process, taking factors like cost-effectiveness, availability, capacity, and deadlines into account. These algorithms help maximize efficiency and minimize costs by allocating the most appropriate resources to tasks and projects. The platform also allows for customization to make sure it suits the realities and needs of the user.

For studio and agency environments, this software is particularly beneficial. The analytics tools gather insights on resource usage over time, and offer predictive insights to help businesses anticipate future resource demand based on past trends. For fast-paced, high-volume use cases, the algorithmic functions of the platform can support efficiency and reduce redundancy.

Parallex Standout Features & Integrations

Features include billable capacity tracking, resource forecasting, project health tracking, and cross-team visibility.

Integrations include Asana, Harvest, Hubspot, Jira, Microsoft Teams, Oracle NetSuite, Salesforce, and Tempo.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.5 2

Free demo

Pricing upon request

Pros

  • Support team readily available to help with onboarding and troubleshooting
  • Friendly user interface makes the tool easy to use
  • Automation features help increase efficiency over time

Cons

  • Data needs to be collected before predictive insights become reliable
  • The software is relatively new and is regularly updated for improved usability
3

Kantata

Best all-in-one resource planning, timesheets, and project financials

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.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.1 715

Free demo available

Pricing upon request

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
4

Float

Best resource scheduling for digital agencies

Float is a resource management planning & scheduling software built for agencies, studios, and firms. Its intuitive interface and fast scheduling tools make Float a suitable solution for teams big and small.

Why I picked Float: Scheduling in Float is really easy. You can create and assign projects and tasks and make changes using its right-click menu full of editing shortcuts. Also, its drag-and-drop interface makes reassigning and updating tasks a breeze.

The schedule view is your go-to for a high-level overview of your project pipeline and resource capacity. Drill down deeper with a universal search bar, and filter functionality. Get an accurate view of your team’s availability with custom work hours, public holidays, and scheduled time off. Add custom tags such as location and skillsets to your people and projects, and use the scheduled status feature to let everyone know when you’re working remotely, from home, or offline in a team workshop on any day.

Track your resource utilization, monitor project budgets, and forecast your team’s capacity with real-time reporting. Adding time tracking to your account gives your team access to pre-filled timesheets so that you can compare your estimated hours with the actual time spent on project tasks.

Float Standout Features & Integrations

Features include capacity management, budget forecasting, resource allocation, access roles, timesheets, and an expense tracker.

Integrations include Jira, Trello, Asana, Teamwork, Quickbooks, Google Calendar, Slack, and Okta. It also has an integration with Zapier that you can use to connect to 1000+ apps.

Overall, Float is a great tool for businesses looking to switch from spreadsheets to a friendly resource planner and workload tracker.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.2 1067

30-day free trial

From $7.50/user/month

Pros

  • Easily add contract workers
  • Set custom work hours
  • Easy-to-use resource editing tools

Cons

  • Time tracking features require a higher plan
5

eResource Scheduler

Best simple, standalone scheduling module

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).

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4 2

14-day free trial

From $5/resource/month

Pros

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

Cons

  • Convoluted pricing structure
  • No invoicing module
6

Resource Guru

Best for its simplicity combined with powerful resource management features

Resource Guru is a dedicated resource scheduling software tool that focuses on simplicity within resource management.

Why I picked Resource Guru: With a great visual calendar-style interface, it shows what everyone’s working on and clearly displays availability so you can maximize utilization. The tool allows you to make bookings simultaneously with no chance of stepping on each other’s toes.

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

Resource Guru Standout Features & Integrations

Features include multi-resource bookings, tentative and repeat bookings, absence management, a vacation tracker, clash management, personalized dashboards, and reporting.

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

Resource Guru is a user-friendly and easy-to-use option for companies that are new to resource scheduling while offering scalable features to support bigger operations.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7 173

30-day free trial

From $3/user/month

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
7

Productive

Best resource scheduling software for agencies in need of a scalable platform

Productive is a scalable agency management system with a stack of powerful functionality that gives you the tools and data you need to keep your business profitable.

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

Productive Standout Features & Integrations

Features include placeholders for contractors, task tracking, scheduling, timesheets, budgeting, invoicing, and reporting.

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

Productive supports your project planning and resource scheduling through its platform and mobile phone apps. Be careful with the pricing, though, as it can quickly get expensive.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7 28

14-day free trial

From $20/user/month

Pros

  • Built-in time management can bill multiple business entities
  • Plenty of custom tags to choose from
  • Quite easy to set up collaborative tasks

Cons

  • Invoicing and quotation features are limited
  • Roles/user rights are not as granular
8

Hub Planner

Best for midsized to large companies

Hub Planner is a resource scheduling software with a full suite of scheduling, time entry, and reporting features. The core feature is the simple and usable Scheduler, which allows for project and resource planning and visualization.

Why I picked Hub Planner: Users can drag and drop to plan projects and schedule resources. The tool also offers a multi-function menu, powerful filtering, reporting with 70+ pre-formatted templates, and a dynamic team capacity bar. Multiple view modes allow for both high-level birds-eye views and granular views of projects.

Hub Planner also has a number of inline workflows for timesheets, requesting vacation time, and a slick resource requesting & approval option. Their Unassigned Work feature is great for scheduling and forecasting ahead of the pipeline, and you can create custom fields at the resource or project level. You can also customize schedule notifications and reminders.

Hub Planner Standout Features & Integrations

Features include a resource scheduler, timesheets, approvals, vacation & leave management, skills matching, resource requesting, dashboards, and reports.

Integrations include Basecamp, Slack, iCal, and Zapier, which lets you connect to thousands of apps. A REst API is also available for custom-built integrations.

Hub Planner is the resource scheduling software of preference by companies like Pfizer, AON, Mercedes-Benz, and Motorola.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.2 16

30-day free trial

From $7/resource/month (billed annually)

Pros

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

Cons

  • 24/7 support starts in the Premium plan
  • To customize views and schedule layout you need to edit settings
9

Saviom

Best Multi-dimensional Resource Scheduling Solution

Saviom’s multidimensional resource scheduler goes beyond basic allocations and helps build an optimized workforce. Additionally, its Gantt chart view of resources with easy drag and drop facilitates real-time scheduling to meet dynamically changing needs.   

This solution provides 360-degree visibility and advanced filters to select the most suitable resources across multiple dimensions, such as skills, role, cost, team, project type, and location, before allocating them to various projects. Besides, you can analyze availability, utilization, etc., and prevent overbooking of resources, thus maintaining a healthy resource index.  

Businesses can use the tool’s bulk booking feature to reshuffle resource schedules or implement real-time bulk changes. In addition, the user-friendly interface enables you to split and reassign resources to projects in just a few clicks.

Moreover, it also allows you to create generic bookings to streamline pipeline project management with timely allocations. Forecasting and capacity planning helps identify resource excesses and shortages ahead of time, ensuring an optimized talent pool. Using the leave management portal, you can effectively schedule resources by considering planned and unplanned time-offs. Automated workflow streamlines the resource requisition process and eliminates scheduling conflicts.

The tool’s what-is analysis helps overcome resource constraints to arrive at the most viable resource plan. Besides, the tool’s open seat feature empowers resources to show interest in suitable opportunities which can be considered during allocations for better engagement and quality of deliverables.

This tool can integrate and sync seamlessly with all your existing applications, including ERP, ERM, Project planning tools, PPM, and HR management systems. Further, it will effortlessly align with your calendars, emails, MS Project, Excel, and other applications. This helps maintain a single source of truth across the organization and eliminates the chances of double data entry.

Saviom has a tiered pricing model, which depends on the number of custom licenses the user buys. It also offers a 60-day free trial.  


60-day free trial

Pricing upon request

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
10

ClickUp

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

ClickUp is a project management app that is highly customizable and has features to support resource scheduling.

Why I picked ClickUp: ClickUp has over 15 views to experience your project information in different ways. The workload view shows your team capacity and lets you manage resources, based on the information in your timeline. Additionally, you can use the box view to see every resource in your project along with a capacity bar that visually displays how allocated a member is.

Both views are available on all ClickUp plans and can be added using the ‘+’ sign next to your other views.

ClickUp Standout Features & Integrations

Features include real-time reporting, whiteboards and shared documents for collaboration, task management with different views, goal tracking, and templates.

Integrations include native ones with Slack, G Suite, Dropbox, and many more tools, as well as over 1,000+ integrations through Zapier.

Overall, ClickUp is a robust tool that will help you handle your resource management and much more thanks to its hyper-customizable modules and cool features.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7 4135

Freemium plan available

From $9/user/month

Pros

  • Workload and Box views available in all paid plans
  • Two-factor authentication available in all plans
  • Free plan has all features available

Cons

  • Timesheets are available on business plan and above
  • You lose all functionality once you reach the free plan limits
11

Forecast

Best for managing your projects, resources, and finances in one

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.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7 225

14-day free trial

From $29/user/month

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
12

Microsoft Project

Best for organizations using Microsoft and Excel

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.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.5 18

30-day free trial

From $10/user/month

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
13

Zoho Projects

Best for growing or scaling businesses

Zoho Projects is a resource scheduling tool that lets you plan and manage both simple and complex projects.

Why I picked Zoho Projects: You can distribute work evenly with the help of their resource allocation feature. With the help of Gantt charts, you can schedule timelines, set up baselines, compare multiple baselines, identify critical tasks, and create dependencies.

The resource utilization chart helps you see everyone's allocation in one quick glance and color-coded bars so you can identify over-utilized people right away. You can adjust the dates you want to see from the top right corner or go with one of the daily, monthly, and yearly defaults.

Once your tasks are assigned, you can drag them to other resources to balance resource allocation.

Zoho Projects Standout Features & Integrations

Features include task management, task automation, blueprints, time and issue tracking, reporting, forums for detailed discussions with your team, and setting user rates to generate invoices.

Integrations include tools such as Google Drive, Google Calendar, Slack, Github, Bitbucket, and Dropbox. Access even more integrations through Zapier. Also, being part of the Zoho ecosystem allows you to connect to several of Zoho’s other services, such as Zoho Books and Zoho’s finance suite.

Zoho Projects is a good option if you are looking for a scalable solution.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.2 286

10-day free trial + freemium plan available

From $5/user/month

Pros

  • Time tracking built-in
  • Affordable and free entry-level plans
  • Easily connect to other Zoho apps for sales, CRM, marketing

Cons

  • Steep learning curve for maximum benefits
  • No premade templates
14

Jira Software

Best for project issue tracking & backlog management

Jira is a software development tool from Atlassian mainly used by agile teams. While the software was initially designed as an issue tracker instead of a resource planning tool, which meant users may not get the core resource management features they need right out of the box, Atlassian offers a marketplace populated by several powerful Jira resource planning and scheduling plugins.

Why I Picked Jira: With a wide variety of Jira panning plugins, users can customize the software based on their current requirements and preferences. The activity timeline plugin, for example, helps users visualize their project resource planning so they will have a clear idea of which team member is doing what and when, all within a single display. It also helps them keep track of all the tasks currently in progress.

Jira is equipped with features that play a significant role in optimizing the resource management process, and one example is the roadmaps feature. This feature provides users full visibility over their resources, so they can make quick decisions based on data and context while maintaining their focus on bigger goals.

Aside from using roadmaps to track the big picture in terms of resources and overall project lifecycle, the roadmapping software also enables users to monitor and get ahead of dependencies. Resource managers can visualize dependencies within their team, allowing them to create plans that take into account those specific areas. Resource managers can also track dependencies across multiple teams, programs, and projects.

Jira Standout Features & Integrations

Features include product management, project management, issue tracking, collaboration, customizable workflows, reporting & analytics, mobile support, permission & access management, time tracking, custom data fields, and third-party integrations/add-ons.

Integrations include Confluence, Slack, Trello, Google Drive, Bitbucket, GitHub, Salesforce, Zoom, and Microsoft Teams.

Jira Pricing & Plans

A free plan is also available for up to 10 users. Pricing for Jira Software starts at $7.75/user/month with the Standard plan, which includes a 7-day free trial.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.2 4682

7-day free trial

$10/user/month

Pros

  • Great for companies of all sizes
  • Tons of integration options
  • Freemium paln for 10 users

Cons

  • Limited functionality on free version
  • Limited mobile app functionality
15

ActiveCollab

Best to easily generate records for client invoicing

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.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.3 80

14-day free trial

From $6.25/user/month (free up to 3 users)

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

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.

Tool Free Option Price
1
monday.com

Best for simple workload and capacity planning

14-day free trial + freemium plan available

From $8/user/month (billed annually, min 3 seats) Visit Website
2
Parallax

Best for resource scheduling at agencies and studios

Free demo

Pricing upon request Visit Website
3
Kantata

Best all-in-one resource planning, timesheets, and project financials

Free demo available

Pricing upon request Visit Website
4
Float

Best resource scheduling for digital agencies

30-day free trial

From $7.50/user/month Visit Website
5
eResource Scheduler

Best simple, standalone scheduling module

14-day free trial

From $5/resource/month Visit Website
6
Resource Guru

Best for its simplicity combined with powerful resource management features

30-day free trial

From $3/user/month Visit Website
7
Productive

Best resource scheduling software for agencies in need of a scalable platform

14-day free trial

From $20/user/month Visit Website
8
Hub Planner

Best for midsized to large companies

30-day free trial

From $7/resource/month (billed annually) Visit Website
9
Saviom

Best Multi-dimensional Resource Scheduling Solution

60-day free trial

Pricing upon request Visit Website
10
ClickUp

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

Freemium plan available

From $9/user/month Visit Website
11
Forecast

Best for managing your projects, resources, and finances in one

14-day free trial

From $29/user/month Visit Website
12
Microsoft Project

Best for organizations using Microsoft and Excel

30-day free trial

From $10/user/month Visit Website
13
Zoho Projects

Best for growing or scaling businesses

10-day free trial + freemium plan available

From $5/user/month Visit Website
14
Jira Software

Best for project issue tracking & backlog management

7-day free trial

$10/user/month Visit Website
15
ActiveCollab

Best to easily generate records for client invoicing

14-day free trial

From $6.25/user/month (free up to 3 users) Visit Website

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. Projectworks

    Best resource scheduling software for professional service providers

  2. Runn

    Best real-time resource planning, tracking and forecasting

  3. Retain

    Best for tech, accounting, and professional services companies

  4. Notion

    Best for users who prefer the flexibility of a database structure

  5. Dayshape

    Best AI powered Resource Scheduling Software for Professional Services

  6. Schedule It

    Best for its contractor scheduling capacity

  7. TeamGantt

    Best for getting started fast

  8. Primetric

    Best for IT service companies & digital agencies

  9. Smartsheet

    Best for advanced and custom workflow automations

  10. Planview Clarizen

    Fully-featured, enterprise-grade project management tool with resource scheduling

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?

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.

Leave a Reply

Ce site utilise Akismet pour réduire les indésirables. En savoir plus sur comment les données de vos commentaires sont utilisées.

[class^="wpforms-"]
[class^="wpforms-"]