Meilleurs outils logiciels de planification des ressources de 2024

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

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

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

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

Kantata Standout Features & Integrations

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

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

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

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

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

Resource Guru Standout Features & Integrations

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

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

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

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

Productive Standout Features & Integrations

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

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

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

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

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

MRPeasy Standout Features & Integrations

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

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

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

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

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

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

Bonsai Standout Features & Integrations

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

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

Wrike is an award-winning, easy-to-use resource scheduling software that is highly configurable, allowing users to customize workflows, dashboards, reports, request forms, and more.

Why I picked Wike: Wrike’s simple interface enables you to switch between Kanban boards, one-click Gantt charts, and traditional workload views, where you can have your tasks along with effort information.

Wrike's workload charts allow you to plan work allocation, assign tasks, and manage your team's capacity. This chart has a useful section called 'Backlog box', where you can see all the unassigned and unscheduled tasks. From there, you can simply drag and drop a task to a specific resource that has the capacity to take on it.

Wrike has an easy-to-use, intuitive interface and navigation with distinct spaces, folders, and tasks. Additionally, you can unlock advanced insights with performance reporting tools, resource management and allocation, and more.

Wrike has a dedicated help center with interactive training, videos, a ‘Getting Started’ guide, and all sorts of resources.

Wrike Standout Features & Integrations

Features include team-wide workload views that highlight overlapping schedules, helping you resolve conflicts and ensure balanced task distribution. Additionally, Wrike’s timeline dependencies make it easy to visualize how changes in one task impact others, helping you stay proactive and adaptable during project planning.

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

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

Why I picked Saviom: Saviom’s multidimensional scheduling allows you to allocate resources based on custom criteria like skills, location, cost, and availability, ensuring the best match for each project. Its forecasting tools help you predict resource shortages or surpluses and plan accordingly to maintain an optimal resource pool. The software’s bulk booking feature allows you to reassign or adjust multiple resources at once, saving time and effort for larger teams. Additionally, the leave management portal integrates seamlessly into scheduling, letting you factor in planned and unplanned absences to avoid conflicts.

Saviom Standout Features & Integrations

Features include advanced resource bench management, which can help you identify and minimize idle resources by reallocating them to suitable tasks or projects. Additionally, Saviom’s competency-based search allows you to quickly locate resources with niche skill sets, ensuring the best match for specialized project requirements.

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.

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

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

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

Microsoft Project Standout Features & Integrations

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

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

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

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

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

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

ActiveCollab Standout Features & Integrations

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

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

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

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

Standout features & integrations:

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

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

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

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

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

Schedule it Standout Features & Integrations

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

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

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

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

Standout features & integrations:

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

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

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

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

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

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

Birdview PSA Standout Features & Integrations

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

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

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 a role-based planning feature that allows you to allocate resources based on roles rather than individuals, enabling more flexible scheduling for future projects. Additionally, Elapseit includes project pipeline forecasting, which can help you anticipate resource demands and plan allocations proactively.

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

Retain is a resource planning and scheduling platform designed to help businesses effectively allocate their resources, manage capacity, and track utilization. It’s ideal for organizations that need detailed insights into resource availability and usage to optimize project planning.

Why I picked Retain: Retain offers powerful reporting capabilities that let you analyze resource utilization, forecast capacity, and identify trends across your projects. You can create customized reports that align with your team’s specific goals, giving you actionable insights for better decision-making. The platform also supports advanced filtering and data export options, making it easier to share information across your team. Its intuitive interface lets you visualize resource assignments and workloads, so you’re always aware of your team’s capacity.

Standout features & integrations:

Features include an advanced timeline management feature that allows you to adjust project durations and assignments in real time. Additionally, Retain’s centralized calendar provides a unified view of all team schedules, making it easy to identify gaps in capacity and optimize resource allocation across multiple projects.

Integrations include Microsoft Excel, Microsoft Power BI, Salesforce, SAP, Oracle, Workday, and Microsoft Dynamics.