15 La liste des meilleurs logiciels de planification des ressources
Here's my pick of the 15 best software from the 26 tools reviewed.
Get free help from our project management software advisors to find your match.
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 :
- Logiciel de planification de projet pour vous aider à planifier, suivre et analyser vos projets.
- Logiciel de gestion des ressources pour vous aider à gérer les ressources organisationnelles.
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

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Dans cet article, nous vous expliquerons également ce qu’est un logiciel de planification des ressources, comment il vous aidera à mieux gérer, allouer et planifier votre équipe et vos ressources, et vous fournirons un résumé de leurs caractéristiques afin que vous puissiez facilement comparer et trouver les bons outils de planification des ressources pour votre équipe et projet.
Vidéo: Comment choisir le meilleur logiciel de planification des ressources
Vous vous demandez ce que vous devez rechercher lorsque vous vérifiez les options du logiciel de planification des ressources? Voici une vidéo qui couvre nos critères et vous donne une idée de ce à quoi ressemblent les différentes interfaces d’outils.

Critères de comparaison des logiciels de gestion des ressources
Pour figurer sur cette liste de logiciels de gestion des ressources, j’ai évalué les outils en fonction des critères suivants :
- Interface utilisateur (IU) : Dans quelle mesure est-elle bien conçue? Offre-t-elle des affichages clairs et une navigation intuitive?
- Facilité d’utilisation : Est-ce facile à apprendre et à maîtriser? Y a-t-il des tutoriels et de la formation? L’entreprise offre-t-elle un bon soutien technique et aux utilisateurs?
- Caractéristiques et fonctionnalités : Combien de fonctions et de fonctionnalités clés du logiciel de gestion des ressources offre-t-il, et quelle est leur puissance? Plus précisément, j’ai cherché :
- Automatisation : Les fonctions de planification automatique sont l’une des principales raisons d’utiliser un logiciel de planification des ressources. Cela signifie à tout le moins que vos tâches s’ajusteront automatiquement lorsqu’elles seront déplacées, en fonction des dépendances que vous aurez définies. Cela peut également inclure des flux de travail personnalisés avec automatisation pour aider à rationaliser les processus répétitifs.
- Planification en temps réel : Les meilleurs outils de ressourcement vous donnent une visibilité en temps réel sur les charges de travail et vous permettent de suivre les progrès, de voir l’utilisation des ressources et de faire des ajustements en temps réel.
- Alertes : Un bon planificateur de ressources vous permet de personnaliser le type de notifications et d’alertes que chaque utilisateur reçoit (e-mail, bureau, etc.), en vous assurant que les alertes sur l’utilisation des ressources et la charge de travail mettent les bonnes personnes au courant.
- Intégrations : Est-il facile de se connecter avec d’autres outils? Des fonctionnalités pré-intégrées?
- Valeur pour $ : Dans quelle mesure le prix est-il approprié pour ses caractéristiques, ses capacités et son cas d’utilisation? Les prix sont-ils clairs, transparents et flexibles?
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monday.com
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6 -
Miro
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8 -
Ravetree
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.1
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.
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.
Pros and cons
Pros:
- Distinguishes between soft and firm allocation
- Resourcing fully integrated with master planning
- Good reporting functionality for resource data
- Easy capacity management
Cons:
- Custom reports can be difficult to create without training
- Proofing solution is an add-on
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.
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
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.
Pros and cons
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
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.
Pros and cons
Pros:
- Comprehensive view of resource scheduling
- Automated production planning
- Simple, easy-to-use interface
Cons:
- Limited customizations
- Lack of advanced features due to a simple platform
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.
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
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.
Pros and cons
Pros:
- Building custom dashboards is great for highly specific resource tracking
- Good variety of dashboard views to accommodate different user needs
- Resource request and approvals are easy and well organized
Cons:
- May require additional training for an understanding of the full functionality
- No time tracking with the free version of the tool
- Best resource tools are limited to the higher level paid plans
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.
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
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.
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
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.
Pros and cons
Pros:
- Great organization of task overview
- Fully customizable API
- People/role management
- Easy to invite collaborators
Cons:
- No Kanban cards/tasks
- No integration with GitHub
- Can’t duplicate task lists
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.
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
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.
Pros and cons
Pros:
- Event filter easily excludes targeted resource data
- Drag-and-drop mode for all features
- Great for complex, long-term projects
- Flexible and scalable platform
Cons:
- Color coding not transferred to Outlook
- Report formatting not that easy to customize
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.
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
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.
Pros and cons
Pros:
- You can request the transfer of your database to your premises at any time
- Helps you handle projects, resources, and billing in the same tool
- Works with Zapier and Workato for extra integrations
Cons:
- Simulations only available in Team plan
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.
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
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.
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.
Tool | Best For | Trial Info | Price | ||
---|---|---|---|---|---|
1 | Best for all-in-one resource management | Not available | Pricing upon request | Website | |
2 | Best for clash management | 30-day free trial | From $4.16/user/month (billed annually) | Website | |
3 | Best for agencies and professional services | 14-day free trial | From $9/month (billed annually) | Website | |
4 | Best for manufacturer resource planning | 30-day free trial | From $49/user/month | Website | |
5 | Best for resource planning and forecasting | Free trial available | From $9/user/month (billed annually) | Website | |
6 | Best for complex projects | Freemium version available | From $10/user/month (min of 2 seats) | Website | |
7 | Best for multi-dimensional resource scheduling | 60-day free trial | Pricing upon request | Website | |
8 | Best for Microsoft integrations | 30-day free trial | From $10/user/month (billed annually) | Website | |
9 | Best for client invoicing | 14-day free trial + free plan | Starts from $11/month for up to 3 users | Website | |
10 | Best for enterprise project management | Free trial + free demo available | Pricing upon request | Website | |
11 | Best for contractor scheduling | 14-day free trial | From $40/month for first 3 users | Website | |
12 | Best for project portfolio management | Free interactive product tour available | Available upon request | Website | |
13 | Best for professional services companies | 14-day free trial | From $27/user/month (billed annually) | Website | |
14 | Best for integrated financial features | 30-day free trial | From $14/user/month | Website | |
15 | Best for comprehensive reporting | Free demo | Pricing upon request | 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 :
- Primetric
For IT service companies
- ClickUp
For workload and box views
- monday.com
For simple workload planning
- Smartsheet
For custom workflow automations
- Scoro
For real-time workload visibility
- Celoxis
For advanced resource allocation
- Accelo
For dynamic scheduling
- Zoho Projects
For growing businesses
- ClickTime
For project schedule analytics
- Screendragon
For automated and interactive resourcing
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?