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10 Best Resource Planning Software Tools In 2023

The Best Resource Planning Software

Here’s my list of the best resource planning software.

  1. 1. monday.com — Best for efficiently managing team workloads
  2. 2. Wrike — Best for flexibility & customizability
  3. 3. NetSuite ERP — Best for what-if resource modeling for schedule planning
  4. 4. Parallax — Best resource forecasting features
  5. 5. Productive — Best resource planning software for agencies or consultancies
  6. 6. Kantata — Best for data-driven companies
  7. 7. Meisterplan — Best for its role-based resource allocation prior to staffing
  8. 8. Resource Guru — Best for forecasting resources while considering time off
  9. 9. Hub Planner — Best for midsized to large companies who want extended features
  10. 10. Birdview PSA — Best for professional services companies

As a project manager, you must make efficient use of your resources—even the most high-value projects can end up unprofitable if you don’t. To do this effectively, you need the right tools. The best resource planning software provides a 360-degree view of what people in your organization are working on, so you can plan better and quickly react to change.

According to a 2020 study conducted by Panorama Consulting Group, 96% of emerging businesses that are industry leaders in their field use some type of enterprise resource planning system. That's a statistic you can't afford to ignore. In this article, I will review some of the best resource planning software on the market right now and outline what each does best.

If you have more general questions about this topic, you can go to our FAQ at the bottom of the page.

What is Resource Planning Software?

Resource planning software is that which helps you manage your company’s workforce. It typically provides insight into your overall resource capacity and lets you assign tasks based on this data. You can then track the progress of both overall projects and individual tasks.

Most tools focus on your workforce. But they also help you plan equipment, meeting rooms, inventory, and other available resources.

The 10 Best Resource Planning Software

This is a list of the 10 best resource planning software. I have highlighted what I think is the best use case for each one. Feel free to check out how I picked the software on this list at any time.

1

monday.com

Best for efficiently managing team workloads

monday.com is a flexible project management and resource management tool designed to help teams communicate and collaborate on any project at scale.

Why I Picked monday: Monday.com provides a bird’s eye view of ongoing projects, timelines, due dates, and available resources and has a simple interface that facilitates proper resource allocation and management. It offers resource planning tools that empower teams to initiate realistic resource planning timelines as well as project ownership assignments and management within minutes.

monday.com provides users with different visualizations to represent important data. This allows individual team members to work on their task assignments according to their preferences. For example, the workload view allows project managers to quickly see who among their staff members has too much or too little on their plate. This enables them to remove or reallocate tasks and resources where necessary.

The platform also allows users to gain valuable insights into their resource capacity so they can plan their resource allocation accordingly and make the necessary adjustments to the project timeline, regardless of where they are. In addition to the resource planning tools, monday.com also provides features like shared documents for real-time collaboration, file management, Gantt charts, multiple dashboards, automation capabilities, and more than five visualization options.

monday Standout Features & Integrations

Features include project management, task scheduling/tracking, resource management, scheduling, budgeting, API, calendar management, Gantt charts, file sharing, time management, email integration, third party plugins, and notifications.

Integrations include project management apps like Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform and many more, accessible through a paid plan with Zapier.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7 8599

14-day free trial + free plan available

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

2

Wrike

Best for flexibility & customizability

Wrike is a cloud-based project management and resource planning software tool that helps businesses with their project management needs. It provides users with a centralized place to store, share, and collaborate on projects, tasks, and resources. This powerful platform lets users easily plan projects and track their progress in real time. With its intuitive user interface, Wrike helps teams become more productive as they can plan out their tasks more efficiently. Additionally, Wrike’s reporting features offer valuable insights into team performance and the success of different projects.

Why I Picked Wrike: Users can easily manage multiple projects without switching between applications or searching for information in different places. Wrike provides access to real-time analytics that allow teams to monitor the progress of their work by tracking key metrics such as completion rate or due dates. The software allows users to assign tasks and resources based on role or availability so that everyone on the team knows who is responsible for what task ahead of time. Wrike’s interactive calendar interface makes it easy to create, adjust and store events that can be set up as one-time or recurring activities. Its forecasting feature helps companies streamline their project management by predicting what resources will be needed and how they can best be allocated. It allows businesses to analyze resource gaps or conflicts caused by changes in project timelines or team size and identify potential opportunities for future growth.

Wrike offers several collaboration tools that help teams stay organized while working on projects. Its group chat feature allows team members to communicate quickly and easily while staying focused on the task. Its files-sharing feature lets members access documents from any device so they can work together even when they’re not in the same place. Wrike’s discussion boards empower teams by enabling them to provide feedback quickly and effectively without ever leaving the application itself.

Wrike Standout Features & Integrations

Features include project management, task scheduling/tracking, resource management, expense tracking, API, budgeting, Gantt charts, marketing automations, collaboration support, and reporting.

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

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.2 2544

Free plan available

From $9.80/user/month

3

NetSuite ERP

Best for what-if resource modeling for schedule planning

NetSuite ERP is a comprehensive resource planning software solution that empowers organizations to efficiently manage and optimize their critical resources, from financial assets and inventory to human capital and production capacities. This cloud-based platform offers a unified approach to resource planning, seamlessly integrating various business processes, including financial management, supply chain, and workforce management. 

Why I picked NetSuite ERP: NetSuite ERP offers a unique feature that enables businesses to simulate resource allocation scenarios. This 'what-if' modeling allows organizations to test different assumptions and variables, such as changing demand patterns or introducing new products, to assess the feasibility and consequences of various resource allocation strategies. This capability empowers decision-makers to make informed choices that optimize resource capacities while mitigating risks and costs, setting NetSuite apart from competitors that lack this advanced scenario planning tool.

NetSuite ERP distinguishes itself by providing robust capabilities for global resource management. It supports multiple currencies, languages, and tax regulations, making it an excellent choice for businesses with international operations. NetSuite's OneWorld module allows organizations to efficiently manage subsidiaries and divisions in different countries while maintaining consistent processes and data management. This global readiness is a unique aspect of NetSuite that addresses the complex challenges of resource planning on a global scale, setting it apart from many other resource planning software solutions.

NetSuite ERP Standout Features & Integrations

Features include accounts payable and receivable, cash management, billing and invoicing, fixed asset management, tax management, multi-currency accounting, general ledgers, purchase orders, expense tracking, and project accounting.

Integrations include BambooHR, Constant Contact, DealRoom, DocuSign, Domo, Fieldmagic, HubSpot Marketing Hub, Ledgible, Mailchimp, Orange Logic, Project Insight, Recurly, TrueCommerce, Twilio Flex, Zendesk, and other software options.

Free demo

Pricing upon request

4

Parallax

Best resource forecasting features

Parallax is a cloud-based resource planning software tool that gives enterprises visibility into the organization's usage and allocation of their resources. With its intuitive dashboard, users can easily monitor resource utilization in real time and make informed decisions about where they should allocate resources to maximize efficiency. It offers insights into resource trends over time, allowing users to identify areas where resources are being wasted or underutilized.

Why I Picked Parallax: Parallax’s smart algorithms allow users to quickly gain insights into resource utilization by analyzing data from multiple sources, including spreadsheets, databases, and other systems. The data can be visualized on an interactive dashboard which allows users to track performance metrics such as project progress and cost savings.

Parallax’s forecasting feature offers a comprehensive resource planning solution to help businesses increase their efficiency and productivity. This tool leverages advanced forecasting algorithms that analyze historical data and use machine learning techniques to generate accurate forecasts of resource availability. With this feature, businesses can accurately predict the quantity and types of resources they need in the future. They can then use this information to plan for upcoming projects, optimize existing workloads, and develop effective strategies for deploying available resources.

The forecasting capability of Parallax further enables users to anticipate potential risks, allowing for smarter risk management decisions and greater continuity in operations. The resource allocation tools within Parallax include drag-and-drop functionality to make assigning tasks easy and straightforward. Additionally, team members can be selected from pre-defined lists, speeding up the selection process for projects with large teams. With Parallax’s automated tracking capabilities, users can monitor their project’s progress in real time as resources are allocated, and work is completed.

Parallax Standout Features & Integrations

Features include resource management, budgeting, dashboards, notifications, API, data visualizations, external integrations, forecasting, multi-user, and scheduling.

Integrations include Salesforce, Oracle Netsuite, Asana, Slack, Harvest, Hubspot, Microsoft Teams, Jira Software, Tempo, and more.

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

5

Productive

Best resource planning software for agencies or consultancies

Productive is a SaaS tool that helps businesses manage their projects, clients, and teams all in one place. It's designed primarily for agencies, consultancies, and other professional service businesses that need a better way to plan resources, track time, and manage their finances.

Why I Picked Productive: I chose Productive as the best resource planning tool for agencies or consultancies because it offers a comprehensive set of features that help you manage team workloads, execute projects, track project time, and invoice your clients. While other resource planning tools typically focus on scheduling, Productive is specifically designed for businesses that need to allocate resources efficiently and keep track of billable hours to make client invoicing easier. Plus, their user interface is clean and easy to navigate, which makes it a pleasure to use.

Productive Standout Features & Integrations

The flexibility of their resource planning module stood out to me since it allows you to allocate team members to projects based on their specific skills, instead of just their availability. You can also see at a glance who's overbooked or underutilized, which helps you make better decisions about workload distribution.

I also appreciate the time-tracking feature, which is integrated into the resource planning module. It helps you track how much time your team is spending on each project so you can make any adjustments as needed.

Lastly, as I mentioned above, their financial features are robust for agency purposes. You can keep track of project budgets, expenses, and invoicing, all in one place, saving you time and making it easier to manage your business's finances. Plus, their integrated budgeting tool helps you monitor your team's activity so you won't go over budget on your projects.

Integrations are available with popular tools like DropBox, Google Workspace, Jira, Outlook, Microsoft Calendar, Slack, QuickBooks, and Xero. And, if you need more integrations, Productive has an API that allows you to connect it with other tools you might be using, or you can hook it up to a paid Zapier account as well.

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 $9/user/month (billed annually)

6

Kantata

Best for data-driven companies

Kantata is a powerful and versatile resource planning software designed to optimize and streamline various aspects of business operations. By integrating multiple functionalities such as inventory management, production planning, procurement, and customer relationship management, Kantata provides businesses with a comprehensive solution to efficiently manage resources, enhance productivity, and make data-driven decisions. Its user-friendly interface and real-time analytics enable organizations to gain valuable insights, improve collaboration, and achieve operational excellence across the entire supply chain.

Why I Picked Kantata: Kantata sets itself apart from competitors with its advanced predictive analytics capabilities and AI-driven insights. The software utilizes machine learning algorithms to analyze historical data, identify patterns, and predict future trends. This enables businesses to anticipate demand fluctuations, optimize inventory levels, and proactively address potential supply chain disruptions. Kantata's AI-driven insights provide valuable recommendations and actionable suggestions, empowering organizations to make informed decisions that maximize efficiency and minimize risks.

Kantata excels in handling robust, data-rich business intelligence through its sophisticated data management and analysis capabilities. The software seamlessly integrates with various data sources, consolidating diverse datasets from across the organization, including sales, inventory, production, and customer data. Utilizing advanced data warehousing and analytics tools, Kantata efficiently processes and transforms this data into actionable insights. Its intuitive dashboard visualizations provide users with comprehensive views of key performance indicators, trends, and predictive analytics, enabling businesses to make data-driven decisions with confidence. With real-time data updates and drill-down capabilities, Kantata empowers users to explore and uncover valuable insights, facilitating agile decision-making and fostering a competitive edge in today's data-driven business landscape.

Kantata Standout Features & Integrations 

Features include task management, resource management, time tracking, communication & collaboration, project dashboards, reporting, file sharing, a mobile app, and third-party integrations.

Integrations include Avalara, Salesforce, NetSuite, Slack, Sage, Microsoft Dynamics 365, Quickbooks, Xero, Hubspot, Expensify, Jira Software, Bamboo HR, SAP Concur, and others. 

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.1 716

Free demo

Pricing upon request

7

Meisterplan

Best for its role-based resource allocation prior to staffing

Meisterplan is a browser-based portfolio-level resource management software with a simple yet intuitive graphic interface. Its primary function is to help users model, view, and manage the work demand for each individual project and measure it against their resource capacity.

Why I picked Meisterplan: It allows you to determine the current and future demands throughout the organization and categorize the demand into appropriate portfolios of work. Additionally, it lets you create what-if portfolio simulations in its drag-and-drop scheduling interface, letting you test the impact of conflict resolutions.

On the resource planning and management side, the software allows you to plan your projects in stages. In the first stage, you can create role-based allocations that act as placeholders and give you a rough estimate of the required resources. The second stage helps you staff those roles with real people in your organization and find them based on their availability, roles, and skills. Finally, you can use the heatmap to view all resource allocations and quickly identify who has more than they can handle.

Meisterplan also offers a scenario planning feature that enables you to model multiple scenarios in real time. This should help provide the data needed to develop more accurate and reliable insights.

Meisterplan Standout Features & Integrations

Features include unlimited users, project portfolio management, role-based allocation, staffing based on skills, import through copy-paste, what-if scenarios, and a team planner.

Integrations include Clarity, Looker, Jira Software, Power BI, ServiceNow, Tableau, Azure, and Excel. You can also connect to thousands of additional apps through Zapier.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.8 19

30-day free trial

From $713/month

8

Resource Guru

Best for forecasting resources while considering time off

Resource Guru simplifies delegating tasks to your team. It has a super-intuitive UI that is easy to use and provides great visibility into project progression and workflow.

Why I Picked Resource Guru: The main benefit of the tool is that it provides full visibility into your team’s capacity so you can plan work and take on only as much as you can complete. With Resource Guru, it’s easy to view your team’s schedules in colorful Gantt charts that provide a clear overview of what everyone’s doing. The software has powerful leave management features, which means you won’t accidentally schedule tasks to unavailable employees.

Resource Guru Standout Features & Integrations

Features include resource scheduling, team management, time tracking, project planning, custom fields, drag and drop interface, real-time reporting, calendar sync, resource utilization reporting, availability scheduling, leave management, email notifications, API integration, and mobile app.

Integrations include Google Calendar, Microsoft Outlook Calendar, Apple Calendar, Calendly, and Fantastical. You can use Zapier to connect Resource Guru with 1,500+ apps, though this may incur additional costs.

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 available

From $3/user/month

9

Hub Planner

Best for midsized to large companies who want extended features

Hub Planner is a dedicated resource management software with powerful resource planning features. You get access to time tracking via timesheets and the ability to create intuitive reports that show total resource spend.

Why I Picked Hub Planner: Resource managers can schedule work on an hourly, daily, weekly, or monthly basis. It’s easy to spot gaps in workload and give people tasks to keep busy. There is also a matching feature that lets you tag employees based on their skill or role, so you can easily find people qualified for the work you have in mind. Another cool feature is the project pipeline. This highlights upcoming work, which is useful for capacity planning. It has a heat map that allows you to identify production gaps quickly.

Hub Planner Standout Features & Integrations

Features include resource management, PTO planning, timesheets, reporting, skills matching, task management, templates, drag and drop scheduler, project budgets, approval flow, smart scheduler, and third-party integrations/add-ons. 

Integrations include DIY options via their Hub Planner API and webhook. Or, open an account with Zapier for more options (may incur an additional cost). 

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/user/month (billed annually)

10

Birdview PSA

Best for professional services companies

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 250+ ready-to-use dashboards and reports for business intelligence, including templates for executive summaries, project scorecards, demand projections, and expected vs actual budgets. It also has many features outside of resource management and can help you with project financials through time tracking and accounting integrations that will help you invoice clients.

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.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.2 354

14-day free trial

From $27/user/month (billed annually)

Need Expert Help Selecting The Right Project Resource Management Software?

We’ve joined up with Crozdesk.com to give all our readers (yes, you!) access to Crozdesk’s software advisors. Just use the form below to share your needs, and they will contact you at no cost or commitment. You will then be matched and connected to a shortlist of vendors that best fit your company, and you can access exclusive software discounts!

The Best Resource Planning Software Comparison Chart

This table has all the tools we just covered in the overviews. Use it to compare which one is best for your situation.

Tool Free Option Price
1
monday.com

Best for efficiently managing team workloads

14-day free trial + free plan available

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

Best for flexibility & customizability

Free plan available

From $9.80/user/month Visit Website
3
NetSuite ERP

Best for what-if resource modeling for schedule planning

Free demo

Pricing upon request Visit Website
4
Parallax

Best resource forecasting features

Free demo

Pricing upon request Visit Website
5
Productive

Best resource planning software for agencies or consultancies

14-day free trial

From $9/user/month (billed annually) Visit Website
6
Kantata

Best for data-driven companies

Free demo

Pricing upon request Visit Website
7
Meisterplan

Best for its role-based resource allocation prior to staffing

30-day free trial

From $713/month Visit Website
8
Resource Guru

Best for forecasting resources while considering time off

30-day free trial available

From $3/user/month Visit Website
9
Hub Planner

Best for midsized to large companies who want extended features

30-day free trial

From $7/user/month (billed annually) Visit Website
10
Birdview PSA

Best for professional services companies

14-day free trial

From $27/user/month (billed annually) Visit Website

Other Resource Planning Software Tools

There are tons of resource planning tools out there. Including plenty of great options that didn’t make our list. Here are some of them:

  1. Mosaic

    Best for productivity reports & optimization analytics

  2. LiquidPlanner

    Best for its automatic resource leveling

  3. Projectworks

    Best resource planning software for professional services providers

  4. Tempo

    Best as a JIRA add-on

  5. Deltek ERP

    Best for manufacturing companies

  6. Apache OFBiz

    Best for commerce-based resource planning

  7. Retain

    Best for demand forecasting

  8. Acumatica

    Best for mid-market companies

  9. Jira Software

    Best for software developers

  10. Zoho Projects

    Best resource planning within a project management tool

  11. Runn

    Best for IT and software teams

  12. eResource Scheduler

    Best for smart allocation of resources

  13. Adobe Workfront

    Best for working across entire organizations

  14. KeyedIn

    Best for multi-language support

  15. NetSuite

    Best for managing inventory

  16. BigTime

    Best for resource scheduling

  17. Float

    Best for time tracking

  18. Celoxis

    Best for customizations

  19. Smartsheet

    Best for tailored industry use cases

  20. ActiveCollab

    Best for centralizing communication

  21. ProjectManager.com

    Best for getting started quickly

  22. Forecast

    Best for cutting administrative work

  23. Silverbucket

    Best AI-driven analytics for resource planning & allocation

  24. Saviom

    Best resource management software for enterprise

  25. EasyProjects

    Best for optimization billable hours

  26. Mavenlink

    Best for professional services

  27. LANSA ERP Frameworks

    Best for IBM i users

  28. SAP S/4HANA

    Best for those who need a custom solution

  29. Unit4 ERP

    Best for people-centered businesses

How I Picked the Best Resource Planning Software

If you're wondering how I selected the best resource planning software, here's where I'll break it all down for you. First of all, I started with resource planning software that have high user review and satisfaction ratings. Then, using my experience in project management, I discerned what key criteria were most important for resource planning software and compared how each of them stacked up against the rest.

I empathize with how much time it takes to source the right software for a job. I do this work so that you don't have to. I've been using and reviewing project management software for years so you can trust me to do the heavy lifting and compile all the facts you need to make your final decision.

Selection Criteria

After careful consideration, I've determined that these are the most important criteria when selecting the best resource planning software. Here's a brief list outlining the whats and whys of my selection

User Interface (UI)

The best resource planning tools are clean and easy to use. Drag-and-drop, visual charts, and clean animations make using the tools a breeze.

Customer Support

Even the most intuitive resource planning software has a learning curve. Real-time chat support, in-person training, video lessons, and knowledge bases help you quickly get to grips with the software.

Integrations

Your resource planning software must be able to communicate with the other tools you use. Most of those on this list offer plenty of integrations.

Pricing

This is highly subjective as it depends on your resource planning needs and how you intend to use the tool. I think all the products in our list offer value to the right organization.

Resource Planning Software FAQs

Find answers to common questions people ask about this topic in their search for the ideal resource management solution.

resource planning software logos list

What's Next?

We have a great article on how to do resource planning in Jira. If you don't use Jira, I recommend you read how to use resource planning visualizations to help you quickly identify resource management needs.

Related tool lists:

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By Ben Aston

I’m Ben Aston, a digital project manager and founder of thedpm.com. I've been in the industry for more than 20 years working in the UK at London’s top digital agencies including Dare, Wunderman, Lowe and DDB. I’ve delivered everything from film to CMS', games to advertising and eCRM to eCommerce sites. I’ve been fortunate enough to work across a wide range of great clients; automotive brands including Land Rover, Volkswagen and Honda; Utility brands including BT, British Gas and Exxon, FMCG brands such as Unilever, and consumer electronics brands including Sony. Ben's a Certified Scrum Master, PRINCE2 Practitioner and productivity nut.

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