Best Resource Tracking Software Shortlist
Here’s the list of the best resource tracking tools that I’ll cover in this article.
The best resource tracking software gives you real-time visibility into team availability, workloads, and capacity, so you can assign the right people to the right work at the right time. These tools help you avoid burnout, reduce idle time, and make smarter staffing decisions across projects.
With over 10 years of experience managing digital projects and testing 40+ resource planning tools over the years, I’ve helped teams across government, healthcare, retail, and transit find better ways to balance workloads and forecast resource needs. I’ve seen how poor visibility can derail timelines, and how the right tool can restore control.
In this guide, I’ll tell you about the top tools I've tested. Each tool has a description that is meant to give you an overall idea of what they do and the standout features they have. My hope is that it helps you identify the one that best suits your needs.
Best Resource Tracking Software Comparison Chart
Compare pricing and specs for my picks for the best resource tracking software so you can find the right fit for your budget and business needs.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for dynamic custom forms | Free demo available | Pricing upon request | Website | |
| 2 | Best for agency resource management | Free demo + 14-day free trial | From $9/month (billed annually) | Website | |
| 3 | Best for comprehensive resource planning | 14-day free trial available | From $19.9/user/month (billed annually) | Website | |
| 4 | Best for mid-sized agencies and consultancies | Free demo available | Pricing upon request | Website | |
| 5 | Best for optimizing resource utilization | Free plan available | $14/user/month | Website | |
| 6 | Best for time and resource forecasting | 7-day free trial | From $9/user/month (billed annually) | Website | |
| 7 | Best for project forecasting reports | Not available | $25/user/month | Website | |
| 8 | Best for large companies | 14-day free trial + free demo available | From $7/user/month | Website | |
| 9 | Best for people-centric resourcing | Free demo available | Pricing upon request | Website | |
| 10 | Best for real-time team performance data | Free demo + free plan + 14-day free trial available | From $10/user/month (billed annually) | Website | |
| 11 | Best for workload information | 14-day free trial + free plan + free demo available | From $9/user/month (billed annually) | Website | |
| 12 | Best for resourcing based on skills | Free demo available | From $9/user/month (billed annually) | Website | |
| 13 | Best for real-time resource planning | 14-day free trial + free plan available | From $10/user/month (billed annually) | Website | |
| 14 | Best for tracking employee time | 30-day free trial | From $9.50/user/month (billed annually) | Website | |
| 15 | Best for resource analytics | Free demo available | Pricing upon request | Website | |
| 16 | Best for resource timeline views | Free demo available | Pricing upon request | Website | |
| 17 | Best for financials and real-time tracking | 14-day free trial | From $5/user/month (billed annually) | Website | |
| 18 | Best for consolidated work views | Free demo available | Pricing upon request | Website | |
| 19 | Best for project portfolio management | 30-day free trial + free demo available | From $9/user/month (billed annually) | Website | |
| 20 | Best for project cost and performance analysis | 14-day free trial + free demo available | From $10/user/month (billed annually) | Website |
-
Forecast
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6 -
Accelo
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.4 -
monday.com
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6
Best Resource Tracking Software Overviews
Here’s a brief description of each resource tracking tool to showcase my experience with it and some noteworthy features.
For enterprise marketing teams and agencies seeking a resource tracking solution, Screendragon presents itself as a versatile choice. This no-code workflow management platform is tailored to streamline marketing and creative operations, providing tools that enhance productivity and decision-making. By automating workflows and offering real-time insights, Screendragon helps you tackle the intricacies of project management and resource planning, making it an attractive option for those aiming to optimize their marketing efforts.
Why I Picked Screendragon
I picked Screendragon for its unique ability to integrate automated workflows with real-time insights, which is crucial for effective resource tracking. The platform's visual workflow builder allows your team to customize processes without coding, ensuring that resource management aligns with your specific needs. Additionally, the dynamic custom forms feature supports tailored data collection, enabling precise tracking and management of resources. These functionalities address the complex challenges of resource allocation and utilization in marketing and creative environments.
Screendragon Key Features
In addition to the features already mentioned, Screendragon offers several other capabilities that enhance its utility as a resource tracking software:
- Digital Approval Management: Streamlines the approval process, ensuring that all necessary stakeholders can review and approve resources efficiently.
- Enterprise-Grade Security: Provides advanced security measures to protect sensitive resource data and maintain compliance with industry standards.
- Scalable Operations: Supports high workflow volumes, making it suitable for large-scale marketing teams needing reliable resource management.
- Integration with Collaboration Tools: Enhances team collaboration by connecting with tools you already use, facilitating seamless communication and data sharing.
Screendragon Integrations
Native integrations are not currently listed by Screendragon.
Pros and cons
Pros:
- Enterprise-grade security and permissions
- Advanced approval and governance controls
- Customizable no-code workflow automation
Cons:
- Pricing not transparent publicly
- No native capacity scheduling focus
Productive is an all-in-one work management platform that caters to the needs of agencies. It covers resource planning and tracking in addition to project and task management, budgeting, and other key tools for keeping your agency running smoothly.
However, like any tool that covers too many things, it can lack specialization in certain features. Productive compensates for that with built-in flexibility on the platform. Talking to Fran Vizintin from Productive about the resource module, we learned that "With Productive, you can create custom fields, like skills, and assign them to resources for detailed planning."
Why I Picked Productive
The software's resourcing tools include visualizations of your team's workload and availability. You can group team members by skills, teams, or departments to facilitate resource allocation based on any of these factors. All of this helps you assign tasks effectively and distribute work evenly across your team.
Time tracking is built into the platform to help you monitor how employee time is being allocated across tasks and projects. This data can then be connected to your capacity management to help you forecast future needs.
Productive Key Features
Productive also offers a variety of other features that cater to different aspects of project and resource tracking.
- Resource Planning: You can efficiently manage resources with tools for time tracking and time off management.
- Project Management: This lets you use Gantt charts, documentation, and workload management to oversee projects effectively.
- Resource Placeholders: You can use placeholders to measure resource demand for upcoming projects, which helps you make decisions about hiring and workload distribution.
- Financial Management: With features like budgeting, invoicing, and revenue forecasting, you get comprehensive financial oversight so you can make sure your projects remain profitable.
Productive Integrations
Integrations include Jira, Outlook, Sage, Google Calendar, HubSpot, Slack, QuickBooks, and Xero.
Pros and cons
Pros:
- Internal time logs and non-billable codes included
- Resource availability view helps scheduling across projects
- Live linking of time tracking to budget data
Cons:
- May be overkill for small teams
- Resourcing view lacks some advanced customization
New Product Updates from Productive
Productive Adds Custom Proposals, E-Signing, and Automated Deal Workflows
Productive introduces custom proposals, built-in e-signing, automation triggers, and improved proposal management tools. Together, these updates help teams create, send, and get proposals signed faster while maintaining brand consistency and clear approval records. For more information, visit Productive’s official site.
Scoro is an all-in-one business management software designed for agencies, consultancies, and other professional service businesses. It combines project management, sales and CRM, billing, and reporting in a single platform.
Why I Picked Scoro
Scoro's resource planning feature lets you allocate work based on your team's availability and skills. This helps in balancing workloads and avoiding overbooking or underutilization. With real-time visibility into who is working on what, you can make informed decisions to optimize your resources.
The capacity planning tool provides insights into your team's workload, helping you forecast future resource needs. By analyzing historical data, you can predict upcoming demands and adjust your plans accordingly. This proactive approach makes sure you have the right people available for each project.
Scoro Key Features
In addition to comprehensive resource planning, Scoro offers a variety of other features for project and resource management.
- Time Tracking: You can monitor both billable and non-billable hours with precision, which helps with accurate billing and profitability analysis.
- Task Management: You can easily assign tasks based on team members' skills and availability to make sure the right resources are allocated efficiently.
- Gantt Charts: This lets you visualize project timelines and task dependencies, so you can identify potential delays and reallocate resources as needed.
- Task Scheduling: The drag-and-drop scheduling feature lets you plan tasks based on team skills and availability so you can maintain alignment with project timelines.
Scoro Integrations
Integrations include Google Calendar, Microsoft Exchange, QuickBooks, Xero, Stripe, Jira, HubSpot, Salesforce, Dropbox, and Zapier.
Pros and cons
Pros:
- Merge project, finance, and resource data for better forecasting
- Granular role-based permissions help control access
- Capacity planning provides visibility into team availability
Cons:
- Learning curve for customizing dashboards and reports
- Resource module may be too heavyweight for small teams
New Product Updates from Scoro
Scoro MCP Server Now Publicly Available
The Scoro MCP server is now out of beta, enabling connection with AI tools for enhanced workflows. For more information, visit Scoro’s official site.
Forecast is an AI-powered project and resource management platform that gives teams visibility into how their people, time, and budgets are being used. It’s designed to help organizations track capacity and workloads in real time while also planning ahead with predictive analytics.
Why I Picked Forecast
I picked Forecast for its unique ability to cater to mid-sized agencies and consultancies by combining AI-driven resource management with insightful project analytics. Forecast's automated resource forecasting and capacity planning features address your specific needs and help you balance workloads and optimize team utilization.
Integration capabilities with popular tools like Jira and HubSpot let you maintain existing workflows and improve project visibility. This software's focus on providing real-time insights into costs, revenue, and profitability helps mid-sized companies make informed, data-driven decisions and improve project outcomes.
Forecast Key Features
Forecast also offers several other features that can help you with resource tracking and project management.
- Task Dependencies: This lets you define and manage task sequences and make sure each project phase progresses smoothly and on schedule.
- Expense Management: You can maintain financial oversight by tracking project-related expenses, which helps with budgeting and financial planning.
- Gantt Charts: These provide a visual representation of project timelines, help predict capacity, and let you adjust resources accordingly.
- Invoicing: This simplifies billing processes by automating invoice generation and allowing for accurate and timely client billing.
Forecast Integrations
Integrations include Azure DevOps, BambooHR, GitHub, Google Calendar, HubSpot, Jira, QuickBooks, Salesforce, Slack, Trello, Xero, and Sage Intacct.
Pros and cons
Pros:
- Ability to model resource availability over time
- Predictive risk alerts help address problems early
- Automated resource allocation adjusts to team workload
Cons:
- Occasional lag with large number of resources and projects
- Customizing resource rules may require technical setup
VOGSY is designed to manage your projects, resources, and finances all in one place. It’s tailored for global project teams and makes it easier for you to handle projects across different countries and currencies.
Why I Picked VOGSY
I chose VOGSY for its strong resource management. You can track global resources, manage hours, set billability targets, and forecast utilization to reduce non-billable time. You can manage resources by aligning team members based on skills, availability, and cost rates, including intercompany rates in different currencies.
VOGSY's opportunity bookings let you forecast resource needs, so your team is always prepared for upcoming projects. Additionally, the mobile web app provides access to all functionalities on any device, which keeps your team productive from anywhere.
VOGSY Key Features
VOGSY also offers several other features that can help you better resource your projects.
- Time and Leave Tracking: VOGSY provides tools for timesheets and timers to simplify time tracking for both employees and contractors.
- Project Accounting: You can manage financial budgets, revenue recognition, and accounts receivable with detailed profit and loss reporting.
- Team Collaboration: This lets you assign employees to project teams, manage tasks, and facilitate real-time conversations linked to specific projects.
- Document Management: You can securely share project files using organized folders and use document templates for efficient document creation.
VOGSY Integrations
Integrations include QuickBooks, Deltek, Xero, Sage, Certinia, Oracle NetSuite, Exact, PHC-GO, Jira, and Trello.
Pros and cons
Pros:
- Custom workflows, roles, and reporting dashboards
- Real-time visibility into billed vs planned hours
- Templates for repeatable projects reduce admin setup
Cons:
- Potential notification overload with many active projects
- Workflow customization has a steep learning curve
New Product Updates from VOGSY
VOGSY's Real-Time Leave Budgets Integration for BI Dashboards
VOGSY introduces a "Leave Budgets" dataset for BigQuery, enabling real-time integration with BI dashboards like Looker Studio, Power BI, or Tableau, ensuring up-to-date leave budget data. More details at VOGSY Release Notes.
Bonsai is a comprehensive business software that offers a range of tools for resource tracking, project management, time tracking, and invoicing. It helps agencies, consultancies, and professional services streamline their workflows and consolidate essential business functions in one place.
Why I Picked Bonsai
I picked Bonsai for its ability to help you forecast time and resources. With features like real-time capacity monitoring and integrated scoping, Bonsai lets you make informed staffing decisions and optimize project outcomes.
The platform's ability to transform project scopes into bookings quickly provides the clarity you need to manage resources effectively. These functionalities help you balance team capacity and project demands, which makes Bonsai a valuable asset for service-oriented businesses.
Bonsai Key Features
Bonsai offers a range of other features tailored for resource tracking and management.
- Client Management Tools: You can manage your client interactions with CRM functionalities, proposals, and agreements that keep your client data organized and accessible.
- Task Management: This lets you break down projects into manageable tasks with clear deadlines and responsibilities, so your team stays on track.
- Budget Monitoring: You can keep a close eye on your project's financial health with tools that track expenses, invoicing, and overall budget allocation.
- Real-Time Insights: You get up-to-date data on team availability and project profitability, which helps you to make informed decisions quickly.
Bonsai Integrations
Integrations include Xero, Calendly, Zapier, QuickBooks, and HiBob.
Pros and cons
Pros:
- Overbooking alerts prevent your team from being stretched thin
- Billing and resource hours linked for project cost insight
- Visual workload timeline helps you see availability
Cons:
- Limited customization of workspace layout
- Not suited for larger agencies (50+ team members)
Resource Guru is a resource tracking platform that helps teams manage people, equipment, and shared spaces in one place. It’s designed to give you a clear view of who’s available, what’s booked, and where capacity is running low, making it easier to keep projects on track without overburdening your team.
Why I Picked Resource Guru
I picked Resource Guru because of its strong project forecasting reports, which provide precise insights into project timelines and resource allocation. The software's project scheduling capabilities let you track budgets and utilization metrics, so you can make sure your projects remain on course.
With its customizable reporting tools, you can delve into data on personnel and projects, which helps you identify overspending and monitor billable utilization to boost profitability.
Resource Guru Key Features
In addition to project forecasting, Resource Guru offers a suite of other features for resource management.
- Capacity Planning: This feature provides a visual overview of team member workloads and availability to help you make informed decisions about resource allocation.
- Leave Management: You can manage team leave requests and approvals directly within the platform, which helps maintain accurate scheduling and prevent overbooking.
- Meeting Room Booking: This lets you simplify the process of reserving meeting spaces with a dedicated booking system that integrates with your schedule.
- Custom Availability Settings: You can tailor availability for each team member to accommodate different working hours and commitments, which helps you plan resources accurately.
Resource Guru Integrations
Integrations include Google Calendar, Microsoft Outlook, Apple Calendar, Zapier, and Jira.
Pros and cons
Pros:
- Quick drag-and-drop scheduling
- Leave and absence booking integrated with schedules
- Visual clash-management alerts help avoid double-booking
Cons:
- Not as scalable as other tools if your team increases in size
- Lack of task tracking features
New Product Updates from Resource Guru
Resource Guru Refines Reporting Suite
Resource Guru has enhanced its reporting suite with visual utilization bars, new non-billable utilization columns, and improved filters for faster project discovery. For more information, visit Resource Guru's official site.
Hub Planner is a resource management software designed to optimize how you plan and allocate resources within your team. It caters to various industries and provides tools for capacity planning, scheduling, and managing project resources.
Why I Picked Hub Planner
One reason I picked Hub Planner is its capacity planning feature, which lets you see at a glance how your team's resources are being utilized, helps you avoid overbooking, and makes sure everyone is working at a sustainable pace. The real-time insights into team capacity and utilization can help you make informed decisions quickly. Additionally, the skills matching feature makes sure tasks are assigned to the team members who are best suited for them, which improves productivity and project outcomes and makes it easier to find the right team member, even on large teams.
Another feature that caught my attention is the platform's smart task dependencies. This functionality helps maintain your project flow by automatically adjusting timelines as tasks are completed or delayed. It's a lifesaver when you're juggling multiple projects with interdependent tasks. Furthermore, the fixed cost management feature lets you track project expenses, stay within budget, and meet the project goals.
Hub Planner Key Features
Hub Planner offers a variety of other features that can help you with resource tracking and project management.
- Drag-and-Drop Scheduling Interface: This lets you easily allocate resources and adjust schedules with a simple drag-and-drop action, which streamlines the planning process.
- Time Tracking: You can precisely track time spent on projects and tasks, which helps maintain accurate billing and insightful time management.
- Comprehensive Team Dashboard: This provides a centralized view of team workload, time, spending, and burn rate, so you can monitor and manage resources effectively.
- Custom Reporting: You can generate detailed insights into resource utilization and project progress and tailor reports to meet your specific business needs.
Hub Planner Integrations
Integrations include Microsoft Authenticator, Google Calendar, OneLogin, Okta, Slack, Zapier, and Basecamp.
Pros and cons
Pros:
- Detailed reporting on profitability and utilization
- Intuitive drag-and-drop scheduling interface
- Efficient time-tracking for accurate project monitoring
Cons:
- Navigation can be complex due to extensive features
- Onboarding process can be complicated
Kantata is a resource tracking platform purpose-built for professional services teams that need visibility into how people are staffed across projects. Rather than focusing only on timelines or budgets, it places people at the center of resource management and helps orgs balance workloads, prevent burnout, and make sure every project gets the right mix of talent.
Why I Picked Kantata
What makes Kantata stand out is its ability to track both the big picture and the details of your workforce. Managers can quickly identify who is overbooked, who has availability, and where skill gaps exist. The software also includes scenario planning, so you can test different staffing models before committing and make the smartest decisions for your team and your clients.
For organizations that depend on highly skilled talent, Kantata’s role-matching features are especially valuable. They connect project demands with the unique strengths of your people, so designers, developers, consultants, or contractors are placed where they can contribute most effectively. This people-centric approach not only improves project outcomes but also creates opportunities for employee growth and retention.
Kantata Key Features
Kantata also offers a variety of other features for tracking resources and managing projects and teams.
- Real-Time Analysis and Reporting: This feature lets you access up-to-date data for identifying trends, comparing performance, and making timely decisions.
- Centralized Communication Interface: This allows for collaboration across departments via a unified platform for communication and asset sharing.
- Visual Project Planning Tools: This includes timelines and charts that improve project visibility and forecasting and provide deeper insights into project progress.
- Skills Inventory Management: You can track and manage the skills available within your team and make sure the right people are allocated to the right projects.
Kantata Integrations
Integrations include Salesforce, Jira, NetSuite, Xero, BambooHR, HubSpot, Slack, QuickBooks, and Sage.
Pros and cons
Pros:
- Strong fit for mid-to-large teams with many projects and people
- Link employee hours to project budgets and margins
- Detailed financial data and time tracking in one system
Cons:
- Reporting customization may require advanced knowledge
- Performance issues when handling large data sets
New Product Updates from Kantata
Kantata Integrates E-Invoicing With Avalara
Kantata introduces integrated e-invoicing through its partnership with Avalara, enabling compliant, automated invoicing across regions. For more information, visit Kantata's official site.
Wrike is a cloud-based resource management platform that provides teams with the tools to collaborate on projects. It helps you stay organized, keep projects on track, and monitor progress from start to finish. You can assign tasks, set deadlines, manage workloads, and access real-time data about team performance.
Why I Picked Wrike
Wrike lets you measure performance over time by tracking time spent on tasks or money allocated for each project. This makes it easy to identify areas of improvement or waste to optimize processes and maximize productivity. Wrike also offers a variety of customization options that let you tailor the software to your exact needs. You can create custom fields for each project or task to make sure all relevant data is captured. Additionally, you can customize the look and feel of Wrike by choosing from a variety of themes and color schemes so that the platform reflects your brand identity.
Wrike's resource allocation feature gives you visibility into which resources are available for various tasks, so you can create realistic timelines with reasonable deadlines. It lets you analyze past projects, anticipate roadblocks related to resource saturation, and prepare teams for success. This insight helps you make accurate plans about personnel scheduling, tasking, workload realism, and project velocity.
Wrike Key Features
Wrike also offers a variety of other features that can help you and your team with resource tracking.
- Data-Rich Project Dashboards: This provides instant insights and visibility for all stakeholders so you can make sure everyone is on the same page.
- Simple Time Tracking: You can maximize productivity via timers and manual hour entries. This also makes it easier to manage project timelines.
- Personalized Kanban Boards: The customizable boards help you track plans and progress effectively and can adapt to your workflow needs.
- Adjustable Gantt Charts: This includes easy drag-and-drop functionality for adjusting priorities and managing dependencies so you can keep projects on track.
Wrike Integrations
Integrations include Microsoft, Google, Dropbox, Salesforce, and Marketo.
Pros and cons
Pros:
- Granular role-based permissions let you control who sees what
- Multi-project planning to manage demand across portfolios
- Live workload charts help you see upcoming capacity
Cons:
- Smaller teams may find the resource module overkill
- Setup complexity may slow initial adoption
New Product Updates from Wrike
Streamlining Workspaces with New Updates
Wrike announces custom space templates, AI Agents in Wrike Labs, and a new Guage widget to improve project management. For more information, visit Wrike's official site.
monday.com is a project management platform designed to help teams of all sizes manage projects, tasks, and business operations. It offers a wide array of features that facilitate project planning, execution, and monitoring.
Why I Picked monday.com
I picked monday.com because it can help you manage project timelines and task assignments effectively. These features give you the tools to plan and monitor your team's workload and align tasks with project goals. This can help your team stay on track and meet deadlines. The collaboration tools boost visibility across different departments, which makes it easier for you to coordinate and communicate with your team members.
Another reason I chose monday.com is its customizable workflows, which let you tailor the platform to fit your specific needs. By having the flexibility to adjust workflows, you can create an environment that best supports your team's resource management needs.
monday.com Key Features
monday.com offers a range of other features for managing projects and tracking resources.
- Automations: You can set up custom automations to streamline repetitive tasks, which helps reduce manual workloads and increase efficiency.
- Gantt Charts: This feature lets you visualize project timelines, dependencies, and milestones, and keep projects on track.
- Kanban Boards: You can use Kanban boards to manage tasks visually and get a clear overview of project progress and team responsibilities.
- File Management: This lets you keep all relevant documents and files organized in one place to maintain easy access and collaboration across your team.
monday.com Integrations
Integrations include Slack, Gmail, Microsoft Teams, GitLab, Mailchimp, Outlook, Docusign, Google Drive, Trello, and Asana.
Pros and cons
Pros:
- Flexibility in managing various projects and workflows
- Automation features reduce manual work and help productivity
- Visually appealing and user-friendly interface
Cons:
- Customization options can be overwhelming
- Setup can be time-consuming
Birdview is a project and resource management platform that helps you improve the way you manage resources across your projects. It offers a suite of features aimed at boosting productivity and oversight, and can help you optimize operations.
Why I Picked Birdview
I picked Birdview for its unique ability to match resources based on skills and availability, which can help you optimize your team's potential. With features like real-time visibility into team workloads and automated workload adjustments, you can maintain a balanced distribution of tasks across projects.
Birdview lets you to define job roles and track proficiency levels, which helps you make informed staffing decisions improve overall project efficiency. This approach not only maximizes workforce capacity but also supports team development.
Birdview Key Features
Birdview also offers a wide array of other features that can further improve resource tracking and project management in your organization.
- Time Tracking and Budgeting: You can monitor time spent on tasks and manage project budgets, and analyze this data to get insights into resource allocation.
- Collaboration Tools: This lets you centralize communication for easier access to project-related discussions and approvals and keeps everyone on the same page.
- Financial Management: You can track expenses, implement flexible billing, and automate invoicing processes. This helps make financial oversight more straightforward.
- Business Intelligence: You get access to over 300 dashboards and reports that help you make informed decisions based on real-time data.
Birdview Integrations
Integrations include Microsoft Outlook, Jira, Office 365, Microsoft Teams, ServiceNow, QuickBooks, SharePoint, Microsoft Excel, and Microsoft Project.
Pros and cons
Pros:
- User-friendly interface makes navigation straightforward
- Customizable fields allow for better organization and adaptability
- Supports simultaneous tracking for multiple projects
Cons:
- Lacks automatic reminders for incomplete project details
- Project filtering options can be confusing
Runn is a real-time resource planning software designed to improve the way you track and manage resources. It offers a suite of features that give you visibility into your team's workload and helps you make informed decisions about optimizing your projects.
Why I picked Runn: I picked Runn because it excels at resource scheduling and project planning. The software lets you allocate talent across various projects while providing real-time forecasts of resource capacity. This means you can balance your team's workload more effectively and make sure no one is overburdened or underutilized.
Another reason for choosing Runn is its project forecasting capabilities. It lets you predict future resource needs and gives you the foresight to plan months ahead. This feature is particularly beneficial for maintaining reliable billing projections and operational efficiency, which are critical aspects of successful project management.
Runn Standout Features & Integrations
Features include capacity management, which provides insights into how your team can maximize skills and time. Timesheets and reporting offer detailed insights into performance and help identify areas for improvement. Runn also centralizes data for consistency and accuracy, as well as better collaboration and decision-making.
Integrations include ADP, AlexisHR, Asana, BambooHR, CharlieHR, Clockify, Microsoft Excel, Gmail, Google Sheets, Harvest, HiBob, and HubSpot.
Pros and cons
Pros:
- Intuitive drag-and-drop for planning and reporting
- Accurate forecasting tools for project health insights
- Effective for tracking project finances
Cons:
- Limited customization options for interface
- Limited historical data access after 30 days
Silverbucket is a resource planning, management, and tracking software that helps you manage your staff's workloads and assign tasks efficiently. It provides skills mapping, absence management, and time tracking tools to facilitate better resource management across your team or organization.
Why I Picked Silverbucket
I picked Silverbucket because it lets you track employee time, a crucial feature for optimizing resource allocation and boosting profitability. You can log hours worked on various projects and tasks, add comments, and compare actual hours against resource plans to evaluate project success and budget adherence.
The software also offers a locking feature for hour entries to maintain data integrity. The intuitive project resource planning features, such as Gantt charts and drag-and-drop updates, facilitate efficient resource management and planning and make it a standout choice for resource tracking.
Silverbucket Key Features
In addition to time tracking capabilities, Silverbucket offers several other key features for resource management on your projects.
- Resourcing Overview: This provides a comprehensive view of resource allocation at the individual, team, and company level to help you identify busy and available personnel.
- Competencies Tracking: This lets you monitor team skills and competencies so you can make sure the right people are assigned to the right tasks.
- Forecasting and Reporting: You get insights into future resource needs and project workloads which helps with strategic planning.
- Holiday and Absence Management: You can keep tabs on team availability and track holidays and absences, which helps with efficient resource planning.
Silverbucket Integrations
Integrations include Toggl Track, HubSpot, PowerBI, and Microsoft Azure.
Pros and cons
Pros:
- Time tracking tied to planning to see actuals vs plan
- Multi-project heat-map view provides quick workload overview
- Skills-based resource matching helps you deploy right people
Cons:
- Initial setup and data maintenance requires effort
- Lack of detailed resource analytics
Parallax is a comprehensive resource-tracking software that provides businesses with an effective way to monitor and manage their resources. It allows you to track the status of resources in real-time, generate reports, and provide invaluable insights into where the company’s resources are being allocated.
During a demo with Renata France, Solutions Consultant at Parallax, I learned that one of the standout features is its auto-fill capability, which streamlines resource allocation for large teams.
Why I Picked Parallax
Its user-friendly design lets you manage roles, teams, resources, locations, products, and activities in one easy-to-use interface. Parallax’s forecasting feature allows you to look ahead and identify demand areas for future projects or tasks. By proactively understanding resource needs and utilization patterns, companies can plan staffing decisions more effectively and maximize efficiency.
Resource analytics features also help users make data-driven decisions by presenting historical trends in an understandable format through graphical representations. You can review these graphs to estimate future opportunities and challenges so you can quickly pivot if necessary to address changing demands.
Parallax Key Features
In addition to resource analytics, Parallax offers several other features that make it useful for resource tracking and management.
- Real-Time Insights: This provides up-to-the-minute data on resource utilization and helps you make informed decisions quickly.
- Time Tracking: You can track the hours each team member spends on tasks to maintain accurate billing and strong time management.
- Project Health Dashboard: This offers a comprehensive view of project status and team performance, which lets you address issues before they escalate.
- Scenario Planning: You can model different project outcomes and resource allocations, which lets you prepare for any challenges and opportunities.
Parallax Integrations
Integrations include Copper, HubSpot, Pipedrive, Salesforce, Clockify, Harvest, Jira, Everhour, and NetSuite.
Pros and cons
Pros:
- Scenario-planning tools let you model reallocations
- Real-time utilization visuals help you spot overloads
- Auto-generated resource plans reduce guesswork
Cons:
- Smaller teams may find setup too heavy
- Custom report options limited for more advanced workflows
Dayshape is an AI-powered resource management software for professional services firms. It's a tool that helps businesses manage their resources more effectively by providing a clear, visual representation of who's doing what, when, and where.
Why I Picked Dayshape
This tool offers views that display lots of information at the same time, which makes it easy to track what your resources are up to and identify any problems with the schedule. For example, the calendar view displays resource allocations in a timeline. Each bar within that timeline shows the total number of hours for the allocation and is color-coded according to the project and percentage of utilization. If you look at the list of resources on the left panel, you also get a score from 1 to 100 that shows how suitable the resource is for the work they are doing depending on your criteria.
Dayshape Key Features
In addition to resource timeline views, Dayshape offers several other features for resource management.
- AI-Powered Scheduling: This feature automatically matches resources to projects based on skills and availability to maintain optimal utilization and reduce manual scheduling efforts.
- Real-Time Financial Insights: This provides up-to-date financial data on projects, so your team can monitor budgets and make informed financial decisions quickly.
- Demand Capture: This helps you capture and analyze incoming project demands to better allocate resources and plan future workloads effectively.
- Quality Governance: This helps make sure resource planning adheres to organizational standards and compliance requirements, and safeguards the quality and consistency of your projects.
Dayshape Integrations
Integrations include Workday, Salesforce, Oracle PeopleSoft, Deltek, and Microsoft Dynamics 365.
Pros and cons
Pros:
- Supports large professional services firms
- Scenario planning helps model future demand and capacity
- AI-based resource matching saves manual effort
Cons:
- Implementation may require significant change management
- Some features may be too complex for small teams
eResource Scheduler is a resource planning, management, and tracking software that enhances project management and scheduling efficiency. It allows businesses to track resources like employees and equipment to ensure they are utilized effectively. Resources can be managed in a central repository, where they can be pooled to facilitate sharing and collaboration.
When assigning people to a project, managers can check their qualifications to ensure they have the necessary skills and certifications to complete the effectively. The software facilitates real-time collaboration among team members with communication tools to exchange information about tasks, projects, and schedules.
Utilization reports help project managers make informed decisions by providing real-time visibility into resource availability, capacity utilization, and performance metrics. Resource usage can be tracked against defined budgets to help identify areas where resources can be better utilized to reduce expenses and improve processes.
The software integrates with several third-party applications such as Microsoft Project, Google Calendar, and Outlook Calendar, enabling users to manage their resources and schedules all in one place. A 14-day free trial is available and paid plans start at $5/resource/month.
Retain is a resource tracking software designed to help with resource management, planning, and scheduling. It offers solutions that help you optimize resource utilization and improve project success rates.
Why I Picked Retain
I picked Retain for its consolidated work views. The intuitive drag-and-drop planning and table view for time management lets you visualize and allocate resources and improve productivity and decision-making. The real-time updates and Skills+ tool help you optimize team capabilities by aligning tasks with the right skills and making sure projects stay on track. This approach to resource management helps improve workflow efficiency and prevent resource conflicts, and it's invaluable for maintaining project health.
Retain Key Features
Retain offers several other key features that make it a standout choice for resource tracking software.
- Cloud-Based Access: This lets you access resource data anytime, anywhere, for more flexibility and scalability in managing your resources.
- Dashboards and Reporting: This provides real-time insights and customizable dashboards for monitoring resource allocation and key performance indicators effectively.
- Time and Billable Hours Tracking: You can track project performance and maintain budget adherence by logging time against projects. The tool can also automatically calculate billable hours for accurate billing.
- Qualified Resource Identification: This helps you efficiently match employees to projects based on their skills, certifications, and availability to maintain optimal resource allocation.
Retain Integrations
Integrations include Microsoft Outlook.
Pros and cons
Pros:
- Real-time workforce visibility lets you spot gaps
- Skills-based resource matching helps deploy the right people
- Calendar-style plan view makes bookings easy
Cons:
- Allocation reporting is basic
- Big data sets or many users can cause performance slowdowns
Smartsheet is a work management platform that helps you and your team track and manage resources. It offers a range of features that cater to a variety of industries and can help improve productivity and collaboration.
Why I Picked Smartsheet
I picked Smartsheet because it provides real-time visibility into projects and portfolios, so you can track resources effectively. This feature is crucial for monitoring progress and making sure your team stays on track with their objectives. Smartsheet's cross-team resource planning lets you make sure resources are allocated wisely and balance workloads across different projects.
Another reason Smartsheet stands out is its centralized workflows, which simplify the management of tasks and resources. By using Gantt and Kanban views, you can easily track milestones and balance workloads, which makes sure everyone knows what needs to be done and when so you can maintain productivity and meet project deadlines.
Smartsheet Key Features
In addition to project portfolio management, Smartsheet offers a variety of other features that are useful for project and resource management.
- Workload Heatmaps: This feature provides a visual representation of your team's workload to help you quickly identify over-allocated or under-utilized resources.
- Time Tracking: You can monitor the time spent on tasks and projects to maintain accurate billing and productivity analysis.
- Skill-Based Assignments: This lets you assign tasks based on team members' skills and availability, and optimize project outcomes by leveraging the right expertise.
- Scenario Planning: You can explore different project scenarios without impacting live data, make informed decisions, and plan effectively for future needs.
Smartsheet Integrations
Integrations include Google Drive, Power BI, Adobe XD, Box, Docusign, Dropbox, Jira, Okta, and Salesforce.
Pros and cons
Pros:
- Supports workflow automation capabilities
- Features user-friendly overlays and tooltips for navigation
- Supports web form inputs, proofing, & approvals
Cons:
- Task tracking tools overkill for simple projects
- Steep learning curve to fully utilize the platform's capabilities
Celoxis is a comprehensive project management software designed to empower organizations with the tools they need to efficiently plan, execute, and monitor projects. Celoxis lets teams collaborate, allocate resources efficiently, track budgets and timelines, and gain actionable insights through advanced reporting and analytics.
Why I Picked Celoxis
I picked Celoxis for its capability in project cost and performance analysis, which is helpful for resource tracking. The integrated financial management feature offers real-time insights into budgets and expenses and helps you maintain financial control without the risk of overruns.
Advanced resource management tools, like the resource allocation matrix, help you maintain optimal resource deployment and prevent overextension. The customizable dashboards provide a clear view of project progress and resource utilization, which makes it easier for you to make informed decisions and keep projects on track.
Celoxis Key Features
In addition to cost and performance analysis, Celoxis offers a suite of other features for resource management.
- Resource Visualization: This feature provides a real-time dashboard that displays resource availability, technology, budget allocation, and equipment usage.
- Proactive Management: This facilitates early identification of potential resource shortages and dependencies and allows for timely adjustments to schedules and allocations.
- Complex Dependency Management: You can manage interproject dependencies and maintain optimal resource utilization.
- Advanced Workload Management: These visual tools help you identify resource allocation issues and manage workloads effectively.
Celoxis Integrations
Integrations include Google Drive, Outlook, Microsoft Project, Excel, Salesforce, Jira, Slack, and Trello.
Pros and cons
Pros:
- Include shifts, holidays, & part-time roles in custom work calendars
- Powerful Gantt and what-if planning tools
- Detailed personnel utilization charts show capacity
Cons:
- Interface may feel cluttered and overwhelm new users
- Setup and customization take significant time
Other Options
Here are a few more that didn’t make the top list, but which are worth your consideration if you want to expand your research.
- Accelo
For professional service businesses
- ClickTime
For customizable timesheets
- Float.com
For advanced scheduling
- GoodDay
For customizable workflows
- Saviom
For scalable enterprise resourcing
- Paymo
For small teams managing task hours
- Planview Vantage
For enterprise resource forecasting
- Microsoft Project
For complex project resource planning
- Zoho Projects
For tracking resources across departments
- TeamGantt
For visual scheduling and team workloads
Resource Tracking Software Selection Criteria
When selecting the best resource tracking software to include in this list, I considered common buyer needs and pain points like the need for real-time visibility into resource allocation and the challenge of integrating with existing systems. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
- Track time spent on tasks and projects
- Monitor resource allocation and utilization
- Generate reports on resource usage
- Integrate with other project management tools
- Manage team schedules and availability
Additional Standout Features (25% of total score)
- Provide predictive analytics for resource planning
- Offer mobile access with offline capabilities
- Include AI-driven resource optimization suggestions
- Support customizable dashboards and reports
- Enable real-time collaboration and communication
Usability (10% of total score)
- Offer an intuitive and user-friendly interface
- Provide easy navigation and accessibility
- Balance feature richness with simplicity
- Ensure responsive design for various devices
- Allow customization to fit user workflows
Onboarding (10% of total score)
- Provide comprehensive training videos and tutorials
- Include interactive product tours for new users
- Offer readily available templates for quick setup
- Facilitate smooth data migration processes
- Conduct webinars and live Q&A sessions
Customer Support (10% of total score)
- Offer 24/7 customer support availability
- Provide multiple support channels including chat and email
- Provide quick response times to inquiries
- Maintain a comprehensive knowledge base
- Offer personalized support for complex queries
Value For Money (10% of total score)
- Offer competitive pricing compared to features
- Provide flexible pricing plans and options
- Provide transparent pricing with no hidden fees
- Offer free trials or money-back guarantees
- Include frequent updates and improvements
Customer Reviews (10% of total score)
- Reflect on the value perceived by users
- Highlight ease of use and deployment
- Mention reliability and performance consistency
- Assess customer satisfaction with support services
- Evaluate the overall impact on productivity
How to Choose Resource Tracking Software
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
|---|---|
| Scalability | Look for software that can grow with your team. It should handle increasing resources and projects without performance issues, ensuring long-term viability. |
| Integrations | Ensure the software integrates with tools you already use, like project management, CRM, and financial systems, to streamline workflows and data sharing. |
| Customizability | Check if the software offers customizable features to fit your team’s specific processes, such as dashboards, reports, and workflows. |
| Ease of Use | Choose a tool with an intuitive interface and minimal learning curve so your team can adopt it quickly without extensive training. |
| Budget | Review the pricing plans to ensure they fit within your budget. Consider any additional costs for features or users as your team expands. |
| Security Safeguards | Verify the software has strong security measures, like data encryption and user access controls, to protect sensitive information from breaches and unauthorized access. |
Trends in Resource Tracking Software
In my research, I sourced countless product updates, press releases, and release logs from different resource tracking software vendors. Here are some of the emerging trends I’m keeping an eye on:
- AI-Powered Insights: AI is increasingly used to provide predictive analytics and insights, helping teams forecast resource needs and optimize allocations. Vendors are incorporating AI resource management to enhance decision-making by predicting project bottlenecks and suggesting solutions.
- Real-Time Collaboration: Tools are focusing on enhancing real-time collaboration among team members. Features like shared dashboards and live updates are becoming standard, allowing teams to sync instantly and make decisions quickly.
- Remote Work Optimization: As remote work becomes more common, software is adapting by offering features that support distributed teams. This includes virtual resource management and tools for remote monitoring, ensuring teams stay connected regardless of location.
- Sustainability Tracking: There's a growing focus on tracking the environmental impact of resource usage. Some vendors are integrating features that allow businesses to monitor and optimize their resource practices for sustainability goals.
- User Experience Enhancements: There's a push towards improving the overall user experience with cleaner interfaces and more intuitive navigation. Vendors are investing in UX research to make their tools easier to use and more accessible to a wider range of users.
What Is Resource Tracking Software?
Resource tracking software is a tool that helps you monitor equipment, physical spaces, team availability, project assignments, and overall capacity in real time. It’s used by project and resource managers to balance workloads, identify gaps, and improve profitability by making informed decisions about staffing.
Resource tracking software is essential for avoiding overbooking, forecasting needs, and keeping projects on track.
Features of Resource Tracking Software
When selecting resource tracking software, keep an eye out for the following key features:
- Real-time monitoring: You can get live updates on resource allocation, usage, and availability to spot issues or opportunities immediately.
- Customizable dashboards: This lets you create personalized visual displays to track the resources that matter most and get quick, at-a-glance insights without digging through data.
- Automated alerts: You'll receive instant notifications when resources are overused, underutilized, or approaching critical thresholds, so you can act fast and keep projects on track.
- Detailed reporting: You can generate comprehensive reports that break down how resources are being used over time and spot trends, justify budgets, and make plans for the future.
- Role-based access control: This lets you set permissions so only the right people see or modify specific resources, which keeps sensitive information safe and reduces the risk of accidental changes.
- Integration capabilities: You can connect with other tools like project management or accounting platforms, so data flows smoothly without manual entry.
- Mobile accessibility: This lets you access and manage resource information from your phone or tablet, which makes it easy to stay on top of things no matter where you are.
- Resource forecasting: You can anticipate future demands with predictive tools and plan staffing, inventory, or funding before crunch time hits.
- Audit trails: This lets you see detailed logs of changes made to resource data, which makes it easier to track responsibility and maintain accountability.
AI Features to Look for in Resource Tracking Software
Resource tracking software often also includes AI-powered capabilities to help you work smarter:
- Predictive analytics: You can use AI to forecast resource needs based on historical data, seasonal trends, and project timelines, as well as plan proactively.
- Automated scheduling: You can let AI optimize resource allocation and scheduling, which reduces conflicts and makes sure resources are available when needed.
- Anomaly detection: This helps you identify unusual patterns or potential issues like overuse, bottlenecks, or underutilization before they impact your projects.
- Smart recommendations: You can get AI-driven suggestions for reallocating resources, adjusting timelines, or improving efficiency that are tailored to your workflow.
- Natural language queries: This lets you interact with the software using simple, conversational language to generate reports or find information quickly.
- Automated data entry: You can reduce manual work by letting AI extract and input resource data from emails, documents, or other integrated platforms.
- Capacity planning: You can use AI to simulate different scenarios and recommend the best ways to meet future demands without overextending your team or budget.
Resource Tracking Software FAQs
Find answers to common questions other people ask about this topic.
How can resource tracking software help prevent team burnout?
Resource tracking software helps prevent burnout by giving you detailed, up-to-date insights into each team member’s workload. By monitoring allocations, overtime, and overlapping tasks, you can identify when someone is at risk of being overworked. With this visibility, you’re able to redistribute assignments, adjust deadlines, or negotiate additional support before stress becomes a problem.
Many tools also provide reports on utilization and capacity, so you can spot unhealthy trends in workload and maintain a more balanced team environment over time.
What integrations should I prioritize when choosing resource tracking tools?
Prioritize integrations that connect resource tracking to your core systems—such as project management tools (e.g., Asana, Jira, or Microsoft Project), time tracking apps, HR platforms, and communication channels like Slack or Microsoft Teams.
These integrations ensure your resource data is always in sync, reduce manual effort, and create a connected workflow. For instance, syncing with your PM platform lets you instantly update resource allocations as project plans change, while linking to time tracking shows actual hours worked versus planned, helping you spot gaps or overages quickly.
Can resource tracking software help with capacity planning?
Yes, resource tracking software is a powerful tool for capacity planning. It provides a clear view of current commitments, future availability, and individual skill sets, so you can plan upcoming projects with confidence.
By analyzing how your team’s time has been spent and forecasting future workloads, you avoid overbooking staff and underutilizing available team members. Many systems let you model “what-if” scenarios, showing you the impact of new projects or shifting deadlines, so you can optimize your resource schedule and deliver on promises without last-minute surprises.
How do I get my team to adopt resource tracking software?
Getting your team to adopt new software starts with open communication about how it’ll benefit everyone. These are a few steps you can follow:
- Show your team how the tool will clarify their assignments, reduce last-minute requests, and protect them from unmanageable workloads.
- Offer short, hands-on training sessions and provide easy-to-follow documentation.
- Start with a pilot phase, gather feedback, and make adjustments so the process fits your team.
- Involve team members in choosing features and setup, and highlight small wins early to build trust and encourage wider use.
Is resource tracking software suitable for remote or hybrid teams?
Yes, resource tracking software is especially valuable for remote or hybrid teams. When everyone isn’t in the same office, it’s easy to lose track of what people are working on or when they’re available. With centralized software, you can see schedules, assignments, and workloads for every team member in one place, regardless of location. This makes it easier to coordinate across time zones, avoid duplicated effort, share updates, and keep everyone aligned around project goals, helping distributed teams collaborate smoothly.
What's Next?
If you're in the process of researching resource tracking software, connect with a SoftwareSelect advisor for free recommendations.
You fill out a form and have a quick chat where they get into the specifics of your needs. Then you'll get a shortlist of software to review. They'll even support you through the entire buying process, including price negotiations.
Related tool lists:
