10 Best Resource Management Software
Here's my pick of the 10 best software from the 20 tools reviewed.
Human resources are at the core of resource management software. Project managers use it to keep tabs on what the team is doing and if they are free to take on more tasks. This is especially useful, considering most project managers are running 2-5 projects at the same time!
However, if you are currently on the fence about whether you should invest or not in software like this, let me give you a quick thought. Resource management software can help you create a culture of retention. How? It gives you information on the workload of your team. Having a view that shows you allocation percentages can help you control workloads and make sure your resources are not on the brink of burnout.
So keep your team at healthy (not 100%) levels of allocation, give them time to develop their skills, and enjoy a more committed and efficient team.
How We Picked The Best Resource Management Software
I evaluated and compared the most popular resource management tools on the market, both for their reviews and user interface. Then I weighed factors that make workforce management software a good option for resource management specifically, such as the ones that follow.
- User Interface (UI): The amount of information related to resources can be overwhelming, especially as our projects grow. Therefore, the software we use must make good use of white spaces and have easy-to-navigate toolbars and menus so we can find our way through the tool.
- Range of features: I looked at all the different angles from which you can see your resources. Whether that is from a timesheet, workload view, capacity hours, time reports, or project views by resource.
- Integrations: Some software on this list might not have the level of depth required to be excellent resource management software, but they use integrations to compensate for that. Integrations extend the functionality of a platform by connecting it to external tools.
- Pricing: I searched through pricing information to find if there are free versions of the software, free trials, and the starting price of paid plans. There should be a balance between price and value.
Why Trust Our Software Reviews
The Best Resource Management Software Comparison Chart
It’s easy to be overwhelmed by the baffling array of resource planning software out there. Below, we’ve put together a reader-friendly table neatly summarizing basic info about the tools described in this article.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for simple workload planning | Free plan available | From $9/seat/month (billed annually) | Website | |
| 2 | Best for resourcing with financial visibility | 30-day free trial available | From $7/scheduled user/month | Website | |
| 3 | Best for strategic resource allocation | Free demo available | Pricing upon request | Website | |
| 4 | Best for advanced and custom workflow automations | Free trial + free demo available | From $9/member/month (billed annually) | Website | |
| 5 | Best for people-centric resourcing | Free demo available | Pricing upon request | Website | |
| 6 | Best for midsize and large companies | 14-day free trial + free demo available | From $7/user/month | Website | |
| 7 | Best for resource planning & capacity management | 60-day free trial | Pricing upon request | Website | |
| 8 | Best for resource visibility with heatmaps | Free 30-day trial available | From $4.16/user/month | Website | |
| 9 | Best for combined PSA and PPM functionality | 14-day free trial | From $49/user/month | Website | |
| 10 | Best for workload optimization | Free 7-day trial available | From $9/user/month (billed annually) | Website |
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Checkr
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.5 -
Kudoboard
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8 -
Native Teams
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.9
Reviews Of The Best Resource Management Software
Have a look and sign up for some trials to test-drive and find the best resource management software for your case.
monday.com is a flexible work platform that helps teams communicate in context and get a big picture outlook on outstanding projects, available resources, and projected timelines.
The tool also gives you tons of control over your projects via customization. I recently spoke with Ken Sarmadi, a consultant for both monday.com and Asana. "If you're a control freak and want to manage everything down to the finest detail, monday.com is your tool," he says.
Why I Picked monday.com
I chose monday.com primarily for its smart design and straightforward interface. In my opinion, even team members who are lacking resource management experience can quickly get started planning timelines, assigning project ownership, and managing projects. The monday.com app also gives you the flexibility and power to run your team on the go, which I think is a great feature for busy managers. You can organize your daily work, projects, and teams as well as establish workflow automations, share documents, and create Gantt charts for further clarity.
monday.com Key Features
In addition to exceptional workload management capabilities, monday.com offers several other resourcing features.
- Centralized Visibility: This provides a unified platform that provides clarity on resource allocation and helps improve team alignment and communication.
- Performance Tracking: This lets you monitor resource usage so you can refine future project estimates and improve operational efficiency.
- Resource Allocation: monday.com lets you assign resources based on availability and task requirements, as well as offers useful visual tools like Gantt charts.
- Automation: The platform helps improve your processes by letting you automate recurring tasks, notifications about delays, and reallocations for tasks when capacity changes.
monday.com Integrations
Integrations include Slack, Google Calendar, Jira, GitHub, Excel, Google Drive, Gmail, Trello, Dropbox, Typeform, and Zapier.
Pros and Cons
Pros:
- Highly visual dashboards for clear project oversight
- Easily create boards dedicated to operational resource tracking
- Color coded status great for resource overviews
Cons:
- Task filtering can be restrictive and confusing
- Gantt charts locked to mid-level plan
New Product Updates from monday.com
monday.com Enhances Governance With AI Spend and Activity Logs
monday.com introduces AI governance with user limits and scheduled cleaning activity logs. These updates help teams control AI usage costs and maintain better visibility into system actions for compliance. For more information, visit monday.com’s official site.
Float.com is a resource management software that helps professional services teams allocate, scope, and report on client work to improve their profitability. You get the context and data you need to match the right people to the right projects when resourcing client work.
Why I Picked Float.com
I picked Float for its fast, visual scheduling and profitability insights. You can see utilization, cost, and billable rates at a glance while planning work. Color-coded drag-and-drop allocations, keyboard shortcuts, and hour or percentage views make resource planning intuitive. It also flags conflicts like over-allocations, tentative work, or time off.
Float helps you forecast capacity and track the revenue, cost, and margin impact of every resourcing decision, making it ideal for teams who want clarity without the complexity of traditional PSA tools.
Float.com Key Features
In addition to its standout visual scheduling and real-time capacity tracking, Float offers several other features that can help you with resource management.
- Time Tracking: Your team can log hours directly into the platform, which provides accurate insights into time spent on various tasks and helps you improve project estimations.
- Project Forecasting: Float's forecasting tools let you predict project timelines and budgets, so you have a clear understanding of future resource needs and potential financial outcomes.
- Role and Skill Tracking: You can track the roles and skills of your team members, which makes it easier to allocate the right people to the right tasks and optimize your team’s capabilities.
- Financial Insights: You can manage project budgets, forecast revenue, and make informed decisions that help improve profitability.
Float.com Integrations
Integrations include Google Calendar, Outlook Calendar, Slack, Jira, Asana, Teamwork, and Trello. Float also has a Zapier app that lets connect to a library of 1,000+ apps like your favorite project management systems or your CRM.
Pros and Cons
Pros:
- 24-hour support
- Strong resourcing context and data
- Mobile app for iOS and Android
Cons:
- Time tracking requires you to get a higher plan
- Updating staff/personnel list takes time
New Product Updates from Float.com
Float Introduces Smart Assign for Faster Team Staffing
Float.com releases Smart Assign, powered by machine learning, to quickly suggest roles for team members. For more information, visit Float’s official site.
Adobe Workfront is a cloud-based work management platform that helps with project management and resource management across teams. It's designed to centralize workflows and make it easier for teams to collaborate and manage their tasks.
Mircea Dima, who manages engineering teams as the Founder, CEO, and CTO of AlgoCademy, uses Adobe Workfront regularly. "I liked the option to centralize documents, and approvals," he says. "To a small and growing engineering team such as ours, it has made it easier to work together and avoid bottlenecks, particularly when we are taking several courses, coding tutorials, and updating our platforms in parallel," he continues.
Why I Picked Adobe Workfront
The platform offers a resource planner that supports the initial stage of resource management and helps you budget project time for your resources according to scheduled availability. You can organize users into resource pools and assign multiple pools to a project in the planning stage. This feature allows for strategic allocation and utilization of your organization's resources, so that the right people are assigned to the right work at the right time. Additionally, Workfront's workload balancer lets you schedule or assign resources to tasks based on the number of hours needed to complete tasks and resource availability.
Adobe Workfront Key Features
Adobe Workfront offers several other features that can help you with resource management for your team.
- Workflow Automation: Workfront lets you automate repetitive tasks to boost productivity and efficiency and help your team focus on more strategic work rather than manual processes.
- Utilization Report: You can analyze budgeted, planned, and actual resource allocations across projects to understand their impact on project costs and revenues.
- Job Roles: This feature lets you define job roles, streamline resource assignments, and make sure the right skills are matched to the right tasks.
- Resource Forecasting: You can plan and balance resources across future projects, anticipate needs, and adjust allocations proactively.
Adobe Workfront Integrations
Integrations include Frame.io, Creative Cloud, Box, Dropbox, Google Workspace, Jira, Microsoft Calendars (Office 365/Outlook Live), Microsoft OneDrive, Microsoft Outlook, Microsoft Teams, and Salesforce.
Pros and Cons
Pros:
- Utilization reports help analyze resource allocations
- High-level scenario planning across multiple initiatives
- Workload balancer helps in assigning tasks based on resource availability
Cons:
- Could offer more advanced features, like intelligent resource forecasting
- Integration setup can be time-consuming
If you want to boost project oversight and team collaboration, Smartsheet caters to a wide range of industries, including IT, finance, construction, and education. This tool helps you improve project management and provides real-time visibility and connected workflows to help you address the challenges of resource planning. AI-driven insights help you improve your processes and manage resources across diverse teams.
Why I Picked Smartsheet
I chose Smartsheet because of its workflow automation capabilities. You can set up automations and custom workflows that free up your team's time to focus on more strategic activities and improve overall productivity. Smartsheet offers a variety of customizable templates that you can use to set up automations quickly, or you can build your own from scratch.
I also admire Smartsheet's reporting capabilities, which let you visualize complex data in an easy to understand and organized format, identify project trends, and plan accordingly for the future. Users can also create project reports by filtering project data, get insight into historical data, and see forecasts on team utilization, actual vs. planned time reports, budget tracking, expense reports, and projects in the pipeline.
Smartsheet Key Features
Smartsheet also offers several other features that can help you better manage resources and teams.
- No-Code App Development: This lets your team develop custom applications without requiring coding skills, which helps streamline processes and improve productivity.
- Account Administration: Manage your team's access and permissions with ease and make sure the right people have the right level of access to project resources.
- Integrations: Connect Smartsheet with the other tools your team already uses to make your workflows more cohesive and reduce data silos.
- AI Capabilities: Smartsheet offers AI tools that can provide personalized insights and intelligent analysis to help your team make data-driven decisions.
Smartsheet Integrations
Integrations include apps like Slack, Brandfolder, Workplace, Microsoft Teams, and Facebook Ads. It has a flexible API you can use to build custom integrations with the tools you use, and you can also set up automations through Zapier to connect to 1000+ apps.
Pros and Cons
Pros:
- Intuitive for keeping timesheets and assigning hours
- Skills database helps resource allocation
- Able to forecast resource utilization
Cons:
- Resource features are an add-on to base plans
- Bulk project edits don’t apply to resource field
New Product Updates from Smartsheet
Smartsheet Adds Direct Data Import to Existing Sheets
Smartsheet introduces direct data import to existing sheets in table view. This update lets you import CSV, XLS, and XLSX files directly into sheets, reducing manual work and speeding up data setup. For more information, visit Smartsheet's official site.
Kantata is a resource management platform built for professional services teams and agencies. Unlike generic tools, it unifies resourcing, financials, and project delivery while keeping people at the center of staffing decisions.
I recently spoke with Daniel Vasilevski, the director & owner of Pro Electrical, about how he uses Kantata with his team. He uses this tool because of the "resource planning dashboard that displays the availability of all team members for different jobs in one interface," he says. "During a large job...a sudden storm triggered 8 urgent callouts across different suburbs," he says. "Using the resource planning dashboard...I could see where each of my 14 electricians was and reassign 4 of them...without derailing the project," he explains. This had major benefits: "This...reduced client wait times from...more than a day down to under four hours. It also saved nearly $3,500 in overtime since the workload was evenly distributed," he says.
Why I Picked Kantata
What appeals to me about Kantata is how its resource management module helps leaders make staffing decisions that prioritize people as much as project needs. The platform provides real-time visibility into capacity and utilization, so you can balance workloads and ensure the right team members are assigned to the right tasks. Its skills-based resource planning also makes it easier to identify gaps, align talent with demand, and create opportunities for employee growth. This people-centric approach not only optimizes efficiency but also supports long-term team engagement.
Kantata Key Features
Kantata offers several other functionalities that make it a valuable tool for resource management.
- Project Time Tracking: This feature lets your team to accurately track time and resources so you can make informed adjustments to project plans.
- Team Collaboration Tools: These tools help improve communication among team members, coordination, and project outcomes.
- Business Intelligence Tools: You get real-time analysis and reporting so you can identify trends and make data-driven decisions.
- Visual Project Planning Tools: This features offers visual representations of tasks and timelines to improve understanding and engagement among your team.
Kantata Integrations
Integrations include Salesforce, SAP, Jira, Xero, BambooHR, Slack, Worday, QuickBooks, HubSpot, and NetSuite.
Pros and Cons
Pros:
- Resourcing fully integrated with master planning
- Good reporting functionality for resource data
- Easy capacity management
Cons:
- Advanced features available only in premier and enterprise plans
- Custom reports can be difficult to create without training
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.
Hub Planner is a resource management solution designed for managing resources and projects at scale. It caters to companies with complex resource needs by helping teams allocate workloads and track time effectively. This software is particularly well-suited for organizations that handle multiple projects and require detailed oversight.
Why I Picked Hub Planner
Hub Planner offers advanced scheduling tools that let you assign tasks and visualize resource allocation effortlessly. Its timesheets feature integrates seamlessly with scheduling, helping your team track hours and analyze productivity. Additionally, the built-in reporting functionality provides actionable insights for improving project performance. These features are ideal for midsize and large companies managing diverse resources and complex projects.
Hub Planner Key Features
Hub Planner offers several noteworthy features that can help you better manage your teams and resources.
- Real-Time Capacity Planning: This feature provides a live view of your team's availability so you can match the right people to the right projects and adapt quickly to changes.
- Customizable Dashboards: You can tailor your reports to display the most relevant information for your team and help you track project progress and resource utilization at a glance.
- Skills Matching: You can make sure tasks are assigned to team members with the appropriate skills to optimize project outcomes and resource allocation.
- Fixed Cost Management: This lets you keep track of static project costs, see their real-time impact on budgets, and manage finances more effectively.
Hub Planner Integrations
Integrations include Microsoft Outlook, Google Calendar, Slack, Zapier, Jira, Trello, Asana, Salesforce, Harvest, and Basecamp.
Pros and Cons
Pros:
- Search filter for available resources with skill sets & location
- Powerful & precise built-in reporting
- Easy toggle between user/group
Cons:
- Editing custom fields requires manual input or support help
- Need to click into modal for more details on events/projects bookings
Saviom is a configurable and scalable resource management software built to combat the resourcing challenges across all industries. It can align resource capacity to changing demands for current and future projects in the pipeline.
Why I Picked Saviom
I chose Saviom for its suite of advanced features, such as multidimensional scheduling, capacity planning, real-time optimization, talent planning, time management, and business intelligence reports. Its configurable software architecture can be customized and scaled up to meet the specific business requirements. Role-specific dashboards also enable various stakeholders to fast-track decision-making across matrix boundaries.
Saviom Key Features
In addition to scheduling and forecasting capabilities, Saviom offers several other valuable features for resource management.
- Talent Planning: This lets you proactively address skill shortages, forecast demand, maintain an updated skill inventory, and make sure your team is always prepared for current and future projects.
- Time Management: With task scheduling and timesheet approvals, you can easily compare estimated versus actual time spent on projects and improve accuracy in project timelines and budgeting.
- Reports, Analytics, & Dashboards: Saviom offers real-time business intelligence through customizable reports and dashboards that help you make informed decisions based on data-driven insights.
- Professional Service Automation: This feature helps improve service delivery processes, boost efficiency, and make sure your team can focus on delivering quality results to clients.
Saviom Integrations
Integrations are available with popular business applications, although specific examples aren't mentioned.
Pros and Cons
Pros:
- Flexible real-time reports, analytics, & dashboards
- Highly configurable & customizable resource management
- Multidimensional forecasting and capacity planning
Cons:
- Extensive features mean steep learning curve
- Less suited for small companies
Resource Guru is a resource management software designed to help teams schedule, plan, and track time across projects and resources. It caters to industries like agencies, construction, engineering, and IT, offering a centralized platform for coordinating people, equipment, and meeting spaces.
I recently spoke with Trond Nyland, the CEO and owner of Todus.no AS, about his use of Resource Guru "to assign tasks to several e-commerce and real estate projects." To him, "what stood out was how easy it was to see who was available at a glance." This had a few benefits for his team. "It helped us meet deadlines without putting too much stress on the team," he says.
Why I Picked Resource Guru
I chose Resource Guru for its mix of flexibility and accuracy in scheduling. The platform handles people, equipment, and meeting rooms in a single view, making it easier to plan across different resource types without juggling multiple tools. Advanced custom fields and filters mean you can tailor the setup to reflect skills, locations, or other attributes, while approval workflows and clash management features reduce the risk of double-booking or overlooked requests.
What really sets Resource Guru apart for me is its focus on visibility. The heatmap views give you an instant read on availability, so you can see at a glance where capacity is tight or underused. Personalized dashboards and daily summary emails keep the right information in front of each team member so you can make quick, confident resourcing decisions without drowning in data.
Resource Guru Key Features
In addition to resource scheduling and time tracking, Resource Guru has several other features that can help with resource management efficiency.
- Calendar View: This feature provides a visual overview of all scheduled projects and tasks, so you can quickly assess team availability and project timelines.
- Custom Fields: You can tailor Resource Guru to fit your specific needs by adding custom fields to categorize and manage resources according to your unique criteria.
- Project Reporting: Get insights into project performance with detailed reports that help you analyze resource utilization and project progress.
- Leave Management: You can easily manage and track team members' time off and plan around absences without disrupting project workflows.
Resource Guru Integrations
Integrations include Google Sheets, Jira Software, Smartsheet, Asana, monday.com, Basecamp, Microsoft Outlook, Clockify, Google Calendar, Slack, Microsoft Teams, and Teamwork.
Pros and Cons
Pros:
- Heatmaps for quick capacity insights
- Daily resource summary emails
- Comprehensive resource usage reporting tools
Cons:
- Limited reporting depth compared to larger enterprise tools
- Unable to sort resources by experience level
New Product Updates from Resource Guru
Resource Guru Launches Asana Integration
Resource Guru now integrates with Asana to enhance task scheduling by providing insights into availability and skills. For more information, visit Resource Guru's official site.
Polaris PSA is a cutting-edge professional services automation (PSA) software that revolutionizes project management for service-based businesses. With AI-driven resource allocation, real-time project monitoring, and predictive analytics, Polaris PSA optimizes project efficiency, improves resource utilization, and enables data-driven decision-making, which leads to improved project success and profitability.
Why I Picked Polaris PSA
Polaris PSA excels in project portfolio management by offering a holistic view of an organization's projects, resources, and financials. The platform's AI-driven resource allocation and scheduling capabilities ensure that resources are optimally utilized across multiple projects, preventing over-allocation and enabling efficient workload distribution. With real-time project monitoring and predictive analytics, stakeholders can gain valuable insights into project health, identify potential risks, and make data-driven decisions to prioritize and allocate resources effectively.
Polaris PSA Key Features
Polaris PSA offers several other features for resource management, portfolio management, and professional services automation.
- Comprehensive Resource Overview: This provides you with visibility into global resource allocations, skill sets, and availability to facilitate effective communication and utilization across your team.
- Streamlined Planning: By integrating with CRM systems, Polaris PSA helps forecast demand early and allocate resources based on criteria like skills and location so you can manage resources more effectively.
- Resource Forecasting: This capability predicts resource needs based on project demands and provides advanced visibility into availability and scheduling to better prepare for future projects.
- Financial Modeling: You can accurately calculate resource costs and utilization, which helps optimize profitability and keep projects financially viable.
Polaris PSA Integrations
Integrations include SAP, ADP, Salesforce, Quickbooks, Atlassian, Microsoft Dynamics, Sage, Servicenow, Zero, Zoom, Outlook Calendar, Microsoft Teams, Microsoft Azure DevOps, Google Meet, and Google Calendar.
Pros and Cons
Pros:
- Combined PSA and PPM solution
- Easy to learn and use
- Detailed local and global resource management + compliance
Cons:
- Must subscribe to 3 plans for all offerings
- Limited number of custom fields at the project level
Bonsai is a comprehensive business management platform that offers all-in-one solutions for managing various aspects of a business. It consolidates projects, clients, and teams into one easy-to-use platform, and is ideal for businesses, like agencies, consultancies, and professional services firms, looking for integrated resource and business management.
Why I Picked Bonsai
What I like about Bonsai is their all-in-one approach to managing a business. On the resource management side, the platform offers workload charts and planning functionalities. You can set daily limits for team members, schedule multiple projects, and log time off. Its dashboard gives you a comprehensive overview of current workloads and allocations, so you can see who is over and under-utilized. Bonsai's analytics also allow you to forecast future project needs, whether it's budget or human resources.
Bonsai Key Features
In addition to strong resource planning capabilities, Bonsai offers other features that cater to diverse project management needs.
- Client Management: You get access to CRM tools, pipeline tracking, estimates, proposals, agreements, and a client portal to streamline client interactions.
- Finance Management: Utilize invoicing, payment processing, expense tracking, and accounting tools to manage the financial aspects of your projects effortlessly.
- Time Off Management: You can simplify vacation and sick day requests with automatic scheduling adjustments to ensure minimal disruption.
- Task Management: You can organize tasks using task lists and templates, complete with due dates and reminders to keep projects on track.
Bonsai Integrations
Integrations include Zapier, QuickBooks Calendly, Xero, and HiBob.
Pros and Cons
Pros:
- Ability to embed onboarding forms and manage payments
- Well-suited for small firms
- User-friendly interface simplifies contract and invoice management
Cons:
- Occasional invoicing issues, including delays and disappearing entries
- Not suitable for scaling businesses
Other Resource Management Solutions
None of the above work for you? Check out the below list of additional tools:
- GanttPRO
For advanced resource workload calculation
- GoodDay
For project-based resource planning
- Microsoft Project
For Microsoft users
- Anaplan
For scenario planning
- Meisterplan
For role-based resource allocation
- Schedule It
For scheduling work shifts
- ActiveCollab
For built-in invoicing
- Planview AdaptiveWork
Enterprise-grade resource management tool
- elapseit
For its features that support kickstart to invoice
- PSOhub
RM that integrates with CRMs
Check out our video on resource management software here:
Resource Management Software FAQs
Find answers to common questions about resource management and resource management software.
What is resource management?
How do you create a resource plan?
What is a resource forecast?
How do you calculate project resources?
Do I need resource management software?
Should I still be using spreadsheets?
What is resource management software?
What are the benefits of using resource management software?
What features should I look for when evaluating resource management software?
What's an example of an effective resource management system?
Other resource management lists
- Enterprise resource planning software for resource management at large companies.
- Resource planning software to help you forecast required resources and their utilization on your projects.
- Resource scheduling software to help you schedule equipment, rooms, staff, and other resources.
- Resource allocation software, which is specifically designed to help you alllocated the right resources to the right projects and tasks.
- Free resource management software, in case you need a less expensive option that will still cover your primary needs.
- Marketing resource management software (MRM software) which is designed specifically for marketing teams.
- Resource tracking software, which combines resource planning with tracking to help you monitor and adapt your plan as you go.
- Open source resource management software for extra flexibility and (often) cheaper pricing.
- Web-based resource scheduling software, in case you require a SaaS solution, rather than an on-premise option.
What's Next?
If you're in the process of researching resource management softwares, 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.
