Resource planning Software

Plan resources to meet project demands and achieve your KPIs

Based on holistic data, make holistic decisions. Balance workload from the birds eye view and see forecasts without lifting a finger.

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Those IT champions trusted us:

Resource planning:
all people well-scheduled

Use Gantt-style views and availability heatmaps to identify team members who have nothing to do and ones who are overloaded with work. Apply changes to their schedules with an easy-to-use drag & drop scheduler.

"Primetric allowed us to minimize the number of meetings and time spent in multiple spreadsheets. Moreover, it provides the best team planning mechanism on the market. The system itself suggests who will best suit the project based on skills, availability and hour cost."

Alexandra Ardelean

Resource Planning Specialist

  • Gantt-style view
  • Availability heat maps
  • Drag&Drop scheduler

Quickly change the perspective

„The guys from Primetric are amazing! They added a missing feature in just 5 hours. Their responsiveness and ability to arrange a video meeting whenever needed is simply amazing.”

Testimonial | HSD

Sarah Prouse

Delivery Director

Switch between the Project and People View to get the most important information right away. Customize the calendar view using advanced display settings.

  • Project & People view
  • Advanced display options
  • Filtering by team, tech skills, roles, and more
"Primetric helped us optimize planning meetings and time spent keeping spreadsheets and reports up to date. Moreover, it provides one of the most comprehensive team planning mechanisms on the market. The system suggestions help find who will best suit the project based on skills, availability, and hourly rate."
Alexandra Ardelean

Resource Planning Specialist

Comprehensive insights about resource allocation

Use different types of bookings to create simulations and forecasts. Increase the performance of your team by preventing bad decision-making from affecting your projects.

  • Active, reserved, and draft bookings
  • Billable & non-billable bookings
  • Different allocation settings

Get <color-green>25%<color-green> discount for you and your team

Find the best suited specialists and make resource planning precise

Take advantage of the Intelligent Search Assistant to find the best-suited people for projects based on their availability, tech skills, and hourly rate.

  • Tech & Soft skills
  • Availability
  • Hourly rate

Powerful reports available at any time

Find data inconsistencies and discover new opportunities thanks to customizable, easy-to-export reports about crucial business KPIs. Compare plans with reality and react to changes quickly.

  • Utilization report
  • Vacancies report
  • Availability report
  • FTE report

Import time-offs and contract terms to simplify resource planning

Stop switching between various tools. Make decisions about allocations quickly thanks to integrations with other platforms and store all the data in one place. 

Primetric gives you full control and visibility for your resource planning.

  • Time-offs
  • Public holidays
  • Different contract terms

Resource planning forecasts? Make tentative allocations and avoid conflicts

Allocation is still not certain? Switch from active to reserved allocation and see how your forecasts change. Plan, check and optimize the whole process.

  • Different types of allocations
  • Forecasts and conflict detector
  • Overallocation alerts
Testimonial | HSD
“Primetric is a game-changing solution. It lets us reduce planning time from 15h per week to just 30 seconds. Now, everyone knows who, when, and for how long should work on a project. Primetric took a heavy burden off me."
Sarah Prouse

Service Delivery Director

Respurce Planning software integrated with your favourite apps

Integrate with existing solutions and control everything from one place.

Jira Cloud

Project Management

Integration with Jira Cloud lets you easily sync work logs, and compare your plans to reality

Read more

Tempo Timesheets

Time Tracking

Integration with Tempo lets you easily sync work logs, and compare your plans to actuals.

Read more

Harvest

Time Tracking

Integration with Harvest lets you easily sync work logs, and compare your plans to actuals.

Read more

Clockify

Time tracking

Integration with Clokify lets you easily sync work logs, and compare your plans to actuals.

Read more

Resource Planning Software - FAQ

What is a resource planning software?
Resource planning software is used to plan, schedule and allocate resources across the company. It provides executives and managers with a high-level view of their employees and goods to allow them to make better decisions.

On a slightly lower level, the technology also helps project managers to monitor their specialists and track their progress in assigned tasks.

To add to that, resource planning software also takes into account variables such as holidays and other absences. Thanks to these features, managers can realistically estimate the duration of their project and react to any issues that may arise during the operations.
What are the types of resource planning?
Resource planning can be divided into two different categories: hypothetical and practical.

The first type is based on the project's needs and is not related to available resources in any way. Its aim is to determine how much time should different specialists spend on the project to complete it.

Practical resource planning, on the other hand, is based on the information on available capacity provided by the company. Its aim is to create a realistic schedule while taking into account all the holidays and absences that may interfere with the plan.
What types of companies should use resource planning?
Resource planning is an absolute must for any company that profits from the services produced by its employees. It is especially popular amongst IT service companies that usually have to manage a few projects at the same time with a limited number of employees.

However, other types of companies can also profit from resource planning software. It is becoming increasingly popular to manage human resources in such a way in industries such as: marketing, production and specialized services.
What steps does one need to take to implement resource planning in a company?
First, you need a technology that could facilitate resource planning processes. Excel sheets are not an option here - as your company scales, the resource planning software needs to scale with you.

To pick and implement the resource planning software, you need to look for the features your company really needs. Take a closer look at your workflow and define problems and key objectives you want to achieve with your solution. Then look for a software that meets all of your needs!
What does the resource planning look like step by step?
1. Determine what resources your company has. Enter the data on your specialists into the system with all the details on their absences to ensure accuracy.
2. Estimate what resources your projects will need to be completed.
3. Assess specialists’ capacity and assign them to projects and tasks accordingly
4. Monitor tracked hours and progress of different projects to ensure your goals are being achieved.
5. Should any changes occur, adjust your projects accordingly. Do not forget to summarize each operation to draw valuable conclusions for the future.
Who is responsible for resource planning in the company?
Resource planning can happen on many different levels. First, the allocations within the project are generally supervised by a project manager. He, however, usually has no influence on other projects. All the operations that are out of his reach are controlled by PMO, who plays a pivotal role in resource management.

Should the situation or company’s structure or situation be different, specialists such as HR, COO or CEO can also get involved in resource allocation.
How to measure the efficiency of resource planning?
The efficiency of resource management may be measures using metrics such as:
1. The difference between estimated and actual costs or utilization.
2. The number of hours all the employees or particular employees spend on billable work.
3. Planned resources vs resources that are really in use.
4. The number of hours not spent on any billable activity. It can also be calculated as the number of benched specialists.

It’s so simple to get started, why wait? 

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spreadsheets. Be smart, work smarter.

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The Capterra logo is a service mark of Gartner, Inc. and/or its affiliates and is used herein with permission. All rights reserved. Gartner Digital Markets reviews are shared across its different brands sites and constitute the subjective opinions of individual end-users based on their own experiences and do not represent the views of Gartner or its affiliates.

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