Best Resource Planning Tools in 2026

AI-powered professional services automation to drive revenue, maximize utilization, and accelerate payments.

4.5 /5 on G2 · 1,923 ratings, Sep 2026

BigTime is a comprehensive professional services automation (PSA) platform designed for service-based organizations. It integrates critical business functions from project inception to financial close, helping firms streamline operations, improve profitability, and enhance client satisfaction. The platform leverages AI to automate tasks, provide insights, and optimize resource allocation. BigTime is built for professional services firms across various industries, including consulting, engineering, and IT services. It helps these organizations manage their entire project lifecycle, from initial scoping and pricing to resource management, time and expense tracking, invoicing, and complex revenue recognition. By centralizing these functions, BigTime aims to boost productivity, shorten sales cycles, and improve cash flow. The core benefit of BigTime is its ability to provide real-time visibility into project financials and resource utilization, enabling better decision-making and proactive risk management. It automates manual processes, reduces administrative overhead, and ensures compliance, allowing firms to focus on delivering value to their clients and growing their business.

Smarter scheduling, profitable projects, and happy teams through clear resource management.

4.7 /5 across G2 and Capterra · 1,035 ratings, Sep 2026

Resource Guru is a comprehensive resource management and scheduling software designed to help teams clarify capacity, forecast accurately, and manage projects effectively. It provides tools to visualize team availability, workloads, and utilization, enabling businesses to identify and solve resource gaps, prevent overstretching teams, and ensure productivity. The platform moves teams away from chaotic spreadsheets and bloated tools, offering a focused, speedy, and transparent way to manage resources. The software allows for flexible scheduling of people, equipment, vehicles, and meeting rooms, with features like color-coding, heatmaps, and proactive clash management to avoid conflicts. It also supports project management by outlining timelines, creating milestones, tracking budgets, and monitoring utilization metrics. Additionally, Resource Guru includes timesheets for tracking scheduled vs. actual hours, with auto-fill and approval workflows, and offers customizable reports for data-driven business decisions, including profit analysis and billable utilization goals. It integrates with existing tools like calendars, task managers, and financial software to streamline workflows.

Project and resource management software for busy teams, integrating client management and automated forms.

4.4 /5 across SourceForge and G2 · 1,281 ratings, Sep 2026

Teamwork.com is a comprehensive project and resource management software designed for busy teams. It offers robust tools for planning projects, managing resources, and leveraging AI-powered productivity. The platform emphasizes security, being SOC 2 Type 2 certified, and ensures private data is never used to train third-party models. It also boasts extensive integrations with various apps and platforms, from Asana to Zendesk, and provides ready-made templates to kickstart projects. One of Teamwork.com's core strengths is its client management capabilities, providing a central hub to oversee all client projects. Users can track profitability, budget usage, time splits, and project health, and even add unlimited client users for enhanced collaboration without extra cost. The platform also includes features like proofs for streamlined client approvals and visual milestones to track progress. Additionally, Teamwork.com offers a Forms feature that automates data collection by turning form submissions into tasks, supporting conditional logic, custom branding, and task field mapping to streamline workflows and ensure all necessary information is gathered efficiently.

Streamline restaurant operations with integrated scheduling, payroll, and team management tools.

4.0 /5 across Trustpilot, G2 and Capterra · 1,612 ratings, Sep 2026

7shifts is a comprehensive restaurant management platform designed to simplify and optimize various operational aspects for restaurant owners and managers. It offers tools for employee scheduling, payroll processing, and overall team retention. The platform aims to reduce labor costs, improve communication, and enhance employee satisfaction within the fast-paced restaurant environment. This software is specifically built for restaurants of all sizes, from independent establishments to multi-location franchises. It helps users create efficient schedules, manage time-off requests, track labor costs, and integrate with payroll systems. By centralizing these functions, 7shifts enables restaurant operators to save time, minimize administrative burdens, and focus more on delivering excellent customer experiences and growing their business.

Automate employee scheduling, optimize labor costs, and manage compliance for your entire team.

4.0 /5 across G2, SourceForge, Capterra and more · 1,223 ratings, Sep 2026

Humanity Schedule is a dynamic employee scheduling software designed to automate shift planning, close coverage gaps, and ensure compliance. It leverages AI capabilities to forecast demand, auto-build compliant schedules, and match available, qualified staff to shifts, eliminating staffing errors and optimizing labor costs. The platform aims to create a stress-free experience for both managers and employees by simplifying schedule building and communication. The software provides tools for confident demand prediction, detailed labor cost and budget management, and robust compliance monitoring against labor laws, internal policies, and collective bargaining agreements. It also offers a mobile app for employees to access schedules, request time off, trade shifts, and adjust availability, promoting visibility and engagement. Humanity Schedule integrates with major payroll providers, ERP/HCM vendors, and offers an open API for seamless integration with existing workforce systems.

AI-powered cloud platform for professional services automation, financial management, and customer success.

4.3 /5 across SourceForge and G2 · 741 ratings, Sep 2026

Certinia is a Salesforce-native cloud platform that unifies sales, services delivery, finance, and customer success into a single connected system. It offers Professional Services Cloud (PS Cloud) for streamlining project delivery, optimizing resources, and boosting profit margins with AI-powered staffing and forecasting. The Financial Management Cloud (FM Cloud) provides real-time financial analysis, audit trails, and profitability management from sales through delivery, eliminating disconnected systems. Additionally, Certinia includes a Customer Success Cloud (CS Cloud) built directly on Salesforce to ensure proactive, outcome-led customer engagement. This allows businesses to operationalize best practices, personalize customer experiences with AI, and automatically identify at-risk customers. The platform is designed for services organizations across various industries like IT Services, Consulting & Advisory, Software, IT Hardware, and Tax & Audit, aiming to provide unified data, smarter decision-making, and superior customer outcomes.

The all-in-one project management platform that uses predictive scheduling to dynamically adapt to change.

3.9 /5 across G2, Capterra and SourceForge · 923 ratings, Sep 2026

Portfolio Manager (formerly LiquidPlanner) is an all-in-one project management platform designed to help organizations manage complex portfolios, adapt to change, and deliver projects with greater predictability. It leverages predictive scheduling and sophisticated simulations to generate realistic finish dates, balance workloads across multiple projects, and provide real-time scenario modeling for strategic prioritization. The platform aims to reduce uncertainty and improve project outcomes by dynamically adjusting to changes in resources, priority, and scope. This tool is ideal for organizations and teams dealing with complex projects, multiple dependencies, and a need for dynamic resource allocation. It helps in creating a communication-centric culture through collaboration features, task assignments, file sharing, and integrations with tools like Slack and Jira. By automating data entry and providing a single source of truth, Portfolio Manager allows teams to focus on high-value work, prevent risks, and gain intelligent insights into project and team performance. The new Adaptive Planner & Insights EAP (Early Access Program), branded as Tempo, further enhances these capabilities by offering AI-guided insights, visualized predictive models for what-if scenarios, and two-way synchronization with Jira. This EAP focuses on optimizing resource allocation, increasing portfolio predictability, strengthening alignment through transparency, and accelerating speed to market.

The AI platform for unified workplace operations and intelligent space management.

4.5 /5 across SourceForge, G2 and Capterra · 357 ratings, Sep 2026

Robin is an AI-powered platform designed for comprehensive workplace management, catering to IT, facilities, and operations leaders. It provides tools to plan, manage, and utilize office spaces effectively, especially for hybrid work models. The platform helps organizations analyze space usage, forecast future needs with AI, and streamline daily operations by reducing friction in meetings, guest management, and office events. Robin aims to enhance the employee experience by offering AI-driven tools for booking resources like desks, rooms, parking, and lockers, simplifying scheduling and navigation. It integrates seamlessly with existing workflows, including Microsoft and Google ecosystems, to provide a unified dashboard for workplace operations. The platform is particularly suited for organizations with more than 150 hybrid employees, especially those managing multiple floors, offices, or buildings, seeking a single, integrated solution for their flexible workplace needs.

Intelligent employee scheduling software for mission-critical industries to optimize workforce management.

4.5 /5 across G2 and Capterra · 287 ratings, Sep 2026

Shiftboard is an employee scheduling software designed for mission-critical, shift-based industries like manufacturing, energy, and corrections. It leverages robust data intelligence and tailor-fit automation to create adaptive, worker-friendly schedules that maximize shift coverage and optimize workforce capacity. The platform helps organizations attract and retain employees by offering transparent, fair, and flexible schedules, while also turbocharging scheduling efficiency by matching specific operational needs. The software provides comprehensive capabilities including schedule automation, worker engagement tools, agile change management, continuous coverage optimization, labor demand planning, and integrated leave and timesheet management. It is highly configurable to meet unique industry requirements, union agreements, and internal policies, ensuring compliance and reducing labor costs. Shiftboard aims to improve worker satisfaction, reduce turnover, increase shift coverage, and accelerate schedule creation for complex, high-volume scheduling environments.

Intelligent scheduling and real-time tracking for mobile workforces

4.1 /5 on G2 · 405 ratings, Jul 2026

Skedulo is a cloud-based platform designed to manage and optimize mobile workforces. It provides intelligent scheduling, dispatching, and real-time tracking of field workers, connecting the office with the field. The platform helps organizations improve resource utilization, reduce travel time, and increase customer satisfaction by automating the assignment of jobs based on skills, location, and availability. Skedulo is used by industries such as healthcare, field service, retail, and logistics to coordinate large, distributed teams.