What are the biggest challenges for a resource manager?

The biggest challenges for a resource manager include balancing competing project demands, identifying real-time resource availability, preventing over/under-utilization, matching skills to tasks, responding quickly to changes, managing time off, communicating allocation decisions, and forecasting future needs.

How can PSA software help a resource manager daily?

PSA software helps a resource manager daily by providing centralized resource visibility, intelligent planning tools, automated alerts for conflicts, workload balancing features, and data for decision-making, streamlining tasks like checking availability, reviewing requests, assigning resources, and monitoring workloads.

What are resource loading reports used for?

Resource loading reports are used to visualize and analyze the amount of work assigned to resources over time. They help identify who is overloaded or underutilized, assess capacity versus demand, and inform decisions about balancing workloads and adjusting assignments.

How does Birdview PSA help with workload balancing?

Birdview PSA helps with workload balancing by providing visual reports that highlight over/under-utilized resources. It allows resource managers to easily reallocate tasks or adjust schedules based on real-time data to distribute work evenly across the team.

Can Birdview PSA track team members' skills and availability?

Yes, Birdview PSA allows resource managers to define and track team members' skills and roles, assign proficiency levels, and view real-time availability, including planned time off and current project assignments.

How does PSA software prevent resource conflicts?

PSA software prevents resource conflicts by providing real-time visibility into resource availability and assignments, highlighting potential conflicts during resource scheduling, and offering tools to resolve clashes before they impact projects.

What is the difference between a resource manager and a project manager?

A resource manager primarily focuses on the overall resource capacity of the organization, allocating resources across multiple projects. A project manager focuses on managing a specific project, ensuring tasks are completed on time and within budget, and managing the resources assigned to that project.

How can resource managers use data from Birdview PSA?

Resource managers can use data from Birdview PSA reports and dashboards to analyze resource utilization, justify hiring needs, forecast future resource requirements, identify training opportunities, and inform strategic decisions about resource allocation and planning.

Does Birdview PSA support planning for time off and its impact on resources?

Yes, Birdview PSA supports planning for time off by allowing resource managers to track planned vacations and holidays. This time off is factored into resource availability views and reports, providing a more accurate picture of future capacity.

How often should a resource manager review resource loading reports?

A resource manager should review resource loading reports regularly, at least weekly or bi-weekly, and especially when planning new projects or during peak periods, to identify potential workload imbalances and conflicts early.

Birdview PSA blog

Blog posts on professional services automation, project management, and resource allocation.

Professional Services

9 min read

Professional Services Resource Management - Ultimate Guide

Explore the intricacies of resource planning and scheduling, equipping you with the knowledge and strategies ...

Guide to project monitoring and control phase of project management

Project Management
5 min read
5 common resource allocation problems and how to solve them

Resource Management
7 min read
8 biggest challenges facing the Professional Services organizations in 2025

Professional Services
5 min read

Resource Management

5 min read

Strategies for effective resource allocation with PSA software

Master effective resource allocation with the Resource Manager's Playbook. Daily strategies & tips for balancing ...

Professional Services

5 min read

Rate cards: advanced strategies for varied models in Professional Services

Master advanced Rate Card strategies for varied billing models in professional services. Optimize pricing & ...

Resource Management

11 min read

5 best resource management software tools in 2025 (Expert reviews & recommendations)

Discover the 5 best resource management software tools for 2025, reviewed by experts. Learn how ...

Professional Services

8 min read

What is RAID management? A complete guide (with examples & tips)

Learn what RAID management is in project management. Discover how to track risks, assumptions, issues ...

Professional Services

6 min read

Project financial oversight for CFOs: how PSA software drives profitability

Discover how to track profitability, cash flow & costs in Birdview PSA.

Project Management

4 min read

The value of Canadian project management software: security, support & local insight

Discover the benefits of Canadian project management software: data security, local support & market understanding. ...

IT Services

6 min read

Managing IT projects in an MSP: streamline delivery, resources & billing with PSA

Empower your MSP with PSA software. Streamline IT project delivery, optimize resource allocation & simplify ...

Professional Services

6 min read

Accelerate the quote-to-cash process in professional services with PSA software

Speed up your quote-to-cash cycle and boost cash flow with PSA software

Professional Services

5 min read

Still running customer success on spreadsheets? It’s time to upgrade to PSA software

Discover why it's holding you back & how Birdview PSA transforms client management for growth.

Latest News

Product News

1 min read

Birdview PSA customization & maintenance policy

We are introducing a new policy for managing customizations and their long-term upkeep.

Product News

1 min read

Birdview featured in Capterra’s Shortlist for Kanban Tools Software in 2025

We’re proud to share that Birdview has been recognized in the 2025 Capterra Shortlist for ...

Product News

1 min read

Take control of project costs with the new Expense approval feature

Define approval workflows, assign approvers, and ensure that expenses don’t proceed without the necessary oversight. ...

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Birdview PSA blog

Professional Services Resource Management - Ultimate Guide

Guide to project monitoring and control phase of project management

5 common resource allocation problems and how to solve them

8 biggest challenges facing the Professional Services organizations in 2025

Strategies for effective resource allocation with PSA software

Rate cards: advanced strategies for varied models in Professional Services

5 best resource management software tools in 2025 (Expert reviews & recommendations)

What is RAID management? A complete guide (with examples & tips)

Project financial oversight for CFOs: how PSA software drives profitability

The value of Canadian project management software: security, support & local insight

Managing IT projects in an MSP: streamline delivery, resources & billing with PSA

Accelerate the quote-to-cash process in professional services with PSA software

Still running customer success on spreadsheets? It’s time to upgrade to PSA software

Latest News

Birdview PSA customization & maintenance policy

Birdview featured in Capterra’s Shortlist for Kanban Tools Software in 2025

Take control of project costs with the new Expense approval feature