Project Resource Management

Streamline your Resource Management Process

Optimize project resource management and planning to keep your team's workload balanced and improve your project resource allocation and billable utilization.

Birdview PSA resource management software cover

Create a Detailed Resource Plan

Use the Resource Planning Center to check your resource availability. Know if you have enough people to take on new tasks.

Estimate and Allocate Resources

Identify and fix project team underloading to make the most of your resources and increase billable resource utilization.

Build and Manage a Team

Balance your team’s workload to decrease employees’ stress, maximize your workforce capacity, and ensure on-time project delivery.

Leverage the Power of Resource Planning Center

Quickly estimate every project’s needs and keep control of resource utilization with the Interactive Resource Planning Centre.

Find Right Resources
for the Right Work, Always

Manage Team’s Workload
Get insights into your team’s current workload and manage resources in real time to take on new clients’ requests fully prepared.
- Gain full visibility into the team’s workload and assignments
- Identify underutilized and overloaded team members
- Plan project timelines accurately based on your workload
- Adjust your team’s workload automatically or in manual, front/back loading modes
- Manage team’s workload based on individual work schedules and vacations
Plan Resource Capacity
Simplify project resource capacity planning by:
- Accurately checking resource availability for future work
- Organizing a project team based on their skills and availability
- Identifying potential bottlenecks and conflicts with existing projects
- Finding the earliest date to start a project based on required skills
- Browsing through multiple scenarios (timeline and people) to choose the best candidate
- Accurately plan resources across future projects based on your team members' roles and skill sets using custom job roles
Maximize Team Performance
Leverage all advanced functions of resource management software for professional services firms.
- Identify over- and under-utilized resources
- See team’s capacity gaps based on skillsets
- Reallocate resources or shift timelines in real-time
- Analyze your billable and non-billable resource utilization
- Gain insights into lost profits and new opportunities

Project Resource Demand Forecasting

Forecast your future resource demand and compare it against its current availability to know whether you have enough resources to fulfill your needs ahead of time.

Create actionable strategies to foresee resource shortage
Adjust project timelines as required
Provide training well in advance for existing employees or hire additional staff members
Prioritize more valuable and important projects
Reallocate resources

Align Resources with Your Project Needs

Adjust Timelines with One Click

Get a clear vision of an entire project schedule to accommodate any changes made within your project workflow.

Change your resource allocation as required to ensure on-time project delivery.

A calendar tool in resource management software

Get Visibility into Schedules

Enable advanced project resource planning. Track your team’s vacations and time off to identify its availability for future work.

Use My Vacations Сalendar to add, edit, view various types of days off.

Forecast and Make Informed Decisions with Business Intelligence

Forecast demand

Make informed training and hiring decisions with the demand projection reports. Decide whether to educate existing staff or hire in-house and remote specialists to handle future project needs.
Take on more work

Visualize your team’s estimated workload categorized by project type. Review ongoing projects’ progress and identify opportunities to take on more billable work.
Optimize workload

Visualize your entire workforce to plan and optimize your project resource capacity, spot and fix future downtime and avoid overloading team members with our resource management software.
Manage time utilization

Identify how much time team members spend on various tasks and projects. Spot and fix resource unbalance to ensure there are enough people working on each project to deliver them on time.
Prevent staff burnout

Identify team members whose workload exceeds their capacity. Adjust the assigned workload to ensure that each team member works within his or her capabilities and qualifications.

More Resource Planning Tools

Time & Costs Tracking

Submit and approve hours in the most convenient way. Provide your accounting department with relevant data on expenses for accurate client billing and staff payments

Team Collaboration

Keep everyone in the loop to ensure your team’s best performance. Share project’s progress and details, provide feedback and approve results all in one place.

Swift Approval Process

Review and approve work using our project management tool via your mobile devices or directly in your inbox.

Resource Dashboards

Use customizable dashboards to gain full visibility into your resources. Control your team’s current workload and optimize resource utilization based on your project needs.

2000+ Integrations

No need to switch between the tools or give up your favorite solutions. Connect with Gmail, Jira, Salesforce, Slack, Outlook, HubSpot, and much, much more.

Roles & Permissions

Set custom roles to decide who can access specific projects and customer’s data. Set data access restrictions at user, project, and portfolio levels.