Resource Management

Manage your resources like an asset and have a direct impact on your services business.

psa software

Manage Resource Pool

Allocation levels

Resource manager can view global resources’ to determine their current and future allocation levels.

Quick & Flexible Resource Management

Compare resources and have them allocated on the go without the request flow, if required.

Graphical calendar

Use the graphical calendar to easily spot underutilized or over-utilized resources.

Dynamic charts

Report on utilization by various dimensions with dynamic charts and graphs.

Time off and availability*

Layered time off, holiday calendars and schedules to determine availability.

professional services automation software

professional services automation software

Intelligent Resource Allocation with SmartMatch

Resource requests

Project managers can create requests with resource managers based on their skill and project needs.

Resource criteria

Ability to mention criteria while requesting resources – availability, skills, location etc.

Resource recommendation engine

Built-in recommendation engine brings ideal resources for the job to the top.

Locate resources

Quickly locate resources based on availability, location, skill set, department, or other criteria.

Resource fulfillment

Built-in project manager and resource manager collaboration workflows for project resource fulfillment.

Project allocation

Allocate resources to projects by percentage of total availability or by hours per day.

Capacity Planning

Resource forecasts

Generate resource forecast reports to gain visibility into the future availability of your staff.

Hiring requirements

Assign placeholder resource to pending projects to effectively account for resource requirements, and enable quick hiring/training.

professional services automation software

professional services automation software

Skills & Certification Management

Resource skills & certifications

Track skills, certificates and expertise levels for each resource as needed by your services firm.

Self-service updates

Easily manage skill and certification updates with attestation.

Skills catalog

Create a reference catalog of skills needed by each role.

Skill based assignments

Leverage skill and expertise while initiating and fulfilling resource requests.

Manage hiring and training

Analyze resource availability by skillset to proactively hire or retrain resources and meet future demand.

Our Professional Services Automation platform meets all your business needs.






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