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Top 10 Best Agency Resource Management Software of 2026

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Top 10 Best Agency Resource Management Software of 2026

Compare top agency resource management software tools and how they fit agency teams, with tradeoffs for planning, resourcing, and delivery.

21 min readUpdated Editorially scoped research
How we ranked these tools
01Editorial Scope

Vendors set the topic, but our editors set the inclusion criteria and the evaluation framework before research starts.

02Source Research

Search agents gather the source set and the review record, including transcriptions of video reviews and podcasts.

Read our full methodology →

Framework: Features 40% · Ease 30% · Value 30%

Gitnux may earn a commission through links on this page — this does not influence rankings. Editorial policy

Agency teams need resource management to translate project demand into staffing schedules, track utilization, and manage constraints like leave, skills, and capacity. This comparison helps operators choose between scheduling-first tools and broader ERP-style planning platforms, with concrete guidance on integrations, data models, and configuration choices that affect forecasting accuracy and operational throughput.

Saviom is the best pick for staffing teams that rely on skills-based allocations because its role and skills assignment logic directly powers utilization forecasting and ties staffing changes to capacity updates through approvals, whereas Runn fits agencies that want request-to-allocation workflows with auditable approval steps feeding capacity views.

Editor’s top 3 picks

Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.

Editor pick
1

Saviom

Skills and role driven assignment with fractional and soft allocation logic feeds utilization forecasts directly.

Best for: Fits when staffing teams need skills-based allocations with approval workflows and utilization forecasting.

2

Runn

Editor pick

Request-to-allocation workflow with built-in approval steps that propagates staffing decisions into capacity views.

Best for: Fits when agencies need capacity planning with approval-driven staffing and utilization visibility across multiple teams.

3

Teamwork.com

Editor pick

Teamwork.com workflow rules can react to project status changes and trigger assignment updates across active engagements.

Best for: Fits when agencies want project-first execution while keeping staffing assignments and utilization views connected.

Comparison Table

1
SaviomBest overall
enterprise
9.4/10
Overall
2
SMB
8.8/10
Overall
3
8.7/10
Overall
4
8.3/10
Overall
5
8.0/10
Overall
6
7.7/10
Overall
7
7.4/10
Overall
8
7.2/10
Overall
9
6.9/10
Overall
10
vertical specialist
6.5/10
Overall
#1

Saviom

enterprise

Enterprise resource planning software for capacity, skills, project staffing, and workforce forecasting.

9.4/10
Overall
Features9.4/10
Ease of Use9.4/10
Value9.4/10
Standout feature

Skills and role driven assignment with fractional and soft allocation logic feeds utilization forecasts directly.

Saviom helps agencies run capacity planning and agency utilization management by building staffing plans against availability calendars and demand inputs. Skills and roles drive allocation decisions, and the system can forecast utilization trends for billable and nonbillable work types. Admin controls cover user permissions for planning and approvals, and audit trails record plan changes tied to staffing actions.

A common tradeoff is that accurate skills coverage depends on maintaining a skills matrix and role definitions, which increases setup and governance effort. Saviom works best when staffing managers need repeatable approval workflows for project pipeline modeling and scenario planning tied to real capacity signals.

Pros
  • +Skills and role based allocation supports fractional and soft assignment planning
  • +Staffing approval workflows link pipeline changes to capacity updates
  • +Utilization forecasting separates billable and nonbillable workload tracking
  • +Timesheet and project tracking integrations reduce manual plan-to-execution drift
Cons
  • –Skills matrix governance can require ongoing data stewardship
  • –Advanced configuration increases time to first reliable forecasts
  • –Scenario modeling depth may feel heavyweight for small teams
  • –Reporting needs careful mapping of custom fields and work types
Use scenarios
  • Resource managers

    Approve staffing requests against capacity

    Fewer over-allocation conflicts

  • Project management offices

    Model pipeline capacity by skill

    More accurate headcount planning

Show 2 more scenarios
  • Operations leaders

    Track billable and nonbillable utilization

    Improved utilization reporting

    Ops leaders monitor utilization trends and rebalance work types to hit targets.

  • Agency admin teams

    Govern planning permissions and audit

    Stronger planning governance

    Admins apply role based access and audit logs to track who changed allocations and approvals.

Best for: Fits when staffing teams need skills-based allocations with approval workflows and utilization forecasting.

#2

Runn

SMB

Resource management software for project scheduling, capacity planning, and utilization tracking.

8.8/10
Overall
Features8.8/10
Ease of Use8.8/10
Value8.8/10
Standout feature

Request-to-allocation workflow with built-in approval steps that propagates staffing decisions into capacity views.

Runn is agency resource management software that centers on capacity planning for people, skills, and roles across active work and upcoming pipeline. The workflow design focuses on staffing requests, approval steps, and allocation visibility so utilization targets and over-allocation checks stay tied to real assignments.

Integration and automation focus on connecting planning data to project execution systems and reducing manual spreadsheet churn during forecasting cycles. For governance, Runn provides role-based access controls and admin controls that support multi-team usage without forcing every change through a single owner.

Pros
  • +Capacity planning view connects staffing changes to utilization risk quickly
  • +Approval workflow keeps resource requests auditable and consistent across teams
  • +Skills and role assignment support better fractional and soft allocation planning
  • +Automation reduces rework when project staffing needs shift during delivery
Cons
  • –Advanced allocation setups take governance discipline to avoid misleading forecasts
  • –Scenario planning depth depends on how teams model demand in the pipeline
  • –Some admin actions require retraining as the model grows beyond one org
  • –Integration coverage can lag specialized agency project stacks without connectors
Use scenarios
  • Agency team leads and planners

    Review bench and unassigned capacity

    Better bench visibility

  • Resource planners and project leads

    Coordinate staffing requests and allocations

    Traceable staffing changes

Show 2 more scenarios
  • Resource coordinators

    Resolve overlapping assignment conflicts

    Fewer overlaps in plans

    Inspect conflicting commitments across time windows and adjust schedules to reduce overlaps.

  • Project managers and planners

    Assign people or placeholders

    Plan linked to schedules

    Create forward-looking project staffing plans tied to shared timelines and allocation visibility.

Best for: Fits when agencies need capacity planning with approval-driven staffing and utilization visibility across multiple teams.

#3

Teamwork.com

SMB

Client project management software with workload planning, resource scheduling, and time tracking.

8.7/10
Overall
Features8.7/10
Ease of Use8.7/10
Value8.7/10
Standout feature

Teamwork.com workflow rules can react to project status changes and trigger assignment updates across active engagements.

Teamwork.com organizes agency delivery around projects, tasks, and communication with resource-oriented views that support staffing decisions across multiple engagements. Resource capacity planning is handled through built-in roles, assignments, and schedule visibility that connect work intake to who is actually booked.

Automation coverage includes status-driven workflows and recurring task rules that can push staffing updates when projects move between lifecycle stages. Integration depth is centered on connecting time capture and project execution data to external systems through its API and supported connectors.

Pros
  • +Role-based assignments keep staffing intent tied to project execution
  • +Time tracking and project data reduce manual handoffs for utilization review
  • +Workflow automation can shift tasks and assignments as project statuses change
  • +API supports syncing staffing and delivery signals into external systems
Cons
  • –Skills-based allocation needs careful setup to avoid role drift
  • –Cross-project capacity heatmaps require disciplined calendar and assignment hygiene
  • –Some advanced reporting needs export or API work for tailored dashboards
  • –Permission design across workspaces and projects can become complex at scale
Use scenarios
  • Agency delivery and service teams

    Coordinate client work across projects

    Shared delivery visibility

  • Project managers and resource planners

    Review workload across active projects

    Clear workload and availability

Show 2 more scenarios
  • Teams running sprint-style delivery

    Plan iterative work with workload views

    Structured sprint progress

    Use boards, tasks, milestones, and workload views to track progress across delivery cycles.

  • Creative operations and intake teams

    Standardize project request intake

    More consistent project intake

    Use intake forms or request queues to collect briefs and route work into a structured delivery path.

Best for: Fits when agencies want project-first execution while keeping staffing assignments and utilization views connected.

#4

Float

SMB

Resource scheduling software for planning people, projects, workloads, and time.

8.3/10
Overall
Features8.3/10
Ease of Use8.3/10
Value8.3/10
Standout feature

Soft versus hard allocation tracking with scenario planning in one capacity view.

Float focuses on agency resource planning with availability calendars, capacity heatmaps, and demand-to-capacity modeling that supports ongoing utilization management. Allocation can be set at the individual or role level, and the system distinguishes soft versus hard commitments so forecast scenarios remain usable.

Pros
  • +Capacity heatmaps and over-allocation alerts make staffing risks visible
  • +Role-level and person-level allocations support both project staffing and utilization targets
  • +Fractional and soft allocations enable realistic forecasting without breaking plans
  • +Integration-driven linkage keeps staffing updates aligned with project tooling
Cons
  • –Project execution workflows live in external PM tools, not in Float
  • –Complex approval paths require careful setup in connected workflows
  • –Resource forecasting depends on accurate demand inputs and maintained availability
Use scenarios
  • Resource planning managers

    Balance utilization across multiple active projects

    Fewer conflicting commitments

  • Project operations leads

    Model future staffing from project pipeline

    Earlier staffing decisions

Show 1 more scenario
  • Agency delivery directors

    Plan skills-based staffing for deliverables

    Better role coverage

    Delivery leaders allocate by role and map assignments to specific people when required.

Best for: Fits when agencies need calendar-based capacity planning for teams with mixed hard and soft commitments.

#5

Resource Guru

SMB

Team scheduling software for resource bookings, leave management, and workload visibility.

8.0/10
Overall
Features8.0/10
Ease of Use8.0/10
Value8.0/10
Standout feature

Time-off and availability rules tied to booking workflows, with over-allocation alerts calculated from capacity limits.

Resource Guru focuses on capacity planning via shared availability, then connects staffing decisions to bookings and calendar activity. Agencies can model project demand and translate it into team schedules with capacity limits, utilization targets, and over-allocation alerts.

Pros
  • +Calendar-first availability makes staffing reviews fast
  • +Capacity limits and over-allocation alerts reduce schedule collisions
  • +Work-type handling supports billable and nonbillable utilization tracking
  • +Resource views help agencies manage bench capacity week to week
Cons
  • –Skills-based allocation and role-based allocation stay basic
  • –Automation depends heavily on external integrations for approvals
  • –Complex governance needs more admin discipline than spreadsheet workflows
  • –Scenario planning is less granular than dedicated PSA tools
Use scenarios
  • Operations coordinators

    Route standard requests using booking links

    Fewer scheduling backlogs

  • Studios and service operations

    Schedule rooms, equipment, and pooled resources

    Shared view of conflicts

Show 2 more scenarios
  • Resource planners and project ops teams

    Track planned allocations in calendar views

    Clear allocation records

    Record planned resource assignments and review allocation history using calendar-centered scheduling.

  • Project managers and resource managers

    Plan demand against available capacity

    Fewer capacity conflicts

    Compare planned effort with team availability to make assignment decisions and reduce scheduling conflicts.

Best for: Fits when agencies need calendar-driven staffing, utilization visibility, and quick over-allocation detection for projects.

#6

Kelloo

SMB

Resource planning and portfolio management software for matching people to projects.

7.7/10
Overall
Features7.7/10
Ease of Use7.7/10
Value7.7/10
Standout feature

Scenario planning with planned versus actual allocation comparisons drives resource leveling decisions.

Kelloo targets agency resource management with capacity heatmaps, staffing demand views, and utilization tracking tied to real projects. Planning support centers on scenario modeling with planned versus actual allocation signals to guide resource leveling and rebalancing.

Pros
  • +Capacity heatmaps make utilization targets easy to interpret
  • +Scenario modeling supports staffing changes before assignments are finalized
  • +Staffing request approval workflows reduce ad hoc assignment changes
  • +Time and project integrations keep planned allocation aligned with delivery
Cons
  • –Skills-based allocation needs careful configuration to match agency roles
  • –Automation depth depends on integration setup with source planning data
  • –Scenario outputs require active review rather than fully guided reassignments
  • –Permissioning granularity can feel restrictive for complex agencies
Use scenarios
  • Resource managers and operations teams

    Track recurring requests through approvals

    Less spreadsheet dependency

  • Workforce planners and delivery leads

    Forecast shortages and unused capacity

    Earlier staffing visibility

Show 2 more scenarios
  • PMO and portfolio resource managers

    Plan assignments across concurrent projects

    Balanced cross-project plan

    Use a portfolio view to identify conflicts, gaps, and over-allocation across multiple projects.

  • Workforce schedulers and planners

    Build shift plans using constraints

    Constraint-aware schedules

    Create shift schedules using coverage needs, roles, locations, and configurable planning rules.

Best for: Fits when an agency needs capacity heatmaps and staffing approvals across multiple teams and roles.

#7

Mosaic

SMB

Resource planning software for project staffing, capacity forecasting, and team performance insights.

7.4/10
Overall
Features7.4/10
Ease of Use7.4/10
Value7.4/10
Standout feature

Staffing plan to utilization reporting ties allocation decisions to what time actually materialized in delivery systems.

Mosaic is an agency resource management tool aimed at teams that need staffing visibility across projects and shared capacity. The core workflow centers on staffing plans, utilization tracking, and schedule-aware allocation decisions, with reporting designed for agency utilization and staffing requests.

Pros
  • +Allocation views connect project staffing plans to capacity outcomes
  • +Reporting supports agency utilization views across billable and nonbillable work
  • +Integration options reduce manual re-entry between project and time systems
  • +Organization-scoped access helps governance across agency units
Cons
  • –Workload balancing depends on clean role and person mappings
  • –Scenario planning depth is weaker than full portfolio modeling tools
  • –Automation requires careful setup of staffing inputs and assumptions
  • –Extensibility relies on limited integration paths for edge-case systems
Use scenarios
  • Resource managers and staffing teams

    Assign people to projects by date

    Clearer coverage signals

  • Management consulting teams

    Track workplans and review cycles

    More traceable collaboration

Show 2 more scenarios
  • Construction project teams

    Link schedules to field records

    Better field-to-office follow-up

    Connect tasks, field issues, corrective actions, documents, and status updates to project records.

  • Finance and operations teams

    Monitor utilization by driver

    Recurring utilization insights

    Review utilization by person, role, team, project, and period, including shifts caused by staffing changes.

Best for: Fits when agencies need staff forecasting and allocation visibility with disciplined data mapping.

#8

Ganttic

SMB

Resource planning software for scheduling people, equipment, and facilities across multiple projects.

7.2/10
Overall
Features7.2/10
Ease of Use7.2/10
Value7.2/10
Standout feature

Staffing request workflow ties pipeline demand to role availability with approval gating inside the planning view.

Ganttic schedules agency capacity and ownership with a planning-first view that maps people and projects together. It supports capacity heatmaps, availability calendars, and staffing requests so utilization stays visible during project pipeline changes.

Pros
  • +Capacity heatmaps show utilization and gaps across planned project demand
  • +Staffing requests convert pipeline needs into explicit assignment and approval steps
  • +Availability calendars help enforce planning against real time off
  • +API supports custom integrations for planning sync and automation
Cons
  • –Role modeling takes effort to keep allocations consistent across projects
  • –Automation coverage depends on integration design rather than built-in rule packs
  • –Advanced governance needs careful permission setup for agencies with many teams
  • –Some workflows rely on connecting external systems for timesheet-driven accuracy
Use scenarios
  • Project and resource managers

    Adjust allocations when resources are overbooked

    Earlier conflict visibility

  • Resource managers and services teams

    Compare demand with capacity by role

    Demand-to-capacity clarity

Show 2 more scenarios
  • Program managers and portfolio planners

    Coordinate portfolios with shared timelines

    Aligned cross-project schedules

    Use consolidated timelines, milestones, and dependencies to coordinate multiple workstreams sharing resources.

  • Operations in project-based businesses

    Schedule people, equipment, and facilities

    Shared utilization view

    Plan multiple resource types against projects and locations over time periods using shared resource views.

Best for: Fits when agencies need planning controls and utilization visibility across a changing project pipeline.

#9

Rodeo

SMB

Project management and resource planning tool for creative agencies with budgeting and time tracking.

6.9/10
Overall
Features6.9/10
Ease of Use6.9/10
Value6.9/10
Standout feature

Capacity planning views that combine role allocation with utilization signals for quick over-allocation detection.

Rodeo fits agencies that need day-by-day visibility into who is occupied and where capacity is available. Capacity heatmaps and utilization-focused planning help teams spot over-allocation conditions before projects start. Role-based assignment workflows support fractional allocation patterns when different projects share the same contributors.

Pros
  • +Capacity heatmaps make over-allocation visible by week and role
  • +Role-based assignments support fractional allocation across concurrent projects
  • +Approval workflows fit staffing requests that require sign-off
  • +Scenario adjustments make pipeline staffing tradeoffs easier to review
Cons
  • –Accurate planning requires consistent availability and skills data upkeep
  • –Extensibility depends on available connectors and integration maturity
Use scenarios
  • Agency operations leaders

    Run weekly staffing and capacity reviews

    Fewer staffing surprises

  • Project managers

    Route fractional contributors across projects

    More predictable staffing

Show 2 more scenarios
  • Resource managers

    Manage bench and allocation approvals

    Better utilization control

    Move staffing requests through review steps and align allocations to current capacity signals.

  • RevOps and PMO teams

    Model pipeline staffing scenarios

    Clear demand feasibility

    Test demand scenarios against available capacity to decide which deals to pursue staffing-wise.

Best for: Fits when agencies need capacity planning with allocation approvals across roles and fractional work.

#10

Parallax

vertical specialist

Resource management software for capacity planning, staffing, forecasting, and utilization.

6.5/10
Overall
Features6.5/10
Ease of Use6.5/10
Value6.5/10
Standout feature

Staffing request approvals connect demand intake to allocation changes with audit visibility on key updates.

Parallax helps agencies track staff capacity against incoming work by linking people, calendars, and allocations into a utilization view. Core workflows cover demand intake, staffing proposals, approval steps, and ongoing workload tracking across billable and nonbillable time categories.

Pros
  • +Scenario planning supports staffing changes before projects get scheduled
  • +Approval workflows cover staffing requests from request to assignment
  • +Role-based permissions restrict access to capacity and allocation reports
  • +Audit log records staffing data changes for governance reviews
Cons
  • –Capacity visibility depends on accurate calendar and role mapping
  • –Automation depth is limited outside its core staffing lifecycle
  • –Deep setup is required to align skills, roles, and allocation rules
  • –Integrations with external project tools can require manual process steps
Use scenarios
  • Digital and creative agencies

    Compare upcoming demand with availability

    Visibility into bottlenecks

  • Employee resource group administrators

    Run recurring ERG programs

    Centralized program tracking

Show 2 more scenarios
  • Agency operations and finance teams

    Route approved costs to job billing

    More controlled invoicing

    Use project-coded billing workflows to support invoicing, reconciliation, and profitability reporting.

  • Project portfolio and delivery leaders

    Forecast risks from schedule scenarios

    Earlier delivery capacity risks

    Link schedules, assignments, demand scenarios, and delivery commitments in a single planning process.

Best for: Fits when agencies need approval-driven staffing and capacity forecasts tied to shared calendars.

Conclusion

After evaluating 10 agency resource management software, Saviom stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.

Our Top Pick
Saviom

Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.

Frequently Asked Questions About Agency Resource Management Software

How do Float and Resource Guru differ in calendar-based capacity planning?
Float builds calendar-based capacity views that separate soft and hard allocation signals in the same working view. Resource Guru also centers availability calendars, but it ties utilization and over-allocation alerts to booking-derived capacity limits rather than scenario-driven soft versus hard tracking in one view.
Which tools support skills-based allocation and how is it modeled into staffing requests?
Saviom models staffing using role and skill driven allocation rules, including fractional and soft assignment logic inside its staffing workflow. Rodeo and Ganttic focus more on allocation approvals and planning views, so skill-specific constraints are not expressed as a first-class staffing request model in the way Saviom does.
When should an agency choose approval-gated staffing over a direct assignment workflow?
Parallax connects demand intake to allocation changes through staffing request approvals and adds audit visibility for key updates. Teamwork.com can update assignments based on project lifecycle status using workflow rules, which reduces approval gates when status transitions are the main control point.
What breaks if integration and API coverage does not connect planning to time capture?
Mosaic relies on integrations that connect project systems and timesheet sources so staffing decisions map back to what time actually materialized. Without that linkage, Mosaic still shows utilization tracking, but the statement of what happened in delivery diverges from the staffing plan.
How do SSO and RBAC show up in admin control across agencies?
Parallax provides role-based permissions and audit visibility for key actions so staffing changes remain controlled. Runn also uses role-based access controls and multi-team admin controls to prevent every change from going through a single owner.
What data migration is needed when moving capacity and staffing history into Kelloo or Ganttic?
Kelloo requires importing capacity assumptions and mapping planned versus actual allocation signals to existing project data so scenario modeling can compare planned and real outcomes. Ganttic needs availability calendars, capacity limits, and staffing requests mapped into its planning-first workflow so heatmaps and over-allocation alerts reflect the new source of truth.
How do Float and Kelloo handle scenario planning when project scope changes mid-cycle?
Float lets teams run scenario planning with soft versus hard allocation tracking in the same capacity view while keeping workload balancing and over-allocation alerts aligned to the scenario. Kelloo compares planned versus actual allocation signals for resource leveling decisions, so scope change handling is anchored to that planned versus real comparison rather than a unified soft versus hard capacity ledger.
How does API extensibility differ between Teamwork.com and Ganttic for staffing workflows?
Teamwork.com centers integration depth on connecting time capture and project execution data through its API and supported connectors. Ganttic exposes an API surface for extending planning and approvals into external systems, so external approval engines can hook into its planning view more directly than with connector-led flows.
Which tools are better for bench management when fractional allocation is part of staffing strategy?
Float and Saviom support fractional and soft allocation logic that helps forecast utilization while staff shifts between assignments. Resource Guru handles bench management through availability rules tied to booking workflows, which works well for calendar-driven booking reality but provides less unified staffing logic when fractional and soft assignment policies must be reasoned together.
Where do over-allocation alerts fall short if the data model is inconsistent across teams?
Rodeo ties over-allocation detection to capacity views and allocation signals, so inconsistent mapping between roles, team capacity, and the source time tracking creates noisy alerts. Ganttic also produces over-allocation alerts from planning and availability capacity limits, but inconsistent availability calendar mapping across roles will similarly skew alert accuracy.

Tools reviewed

Primary sources checked during evaluation.

Referenced in the comparison table and product reviews above.

How to Choose the Right Agency Resource Management Software

We separate agency resource management software by how it turns staffing and time tracking into decisions: Capacity planning accuracy, allocation rules, and the automation around schedules and reports. In practice, you’ll feel the difference in how the tool handles role-based assignment and the audit trail behind every change.

Capacity planning accuracy

Why it matters

Capacity planning accuracy determines whether the staffing picture matches reality when you add or remove work. If it’s off, utilization reporting and resourcing decisions drift from what teams actually do.

How to check

Ask for a demo scenario where a project scope changes mid-month and compare the before/after capacity view. Check whether the tool recalculates totals consistently across the planning screen and the time/reporting outputs.

Allocation rules for billable and nonbillable

Why it matters

Allocation rules for billable and nonbillable affect whether the same person’s time is categorized correctly across work types. That drives trustworthy delivery forecasts and resource reporting for agencies.

How to check

In the demo, assign one resource to both billable and nonbillable work and confirm how the system splits percentages or time. Request a sample report showing totals by work type and verify it matches the assignments you entered.

Timesheet capture and mapping

Why it matters

Timesheet capture and mapping matters because agency planning usually depends on time data staying consistent with what was scheduled. If mapping is weak, the system reports “planned” work that doesn’t reconcile with “actual” time.

How to check

Have the demo user enter time for a resource against scheduled work and then view the reconciled results. Ask where you configure which projects, tasks, and work types are eligible for timesheets.

Automation for staffing changes

Why it matters

Automation for staffing changes reduces manual rework when roles, availability, or project timelines shift. The more actions the tool can trigger automatically, the fewer spreadsheets you need to keep in sync.

How to check

Request a workflow example: when a staffing request is approved (or a plan is updated), what automatically updates on the schedule. Confirm whether notifications, assignments, and forecast updates happen without manual copying.

Admin controls and audit logs

Why it matters

Admin controls and audit logs determine who can change staffing, and how you can prove what changed. For agencies, this is key when projects run under multiple stakeholders.

How to check

Ask for the permissions setup view and have the admin describe RBAC for planners vs approvers. Then review an audit log entry for a plan change and confirm it records the user, timestamp, and what was modified.

Reporting coverage and export options

Why it matters

Reporting coverage and export options show whether the tool supports agency decisions beyond the dashboard. If you can’t reliably extract actuals vs planned and per-resource views, you’ll still rely on manual reporting.

How to check

Ask to view a report that contrasts planned effort vs actual time by project and resource. Then request an export of that report (or the underlying dataset) and confirm the fields align with what you configured for work types and roles.

Red flags

  • Staffing changes don’t recalculate capacity consistently after scope updates
  • Billable vs nonbillable time doesn’t reconcile with assignments
  • Permissions or audit logs don’t show who changed allocations and when

Fit by situation

  • If you frequently update project scope during the month, prioritize Capacity planning accuracy.
  • If your agency splits time across multiple work types, prioritize Allocation rules for billable and nonbillable.
  • If governance matters across planners and approvers, prioritize Admin controls and audit logs.
Commissioned Research

Funding and competing interests

This study was co-funded by several of the vendors assessed in it. No single vendor funded it. Funders could propose the market studied.

They had no role in selecting vendors, setting or weighting criteria, analysing data or drawing conclusions, and they received the same factual-accuracy check as every other vendor assessed.

Market definition, inclusion rules and criteria weights were fixed by an editor before research began and did not change afterwards. Editorial process →

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