Retain Resource Planning

Retain Resource Planning

What is Retain Resource Planning?

Retain Resource Planning is a visual resource management platform for professional service firms. It provides drag-and-drop staff scheduling, utilization tracking, leave management, and capacity forecasting to optimize resource allocation across client projects.

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    Retain Resource Planning Features

    Resource scheduling

    Project planning

    Time tracking

    Task management

    Budget management

    Gantt charts

    View All 36 Features
    Resource allocation
    Capacity planning
    Reporting and analytics
    Team collaboration
    Calendar integration
    Milestone tracking
    Risk management
    Document management
    Customizable dashboards
    Workload management
    Project templates
    Expense tracking
    Mobile access
    Notifications and alerts
    Reimbursement management
    Portfolio management
    Resource management
    Budgeting & forecasting
    Activity tracking
    Scheduling
    Project tracking
    Time & expense tracking
    Invoice processing
    Employee lifecycle management
    Skills tracking
    Multiple billing rates
    Billing rate management
    Labor projection
    Time & attendance
    Billable hours tracking

    Retain Resource Planning Resources

    Frequently Asked Questions

    Is there a free plan or free trial for Retain Resource Planning?
    Retain Resource Planning may offer a free plan or trial for new users. You can sign up to explore available options.
    How much does Retain Resource Planning cost?
    Retain Resource Planning offers flexible pricing plans depending on your business needs. Check their official website for the most current pricing details.
    What does Retain Resource Planning integrate with?
    Retain Resource Planning integrates with popular tools like Slack, Salesforce, Zapier, QuickBooks, Google Workspace, Microsoft Teams, Asana, and Trello, making it easy to connect with your existing workflow.
    Who is Retain Resource Planning best for?
    Retain Resource Planning is ideal for professional services firms, such as consulting agencies, marketing teams, and IT services, especially small to medium-sized businesses. Project managers, resource planners, and operations leads love its visual scheduling for staff allocation.
    What are the best alternatives to Retain Resource Planning?
    Great alternatives include Float, which excels in simple resource scheduling, Resource Guru for team capacity planning, Accelo for end-to-end professional services automation, and Mavenlink for project profitability tracking.
    Is Retain Resource Planning GDPR / SOC 2 compliant?
    For specific compliance certifications, it's recommended to contact Retain Resource Planning directly or check their security documentation.
    Does Retain Resource Planning have a mobile app?
    Yes, Retain Resource Planning has a mobile app available for iOS and Android.
    What do real users say about Retain Resource Planning?
    Users rave about the intuitive visual scheduling and accurate billable hours tracking, which help optimize resource allocation in professional services. Some note a short learning curve for advanced features, but overall satisfaction is high for improving project visibility.
    How does Retain Resource Planning compare to its top competitor?
    Compared to Float, Retain Resource Planning stands out with deeper professional services features like multiple billing rates and labor projections, while Float offers simpler, more affordable scheduling for general teams. Retain is better for firms needing robust PS-specific tools.
    Does Retain Resource Planning offer customer support?
    Yes, Retain Resource Planning provides customer support through email, live chat, a knowledge base, and phone support for higher-tier plans, ensuring help is available when you need it.
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