Easy Resource Planning   +   Time Tracking   +   Sales Force

Achieve workload balance,
efficiency & profitability

Setup & manage resources

Setup & manage resources

Your Resources are your most valuable assets. It’s important to keep their information up-to-date and organized. From the Resource tab, you can easily manage individual Resources' data, attributes, and targets.

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Setup & manage resources
Assign resources to objects & tabs

Assign resources to objects & tabs

As a services business, your profits are determined by how efficiently resources are booked to projects. Resources can be assigned to opportunities, projects, or other objects in Resource Hero. From there, you can allocate hours per week to book resources' time.

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Assign resources to objects & tabs
Forecast & track actual time

Forecast & track actual time

If you’ve tried to manage resource allocation in the past, then you’ve tried to use a spreadsheet. That’s why we made inputting hours work just like a spreadsheet. Only now, you can see resources' utilization as you input hours and get all your data into a database.

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Forecast & track actual time
View & customize powerful reports

View & customize powerful reports

Seeing resource utilization, comparing forecast vs actual hours, and viewing revenue over time is the holy grail of enterprise resource planning challenges. With your resources, allocation, and projects in one database, all types of data slicing and dicing becomes possible.

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View & customize powerful reports

Full Features

Forecast & Track Time Spent

  • Use the matrix to Forecast & track hr/wk
  • Works just like a spread sheet (copy, edit & paste)
  • Receive realtime utilization feedback
  • Calculates total vs remaining hours & revenue
  • Add the matrices to standard & custom objects
  • View quarterly, 6-month, and year timelines
  • Use resource calculations in custom formulas
  • Manage resources in the assignment manager

Manage Resources

  • Manage resources from the Resource tabs
  • Set hours per week and rate thresholds
  • View and input forecast and tracked hours
  • Allocate using the Assignment Manager
  • Associate roles and teams
  • Add custom fields to the Resource tab
  • Set access permissions for users
  • View capacity (over and under utilization)

View & Customize Reports

  • 11 powerful pre-built reports including…
    - Hours
    - Revenue
    - Forecast vs Actuals
    - Opportunity Roll-Up
    - Rate Versus Target
    - many more…
  • Create custom reports from scratch