Project Operations: Enhanced Resource Management
Optimize Capacity, Maximize Utilization, and Deliver Projects on Time
PlanAutomate provides a fully integrated Resource Management solution that ensures you have the right people assigned to the right tasks at the right time.
Eliminate bottlenecks
Reduce inefficiencies
Improve project outcomes

Why PlanAutomate Resource Management Matters
Better Cost Control
Assign the most efficient resources to each task and detect costly bottlenecks early.
Enhanced Risk Readiness
Identify and resolve resource conflicts and shortages before they become project risks.
Improved Project Delivery
Stay ahead of delays and disruptions with real-time resource tracking and proactive adjustments.
Key Capabilities of PlanAutomate Resource Management
With PlanAutomate, you can proactively manage resource capacity and demand to prevent last-minute staffing issues and project delays.
- Easily shift resources across departments or legal entities to meet changing demands.
- Track real-time resource utilization and adjust assignments to optimize efficiency.
- Identify bottlenecks, overloads, and conflicts before they impact project timelines.

With PlanAutomate, you have complete flexibility in how you allocate resources, ensuring optimal utilization and efficiency across your entire portfolio.
- Assign resources task by task, by role, or automate assignments for entire project sections based on best fit.
- Match resources to tasks based on availability, skill set, cost rates, and location to ensure the right person is on the right job.
- Instantly view resource conflicts and overloads to avoid overbooking and maintain balanced workloads.
- Automated Capacity Leveling – Let the system automatically optimize resource allocation based on demand, availability, and priority.

PlanAutomate seamlessly connects resource planning with project scheduling and financials to provide real-time visibility into resource costs and utilization.
- Reduce errors with automated timekeeping—assignments are preloaded into team members’ timesheets, eliminating manual entry.
- Assign resources directly within the Work Breakdown Structure (WBS) for an integrated, streamlined process.
- Automatically sync labor budgets and schedules, ensuring cost breakdown structures and Estimate at Completion (EAC) reflect actual assignments.

Enable seamless teamwork with dedicated workspaces and enhanced time tracking:
- Centralized workspaces provide quick access to assignments, issues, and updates.
- Preloaded timesheets streamline labor reporting, reducing manual entry errors.
- Automated task assignments ensure workers have clear priorities and progress tracking.

PlanAutomate empowers you with real-time scenario modeling, allowing you to test different resource and scheduling strategies before making final decisions.
- Adjust project timelines, resource allocations, and task dependencies to see how different strategies impact demand, cost, and delivery.
- Forecast resource availability under multiple scenarios to ensure you have the capacity to meet project needs.
- Visualize potential bottlenecks, conflicts, or shortfalls before they happen.

Ready to talk about project automation?
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