Resource Planning and PSA

Resource planning software has to agree with two things at once: the plan and the timesheet. We look at how each tool models capacity, how it handles part-time and shared people, and how far it goes toward full PSA with margins and invoicing. Setup effort is called out, because it is usually the real cost.

4 guides Last verified 2 Nov 2026 How we score
How we score

Fixed weights. No pay-to-play.

Capacity planning, staffing and professional services automation tools for billable teams.

100points per tool

Weights from our resource planning and professional services automation method, out of 100

  1. Scheduling and utilisation fit Skills-based scheduling, capacity views, tentative bookings, time off, and utilisation reporting for the named firm size30%
  2. Financial clarity Budgets, rates, project costs, invoicing links and margin reporting, as listed in vendor docs25%
  3. Price and plan clarity Starting price per user, seat minimums, modular pricing, and which features need a higher plan or a quote20%
  4. Ease of setup and daily use How the schedule is built, how changes are made, and what public reviews report about setup time15%
  5. Integrations and exports Links to project, time and accounting tools, plus export options for schedules and reports10%
The Monday Memo

One email when a price or a pick changes.

No spam and no sponsored slots. Just what changed in our guides that week, and why.

Unsubscribe in one click. We never share your email.

How TaskReports picks what to list