About Retain Resource Planning

Retain Resource Planning is a project management solution for businesses of all sizes. It helps users manage and allocate their resources and offers planning, team scheduling, asset scheduling and legal services planning tools within a suite. This solution is available for both cloud-based and on-premise deployments. Retain’s resource planning module allows users to view resource availability in a wallchart, from which they can book resources, plan schedules and customize bookings. This feature enables users to view resource allocation, filter resources based on criteria, switch views (by bookings, by resource or by project) and publish schedules. Retain has a comprehensive reporting suite that allows users to generate reports according to different fields and metrics. Users can build forecast reports on constructed scenarios and ghost bookings. Users can export these reports to Microsoft Excel or print them directly.
Retain Resource Planning Software - Wallchart
Retain Resource Planning Software - Report builder
Retain Resource Planning Software - Billboard
Retain Resource Planning Software - Schedule
Retain Resource Planning video
Retain Resource Planning Software - Wallchart - thumbnail
Retain Resource Planning Software - Report builder - thumbnail
Retain Resource Planning Software - Billboard - thumbnail
Retain Resource Planning Software - Schedule - thumbnail

Retain Resource Planning pricing

Retain Resource Planning does not have a free version.

Starting Price:
Not provided by vendor
Free Version:
No
Free trial:
N/A

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Retain Resource Planning Reviews

Feature rating

Value for Money
4
Functionality
4
Ease of Use
5
Customer Support
5
2 reviews of 2 View all reviews
Verified Reviewer
  • Industry: Telecommunications
  • Company size: 201-500 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 4/8/2019

Retain - Trusted and user friendly resource planner

Retain Resource Planning application helps me utilize resources at the organization I work and lets me manage resources for the future. I was never disappointed with Retain.

Pros

Retain is an amazing resource planning software I found recently. And I loved it from the first use.
It helps me plan future work at our organization very easily like no other planner has done. I like the user friendly interface very much and how it is available as a desktop application, web application and a mobile app. I love how customizable it is and it also support multiple currencies.

Cons

I have not experienced any cons so far. It's a highly reliable product.

Tanya R.
  • Industry: Accounting
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
4

5
Reviewed on 6/5/2021

Can't imagine not using Retain

Before Retain, we used an excel tracker for staffing. Everyone entered this information differently, which posed issues for accurate reporting. Retain has allowed me not only to compile and display this data in multiple views and functions. It has allowed accurate and timely reporting to upper management and is now serving as the main tool in our workflow planning meetings, enabling myself and management to make staffing decisions based on live and accurate data.

Pros

Retain is the resource management tool I needed to be proactive in planning and forecasting staffing solutions. Plans view is the selling point for me. Being able to see all the staff jobs planned on a calendar is what led me to decide to implement Retain at my firm rather than other resource management software. The Skills feature is allowing a small firm like FK to hone in on Staff's skills and thus finding the perfect "fit" when staffing a job using this feature.

Cons

I dislike when I am in the middle of reviewing someones plans and I get timed out. Or when there are additional upgrades to the software, and all my settings and features have been restored to factory. Another thing that could be improved on is bringing additional editing shortcuts from Retain Wallchart to Retain Cloud. The ability to crop and resize bookings is something that I am missing in my day to day handling of staff's plans.

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