Intuitive Resource Allocation Tool from Retain

Retain is focused on the planning of a company’s key asset: staff. Being the main operating cost but at the same time the main source of revenue, how they are planned is paramount.

Designed for mid-enterprise level organisations, our software helps organisations, our software helps organisations to effectively manage and allocate resources, optimise staff utilisation and manage costs - saving millions of pounds in the process

How can Retain improve your project management?

• Find the right resource, with the right skills, at the right time using Retain’s consolidated, editable and graphical database (Wallchart).
• Retain provides an easy-to-use interface with clear visibility of projects, tasks, jobs and engagements. Users can view data across individuals, departments, geographies and more, breaking down organisational silos
• Users can proactively manage staff utilisation levels, ensuring an even spread of work allocation for all staff across the organisation
• Identification of conflicts: Users can easily identify and resolve over-allocation on projects using simple drag-and-drop functionality.
• Create “Ghost bookings” to tentatively allocate resources to projects and opportunities in order view the impact on resourcing
• Auto-schedule resources against projects: Immediately allocate resources when a project is confirmed or when the right resource against a project is identified.
• Expedite the creation of your ideal team: Users can share profiles and allocate suitable resources to projects. Save time by cloning requests and split requests. View requests across date ranges, and the status of requests.
• Flexible interface: users can create their own customised views to suit their needs and preferences
• Accurately forecast future demand and capacity levels to manage resource requirements as projects change
• Visibility into future capacity to quickly shuffle and re-allocate resources as new projects and opportunities arise.

Retain’s resource allocation tool is underpinned by a robust, visual reporting suite for crucial executive governance around such areas as utilisation and availability, planned time vs budget time, revenue/cost and overall supply and demand.

Retain is focused on optimising efficiencies with a view to increase staff/billable utilisation. This in turn contributes to the opportunity to maximise profitability.

Retain’s resource allocation tool can be utilised as a Microsoft windows platform, a web application, or both. The Retain resource allocation mobile app also provides live access to time scheduling information on the go using a smartphone.