HubSpot Resource Planning

Resource Planning

Effortlessly monitor available capacity with visual workload indicators and gain a detailed view of the project hours allocated to each team member.

Project calculation

The calculation sheet helps your sales team and project managers collaborate for accurate quotes and better margin management, preventing overcommitment.

Resource allocation

Are you allocating the right resources to your projects? Quickly determine which projects your team members are most engaged in, along with their specific roles, rates, and time commitments.

Project workload

Manage your project tasks and resources from a single perspective. Embrace a more agile project management style with the ability to incorporate new components as necessary.

Task assignment

Make sure your team remains operational at all times by delegating tasks only to those who have the capacity to handle them.

Project backlog

Instead of depending on your memory, move pending tasks to the project backlog and allocate them to team members as they have the capacity.

Comprehend resources, projects, and capacity.

Remove uncertainty from resource allocation. Manage your team's available capacity with real-time insights and obtain a clear view of the upcoming workload.

Enhance resource efficiency and boost profitability

Project managers need immediate access to information. This is where intuitive dashboards and workload indicators become essential. Keep your project budgets and utilization goals aligned.

Implement project management based on value

Achieving successful projects begins with a comprehensive understanding of budgets, capacity, and resources. Based on roles, availability, and activities, assign the appropriate team members.

Annual Monthly

Essentials

$ 25 / user / month

$ 30 / user / month

Ideal for businesses tired of juggling with stand-alone tools for project management, time tracking, and invoicing.

Great choice if you need:

Task Management Manage all your project task in one overview

- - Project Planning Plan your project with Gantt Charts, Kanban Boards and task management.
    - Client Portal Standard Use our shareable link to give project info with unnamed guest accounts.

- - - Project Budgeting & Contracts Manage your budget with Fixed Fee, Expenses, Time & Material and Retainer contracts.
      - Time Tracking & Expense Tracking Track your time via your Calendar integration, plugins, mobile phone or via our timesheet.
        
        Invoicing BasicAutomate your invoicing with standard invoice lay-outs.
        
        Standard DashboardsGet direct insight in the progress of your project.
        
        Fast Track Basic 2 online one-on-one Fast Track session with customer success agent.

Try 30-days for free

Billed annually

Professional

$ 35 / user / month

$ 40 / user / month

For companies who want better financial insight, optimize resource usage, and manage projects strategically.

All features of Essentials, plus:

Task Management by Resource, Week and Project Manage all tasks from your resources and get an overview by resource, week and project.

Client Portal Advanced Use named guest accounts with financial access and task edit access to share your project with external users.

Extended Company Structure Extend your company structure with 3 additional business units.

Project Manager Approval Project Managers can approve, modify or reject time entries.

Quotes and SOW with Digital Signing Create detailed quotes and statement of works that you can share to sign digitally.

Calculate Project Workload Oversee planned versus used hours.

Basic scheduler It allows you to methodically organize events for your resource's day and list intended times where events take place.

Manage AbsenceRegister a known absence, holiday or public holiday for your resources.

Priority Support QueueGet priority support in the Chat.

Fast Track Advanced3 online Fast Track onboarding sessions to get you started one-on-one.

Try 30-days for free

Billed annually

Enterprise

$ 45 / user / month

$ 50 / user / month

The ultimate solution for large-scale project management. With advanced features tailored for complex operations.

All features of Professional, plus:

Multi-Company Seperate projects and financials of multiple organizations.

Multi-Currency Use multi-currencies for quoting, contracts, time and expense tracking and invoicing.
Advanced Company Structure Extend your company structure with adding unlimited business units.
Team Lead ApprovalTeam Leads can approve, modify or reject all time entries.

Invoicing AdvancedAutomate your invoicing and use custom invoice lay-outs for every business unit.

Resource PlanningPlan and schedule your resources.

Resource Capacity OverviewDisplay each available resource's totals and zoom into a resource to see which projects they are planned for, the hours planned and the used hours.

Advanced Scheduler It allows you to methodically organize events for your resource's day and list intended times where events take place.
Smart Planning* Optimize your resource capacity with self-driving scheduling - *Available soon.

Data Warehouse AccessCreate your own dashboards & reports via access to your data warehouse.
Advanced Dashboards*Create your own dashboards and select your widget from our library - *Available soon.