Resourcing

Heeros PSA's resourcing tool allows you to efficiently manage your company's work: you can divide projects into tasks, allocate hours, assign tasks to users, and monitor experts' utilization rates.​ Resource management helps you improve project planning and keep better track of who is doing what.

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Why choose resourcing as part of the Heeros PSA software?

Are you working in a professional services company that relies on time-based resource utilization? The resourcing feature in Heeros PSA software is an excellent choice for you. These tools facilitate project planning and make it easy to track the time spent on various tasks.

Workflow files statistics

Adding tasks

A task is the basic unit of resourcing used to allocate project resources. Projects can be divided into tasks, with specific hours assigned to each and allocated to individual team members. Tasks enable you to monitor resource utilization and compare actual hours worked against planned hours.

Sales funnel

Monitoring resourcing

Resourcing in Heeros PSA can be monitored in multiple ways—both at the project level and across the entire company. Various resource views allow you to examine and manage tasks and utilization rates from different perspectives.

Business rule

Combining sales quotes and resourcing

Heeros PSA enables you to create tasks directly from sales quotes, eliminating the need for duplicate work when planning. You can quickly and easily generate tasks with details from the sales quote and allocate hours worked to the corresponding line items.

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Resourcing Features in Heeros PSA

With the following table, you can compare the resourcing features available in Heeros PSA's different packages - Growth, Business, Enterprise, and Enterprise+.

Download the features comparison table as a PDF here.
Growth
Growth
Business
Enterprise
Enterprise+
Resourcing
Growth
Business
Enterprise
Enterprise+

Grid view

Add-on

Gantt view

Add-on

Task list

Add-on

Utilization view

Add-on

Allocating hours to tasks

Add-on

Resourcing tasks to multiple users

Add-on

Subtasks (WBS)

Add-on

Recurring tasks

Add-on

Milestones

Add-on

Multi-day tasks

Add-on

Single-day tasks

Add-on

Task priorities

Add-on

Task types

Add-on

Experiences with resourcing tool

Heeros PSA is used by companies in various industries that do professional and project-based business. The size of the companies varies from a few employees to enterprises with over 100 employees operating in multiple countries.

Agency Bobble Customer case hero

We have many customers in the advertising and communications industry, IT companies, architectural firms, and consultants. For example, the digital marketing agency Agency Bobble chose Heeros PSA largely because of its resourcing features.

"The software helps create a strong foundation for future profitable growth and success. Its greatest benefit is its ability to combine resourcing and invoicing."

Sanna Pänkäläinen, CEO
Agency Bobble

Read customer story

Project Management - Frequently Asked Questions

What does the abbreviation CRM mean?

CRM stands for "Customer Relationship Management". It refers to the management of customer relationships or customer relationship management in Finnish. The abbreviation is often used to refer to a system or software used in customer management.

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Ready to boost your resourcing?

Schedule a demo with Fred Palmgren from the calendar or send us a message. Fred Palmgren is our PSA specialist with extensive experience in business development for professional service companies. Book now and take a step towards smoother working!