Professional Services Resource Planning Software

PSA Resource Management

The Right Resources Attributed To The Right Projects Are Key To Project Success

PSA Software for Resource Management

Expertly manage resources to increase their utilization, improving project quality & client satisfaction.

NetSuite OpenAir PSA resource planning software helps professional service organizations match resources to the right fit projects. Project managers have access to a real-time project timeline, and as the project progresses, managers can reassign and reconfigure resources as needed. The Resource Demand Request tool can recommend the best resource for the project based on the resource's profile and the project requirements. NetSuite resource management is integrated with OpenAir's project management features providing a seamless user experience for both the resource managers as well as project managers.

Implementing Resource Management Strategies in OpenAir

Infographic: Improve Resource Management for Growing PSOs

Improve Global Collaboration on Projects

Many professional service organizations are spread globally, and professional services resource management software makes international resource contributions to projects easier. You can assign resources from all locations to any project team using the central system. For billing, you can bill the project rates in your chosen currency also.

Map Resource and Business Needs

Use the resource booking and request workflow to map your resource and business needs and view detailed charts and reports about resource utilization for tracking purposes. This insight helps you understand the impact of resource changes and know your organization's ability to take on new projects.

Update Schedules and Skills in One Program

With OpenAir PSA resource management, you can update schedules and skills from a central location or allow users to manage and update their own profiles. This feature lets you forecast staffing needs by adjusting project priorities based on resource availability.

Create Reports and Forecasting for Profitability

PSA software for resource management enables resource forecasting and reporting. Understand the profitability of your staffing plan by using comprehensive reporting tools. Create capacity planning forecasts and examine resource utilization with filters such as line of business and office locations. Examining these resource combinations will help you find the best resource plan for the project. This feature also provides insight into your organization's ability to staff future projects.

Coordinate Resources Strategically

With professional services resource planning, you can gain visibility into resources to make informed staffing allocations for projects. You can search updated profiles according to experience, work preferences, availability, interests, skills and language expertise. You can then coordinate resources to projects based on employee availability, experience, skill level and interest to balance workloads. This feature increases resource utilization while improving project success.

Determining the Right Resource Management Solution

Does Your PSA Fit Your Resource Management Model?

Why Partner With Top Step?

Top Step is a NetSuite Alliance Partner focused 100% on professional services automation. We help professional services organizations increase their profitability, scalability and efficiency. Our team has more than 15 years of experience with automation solutions, so we understand the challenges your industry faces. Our customer-first approach will support you at every step of the implementation process.

Using NetSuite OpenAir resource management software in your professional service organization can help you gain optimal resource scheduling for your projects. Schedule a consultation with Top Step to learn more about our services.