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Bring Together a Remote Workforce with Centralized Resource Management

A strategic and focal point of the Upland PSA solution, feature-rich Resource Management functionality connects project management, timesheets and resources to balance employee satisfaction and achieve successful customer and project outcomes.

Project and resource leads can quickly search, find, and assign resources to projects based on their skills, proficiency and availability. The resource calendar helps manage planned and unplanned time off. A skills library manages team members’ training, certifications, and overall skills. Resources can be soft booked at the planning stage, for example during a sales opportunity cycle, or hard booked once a project is confirmed. Stakeholders can easily track utilization and cost rates to ensure resources are not over- or under-utilized, and that team members are leveraged according to project profitability.

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