Retain

Retain

Retain International
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About

Retain is a feature-packed resource planning software trusted by the Big Four (KPMG, Ernst & Young, Deloitte and PwC) and many other professional services organizations. With Retain, organizations can produce and deliver planning information with more clarity. Retain offers insightful views for planning data, comprehensive reporting for extracting meaningful business information, metrics for measuring success, and talent management tools for monitoring performance and tracking skill shortage. Accessible anywhere. Retain Cloud SaaS resource management has everything you need to schedule people effectively, including skills tracking, forecasting, intelligent management information reporting and insightful graphical features.

About

eResource Scheduler (eRS) is an enterprise resource management & scheduling software built to cut chaos clean. Whether managing 50 resources or 5000, eRS gives real-time visibility into capacity, availability, schedule, actuals (timesheets) & financials, no messy spreadsheets required. Plans stay fast and friction-free with drag-and-drop scheduling, resource requests & semi-auto scheduling. Actuals flow from schedules into timesheets, giving immediate planned vs. actuals insight. Heatmaps flag bottlenecks before they burn, capacity planning reports forecast demand & financials track costs, revenue, and profit. Management reports turn data into decisions, user access rights keep control tight, and integrations tie in seamlessly with your go-to platforms. The eRS mobile app enables teams to view schedules, enter and approve timesheets, and receive real-time updates anytime, anywhere. Trusted across industries, eRS gives visibility into the dollar impact of every allocation.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Professional businesses such as accountancy, law and consultancy firms, and financial institutions.

Audience

Built like Lego, eRS is industry-agnostic, helping consultancies, engineering, architecture, construction, accounting, and creative agencies maximize utilization, hit deadlines & boost the bottom line.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$5/monthly/resource
Clients can choose from monthly or annual billing terms. Annual billing offers discounted pricing.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • The heatmap view is something I didn't know I needed until I had it. Being able to see at a glance who's overloaded and who has room without pulling a report or asking around has genuinely changed how I run my weekly planning sessions. I used to rely on gut feeling a lot more than I'd like to admit.
  • Honestly the thing I keep coming back to is how uncluttered it feels. I manage resources across three departments and with most tools I've used, that means a lot of noise on screen. With eResource Scheduler it's clean filters actually work the way you expect them to, and finding what you need doesn't feel like a treasure hunt. My team picked it up pretty fast too which is always a good sign.
  • We use eResource Scheduler to manage consultant allocations and set different cost and billing rates based on employee roles and client projects. This has made it much easier to estimate project costs, allocate recruiters and consultants correctly, and keep billing information organized. The setup is straightforward, and updating rates when a project changes only takes a few clicks.
  • What stands out most is the visibility it gives us into daily operations. We can easily monitor vehicle availability, active trips, driver assignments, and delays from one dashboard. The live fleet view and reporting tools make it much easier to keep operations organized and respond quickly when schedules change.
  • What I like best about eResource Scheduler is how easy it is to see team availability and assign resources without relying on spreadsheets. The drag-and-drop scheduling, workload view, and resource availability calendar make it simple to balance workloads and avoid scheduling conflicts. It's intuitive to use and gives a clear overview of who's available for upcoming projects.

Cons

  • First few days were a bit rough. There's a lot you can configure and it wasn't always obvious where to start. I had to lean on support a couple of times just to get the basics set up the way I wanted. A proper setup guide would go a long way.
  • I've had a few moments where I needed to check something quickly while away from my desk and the mobile experience just isn't there yet. It's usable but you can tell it wasn't the main focus when they built it.
  • The platform has worked well overall. The only improvement I'd like to see is a little more flexibility when generating customized cost and billing reports for different clients.
  • So far the platform has been reliable for our day-to-day operations. If anything, I'd like to see more flexibility when customizing reports and dashboard layouts for different management roles, but overall it has worked well for our team.
  • Honestly, I haven't run into any major issues so far. The platform has worked well for our needs. If I had to mention something, I'd say there could be a few more options for customizing reports, but overall everything works fine.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Retain International
Founded: 1993
United Kingdom
retaininternational.com

Company Information

Enbraun Technologies
Founded: 2011
India
www.eresourcescheduler.com

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Categories

Categories

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Time and Expense Features

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Workforce Management Features

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

Resource Management Features

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Employee Scheduling Features

Appointment Management
Automated Scheduling
Calendar Management
Employee Database
Group Scheduling
Messaging
Mobile Access
Payroll Management
Reporting/Analytics
Resource Management
Schedule Distribution
Scheduling
Shift Scheduling
Shift Swapping
Time Clock
Time Tracking
Vacation / Leave Tracking

Project Planning Features

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Integrations

Google Calendar
Jira
Jira Work Management
Microsoft Outlook
Napta
Slack

Integrations

Google Calendar
Jira
Jira Work Management
Microsoft Outlook
Napta
Slack
Claim Retain and update features and information
Claim Retain and update features and information
Claim eResource Scheduler Cloud (eRS Cloud) and update features and information
Claim eResource Scheduler Cloud (eRS Cloud) and update features and information