Plan Smarter, Work Better with Complete Visibility & Capacity Planning

With Retain’s resource management software, track availability live, balance and rebalance team workloads, forecast capacity, monitor budgets, and keep your team efficient, avoiding bottlenecks. Compare scheduled time against actual time worked to make smarter, more informed resourcing decisions.

Explore Capacity and Availability
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Simplify Resource Allocation

Our resource planning software makes resource allocation simple. Match the right people to the right tasks, save time, meet deadlines, and deliver better results using our intuitive, all-in-one resource and skills management platform. With real-time visibility into availability and workloads, your team stays productive, happy and never overstretched.

New capacity view – july 26

Schedule with Flexibility, Avoid Conflicts

Effortlessly allocate or reallocate work and adjust schedules. Our tools keep your team flexible, allowing you to maintain quality and meet timelines regardless of changing demands. Quickly identify clashes, resolve them on the spot, and share work fairly, even at the last second.

Explore Plans
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Deliver Projects with Greater Efficiency and Profitability

Retain’s planning and management platform helps streamline project delivery. Live scheduling views, skills-aware recommendations, and task tracking keep teams aligned and reduce delays. Monitor billable utilisation goals, spot where you’re overspending, and ensure every project is profitable.

Explore Reporting and Analytics
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Introducing Retain 2.0 – Retain Skills+

Retain 2.0 features Skills+ – our new intelligence layer that helps you map, track, and optimise your team’s capabilities.

With Skills+, you can:

  • Build a custom skills taxonomy with over 30,000 data-backed skills via Lightcast
  •  Assign work based on primary, secondary, or preferred skills
  •  Receive quarterly recommendations to upskill teams and fill gaps
  •  Track certifications, languages and skill expiry
  •  Filter and schedule by department, division or talent type

It’s not just who’s available,  it’s about who’s truly the right person for the role.

Explore Skills
Find skills with right person

Understand How Your Team Really Spends Time

Gain insight into scheduled versus actual hours worked with Retain’s built-in timesheets. Timesheets auto-fill based on work that’s already booked, making them easier for teams to complete and simpler for managers to analyse. Track billable utilisation, monitor overtime, and keep every project financially on track.

Explore Timesheets
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Serious About Security

Retain is built for the demands of medium to large organisations, which means enterprise-grade security is non-negotiable. Retain is GDPR compliant and built with the data privacy and security standards your organisation requires. Your data is safe, your team is protected, and your clients can trust you with theirs.

Data movement bottleneck

Unite all teams under one platform

Before Retain:

Inefficient resource utilisation: Overbooked or underutilised resources due to limited visibility, leading to burnout, missed deadlines, and revenue risk.
Manual scheduling and administrative burden: Hours wasted managing schedules manually, constantly updating spreadsheets, and handling last-minute changes. This administrative load leaves little time for strategic planning and decision-making.
Limited visibility: Difficulty tracking resource availability and skills, resulting in poor project alignment, inefficiencies and the potential client dissatisfaction.

After Retain:

Optimised utilisation: Automated scheduling ensures balanced workloads, maximizing productivity and minimizing idle time.
Reduced administrative load: Streamlined, automated processes drastically cut down manual scheduling and repetitive admin tasks, freeing up valuable time for strategic activities.
Enhanced visibility: Real-time insights into resource availability and skills allow for proactive planning and data-driven decisions, improving overall project success and client satisfaction.

Before Retain:

Inefficient processes & systems: Outdated tools and lack of integrations lead to fragmented workflows, causing project delays, budget overruns, and productivity loss.
Lack of real-time visibility: Scattered data and disconnected systems result in misaligned tasks, resource conflicts, and missed deadlines.
High administrative burden & limited collaboration: Manual updates across multiple platforms increase admin work and hinder collaboration, creating bottlenecks and slow execution.

After Retain:

Streamlined processes & systems: Seamless integrations replace fragmented workflows, automating processes and reducing project delays, budget overruns, and boosting productivity.
Real-time visibility & data integration: Unified systems provide accurate, real-time data, resolving task misalignment, preventing resource conflicts, and ensuring timely project delivery.
Reduced admin burden & improved collaboration: Automated data sync and multi-user access cut down manual work and enhance collaboration, eliminating bottlenecks and accelerating execution.

Before Retain:

Revenue leakage: Inefficient resource utilisation and poor tracking lead to missed billing opportunities and unplanned costs, resulting in loss of revenue, budget overruns and overall negative impact on profitability.
Budget overruns: Limited visibility into project costs and resource allocation makes forecasting and budget control difficult, causing unexpected financial impacts.
Inconsistent billing: Manual tracking of time and effort across projects leads to inaccuracies, disputes, and delayed invoicing, impacting cash flow and client relationships.

After Retain:

Maximized revenue: Automated resource management and accurate tracking capture all billable hours, reducing revenue leakage and ensuring profitability.
Controlled budgets: Real-time visibility into project costs and resource utilisation provides precise forecasting and budget control, preventing financial surprises.
Accurate billing: Automated time tracking ensures precise billing data, eliminating discrepancies, speeding up invoicing, and improving cash flow and client satisfaction.

Before Retain:

Employee burnout & dissatisfaction: Unbalanced workloads and unclear career paths lead to high stress, burnout, and low employee morale, increasing turnover rates.
Talent underutilisation: Difficulty in matching employee skills to project needs results in underutilised talent, missed growth opportunities, and reduced job satisfaction.
Manual administrative tasks: Manual processes for tracking availability, skills, and performance evaluations consume time and divert focus from strategic initiatives like employee development and engagement.

After Retain:

Improved employee well-being: Automated scheduling and balanced workloads reduce burnout, enhance morale, and support better work-life balance, lowering turnover rates.
Effective talent utilisation: Real-time visibility into employee skills and availability allows for optimal matching of talent to projects and improving job satisfaction.
Streamlined administrative processes: Automated tracking of skills, availability, and performance data reduces administrative burden, freeing up time for strategic HR initiatives and employee engagement.

Before Retain:

Stagnant growth & missed opportunities: Inefficient resource allocation and project delays limit the ability to take on new opportunities, stalling business growth and profitability.
Costly, reactive decisions: Lack of proactive planning leads to rushed, last-minute decisions that increase costs and reduce efficiency.
Uncontrolled costs & wasted resources: Poor planning results in unexpected expenses, project overruns, and missed profit opportunities due to underutilised resources.

After Retain:

Accelerated growth & business expansion: Optimised resource management allows for efficient project execution and better capacity planning, enabling the business to take on more opportunities and grow faster.
Informed, strategic decisions: Data-driven insights support proactive decision-making, reducing costs and improving overall operational efficiency.
Controlled costs & maximised profitability: Real-time tracking and precise resource allocation prevent overruns and capture all revenue opportunities, enhancing profitability and business health.

A single solution for all your resource planning needs

Strength to strength – The journey from Retain On-Prem to Cloud

Retain Cloud has completely transformed how we manage our workforce. Engagement costing is now available in real time, scheduling is effortless, and remote access has made resource planning significantly easier. Our managers now have instant visibility into project costs and team capacity, allowing them to make better resourcing decisions and reduce budget overruns. It’s the perfect solution for firms that need a powerful and easy-to-use planning tool.

Hari Saparamadu, Audit & Assurance Senior Manager Baker Tilly Staples Rodway

Super growth required a robust solution

Retain has empowered us to scale our resource planning to match our rapid growth, providing a more streamlined, efficient, and productive approach to our resource management needs.

Adam Passmore, Senior Manager

From spreadsheets to streamlined workforce management.

Absolutely. Retain has continued to improve and innovate since we implemented it. The team actively listens to user feedback and regularly introduces new features. The tool itself is extremely user friendly and intuitive and it has made a clear difference to how we manage resource planning.

Lauren Murphy, Talent Deployment Senior Manager, Cohen & Co
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Ready to talk? Schedule a demo with Retain today.

See how Retain handles capacity, skills and bookings in one place.

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