B2B SaaS operations
Best B2B SaaS Resource Planning Tools in 2026
Resource planning helps teams match people, skills, time, and capacity to the work the business has promised or expects to deliver.
Planning should reveal tradeoffs early. Define the unit of capacity, confidence of demand, source of truth for availability, and how staffing, scope, and deadlines change when the plan no longer fits.
| Tool | Best fit | Planning orientation |
|---|---|---|
| Float | Project resource planning | Float provides capacity planning, scheduling, time tracking, and forecasting for project-based teams. |
| Mosaic | Strategic workforce planning | Mosaic connects resource planning, project schedules, capacity, and business planning for professional services and growing teams. |
| Kantata | Professional services operations | Kantata supports project, resource, financial, and services operations for organizations managing complex client work. |
| Resource Guru | Straightforward team scheduling | Resource Guru focuses on resource scheduling, availability, leave, and workload visibility for project teams. |
| Smartsheet | Cross-functional work planning | Smartsheet combines work management, project plans, resource views, automation, and reporting in a flexible grid-based environment. |
| Runn | Real-time capacity and forecasting | Runn provides project planning, resource scheduling, capacity views, and forecasts for teams that need to compare demand and available people. |
| Saviom | Enterprise resource and workforce capacity | Saviom supports resource planning, forecasting, utilization, skills, and workforce scenarios for larger organizations. |
| Mavenlink | Project and resource management | Mavenlink, now within Kantata, is associated with project, resource, and professional-services management. |
| Teamdeck | Small-team scheduling and time | Teamdeck combines resource scheduling, leave, time tracking, and utilization for teams that want a focused planning layer. |
| Planview | Portfolio and enterprise capacity planning | Planview supports portfolio planning, strategy, projects, capacity, and work management for organizations balancing many initiatives. |
| Jira Product Discovery | Product-team demand planning | Jira Product Discovery helps product teams organize ideas, evidence, priorities, and delivery context. |
| Asana | Cross-functional workload visibility | Asana provides project, portfolio, workload, and planning views for teams coordinating work across functions. |
| Monday.com | Configurable team capacity boards | Monday. |
1. Float
Best for: Project resource planning. Float provides capacity planning, scheduling, time tracking, and forecasting for project-based teams. It is useful when SaaS services or implementation teams need a shared view of people, work, and availability.
Test competing assignments, leave, skill constraints, and changed demand. Pros: visual capacity planning and scheduling. Cons: financial and delivery data may need integrations. Pricing: verify current per-user plans.
| Pros | visual capacity planning and scheduling |
|---|---|
| Cons | financial and delivery data may need integrations |
| Pricing context | verify current per-user plans. |
| Official source | Review vendor information |
2. Mosaic
Best for: Strategic workforce planning. Mosaic connects resource planning, project schedules, capacity, and business planning for professional services and growing teams. It fits organizations aligning hiring and delivery decisions with demand.
Pilot a demand scenario and compare staffing choices with current data. Pros: capacity, workforce planning, and scenarios. Cons: planning quality depends on current project and people data. Pricing: request current pricing.
| Pros | capacity, workforce planning, and scenarios |
|---|---|
| Cons | planning quality depends on current project and people data |
| Pricing context | request current pricing. |
| Official source | Review vendor information |
3. Kantata
Best for: Professional services operations. Kantata supports project, resource, financial, and services operations for organizations managing complex client work. It suits SaaS services teams that need utilization and delivery context together.
Test staffing, milestones, time, margin, and scope changes. Pros: services and resource context. Cons: broader platform needs implementation ownership. Pricing: request a tailored quote.
| Pros | services and resource context |
|---|---|
| Cons | broader platform needs implementation ownership |
| Pricing context | request a tailored quote. |
| Official source | Review vendor information |
4. Resource Guru
Best for: Straightforward team scheduling. Resource Guru focuses on resource scheduling, availability, leave, and workload visibility for project teams. It is practical when the main problem is conflicting bookings and unclear capacity.
Test leave, over-allocation, skills, and schedule changes. Pros: accessible scheduling and workload visibility. Cons: advanced financial planning may need other tools. Pricing: check current per-user plans.
| Pros | accessible scheduling and workload visibility |
|---|---|
| Cons | advanced financial planning may need other tools |
| Pricing context | check current per-user plans. |
| Official source | Review vendor information |
5. Smartsheet
Best for: Cross-functional work planning. Smartsheet combines work management, project plans, resource views, automation, and reporting in a flexible grid-based environment. It fits teams needing adaptable planning across departments and project types.
Define a planning model and test whether teams follow it consistently. Pros: flexible planning and broad work management. Cons: flexibility can create inconsistent models. Pricing: verify current users and features.
| Pros | flexible planning and broad work management |
|---|---|
| Cons | flexibility can create inconsistent models |
| Pricing context | verify current users and features. |
| Official source | Review vendor information |
6. Runn
Best for: Real-time capacity and forecasting. Runn provides project planning, resource scheduling, capacity views, and forecasts for teams that need to compare demand and available people. It is useful when plans change frequently.
Pilot a live portfolio with leave and forecast changes. Pros: real-time planning and scenario visibility. Cons: depends on accurate project and availability data. Pricing: check current plans.
| Pros | real-time planning and scenario visibility |
|---|---|
| Cons | depends on accurate project and availability data |
| Pricing context | check current plans. |
| Official source | Review vendor information |
7. Saviom
Best for: Enterprise resource and workforce capacity. Saviom supports resource planning, forecasting, utilization, skills, and workforce scenarios for larger organizations. It is relevant when skills and capacity must be optimized across many projects or teams.
Test skill matching, demand confidence, utilization, and approval. Pros: workforce planning depth. Cons: data and process maturity are required. Pricing: request current enterprise terms.
| Pros | workforce planning depth |
|---|---|
| Cons | data and process maturity are required |
| Pricing context | request current enterprise terms. |
| Official source | Review vendor information |
8. Mavenlink
Best for: Project and resource management. Mavenlink, now within Kantata, is associated with project, resource, and professional-services management. It can fit teams that need project financials and staffing decisions connected.
Confirm current product packaging and migration path before evaluation. Pros: services planning context. Cons: product naming and deployment scope require clarification. Pricing: request current terms.
| Pros | services planning context |
|---|---|
| Cons | product naming and deployment scope require clarification |
| Pricing context | request current terms. |
| Official source | Review vendor information |
9. Teamdeck
Best for: Small-team scheduling and time. Teamdeck combines resource scheduling, leave, time tracking, and utilization for teams that want a focused planning layer. It can be a practical step up from spreadsheets for growing services groups.
Test capacity, time, leave, and reporting with one team. Pros: focused resource planning. Cons: strategic workforce scenarios are narrower. Pricing: verify current users and features.
| Pros | focused resource planning |
|---|---|
| Cons | strategic workforce scenarios are narrower |
| Pricing context | verify current users and features. |
| Official source | Review vendor information |
10. Planview
Best for: Portfolio and enterprise capacity planning. Planview supports portfolio planning, strategy, projects, capacity, and work management for organizations balancing many initiatives. It is useful when resource decisions depend on portfolio priorities, not only project schedules.
Pilot a portfolio tradeoff and inspect assumptions, dependencies, and executive reporting. Pros: portfolio and capacity context. Cons: implementation and governance are substantial. Pricing: request a tailored quote.
| Pros | portfolio and capacity context |
|---|---|
| Cons | implementation and governance are substantial |
| Pricing context | request a tailored quote. |
| Official source | Review vendor information |
11. Jira Product Discovery
Best for: Product-team demand planning. Jira Product Discovery helps product teams organize ideas, evidence, priorities, and delivery context. It can complement resource planning when demand decisions begin with product discovery and roadmap choices.
Trace a priority change to team capacity and delivery assumptions. Pros: product demand context. Cons: it is not a full workforce planner. Pricing: verify current plan and user limits.
| Pros | product demand context |
|---|---|
| Cons | it is not a full workforce planner |
| Pricing context | verify current plan and user limits. |
| Official source | Review vendor information |
12. Asana
Best for: Cross-functional workload visibility. Asana provides project, portfolio, workload, and planning views for teams coordinating work across functions. It can help leaders see competing commitments before they become missed deadlines.
Test workload, dependencies, priorities, leave, and ownership. Pros: approachable cross-functional planning. Cons: skills and financial capacity may need extensions. Pricing: check current tiers.
| Pros | approachable cross-functional planning |
|---|---|
| Cons | skills and financial capacity may need extensions |
| Pricing context | check current tiers. |
| Official source | Review vendor information |
13. Monday.com
Best for: Configurable team capacity boards. Monday.com offers flexible work, project, workload, and automation views that teams can adapt to their planning model. It is useful for organizations that value fast configuration and visible ownership.
Set a canonical capacity model and test whether reporting remains consistent. Pros: flexible boards and automation. Cons: custom models need governance. Pricing: verify current seats and feature limits.
| Pros | flexible boards and automation |
|---|---|
| Cons | custom models need governance |
| Pricing context | verify current seats and feature limits. |
| Official source | Review vendor information |
Choose by planning need
| Need | Prioritize | Pilot evidence |
|---|---|---|
| Project capacity | Skills, availability, bookings, leave, utilization, conflicts | Competing work exposes a clear tradeoff |
| Workforce scenarios | Demand, hiring, skills gaps, assumptions, comparisons | Leaders can explain the staffing decision |
| Services delivery | Financials, milestones, time, staffing, margins | A scope change shows its delivery and margin impact |
| Product portfolio | Priorities, dependencies, capacity, delivery confidence | A roadmap decision reflects real team constraints |
A 30-day resource-planning pilot
Choose one portfolio or delivery team and model competing work, leave, skill constraints, demand confidence, and one changed deadline. Compare the plan with current staffing and record which tradeoffs leaders can now see earlier.
Review weekly for stale availability, over-allocation, hidden work, inconsistent capacity definitions, and forecasts that imply more confidence than the evidence supports. Confirm current pricing, users, integrations, storage, and implementation terms before expanding.
Related reading: project management tools , workforce management tools , and analytics tools .