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Project Planning and Resource Management

ProjectManager provides a comprehensive tool to manage projects and resource usage. The native Acumatica connection gives project-based firms portfolio management, resource optimization, time tracking, and workflow automation.

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Smart Resource Allocation in Real-Time

Manage availability, assignments, and skills effortlessly to keep your project delivery on track.

Empower your professional services teams with tools that align resources to project needs, ensuring that the right people are scheduled at the right time. Streamline staffing and improve team utilization with drag-and-drop assignment tools and skills-based filtering.

Gain visibility into project and employee schedules so you can balance workloads, reduce bench time, and increase profitability. Acumatica’s resource management capabilities help you stay agile, adapt quickly, and ensure project timelines are met without overburdening your team.

Assign the Right Resources

Quickly match people to projects based on skill sets, availability, and project roles. Leverage real-time dashboards and intelligent filters to ensure you allocate the best-fit professionals for every task. Whether it’s a short-term project or a long-term engagement, Acumatica allows you to factor in certifications, past experience, and workload capacity—ensuring your resources are not just assigned, but strategically placed for maximum impact. This reduces onboarding friction, improves team performance, and drives better project outcomes from the start.

Optimize Team Utilization

Avoid under- or over-staffing with dynamic workload balancing tools. Acumatica provides live visibility into every team member’s schedule and availability, helping you spot and fix resource bottlenecks before they affect timelines. With intuitive drag-and-drop scheduling and conflict alerts, you can easily reassign tasks and redistribute workloads as priorities shift. This ensures higher billable hours, minimizes idle time, and maintains a balanced, motivated workforce across departments or project teams.

Centralize Visibility

Track resource usage and performance across projects, teams, and departments. Gain a comprehensive view of who is working on what, when, and where. Acumatica’s centralized dashboard brings all resource data into one location—making it easier to forecast future demands, manage workloads, and report on utilization. With integrated time tracking and project accounting, you get the context needed to make smarter staffing decisions, reduce costs, and ensure service delivery meets client expectations every time. Let me know if you'd like the bullet list in Layer 4 expanded as well or need a design mockup based on this layout. Is this conversation helpful so far?

Why Choose Acumatica for Resource Management?

All-in-one visibility, automation, and control to grow your services business with confidence—no matter the size or complexity of your projects.

Assign people based on skills, certifications, roles, and availability

Use drag-and-drop tools to schedule, reassign, and balance workloads instantly

Visualize team capacity in real-time to avoid under- or over-utilization

Forecast future resource needs using historical project and staffing data

Minimize bench time and reduce operational costs with smart scheduling

Track employee availability, project hours, and time-off in one place

Gain deeper insights by integrating with project accounting and time tracking

See what Acumatica can do for you.

Acumatica offers a cloud-based manufacturing management solution that is future-proof, enabling streamlined processes and providing valuable insights into manufacturing operations.

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