Retain Resource Planning

by Eclipse Legal Systems

Who Uses Retain Resource Planning?

Retain works for all organisations who operate in a resource constrained environment which includes Accountancy, Auditing, Consultancy, Legal, IT Services, Professional Services and Engineering.

What Is Retain Resource Planning?

Retain is a consolidated, editable resource planning and scheduling platform which gives an overview of the allocation of projects to individual staff members. With staff being the main operating cost to an organisation but at the same time the main source of revenue, efficient planning of staff is critical. Retain supports organisations in their ability to recognise revenue faster and, crucially, increase utilisation and profitability in tandem.

Retain Resource Planning Details

Eclipse Legal Systems

http://www.eclipselegal.co.uk

Founded 1993

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Retain Resource Planning pricing overview

Retain Resource Planning does not have a free version.


Starting Price

Not provided by vendor

Free Version

No

Retain Resource Planning deployment and support

Support

  • Email/Help Desk
  • Knowledge Base Software
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Windows (Desktop)
  • Windows (On-Premise)
  • Linux (On-Premise)

Training Software

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Retain Resource Planning Features

  • Activity Dashboard
  • Approval Process Control
  • Budget Management
  • Calendar Management
  • Collaboration Tools
  • Customizable Templates
  • For Nonprofits
  • Gantt/Timeline View
  • Kanban Board
  • Mobile Access
  • Project Planning/Scheduling
  • Reporting/Project Tracking
  • Resource Allocation & Planning
  • Task Management Software

View full list of Nonprofit Project Management

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Agile Methodologies
  • Alerts/Notifications
  • Billing & Invoicing
  • Budget Management
  • Calendar Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Cost-to-Completion Tracking
  • Customizable Templates
  • Document Management Software
  • Document Storage
  • Drag & Drop
  • File Sharing Software
  • Gantt/Timeline View
  • Idea Management Software
  • Issue Management
  • Kanban Board
  • Milestone Tracking
  • Multiple Projects
  • Percent-Complete Tracking
  • Portfolio Management
  • Prioritization
  • Progress Tracking
  • Project Planning Software
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking Software
  • Project Workflow
  • Projections
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Project Tracking
  • Resource Management Software
  • Risk Management Software
  • Status Tracking
  • Task Management Software
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Testing/QA Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Traditional Methodologies
  • Workflow Management Software

View full list of Project Management Software

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Assignment Management
  • Calendar Management
  • Capacity Management
  • Collaboration Tools
  • Commenting/Notes
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Document Management Software
  • Drag & Drop
  • Forecasting
  • Gantt/Timeline View
  • Integrations Management
  • Multiple Projects
  • Planning Tools
  • Prioritization
  • Progress Tracking
  • Project Management Software
  • Project Planning Software
  • Project Templates
  • Project Time Tracking
  • Project Tracking Software
  • Project Workflow
  • Projections
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Project Tracking
  • Resource Allocation & Planning
  • Resource Management Software
  • Resource Request
  • Resource Scheduling
  • Search/Filter
  • Skills Tracking
  • Task Management Software
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Utilization Reporting
  • Workflow Management Software

View full list of Resource Management Software

  • 360 Degree Feedback Software
  • API
  • Activity Dashboard
  • Activity Tracking
  • Applicant Tracking Software
  • Approval Process Control
  • Assessment Management
  • Background Screening
  • Career Development
  • Compensation Management Software
  • Competency Management
  • Compliance Management
  • Configurable Workflow
  • Customizable Branding
  • Customizable Reports
  • Customizable Templates
  • Email Management Software
  • Email Templates
  • Employee Database
  • Employee Management
  • Employee Onboarding
  • Employee Portal
  • Employee Profiles
  • Employee Self Service
  • Goal Setting / Tracking
  • HR Management
  • Individual Development Plans
  • Interview Scheduling
  • Job Application Management
  • Jobs Board
  • Learning Management
  • Onboarding Software
  • Performance Appraisal
  • Performance Management
  • Progress Tracking
  • Real Time Reporting
  • Recruitment Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Resume Parsing
  • Self Service Portal
  • Skills Assessment
  • Social Media Integration
  • Succession Planning Software
  • Surveys & Feedback
  • Talent Acquisition
  • Third Party Integrations
  • Training Management
  • Workflow Management Software

View full list of Talent Management Software

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Business Process Automation
  • Calendar Management
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Tracking
  • Configurable Workflow
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management Software
  • Document Storage
  • Drag & Drop
  • Email Management Software
  • Forms Management
  • Graphical Workflow Editor
  • Mobile Access
  • Monitoring
  • No-Code
  • Progress Tracking
  • Project Time Tracking
  • Project Workflow
  • Projections
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • Search/Filter
  • Task Management Software
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Third Party Integrations
  • Workflow Configuration
  • Workflow Management Software

View full list of Workflow Management Software

Retain Resource Planning Alternatives

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Retain Resource Planning Reviews

Read all reviews

Overall rating

5/5

Average score

Ease of Use 4.5
Customer Service Software 4.5
Features 4
Value for Money 4.5

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Verified Reviewer
Electrical Engineer
Telecommunications, 201-500 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support Software
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2019-08-04

"Retain - Trusted and user friendly resource planner"

Comments: Retain Resource Planning application helps me utilize resources at the organization I work and lets me manage resources for the future. I was never disappointed with Retain.

Pros: Retain is an amazing resource planning software I found recently. And I loved it from the first use.
It helps me plan future work at our organization very easily like no other planner has done. I like the user friendly interface very much and how it is available as a desktop application, web application and a mobile app. I love how customizable it is and it also support multiple currencies.

Cons: I have not experienced any cons so far. It's a highly reliable product.

  • Reviewer Source 
  • Reviewed on 2019-08-04
Tanya R.
Workflow & Resource Manager
Accounting Software, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support Software
    4 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2021-05-06

"Can't imagine not using Retain"

Comments: Before Retain, we used an excel tracker for staffing. Everyone entered this information differently, which posed issues for accurate reporting. Retain has allowed me not only to compile and display this data in multiple views and functions. It has allowed accurate and timely reporting to upper management and is now serving as the main tool in our workflow planning meetings, enabling myself and management to make staffing decisions based on live and accurate data.

Pros: Retain is the resource management tool I needed to be proactive in planning and forecasting staffing solutions. Plans view is the selling point for me. Being able to see all the staff jobs planned on a calendar is what led me to decide to implement Retain at my firm rather than other resource management software. The Skills feature is allowing a small firm like FK to hone in on Staff's skills and thus finding the perfect "fit" when staffing a job using this feature.

Cons: I dislike when I am in the middle of reviewing someones plans and I get timed out. Or when there are additional upgrades to the software, and all my settings and features have been restored to factory. Another thing that could be improved on is bringing additional editing shortcuts from Retain Wallchart to Retain Cloud. The ability to crop and resize bookings is something that I am missing in my day to day handling of staff's plans.

  • Reviewer Source 
  • Reviewed on 2021-05-06