At the start of any project, you’ve got to build out your team. And building out a rockstar lineup from day one is absolutely crucial for ensuring customer satisfaction and long-term success. But getting there? Not always simple. Too often, assembling the right team requires hunting for information across disconnected tools, spreadsheets, or institutional knowledge. There should be an easier, smarter way, and with TaskRay, there is.
TaskRay’s data-driven approach to resource management takes the guesswork and manual effort out of staffing, capacity planning, and long-term forecasting. With our Premium Edition resource management tools, you can transform what used to be a chaotic process into scalable, repeatable, insight-rich project operations.
We designed our Resource Management suite to give teams the visibility, clarity, and confidence they need to plan proactively, assign intelligently, and deliver exceptional work every time. Each tool plays a unique role, and together they make resource management smarter, easier, and far more strategic.
Before you can staff effectively, you need to know who you have, what they can do, and where they’re best utilized. Resource Attributes gives you exactly that.
With customizable attributes (skills, certifications, experience, specializations, locations, role types, and more), you get a complete picture of each team member. It becomes easy to match the right people to the right work, not just based on availability, but on strengths and suitability.
This is your dynamic team roster, built for modern, skills-based staffing.
If Resource Attributes tells you who your resources are, Resource Planner shows you how they’re being used.
With a high-level and granular view of workload by individual, team, project, or task, Resource Planner puts capacity planning at your fingertips. Whether you want to see availability by day, week, or month, the Planner provides the clarity you need to:
This is the hub that keeps work evenly balanced and maximizes team impact.
Visibility is good, but actionable insight is better.
Resource Analytics turns raw activity and utilization data into visuals and insights that help leaders understand trends, identify bottlenecks, and evaluate team performance at scale. With reports that highlight patterns across skills, roles, and workloads, you can answer crucial questions quickly:
It’s the clarity you need to make better, faster decisions.
Forecasting is often the missing piece and one of the hardest parts of resource management. TaskRay’s Resource Forecasting tools give you a clear, data-driven look at upcoming demand so you can plan ahead rather than react under pressure.
From pipeline insights to projected workload and utilization levels, Forecasting helps you:
With this future-focused visibility, you can step confidently into upcoming workloads knowing you’re ready.
When your resource management lives in a single, unified platform, everything just works better for your team, your customers, and your business.
Here’s what happens when you bring it all together in TaskRay:
This is what modern resource management should feel like: clear, connected, and incredibly efficient.
Ready to see how Resource Management aligns with your current TaskRay setup? Contact our Success Team at success@taskray.com for a walkthrough, recommendations, and answers to any questions.
