Planning and scheduling resources can not only be manually intensive but due to a constantly changing environment, it can soon become inaccurate and dated... Sound familiar? Retain Resource Planner is the simplest and most prompt method of managing resources. Achieve reductions in operational costs and optimized staff utilization through matching the right person to the right job. Allocation of resources can be adjusted as and when required by circumstances. All of these valuable benefits can not only help you gain competitive advantage but also aid the efficiencies needed to withstand an economic downturn.
Originally designed for staff and resource scheduling within accounting firms, Retain Resource Planner is now used in a vast range of industries, including consulting, communications, banking and finance institutions, government authorities and training departments.
Retain is available in a number of editions, suited to departments and organizations of any size. You can plan and manage as few as 5 resources or as many as 50,000+. It has a user-friendly drag-and-drop graphical interface, resembling the familiar manual wall chart booking system. Additional modules are available for time recording, skills selection and links to calendar, project management and email systems.
The Retain application features a built-in database for job costing and revenue forecasting which provides automatically updated fee/cost analyses. Other features include an integrated report writer to enable you to construct your own reports and data fields that can be tailored to your requirements. Retain can be linked to your existing time recording system or to our RetainTime time recording module to provide complete control over staffing.
As the experts in the audit and accounting resource planning software in the audit and accounting market, we can help you to maximize utilization of staff resources to achieve optimum efficiency and, ultimately, profitability.
Retain Resource Planning Features




