Resource management

Resource Management software that connects capacity to profit

Plan who works on what, forecast capacity against your pipeline and reassign in seconds when priorities change - all tied to the project budgets and margins that matter.

Free for 14 days · No-credit card required
Magnetic resourcing
CapacityAvailable and booked

Trusted by professional services firms worldwide

4.5
★★★★★
200+
Firms across 4 continents
4.6
★★★★★
Highest User Adoption
The Magnetic Difference

Resourcing decisions grounded in what's actually happening

Real-time availability, pipeline-aware forecasting, instant reassignment, and automatic leave tracking -

Live team availability

Live workload view shows who is free, stretched, or about to be overbooked by day, week, or month, filtered by team or department.

Pipeline-aware capacity

Opportunities weighted by close probability appear in the same view, so resourcing conflicts surface three months out, not three days before kickoff.

One-click reassignment

Drag a task to a new person or date and watch capacity, cost, and delivery timelines update automatically with no spreadsheet reconciliation.

Automatic leave tracking

Public holidays, approved leave, and time off reduce available capacity per person, so the view reflects who is actually working, not the roster.

Plan capacity, allocate work and keep workloads balanced

Magnetic gives you the tools to plan availability, assign the right people, schedule delivery, and manage workload from one connected system.

Magnetic capacity planning view

Capacity planning

Set default, ideal and maximum capacity per person, even per weekday.

See utilisation at a glace, including the share of available hours going to billable work.

Per person

Per weekday

Utilisation %

×

Magnetic resource planning view

Resource Planning

Budget-vs-actual alerts flag scope creep while there's still time to act

See exactly which clients or projects are eating into margin, and by how much

Smart distribution

Multi-user tasks

Split by day

×

Magnetic resource scheduling view

Resource scheduling

Drag and drop to move work between people or dates, across any view.

Get flagged automatically when someone's overbooked or two deadlines collide.

Kanban

Gantt

Calendar

×

Magnetic workload management view

Workload management

See workload in hours or percentage, for any person, team or date range.

Historical bookings stay visible for planned-versus actual comparison

Hours view

% view

History

×

Get started with Magnetic

Start a free trial and see Magnetic with your own projects. No credit card required.

See capacity trends, not just today’s snapshot

Compare planned hours to actual, track utilisation over time and export the report your ops lead will actually use, without asking finance to pull numbers from three systems.

Resource Capacity dashboard showing monthly capacity trends
Top 5 utilised resources card
Capacity distribution breakdown card
Allocated capacity gauge card, 36%

Connect Magnetic to the tools you already use

Magnetic integrates with your CRM, accounting, and other core systems, so data flows smoothly and teams work in sync. Need more? use Zapier to connect with hundreds of other tools quickly.

Xero
QuickBooks
Sage
Pastel
Google Calendar
Outlook
Slack
Campaign Monitor
Ziflow
Timeboost
Zapier
Web Lead Capture
Email
400+
more via Zapier & native connectors
Magnetic vs. generic tools

More than a scheduling layer

When resourcing, scheduling, and utilisation tracking are spread across spreadsheets and disconnected apps, staying ahead of overbooking is guesswork, Magnetic brings it all into one conneected view.

Magnetic gives you

One view of capacity

Capacity that accounts for leave and holidays authomatically
Live resourcing dashboards tied to real project phases and budgets
Resourcing forecast against pipeline, not just booked work
Reassign work and see cost and capacity update instantly
One system, so PMs, ops and finance see the same numbers
Generic tools

More tools, less clarity

Capacity tracked in spreadsheets, leave tracked separately
Resourcing disconnected from what's happening on projects
No link between pipeline and resource planning
Reassigning work means redoing the plan by hand
Everyone reconciling their own version of the truth.

Frequently asked questions

How does Magnetic ensure teams aren’t overbooked or underutilised?
With over-servicing dashboards and real-time resource tracking, Magnetic allows you to see when a project is using more resources than planned. This helps you adjust workloads, manage scope creep, and protect your margins.
How does Magnetic help with capacity vs. demand analysis?
Magnetic provides clear insights into resource demand vs. availability, helping you make informed hiring decisions, plan workloads accurately, and prevent bottlenecks before they happen.
Does Magnetic help with managing remote or hybrid teams?
Yes! With real-time updates, workload visibility, and remote-friendly tools, Magnetic makes it easy to manage distributed teams effectively—ensuring collaboration and accountability across locations.
Can resource management help improve project profitability?
Yes! Magnetic helps track billable hours, monitor project costs, and prevent over-servicing. With profitability reports and real-time financial insights, you can ensure projects remain profitable while maximising team efficiency.
Can I adjust team allocations mid-project?
Absolutely! Magnetic allows for real-time adjustments, so if priorities shift, you can reallocate resources on the fly—ensuring deadlines stay on track without overburdening your team.
How quickly can we implement Magnetic for our team?
Magnetic is designed for fast and easy onboarding. Most teams can start using it within a 2-3 weeks and our team provides personalised support and training if needed.

Ready to plan capacity with real project data?

Start a free trial with your own projects or book a walkthrough with our team.

Free for 14 days | No credit card required