Retain Resource Planning Overview

Retain Resource Planning

By Capita Retain

4.5★★★★★(16 Ratings)Write review

What is Retain Resource Planning?

Retain Resource Planning, from Retain International, is a mature and trusted resource planning and talent management platform with a history dating back to 1992. It is specifically designed to meet the complex needs of professional services firms, ensuring optimal daily resource allocation. The software is used globally by consultants, auditors, and lawyers in 65 countries. Its success is attributed to a unique, client-centric approach that combines deep industry understanding with advanced technology. Retain is trusted by many leading organizations, including all of the Big Four accounting firms, for its ability to deliver reliable and scalable resource management solutions.

Who it's for:

Large professional services firms, particularly in legal, accounting, and consulting, that require a proven, enterprise-grade system for global resource and talent management.

Our verdict:

Retain Resource Planning is an industry stalwart, offering a robust and highly trusted solution for major professional services firms needing a reliable system for complex, global resource optimization.

Retain Resource Planning Details

Retain Resource Planning Platforms supported

Cloud, SaaS, Web-Based

Desktop Chromebook

Desktop Linux

Desktop Mac

Desktop Windows

On-Premise Linux

On-Premise Windows

Mobile Android

Mobile iPad

Mobile iPhone

Retain Resource Planning Support options

24/7 Live Rep

Email Help Desk

Knowledgebase

Phone Support

Retain Resource Planning Training options

Documentation

Live Online

Videos

In-Person

Webinars

Retain Resource Planning Typical customers

Freelancers

Small Businesses

Small to Mid size businesses

Mid size businesses

Mid to Large size enterprises

Large enterprises

Very Large enterprises

Retain Resource Planning Features

Most valued Retain Resource Planning features by users

Capacity Management

Collaboration Tools

Drag & Drop

Forecasting

Reporting/Project Tracking

Resource Scheduling

Search/Filter

Skills Tracking

Utilization Reporting

Compensation Management

Competency Management

Employee Management

Goal Setting / Tracking

Individual Development Plans

Onboarding

Performance Management

Recruitment Management

Succession Planning

Training Management

Access Controls/Permissions

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