ResourceFirst — Independent Software Review

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Compliance Transparency Index

Grade: D — Score: 30/100

Best For

Not Ideal For

Operational Overview

ResourceFirst leverages advanced technology to provide real-time dashboards and scenario planning, enabling organizations to optimize their resource allocation and project execution. Its user-friendly interface ensures that teams can easily navigate through various functionalities without extensive training.

The software streamlines workflows by allowing users to prioritize tasks, resolve conflicts, and model different scenarios for informed decision-making. This flexibility ensures that resources are aligned with the most critical projects, enhancing overall productivity.

By addressing potential risks through proactive resource management, ResourceFirst minimizes the likelihood of project delays and budget overruns. The tool's comprehensive features support continuous updates and evaluations, fostering a culture of accountability and strategic alignment within organizations.

Pricing Structure

ResourceFirst: Custom quote; public subscription rates and billing commitments are not specified

Alternative Consideration

Consider switching to Smartsheet: Smartsheet offers similar project management features but may be more suited for teams requiring extensive collaboration tools.

Frequently Asked Questions

When does ResourceFirst make more sense than a spreadsheet or task board?

ResourceFirst is a stronger fit when several projects compete for the same people and skills and managers need to evaluate priorities against available capacity. Its documented workflows cover cross-project utilization, staffing forecasts, portfolio scenarios, and project costs. A team that only needs task tracking, or cannot keep demand and capacity inputs current, has less reason to adopt it.

What data and preparation does ResourceFirst need before rollout?

PDWare says ResourceFirst implementations begin with project demand, resource capacity, strategic priorities, and the intended analysis outputs. Detailed project plans, user stories, and task plans are not required to begin. The knowledge base also describes organizational hierarchies, permissions, skills, and rate assumptions that shape the setup. Agree who maintains the inputs and approves staffing changes before relying on the resulting forecasts.

Can ResourceFirst test project delays and staffing changes before a portfolio decision?

Yes, ResourceFirst documents scenarios for changes to project timing, priorities, resource allocations, and financial targets. What-if and waterline planning show how starting, delaying, or excluding work affects resource demand and budgets. These are planning results based on the configured inputs, so they do not guarantee delivery dates or the availability of additional staff.

Can ResourceFirst work alongside Jira or Microsoft Project?

PDWare lists Jira and Microsoft Project as typical integration examples and documents a secure API for automated interfaces. This supports considering ResourceFirst alongside existing execution tools, but does not establish a ready-made connector included in every package. Confirm the supported records, synchronization direction, update frequency, configuration work, and commercial inclusion for your intended connection.

Can ResourceFirst connect staffing forecasts, actual effort, and project costs?

ResourceFirst documents time-phased staffing forecasts, weekly timesheets, and labor-cost calculations using configured rates. Users can record project, task, and overhead time, with approval determined by administrative settings and permissions. Financial views bring labor costs and non-labor assignments into project and portfolio analysis. Confirm the required financial functionality in your quote, because the knowledge base identifies Financial Extensions as a separate purchase.

Can ResourceFirst import an existing Excel resource plan?

Yes, ResourceFirst supports Excel worksheet imports into documented project, resource, and assignment views, subject to permissions and field-matching rules. An existing workbook needs to match the required fields and identifiers; the guide recommends using an exported view as a template. Project phases, milestones, and their dates require manual creation rather than import. Users can also export visible grid data to Excel, which does not establish a complete account archive.

Can ResourceFirst standardize staffing requests before managers assign people?

ResourceFirst documents labor-assignment requests for named resources or skills when request functionality is enabled. Administrators control which request types project managers can create, whether they can modify assignments, and which requests qualify for automatic approval. This lets an organization configure a staffing-request process, but commercial package inclusion and the applicable approval rules still need confirmation.

How does ResourceFirst compare with Meisterplan for portfolio resource planning?

Both products document portfolio scenarios and resource-capacity planning, so scenario support alone does not distinguish them. ResourceFirst licensing can depend on active resources and/or users, while Meisterplan documents resource-based licensing with unlimited users. Meisterplan also documents a 30-day trial without payment details; PDWare discusses demonstrations and own-data pilots without establishing no-payment trial access. These differences matter when involving many stakeholders or evaluating the tools, and the required modules and editions still need comparison.

Is ResourceFirst available on premises as well as in the cloud?

PDWare documents a cloud offering and a thin-client on-premises option for ResourceFirst. The reviewed public pages do not establish the order-specific hosting location, operational responsibilities, or deployment charges. Its deletion guide leaves the purge schedule to customer system administration, so confirm who performs that role in the chosen deployment. Obtain the applicable customer data-processing and termination terms before selecting it.

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