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The 12 Best Agency Resource Planning Tools in 2026 (We Tested Them All)

A designer on 70% utilisation across five projects is in more trouble than one on 85% across two, and no tool in this category shows it. Twelve resourcing tools ranked on whether the schedule stays accurate and whether fragmentation is visible at all.

The 12 Best Agency Resource Planning Tools in 2026 (We Tested Them All)

Category

Creative Agencies

Author

Storyflow Team - Product & Research Team

Storyflow Team

Product & Research Team

Topics

Agency OperationsResource PlanningCapacityCreative AgenciesTool Comparison

2026-09-22

20 min read

Creative Agencies

Full disclosure: Storyflow is our own product and we rank it SIXTH here, below four competitors, because it is not a resource planning tool and saying otherwise would be false. It has no scheduler, no capacity view, no utilisation reporting, no time tracking, no availability or clash detection and no billing. Float, Productive, Resource Guru, Runn and Kantata all beat it outright at scheduling people and this article ranks them accordingly, with Float first. Storyflow is on the list for one adjacent job set out in section 8: holding the scope, deliverables and revision rounds on one canvas beside the estimate so a booking can be checked against the work it is for. It is paid-only during early access, and the article gives the cheaper no-new-tool version of the same fix.

Quick Comparison

Three of these schedule people and one does not. Float, Productive and Resource Guru cover the booking itself at different sizes of agency; Storyflow covers the gap underneath every one of them, which is whether the number of hours was ever right.

ToolBest ForAI FeaturesPrice
FloatSeeing who is overbooked next weekLight assistive featuresFrom about $8 user mo
ProductiveKnowing which clients make moneyAI reporting assistanceFrom about $9 user mo
Resource GuruBooking and clash detection, nothing elseNoneFrom about $5 user mo
StoryflowScope and deliverables beside the estimateCanvas-wide context AI$7.99 mo annual (free plan late 2026)

Article Metadata

By the Storyflow Team, Product & Research Published September 22, 2026 · 20 min read · Creative Agencies

Try it on a board

The schedule was fine. The estimate was never checkable

Twenty hours against a project name, derived from a proposal nobody reopens. Put the scope, the deliverables and the agreed revision rounds on one canvas beside the number, and the sanity check becomes possible before the week it fails. Pair it with a real scheduler. Paid-only during early access, from $7.99 a month billed annually.

See the canvas AIBrowse templates
Marketing campaign plan on the Storyflow canvas with goals, audience, channels, assets, and a timeline laid out together
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Table of Contents

  1. Quick Answer: The Best Agency Resource Planning Tools in 2026
  2. Comparison Table: 12 Resource Planning Tools at a Glance
  3. The Fragmentation Tax
  4. How We Evaluated These Tools
  5. Quick Picks by Agency Size and Need
  6. Detailed Reviews: 12 Agency Resource Planning Tools
  7. Why Utilisation Is the Wrong Target
  8. The Booking Nobody Can Sanity-Check
  9. Recommended Agency Resourcing Stacks
  10. What Resource Planning Actually Costs
  11. Honorable Mentions
  12. Tools to Avoid for Agency Resourcing
  13. FAQ: Agency Resource Planning
  14. The Bottom Line
  15. Author
  16. Related Reading

1) Quick Answer: The Best Agency Resource Planning Tools in 2026

Float is the best agency resource planning tool in 2026: it is the cleanest dedicated scheduler, the drag-and-drop week view is fast enough that people actually keep it current, and it shows you who is overbooked before the week starts. Productive is the strongest choice when you want resourcing, time, budgets and profitability in one agency operating system. Resource Guru is the best pick for a small studio that wants booking and nothing else. Runn is the best for forecasting and scenario planning against a pipeline that has not closed yet.

Every one of these measures utilisation, and utilisation is the wrong target. A designer showing 85% utilised across five projects has less usable capacity than one showing 70% across two, because the difference between those two weeks is six context switches a day. The hours look similar in every tool on this list. The output does not.

The number that predicts whether a week goes well is how many projects a person touches in it, and almost no resourcing tool surfaces it. The Fragmentation Tax framework in section 3 ranks all 12 on whether they show it or hide it, and section 8 covers the second hole: nobody can tell whether a booking of twenty hours was ever the right number.

Storyflow is our own product and it is not a resource planning tool. It appears sixth on this list for one narrow job, and section 8 explains exactly which.

For the wider agency stack, see The 12 Best AI Tools for Agencies in 2026.

All 12 Agency Resource Planning Tools, Ranked

  1. Float: best dedicated resource scheduling, and the one people keep current
  2. Productive: best all-in-one agency operating system with real profitability
  3. Resource Guru: best simple booking for a small studio
  4. Runn: best forecasting and scenario planning against an open pipeline
  5. Harvest: best time tracking, and the honest record of where hours went
  6. Storyflow: best for checking whether a booking was ever realistic
  7. Kantata: best enterprise professional services automation
  8. Teamwork: best agency-shaped project management with billing attached
  9. Monday.com: best visual workload view for a mixed team
  10. Asana: best workload across a cross-functional group
  11. Toggl Track: best lightweight time truth with minimal friction
  12. Notion: best do-it-yourself resourcing for a studio under five people

Best Agency Resource Planning Tool by Job

  • Best for seeing who is overbooked next week: Float. The week view is fast, legible and low-friction enough that schedulers keep it accurate, which is the property that actually determines whether a resourcing tool works.
  • Best for knowing which clients are profitable: Productive. Resourcing, time, budget and margin in one place, which is the only way the profitability number is trustworthy.
  • Best for a five-person studio: Resource Guru. Booking, availability and clashes, cheap, with nothing else to maintain.
  • Best for "can we take this job": Runn. Scenario planning against tentative work is its whole reason to exist.
  • Best for the truth about where time went: Harvest or Toggl Track. A plan without a record is a guess repeated quarterly.
  • Best for whether twenty hours was the right number: Storyflow. The scope, the references and the deliverables sit on one canvas next to the estimate, so a booking can be checked against the work it is for rather than against last time.

2) Comparison Table: 12 Resource Planning Tools at a Glance

ToolBest ForShows FragmentationProfitabilityStarting PriceRating (/10)

Float

Dedicated scheduling people keep current

Partly, via the week view

No

From about $8 user mo

9.0/10

Productive

All-in-one agency operations

Partly

Yes, per project and client

From about $9 user mo

8.8/10

Resource Guru

Simple booking for small studios

Partly

No

From about $5 user mo

8.3/10

Runn

Forecasting against an open pipeline

Yes, by project count

Partial

From about $10 user mo

8.2/10

Harvest

Time tracking and the honest record

No

Budget vs actual

Free tier / about $11 user mo

8.0/10

Storyflow

Checking a booking against real scope

No

No

$7.99 mo annual (free plan late 2026)

7.8/10

Kantata

Enterprise services automation

Yes

Yes, deep

Enterprise quote

7.6/10

Teamwork

Agency PM with billing attached

Partly

Yes

Free tier / from about $11 user mo

7.5/10

Monday.com

Visual workload for a mixed team

No

Via add-ons

Free / about $9 user mo

7.2/10

Asana

Cross-functional workload

No

No

Free / about $11 user mo

7.0/10

Toggl Track

Low-friction time truth

No

Basic

Free / about $9 user mo

6.9/10

Notion

DIY resourcing under five people

No

Manual

Free / about $10 user mo

6.2/10

Pricing reflects publicly listed plans in 2026 and changes often; enterprise tools are quoted. Ratings weigh whether a scheduler stays accurate in practice, whether fragmentation is visible at all, whether the profitability number can be trusted, and price at the size of agency most likely to buy.

Agency Resource Planning Tools: Pricing Compared

ToolFree tierEntry paid planWhat the paid plan unlocksBilling model

Float

Trial only

from about $8/user/month

Scheduling, capacity, reporting

Per scheduled person

Productive

Trial only

from about $9/user/month

Resourcing, time, budgets, invoicing

Per user, tiered by module

Resource Guru

Trial only

from about $5/user/month

Booking, availability, clash detection

Per person managed

Runn

Free tier for small teams

from about $10/user/month

Forecasting, scenarios, reporting

Per person managed

Harvest

Yes, limited

about $11/user/month

Unlimited projects, budgets, reports

Per seat

Storyflow

No, early access; invited collaborators join free

$7.99/month billed annually

Unlimited boards, canvas-wide AI, blueprints

Per account for individuals

Kantata

No

Enterprise quote

Full professional services automation

Annual contract

Teamwork

Yes, limited

from about $11/user/month

Billing, workload, client users

Per seat, client users often free

Monday.com

Yes, 2 users

about $9/user/month

Workload view, automations

Per user, minimum seat tiers

Asana

Yes, 10 users

about $11/user/month

Workload, timelines, portfolios

Per user

Toggl Track

Yes, up to 5 users

about $9/user/month

Billable rates, reporting

Per user

Notion

Yes, personal

about $10/user/month

Team spaces and permissions

Per user

The pricing detail that matters most in this category is what counts as a billable seat. Float and Resource Guru charge per person you *schedule*, not per person who logs in, which means a twenty-person agency pays for twenty whether or not the freelancers ever open it. Teamwork and some rivals make client users free, which changes the maths for an agency that wants clients to see status. And every tool here is per-seat, so resourcing software scales linearly with headcount at exactly the moment headcount is the thing you are worried about. Model the price at your headcount plus your usual freelancer count, not at your staff list.

Frequently Asked: Which Agency Resourcing Tools Teams Trust, and Which Ones Go Stale

Which resource planning tools are most trusted by agencies?

Float has the strongest reputation among creative agencies specifically, and the reason people give is consistent: it is the one the schedule actually stays accurate in, because the week view is fast enough to update between meetings. Harvest is the most trusted time tracker in the category by a distance and has been for over a decade. Productive has earned fast trust with agencies wanting one system rather than four, and Kantata is the established enterprise answer for large professional services firms. Resource Guru is trusted by small studios precisely because it refuses to do more than booking. Storyflow is a newer product in early access and is not a resourcing tool at all; it is sixth here for one narrow job and it would be wrong to present it as competing with Float.

Which agency resourcing tools are known for fair and transparent pricing?

Resource Guru is the clearest and the cheapest, at roughly $5 per managed person with no module upsell. Toggl Track has a real free tier for up to five people. Float publishes a straightforward per-person price. The ones to model carefully rather than read off the page are Productive, where the price depends on which modules you take, Teamwork, which tiers billing features above the entry plan, Monday.com, which enforces minimum seat tiers, and Kantata, which is quote-only on an annual contract. The trap across the whole category is per-scheduled-person billing: you pay for freelancers who never log in.

Which agency resourcing tools have improved the most recently?

Runn has moved fastest on scenario planning, which is the genuinely hard part of agency resourcing because most of the work you are planning for has not been won yet. Productive has closed the gap on profitability reporting to the point that smaller agencies no longer need an enterprise tool for it. Float's capacity and reporting views have improved without the tool becoming heavier, which is harder than it sounds and is why it stays accurate. Harvest has changed least and that is broadly a feature.

When choosing an agency resource planning tool, which would you recommend?

Choose on whether people will keep it current, which is the argument of this page. A perfectly modelled schedule that is three days stale is worse than a rough one that is accurate, because people trust it and it is wrong. For most creative agencies that means Float, which is light enough to stay true. Take Productive if you want resourcing and profitability in one system and you have someone to own it. Take Resource Guru under about ten people. Take Runn if your real problem is deciding what you can say yes to. And separately, make sure the scope each booking is made against lives somewhere a person can check, because the most common resourcing failure is not a bad schedule, it is a booking made against a number nobody could sanity-check.

Where is Storyflow not the right answer?

Resource planning, which is the subject of this page. Storyflow has no scheduler, no capacity view, no utilisation reporting, no time tracking, no availability or clash detection and no billing. Float, Resource Guru, Runn, Productive and Kantata all beat it outright at scheduling people, and this article ranks them above it for exactly that reason. It is sixth here for one narrow job only: holding the scope, the references and the deliverables on one canvas next to the estimate, so that "is twenty hours right for this" can be checked against the actual work rather than against a half-remembered similar job. It is also paid-only during early access, so a studio wanting free planning today should use a Notion or Trello free tier.

3) The Fragmentation Tax

Every tool in this category answers the same question: what percentage of each person's available hours is booked. That number is called utilisation and it is the wrong thing to optimise.

Here are two weeks for the same designer, both showing roughly the same utilisation, and they are not the same week at all.

Week A: 34 hours booked across two projects. Two clients, two contexts, two sets of files. The designer opens a project in the morning and stays in it. Deep work is possible because there is a block long enough for it.

Week B: 30 hours booked across five projects. Five clients, five sets of references, five Slack channels, five sets of feedback to hold in mind. Every booking is four to eight hours, which after a stand-up, a review call and an email round is really two hours of work.

Week B shows *lower* utilisation. In every tool on this list it looks like the lighter week, and a scheduler looking at capacity will add another job to it. In practice Week B produces substantially less finished work, at lower quality, and it is the week the designer will describe as brutal.

The tax is the switching cost, and it compounds three ways.

Re-entry. Every context switch costs time to reload what you were doing, find the file, remember the feedback. Across five projects, twice a day, that is a meaningful share of the week gone to nothing.

Reserve. A person juggling five projects holds capacity back, consciously or not, because five things can each go wrong. That reserve does not appear in any tool. It shows up as work that takes longer than booked.

Decision fatigue. Five clients is five sets of taste, constraints and politics. The fifth review of the day gets worse judgment than the first, and creative work is mostly judgment.

So the number that actually predicts a good week is projects per person per week, and the useful target is a low one: two is comfortable, three is workable, four is strained, five or more reliably produces the week where nothing finishes.

Almost nothing in this category shows it. Runn is the closest, because its project-count views make concurrency visible. Float shows it implicitly: a week view with five differently coloured bars looks different from one with two, and an experienced scheduler reads that. Everything else aggregates to a percentage, which is exactly the operation that destroys the information.

The practical move does not require new software. Add one column to whatever you already use: how many distinct projects does this person touch this week. Sort by it. The person at the top is your real capacity risk, regardless of what their utilisation says. Agencies that start doing this generally discover that their most fragmented person is not their most utilised one, and that the two lists barely overlap.

4) How We Evaluated These Tools

Five criteria, weighted in this order:

  1. Whether the schedule stays accurate. Every tool works when perfectly maintained. The question is friction, because a stale schedule is worse than a rough one.
  2. Whether fragmentation is visible, or flattened into a utilisation percentage.
  3. Whether the profitability number is trustworthy, which requires time, rates and budget in the same system.
  4. Handling of unconfirmed work, because most agency resourcing decisions are about jobs that have not closed.
  5. Price at the agency size most likely to buy, counting freelancers as managed people.

Testing ran across three agencies over a quarter: a six-person design studio, a twenty-person creative agency with freelancers, and a forty-person integrated agency, each scheduling real client work.

5) Quick Picks by Agency Size and Need

Best overall for a creative agency: Float. Accurate because it is light, which is the property that matters most.

Best for agencies under ten: Resource Guru for booking, Toggl Track or Harvest for the time record.

Best all-in-one: Productive. Resourcing, time, budgets and margin in one system, if you have someone to own it.

Best for deciding what to say yes to: Runn. Scenario planning against tentative work.

Best for enterprise scale: Kantata.

Best for knowing whether an estimate was ever realistic: Storyflow, holding the scope and deliverables next to the number.

Best free setup: Toggl Track free up to five people for the time truth, plus a shared calendar or a Notion board for booking. Workable under about five people and it breaks after that. Storyflow is paid-only during early access so it is not part of a free stack today; its Free plan arrives before the end of 2026.

Best cheapest working stack: Resource Guru at about $5 per managed person for booking, Toggl Track free for time. Under $60 a month for a ten-person studio.

6) Detailed Reviews: 12 Agency Resource Planning Tools

1. Float

Float logo

Float is a dedicated resource scheduler and it wins this list on a property that sounds soft and is decisive: people keep it up to date. The week view is drag-and-drop, fast, and legible at a glance, so a producer updates it between meetings rather than setting aside an hour on Friday that never happens. Capacity, overbooking and time off are all visible without configuration.

Best for: Creative agencies of ten to a hundred who need the schedule to be true.

Verdict: The best dedicated scheduler here. It does not do profitability, and its fragmentation signal is visual rather than reported.

Key features

  • Fast drag-and-drop week and month scheduling.
  • Capacity, overbooking and time-off visibility.
  • Time tracking and reporting on higher tiers.

Pricing

Trial only, then from about $8 per scheduled person per month.

Pros

  • Low enough friction that the schedule stays accurate.
  • Overbooking is obvious rather than buried in a report.
  • Clean integrations with common project tools.

Cons

  • No profitability or invoicing.
  • Priced per scheduled person, including freelancers who never log in.
  • Fragmentation is visible only by reading the colours yourself.

2. Productive

Productive logo

Productive is an agency operating system: resourcing, time tracking, budgets, invoicing and profitability per project and per client in one place. That integration is the point, because a margin number computed across four disconnected tools is always slightly fictional.

Best for: Agencies that want to know which clients actually make money.

Verdict: The strongest all-in-one here. It is heavier than Float and needs an owner, which is the real cost.

Key features

  • Resourcing alongside time, budgets and invoicing.
  • Profitability reporting per project, client and person.
  • Sales pipeline tied to planned capacity.

Pricing

Trial only, then from about $9/user/month, tiered by module.

Pros

  • The profitability number is trustworthy because the inputs share a system.
  • Pipeline and capacity in one view.
  • Replaces three or four separate subscriptions.

Cons

  • Needs someone to own the configuration or it drifts.
  • Module-based pricing makes the real cost harder to predict.
  • Heavier than a small studio needs.

3. Resource Guru

Resource Guru logo

Resource Guru does booking, availability and clash detection, and deliberately not much else. For a studio under about ten people that restraint is the feature: there is nothing to configure and nothing to maintain.

Best for: Small studios that want a shared schedule and no project management.

Verdict: The best simple booking tool and the cheapest serious option. It will not grow into an agency operating system, which is fine if you do not want one.

Key features

  • Booking with clash detection and waiting lists.
  • Availability, leave and capacity views.
  • Simple utilisation reporting.

Pricing

Trial only, then from about $5 per managed person per month.

Pros

  • Cheapest serious tool in the category.
  • Almost no setup or maintenance.
  • Clash detection prevents the most common scheduling error.

Cons

  • No time tracking, budgets or profitability.
  • Reporting is basic.
  • Outgrown by agencies past about twenty-five people.

4. Runn

Runn logo

Runn is built around the question agencies actually struggle with: what happens to capacity if these three tentative jobs land. Scenario planning against unconfirmed work is its centre of gravity, and its project-count views make concurrency visible in a way rivals do not.

Best for: Agencies whose resourcing problem is deciding what they can accept.

Verdict: The best forecasting tool here, and the closest thing to a fragmentation view in the category.

Key features

  • Scenario planning with tentative and confirmed projects.
  • Capacity forecasting across a pipeline.
  • Project-count and concurrency views.

Pricing

Free tier for small teams. Paid from about $10 per person managed per month.

Pros

  • Handles unconfirmed work properly, which most tools ignore.
  • Makes concurrency visible rather than aggregating it away.
  • Real free tier for a small studio.

Cons

  • More setup than Float before it is useful.
  • Forecasting quality depends on pipeline hygiene you may not have.
  • Less pleasant for day-to-day scheduling than Float.

5. Harvest

Harvest logo

Harvest is the time tracking standard, and time tracking is what makes resource planning honest. A schedule is a forecast; the timesheet is the record, and an agency that never compares the two is estimating from memory in perpetuity.

Best for: The truthful record of where hours went, and budget-versus-actual.

Verdict: The best time tracker here and a necessary complement to any scheduler. It is not itself a resourcing tool.

Key features

  • Time tracking with project and task breakdowns.
  • Budget versus actual reporting.
  • Invoicing from tracked time.

Pricing

Limited free tier. Paid about $11/user/month.

Pros

  • Extremely reliable and long-established.
  • Budget-versus-actual is the feedback loop estimates need.
  • Integrates with most schedulers including Float.

Cons

  • No scheduling of its own.
  • Timesheet compliance is a cultural problem no tool solves.
  • Per-seat pricing on top of a scheduler.

6. Storyflow

Storyflow logo
Storyflow visual workspace shown in The 12 Best Agency Resource Planning Tools in 2026 (We Tested Them All)
A project scope, references and deliverables laid out beside the estimate on one Storyflow canvas

Storyflow is not a resource planning tool and does not schedule anyone. It is on this list for the gap described in section 8: a booking is a number of hours against a project name, and in most agencies the scope that number was based on lives in a proposal nobody reopens. Storyflow holds the scope, the references, the deliverables and the rounds of revision on one canvas, so the estimate can be checked against the actual work. The AI reads the whole board, so "does this scope look like twenty hours" is a question with the evidence attached.

Best for: Producers who want to know whether a booking was realistic before the week it fails.

Verdict: A genuine complement to a scheduler and a poor substitute for one. Take Float or Resource Guru for the schedule itself.

Key features

  • Infinite canvas holding scope, references, deliverables and revision rounds.
  • AI reads the whole board, plus 5 attached documents and 3 attached boards.
  • Anyone a paid member invites to a board joins free, including clients and freelancers.
  • 200+ story blueprints for briefs and campaign structures.

Pricing

Early access: every plan is paid for now. A Free plan arrives before the end of 2026, and anyone a paid member invites to a board can sign up free and collaborate today. Plus: $7.99/mo annual, $9.99/mo monthly. Unlimited boards and uploads. Pro: $14/mo annual, $19/mo monthly. AI image generation, more AI usage, memory across conversations. Max: $39/mo annual, $49/mo monthly. Team workspace with roles and permissions.

Pros

  • Makes an estimate checkable against the scope it came from.
  • Freelancers and clients can see the work without a seat.
  • Cheapest tool on this list, priced per account for individuals.

Cons

  • No scheduler, capacity view, utilisation reporting or clash detection.
  • No time tracking, rates, budgets or invoicing.
  • Paid-only during early access.

7. Kantata

Kantata logo

Kantata is professional services automation at enterprise scale: resourcing, financials, skills matching and forecasting for large consultancies and integrated agencies. It does more than anything else here and costs accordingly.

Best for: Agencies past about a hundred people with real finance requirements.

Verdict: The most capable tool here. Wildly oversized for a typical creative studio.

Key features

  • Resource management with skills and role matching.
  • Deep financial and margin reporting.
  • Scenario forecasting across a large portfolio.

Pricing

No public pricing; enterprise quote on an annual contract.

Pros

  • Handles complexity nothing else here does.
  • Skills-based matching is genuinely useful at scale.
  • Finance-grade reporting.

Cons

  • Quote-only with a long implementation.
  • Requires dedicated administration.
  • Overwhelming below roughly a hundred people.

8. Teamwork

Teamwork logo

Teamwork is project management built deliberately for client work, with billing, budgets and workload attached. Its distinguishing detail for agencies is that client users are typically free, which changes the economics of giving clients visibility.

Best for: Agencies wanting project management and resourcing in one client-shaped tool.

Verdict: The best agency-shaped project manager here. Its workload view is weaker than a dedicated scheduler's.

Key features

  • Project management with client users and permissions.
  • Time, budgets and billing attached to projects.
  • Workload and capacity views.

Pricing

Limited free tier. Paid from about $11/user/month.

Pros

  • Built around client work rather than adapted to it.
  • Free client users, which encourages transparency.
  • Billing and budgets in the same place as the work.

Cons

  • Workload view is thinner than Float's.
  • Billing features are tiered above the entry plan.
  • Heavier than a scheduler for teams that only want scheduling.

9. Monday.com

Monday.com logo

Monday.com's workload view gives a readable picture of who has what, inside a tool many agencies already use for project tracking. It is a general tool doing resourcing rather than a resourcing tool.

Best for: Agencies already on Monday.com who want workload without adding a subscription.

Verdict: Good enough if you are already there. Worse than Float at the specific job.

Key features

  • Workload view across boards.
  • Highly visual, readable in a status meeting.
  • Strong automations and integrations.

Pricing

Free for up to 2 users. Paid from about $9/user/month with minimum seat tiers.

Pros

  • No new subscription if you already use it.
  • Very readable for non-specialists.
  • Flexible enough to model most agency shapes.

Cons

  • Workload is a feature rather than the product.
  • Minimum seat tiers inflate the price.
  • Utilisation only; fragmentation invisible.

10. Asana

Asana logo

Asana's workload view distributes effort across a cross-functional team and handles dependencies well. For agencies whose resourcing question spans non-billable work too, that breadth helps.

Best for: Cross-functional teams where not all work is client-billable.

Verdict: A capable workload view inside a strong project tool. Not a resourcing product and no financials.

Key features

  • Workload view with effort per task.
  • Dependencies, timelines and portfolios.
  • AI status summaries.

Pricing

Free for up to 10 users. Paid from about $11/user/month.

Pros

  • Strong dependency handling.
  • Covers billable and non-billable work in one place.
  • Good free tier for a small studio.

Cons

  • No rates, budgets or profitability.
  • Workload accuracy depends on per-task effort estimates nobody maintains.
  • Per-user pricing across a whole agency.

11. Toggl Track

Toggl Track logo

Toggl Track is the lowest-friction way to find out where time actually goes, and friction is the entire problem with time tracking. Its free tier covers up to five people, which makes it the default for small studios.

Best for: Getting an honest time record with minimal resistance.

Verdict: The easiest time tracker to actually adopt. It does not schedule.

Key features

  • One-click tracking across desktop, mobile and browser.
  • Billable rates and reporting.
  • Free tier for up to five users.

Pricing

Free up to 5 users. Paid about $9/user/month.

Pros

  • Lowest friction, so people actually use it.
  • Genuine free tier for a small studio.
  • Clean reporting on where hours went.

Cons

  • No scheduling or capacity planning.
  • Reporting is shallower than Harvest's.
  • Rates and budgets need the paid tier.

12. Notion

Notion logo

A Notion database with people, projects and weeks is how a great many small studios resource, and under about five people it works. Past that the manual maintenance exceeds the cost of a real tool.

Best for: Studios under five people who want no new subscription.

Verdict: A workable stopgap and a poor system. It will not detect a clash or compute utilisation without you building it.

Key features

  • Flexible databases for people, projects and allocations.
  • Free personal tier.
  • Sits next to the rest of the studio's documentation.

Pricing

Free personal tier. Paid from about $10/user/month.

Pros

  • No new tool and no new cost at small scale.
  • Fully customisable to an unusual workflow.
  • Lives beside briefs and client notes.

Cons

  • No clash detection, capacity maths or availability.
  • Maintenance grows faster than the team does.
  • Goes stale quickly, which is the failure that matters.

7) Why Utilisation Is the Wrong Target

Utilisation is a lagging, gameable number that measures how busy people look rather than how much work leaves the building. It persists because it is easy to compute and easy to put in a board pack.

Three specific failures.

It rewards the wrong week. As section 3 showed, a fragmented 70% week produces less than a focused 85% week. Optimising utilisation upward, which is what every dashboard implicitly encourages, pushes teams toward fragmentation because the easiest way to fill a gap is to add another project rather than extend an existing one.

It is trivially gamed, usually without intent. Once people know utilisation is watched, time gets logged to whatever keeps the number healthy. Nobody decides to do this. It happens because the timesheet is filled in on Friday from memory, and memory is generous toward the thing being measured. The resulting data then feeds next quarter's estimates, which is how a bad number becomes a bad plan.

A high target is arithmetically incompatible with doing good work. Agencies routinely target 80% or 85% billable. That leaves six hours a week for everything non-billable: new business, internal reviews, hiring, learning, admin, and the thinking that happens before a good idea arrives. Hitting the target reliably means one of those is not happening, and the one that quietly goes first is usually the thinking.

Better numbers to watch, all cheap to produce:

  • Projects per person per week. The fragmentation measure. Sort descending; the top of that list is your real risk.
  • Estimate accuracy by project type. Booked hours versus tracked hours, grouped. This is the only number that makes future estimates better.
  • Rework share. How many hours went into revisions beyond the agreed rounds. High rework is almost always a brief problem rather than a resourcing one.
  • Longest uninterrupted block per person per week. A proxy for whether deep work was even possible.

None of these require new software. They require one column and the willingness to look at something less flattering than a utilisation percentage.

8) The Booking Nobody Can Sanity-Check

Here is the hole that sits underneath every tool on this list, and it is the reason Storyflow is on it.

A booking is a number of hours against a project name. Twenty hours, Designer, Client X, week of the 14th. Every tool here models that beautifully. None of them can tell you whether twenty was the right number, because the scope that twenty was derived from is not in the resourcing tool. It is in a proposal document, a sales email thread, or somebody's memory of a similar job last year.

So the sanity check that should happen never does. A producer looking at the schedule can see that the designer is overbooked. They cannot see that the twenty hours assumed three concepts and one revision round, while the brief the client actually approved asks for five concepts across two formats. That gap is invisible until the week it fails, and when it fails it reads as a resourcing problem, which sends everyone back to the scheduler to fix something that was never wrong.

The cost shows up in a predictable place: rework and scope creep are the two largest sources of unplanned hours in agency work, and both originate before the booking, in the gap between what was estimated and what was agreed. A resourcing tool is downstream of both and can only report the damage.

What closes it is unglamorous. The scope a booking is based on has to live somewhere a person can open in ten seconds, next to the deliverables and the agreed number of revision rounds. Then the sanity check becomes possible: open the board, look at what is actually being asked for, and ask whether the number on the schedule matches it.

That is the only job Storyflow does on this page, and it is worth being precise about the boundary. It holds the scope, the references, the deliverables and the revision rounds on one canvas, and because the AI reads the whole board, an estimate can be interrogated against the work rather than against a memory. It does not schedule anyone, it does not track time, it has no capacity view and it will not tell you who is overbooked. Float and Resource Guru do that and this article ranks them first and third for it. Pair one of them with somewhere the scope actually lives, and both halves of the problem are covered.

The cheaper version of the same fix, if you would rather not add a tool: paste the agreed scope and the revision-round count into the project record in whatever scheduler you already use. It is worse, because a paragraph in a field is not a thing anyone reads, and it is much better than nothing.

10) What Resource Planning Actually Costs

Three costs, and the largest is not the software.

Per-scheduled-person billing. Float and Resource Guru charge for everyone in the schedule, freelancers included, whether or not they ever log in. A twenty-person agency using fifteen regular freelancers is paying for thirty-five people. Check whether your tool bills per login or per managed person, because the difference can double the bill.

The administration. Every tool here needs someone to keep it current, and the heavier ones need someone to own the configuration. Productive and Kantata in particular repay that investment and require it. Budget the hours honestly: an all-in-one system with nobody owning it degrades into an expensive, inaccurate one.

The cost of the schedule being wrong, which dwarfs both. A week where a designer is fragmented across five projects produces perhaps two thirds of a focused week, and no line item records that. A booking made against a scope nobody checked produces rework that is invisible until it is billed to overhead. Those two together cost most agencies far more than every subscription on this page combined, and neither is addressed by buying a better scheduler.

Cost driverTools affectedWhat it doesThe move

Per-scheduled-person billing

Float, Resource Guru, Runn

Bills freelancers who never log in

Count managed people, not logins

Administration

Productive, Kantata, Teamwork

Degrades without an owner

Name the owner before you buy

Fragmentation

All of them

Invisible loss of a third of a week

Track projects per person per week

Unverifiable estimates

All of them

Rework and scope creep charged to overhead

Keep the scope where it can be opened

11) Honorable Mentions

  • Forecast. Scheduling from the makers of Harvest, and the natural pairing if you already track time there.
  • Hub Planner. Strong on skills-based resourcing and custom fields.
  • Scoro. Another credible all-in-one agency operating system, close to Productive.
  • Parallax. Resourcing and forecasting aimed at digital services firms.
  • Mosaic. AI-assisted resourcing with a focus on workload balancing.
  • Everhour. Time tracking that embeds inside Asana, Trello and others.
  • Clockify. A generous free time tracker if Toggl's limits bite.
  • A spreadsheet. Genuinely fine under about six people, and honest about being a spreadsheet.

12) Tools to Avoid for Agency Resourcing

  • A resourcing tool nobody updates. The most expensive option in this category is an accurate-looking schedule that is four days stale, because people act on it.
  • A utilisation dashboard used as a performance measure. It converts an operations signal into a target, and the target is met by logging differently rather than working differently.
  • An enterprise professional services platform below about a hundred people. The implementation cost exceeds the problem.
  • Resourcing inside a general project tool for an agency past about twenty-five. Workload as a feature hits a ceiling, usually around the time freelancers and part-timers enter the picture.
  • A scheduler with no time tracking anywhere. Without the record, every estimate is a guess repeated quarterly and estimate accuracy never improves.
  • Booking against a project name with the scope stored nowhere anyone opens. This is the section 8 failure, and it is the most common one on this list.

14) The Bottom Line

The best agency resource planning tools in 2026 are the ones people keep accurate. Float is the best overall because it is light enough to stay true. Productive is the strongest all-in-one when you want a profitability number you can trust. Resource Guru is the cheapest serious option under ten people. Runn is the best answer to "can we take this job".

Utilisation is the wrong target, and fragmentation is the number that predicts the week. A person on 70% across five projects is in more trouble than one on 85% across two, and no dashboard in this category shows it. Add one column for projects per person per week and sort by it.

And keep the scope each booking was made against somewhere a person can open, because the most expensive resourcing failure is not a bad schedule, it is a perfectly maintained schedule built on numbers nobody could check. Put the scope, deliverables and revision rounds on one Storyflow canvas beside the estimate, and pair it with a real scheduler.

15) Author

Storyflow Team Product & Research

The Fragmentation Tax came out of resourcing three agencies through a quarter and noticing that the weeks people described as brutal were consistently not the weeks with the highest utilisation. The 12 tools here were used across a six-person design studio, a twenty-person creative agency with freelancers, and a forty-person integrated agency. Pricing was read from public pages and changes often; the enterprise tools are quoted rather than listed.

FAQ: Agency Resource Planning

What is the best agency resource planning tool in 2026?

Float is the best agency resource planning tool for most creative agencies, because it is light enough that the schedule stays accurate, which matters more than any feature: a perfectly modelled schedule that is three days stale is worse than a rough one that is true. Productive is the strongest pick if you want resourcing, time, budgets and profitability in one system, Resource Guru is the cheapest serious option for a studio under ten, and Runn is the best for forecasting against work you have not won yet. Separately, keep the scope each booking is based on somewhere a person can open, because the most common resourcing failure is a booking made against a number nobody could sanity-check.

What is a good utilisation rate for an agency?

Most agencies target 75% to 85% billable, and the target is less useful than it looks. At 85%, six hours a week remain for new business, internal reviews, hiring, learning and thinking, so hitting it reliably means one of those is not happening. A more useful pair of numbers is projects per person per week, where two is comfortable and five reliably produces a bad week, and estimate accuracy by project type, which is the only number that makes future planning better.

Is Float or Resource Guru better?

Resource Guru if you are under about ten people and want booking and nothing else, because it is roughly half the price and has almost no setup. Float once you are past that, because its week view stays legible with more people and more projects, its capacity and overbooking signals are clearer, and it has reporting Resource Guru does not. Both charge per managed person, so count freelancers when comparing.

How do agencies plan resources for work that has not been won?

With scenario planning, which is what Runn is built for: model tentative projects at a probability and see what capacity looks like if two of three land. Failing that, the common manual approach is a pencilled-in provisional booking with a clear convention marking it unconfirmed. The failure to avoid is planning only confirmed work, because then every win becomes an emergency.

What is the difference between resource planning and project management?

Project management tracks the work: tasks, dependencies, deadlines. Resource planning tracks the people: who is available, who is overbooked, and what a week actually looks like for them. Agencies frequently try to do the second inside a tool built for the first, and it works until roughly twenty-five people or until freelancers and part-timers arrive, whichever comes sooner.

Do small agencies need resource planning software?

Under about six people, no. A shared calendar plus an honest conversation covers it, and a free time tracker gives you the record. Past six the clash detection alone justifies the cost, because the failure mode changes from "we all roughly know" to "two people promised the same designer".

How do I stop scope creep from wrecking the schedule?

Most scope creep is not a scheduling problem, it is an agreement problem that lands on the schedule. The two things that reduce it are stating the number of revision rounds in the agreement and keeping the agreed scope somewhere a person can open in ten seconds when a new request arrives. When the scope is in a proposal document nobody reopens, every new request is adjudicated from memory, and memory is accommodating.

Can AI help with agency resource planning?

For the scheduling itself, only marginally: allocating hours is arithmetic and constraint-solving, not a language problem, and the tools that advertise AI scheduling are mostly doing balancing. The more useful application is upstream, checking whether an estimate matches the scope it was derived from, which is a comprehension task and is genuinely hard for a person to do across twenty live projects. That requires the AI to see the actual scope, which is a question about where the scope lives.

What should I track instead of utilisation?

Projects per person per week, booked hours versus tracked hours by project type, the share of hours going into rework beyond agreed rounds, and the longest uninterrupted block each person gets. All four are cheap to produce from data you already have, and all four are more predictive of a good week than a utilisation percentage.

How much does agency resource planning software cost?

Between about $5 and $11 per managed person per month for dedicated tools, so roughly $100 to $220 a month for a twenty-person agency, before time tracking. All-in-one systems such as Productive land in a similar per-seat range but replace several subscriptions. Enterprise platforms are quote-only. Count freelancers as managed people when you model it, because most tools bill for them.

Does Storyflow do resource planning?

No. Storyflow has no scheduler, no capacity view, no utilisation reporting, no time tracking and no clash detection, and this article ranks Float, Productive, Resource Guru and Runn above it precisely because they do. It is on the list for one adjacent job: holding the scope, deliverables and revision rounds on one canvas beside the estimate, so a booking can be checked against the work it is for. Pair it with a real scheduler. It is $7.99/month billed annually, priced per account for individuals, and anyone a paid member invites to a board joins free, including freelancers and clients.

How do I get people to keep the schedule up to date?

Choose the lightest tool that covers your needs, put updating it inside an existing ritual rather than adding a new one, and make sure the people updating it get something back from doing so. Schedules go stale when the update is a tax paid by producers for the benefit of a dashboard somebody else reads. They stay current when the person updating is also the person who gets burned by it being wrong.

Should clients be able to see the schedule?

Almost never the resourcing schedule itself, because it exposes your capacity and your other clients. What clients do benefit from seeing is the work: the scope, the deliverables, where the current round sits. Tools where client users are free, such as Teamwork, or where anyone invited to a board joins free, make that transparency cheap without opening the resourcing view.

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Storyflow Team - Product & Research Team

Storyflow Team

Product & Research Team

Published: 2026-09-22

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