Cloud Based Resource Management – WorkOtter

Award-Winning Resource Management Software

“#1 PPM for Ease of Use” – Gartner’s Software Advice (February 2021)

WorkOtter is a cloud based simpler, less expensive, and completely secure resource management software system that ends chaos, cuts through gridlock, and keeps your project growing.

What Is a Resource Management Software?

It is a software that schedules, tracks, and allocates employee and physical resources. Companies can better manage their time, profits, and productivity by using these resource planning tools. 

Under or over-utilizing employees on a project has disastrous consequences sometimes. Carefully managing your employees’ resources to avoid burnout and missed deadlines leads to more happy clients.

Why do Small Businesses Need One?

The Issue

Not knowing a small business' resource availability is a one of the biggest limitations on sustained growth. Organizations that understand which resources to invest in will grow. WorkOtter’s leading resource planning & management software gives organizations an intricate understanding of their capacity (supply).

The Solution

Resource forecasting in WorkOtter allows companies to determine overall demand by person, role, and proficiency. Never again will you under or over allocate resources. Take advantage of WorkOtter’s resource management tools, and watch your company grow while saving time and money.

Why WorkOtter's Resource Management Software?


Resource forecasting has minimal value unless you get everyone on board.WorkOtter gives project managers the flexibility to use complex workplans or no workplan at all. Leverage WorkOtter’s multiple forecasting methods and allow each project manager to choose a method that best suits their approach.

  • Team Forecasting (Simply set the amount of time each team member spends on the project)
  • Resource Plan (project managers “ask” for resources and resource managers “give” them)
  • Workplan Only (Get your forecast directly from items in your workplan)
  • Team/Workplan Hybrid (Combine Team and Workplan forecasting to get the best of both worlds)
  • No Forecasting (For projects you may not want to take into account)

No other software offers such flexible project-by-project forecasting, even enabling you to switch between options (you can start with one type of forecasting then switch to another and another). WorkOtter is a project resource management solution even project-averse managers will love.


Resource managers told us, “We need to be able to assign resources to projects based on the needs of project managers, and we need the ability reassign and split up assignments between multiple resources.” WorkOtter has an innovative ASK and GIVE module that does just that:

  • Project managers ASK for required resources
  • Resource managers GIVE resources from their intuitive dashboard
  • WorkOtter’s resource reporting shows who is available and who is at full capacity (or overbooked)
  • Compare estimates to actuals and see if resources are being used efficiently

Use WorkOtter’s customizable resource management dashboards and reports, and easily distribute them to give you the knowledge to succeed.


The end-all-be-all of project portfolio management (PPM) for an organization is to know their capacity (by role) and demand, and use that knowledge to maximize output and costs. WorkOtter helps companies do this through:

  • Intuitive supply and demand reporting
  • Visuals that show where time is being wasted
  • Associating costs to roles, individual resources, and projects to lower estimated and actual budgets
  • Revealing under-utilized resources who can be re-directed to high priority projects


Successful companies need easy-to-use, appealing, and interactive reports to develop their key performance indicators, and become more agile. In our 20+ years in the project portfolio management software space, we have developed over a hundred pre-built reports that are just what our customers asked for. WorkOtter delivers:

  • Over a hundred reports build specifically for our customers
  • Incorporate filters, groups, visualizations, drilldowns, links, and more to make reports interactive and engaging
  • HTML5 animations allow you to hover over items and reveal additional details
  • Set report security so that only certain users can share, edit, create, and view reports
  • Save/Download reports and dashboards in seven different formats including CSV, Word, Excel, and PDF, and send them to whoever you want (regardless of whether they use WorkOtter or not saving money on licenses)
  • Automate reports to send directly to your email each hour, day, week, month, quarter or year, and get alert reports that will keep you on top of time and cost overruns

Every WorkOtter Account Includes (No Extra Charge)

Private Cloud Services

WorkOtter is hosted in a top tier, all steel frame, secure building. It is one of the largest facilities in the central United States. We designed our own cloud once we realized that public commercial clouds were slower, less secure, and more susceptible to performance issues.

Secured Data

WorkOtter utilizes banking grade, non open source SSL encryption and is SOC2 (formerly SSAE -16 and SAS70) and U.S. Department of Commerce Safe Harbor Certified. We use only Oracle database services for further security, performance and up-time.

24/7 Support

As good as WorkOtter is, our personal support is better. You may not think that is very important if you are researching vendors, but we (and our customers) assure you – your implementation depends as much on the software features as the company that stands behind it.

Resource Management Made Simple

Gather Customized and Controlled Reports about Your Business

With the right software, you can create a customized resource management dashboard for each person based on their role. Reports are simple, with easy-to-understand analytics and forecasts. Security is a crucial benefit as you are able to set reports as private, only including those people who need to know the data. 


Saves You and Your Employees Time

One of the biggest benefits of using resource management software is that it saves you time. No more struggling to figure out schedules or how many people to put together a project. Especially for a small business, optimizing internal resources is the key to longevity. Forecasts figure out all those predictions for you, leaving you with happier, more productive employees. Maintaining happy employees is a benefit to small businesses as they are more likely to retain their talent for longer periods of time.


Keeps Things Simple

You streamline a lot of your business by using single-source software for your resource management. Distributing your resources is much easier when they are all in one place. Understanding where your resources are going allows you to plan and optimize the best strategy to save money. It’s also critical that your employees work on a master resource management dashboard, as it can make teamwork easier. Maximize profits while eliminating unrealistic deadlines and miscommunication. 

The resource management tool is a lifesaver. It allows me to track my team's utilization as well as scale up or down the resources I need to get any project completed on time and under budget - without burning out my team members. WorkOtter is a great tool in a market of sub par competitors. If you are a Program /Project Manager, Solution Designer or Developer, WorkOtter will help you stay on track and remain informed of your responsibilities and those of your team members.

Looking For A Resource Management Software?

Our software offers a highly secure platform for your business. You will work under a single source that gives you all the tools you need to manage your resources successfully. Have access to planning and organization tools that save time, keeps your employees happy, and increase profits.

Check out WorkOtter’s resource management software if you are ready to optimize your resources and grow your business. We have many different features in our reports and dashboards to help you succeed.


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