Retain Cloud Reviews & Product Details

I think the most feature that we like about Retain Cloud is the plan, which gives us a kind of dashboard of all resources. We mostly use the resource view, which provides an overview for a given month or week or even two to three months and helps us manage resources easily. It shows where resources are located, for what jobs, how long, and it helps ensure there's sufficient booking or availability, which is important for future planning. Another thing I like is that moving to the cloud means that all staff can have access to Retain Cloud and can access it from anywhere—whether it's from a phone, desktop, or laptop—all they need is the Internet. Review collected by and hosted on G2.com.

Basically, I think, it has served our purpose and expectation, but we have been looking into, like, couple of filtering options to see whether what are the active jobs. There can be jobs that are non active or probably gone out of, so we don't want to see all of them. We just wanted to see only the active jobs. Right now, we don't have readily available way to get that sorted out. Because the job view by default has all the jobs that is in there, and so it just bit difficult to get to an Active jobs view only. The other thing is, we wanted to see resources in conflict. That means they have been booked for multiple jobs in the same period. So we wanted to see, what are the resources in a given period who are in conflicts so that we can easily manage those conflicts. Review collected by and hosted on G2.com.

The user interface is easy for Resourcing professionals as well as client facing staff, it is also a very stable environment with little lag or buffering. The ability to build dashboards within the reporting function of the tool allows me to make real time decisions and provide real time MI to senior stakeholders. Review collected by and hosted on G2.com.

Some tasks are very tedious, for example there is no way to do multiple updates to jobs - if we have a manager leave you have to manually change the manager per job. There is also no way to import bookings into the tool so where the roll forward element is not used then forward planning is a very lengthy task. Review collected by and hosted on G2.com.

I really benefited from Retain Cloud's real-time visibility into resource availability and utilization. The software significantly reduced manual data entry and minimized errors. Its automated scheduling and forecasting features were invaluable. I appreciated having a centralized, single source of truth for all resource data, which made collaboration across teams easier. The built-in dashboards and reporting technology provided quick insights. The scenario planning and 'what if' analysis capabilities supported future project planning. Retain enhanced capacity and demand forecasting and ensured data accuracy through version control and audit trails. The role-based access offered better governance, while the seamless integration with project management, HR, and finance tools proved useful. Its scalability and significant time savings improved efficiency, supporting more data-driven decisions. Additionally, customization, AI integration, and continuous software enhancements are appealing for future use. The Retain IT team and Jack Ramshaw were amazing in providing real-time solutions/improvements based on feedback from early stages to ongoing support. Review collected by and hosted on G2.com.

I find the reporting and dashboards require improvement, as the current offerings might not meet all my needs for data presentation and insights. Additionally, the interface performance could be enhanced for a smoother user experience. Review collected by and hosted on G2.com.

Honestly, it just makes my life easier. I can see who’s available, move things around without a headache, and actually trust the numbers. I don’t feel like I’m fighting with the tool—it’s simple, clear, and saves me a ton of time. Review collected by and hosted on G2.com.

There are a few limitations in how much we can configure things exactly the way we want, and sometimes the reporting feels a little slow to refresh. That said, I think part of that lag is more on the Power BI side than the actual tool. Overall, nothing that gets in the way of day-to-day use. Review collected by and hosted on G2.com.

From my perspective, as an administrator of the tool, the support of functions is one of the most important pieces of my experience. Jack and Jamie have been ready to listen, and collaborate with me on improving features, or developing new functionality. The group at Retain have been open and responsive to our needs while also letting us bounce ideas off them and have shown themselves to be great partners in the process. Review collected by and hosted on G2.com.

I would love to see more out-of-the-box integration support, or partnered products to help enhance the experience! Review collected by and hosted on G2.com.

Cloud based solution, easy to use interface & simplifies my team management Review collected by and hosted on G2.com.

I honestly have no complaints—I just wish we had made the switch earlier! Review collected by and hosted on G2.com.

We needed a solution to resource planning away from Excel and Retain offers an easy to use product with nice visual display to allocate workflows across the team. Retain offers an intuitive interface and good customisation. The integration process was smooth and we implemented the solution quickly. Support from Retain has been forthcoming as needed and any issues or questions raised dealt with quickly. Review collected by and hosted on G2.com.

Overall no significant issues with the product. Review collected by and hosted on G2.com.

As the IT person implementing the product I am pleased to say that the API integration is stellar and their support documentation is excellent. this prevents double entry of information. While I do not personally use it our Teams (staff and managers) love it and report better visibility on jobs and project statuses. Our main coordinator has time to manage the schedule and take on other tasks or projects. Review collected by and hosted on G2.com.

Their client support portal is a little clunky but despite the time zone differences that make it work. Review collected by and hosted on G2.com.

Retain cloud is a very useful tool for planning.Its user friendly and gives a quick overview of the current planning for all resources. The reports that can be created give valuable insights, which makes planning even easier. Review collected by and hosted on G2.com.

The downsides of Retain are mostly that it's not easy to connect with other systems. An API is available, but to have the same characteristics a lot of work is required. Once that is set though, it doesnt require much work at all. Review collected by and hosted on G2.com.

The ability to quickly reallocate and view what resources are working on in the next week month year etc. Review collected by and hosted on G2.com.

The booking request process is not audited enough for our liking. Review collected by and hosted on G2.com.