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PDWare ResourceFirst

New York City, New York, United States

What it is

PDWare ResourceFirst is enterprise portfolio and resource capacity planning software for organizations balancing project demand with available skills and staff. It models prioritized demand against capacity across portfolios, teams, and time, with views for utilization and shortfalls. The Waterline method funds work that fits within the capacity line and defers work that does not. Teams can compare alternative portfolios against shared constraints before committing headcount or budget, then post approved scenario changes to the current plan. Planning and analysis include labor and financial forecasts, project ranking, roadmaps, swimlanes, and reports organized by project, resource, financial, or skill data. Financial tools cover cost of capacity, unused capacity, cost centers, chargeback, and budget planning. Integrations listed include SAP, Oracle Financials, Workday, Snowflake, Microsoft Project, Smartsheet, Jira, Excel, and Oracle Time & Labor. It is offered as Azure cloud SaaS or a thin-client on-premise solution. Pricing is on request.

For and against

For

  • Models demand against capacity across teams and time.
  • Scenario comparisons use shared constraints.
  • Includes labor and financial forecasts.
  • Supports Excel import and export.
  • Cloud SaaS and on-premise deployment options.

Against

  • Pricing is available on request.
  • Implementation typically takes 4–6 weeks.
  • Licensing depends on planning-group size and user types.

The verdict

ResourceFirst brings capacity planning, portfolio prioritization, and financial analysis into a single planning process. Buyers should request pricing and consider a pilot with their own data.

Who it suits

ResourceFirst is aimed at PMO directors, executives, portfolio leaders, and R&D, engineering, operations, and finance leaders managing constrained talent and significant project labor costs.

On the record

Access controls
ResourceFirst uses user rights and organizational structures to control which objects and features users can view, modify, or administer.pdware.com · read 9 Oct 2026
Analysis
ResourceFirst includes labor and financial waterlines, project ranking and score analysis, roadmaps, swimlanes, and project, resource, financial, and skill pivot reports.pdware.com · read 9 Oct 2026
API and data entry
PDWare describes an open architecture with a secure full API and grid-style data entry with Excel import and export.pdware.com · read 9 Oct 2026
Capacity planning
The platform models prioritized skill demand against real capacity across portfolios, teams, and time, with shortfall and utilization views.pdware.com · read 9 Oct 2026
Data exchange
ResourceFirst supports Excel import and export from its grid views for resource, project, assignment, asset, and scenario data.pdware.com · read 9 Oct 2026
Deployment
ResourceFirst is offered as cloud SaaS on Microsoft Azure and as a thin-client on-premise solution.pdware.com · read 9 Oct 2026
Financial features
The platform includes cost of capacity, demand and unused capacity, cost centers, chargeback, and Waterline budget planning.pdware.com · read 9 Oct 2026
Implementation
PDWare says Level-1 implementation typically takes 4–6 weeks.pdware.com · read 9 Oct 2026
Integrations
PDWare lists SAP, Oracle Financials, Workday, Snowflake, Microsoft Project, Smartsheet, Jira, Excel, and Oracle Time & Labor as integrations.pdware.com · read 9 Oct 2026
Licensing
PDWare says licensing depends on planning-group size and user types, with workgroup packages for 50 and 100 users and enterprise licensing; it directs buyers to sales for pricing.pdware.com · read 9 Oct 2026
Pilot
PDWare says many organizations start with a pilot using their own data before committing to a long-term subscription.pdware.com · read 9 Oct 2026
Planning
The platform supports project and resource planning, labor and financial forecasts, and oversight as priorities, schedules, demand, and staff capacity change.pdware.com · read 9 Oct 2026
Portfolio prioritization
Its Waterline method funds work that clears the capacity line and defers work that does not.pdware.com · read 9 Oct 2026
Pricing
PDWare directs visitors to request pricing and says its team can review pricing and onboarding options; the opened pages do not state a price.pdware.com · read 9 Oct 2026
Product documentation
The maker's documentation page lists ResourceFirst version 9 guides for resources, projects, assignments, scenarios, time tracking, financials, and administration.pdware.com · read 9 Oct 2026
Purpose
ResourceFirst is a cloud-based project and portfolio planning tool that aligns resource capacity with demand to help organizations plan achievable portfolios.pdware.com · read 9 Oct 2026
Scenario planning
Scenario planning compares alternative portfolios against the same constraint set before headcount or budget is committed.pdware.com · read 9 Oct 2026
Scenarios
Scenarios let users plan project and assignment forecasts separately from the current plan, then post approved changes back to it.pdware.com · read 9 Oct 2026

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