Detailed Review of Resource Hero Salesforce App

Resource Hero Salesforce app flying to the rescue!

Resource Hero

Resource Hero is reviewed against 200+ project management software requirements on a downloadable spreadsheet. Resource Hero is scored only for resource management out of the ten project management processes. This post provides a summary of the key strengths and weaknesses for the resource management process.

Resource Hero Summary Findings

This is a detailed review of the Resource Hero Salesforce project management software available on the AppExchange. Resource Hero is a nifty tool. It would be ideal for a company managing resources at a high level like: opportunities or projects. It is not practical for a company that wants to manage resources at an individual task level. I actual think this is a strength because trying to manage resources at an individual task level is very impractical. Many of the Salesforce professional services administration (PSA) tools are structured around managing resources at a task level, so Resource Hero would be a good alternative. It would be ideal for an internal company project management office (PMO).

Resource Hero is actually much better than the score below indicates. I estimate it has 80% of the functionality of much more expensive PSA tools. I had to give it partial credit because out-of-the-box it only manages resources for Salesforce Opportunities. However, it can be configured to assign resources to any Salesforce standard or custom object. So, it would have to be configured to assign resources to a project. I think such a configuration would only be a couple of hours of work.

Resource Hero
Total Score3%
Resource Management24%

Download Resource Hero Evaluation Spreadsheet

Click here to add the Resource Hero Excel spreadsheet to your basket and continue reading. Visit the basket page to complete the download.


It is $15/user/month, which equals $180/user/year. This is less than half many of the PSA tools available on the Salesforce AppExchange.

Scoring Methodology

I’ve been evaluating all of the Salesforce project management software and sharing the results to help others save time in making an informed decision. I started the evaluation as marketing research for the Salesforce project management app I built: Project Lifecycle Pro. I’m doing my best to give a unbiased review, but I’ve attached the detailed Excel spreadsheet which you can use to perform your own analysis. Here are detailed instructions on how to use the spreadsheet to weight requirements and compare multiple software packages side-by-side.

I structured the analysis around the Project Management Institute’s (PMI)© project management process. This is outlined in the PM Book of Knowledge (PMBOK)©. First, I listed the project management processes and then the activities within each process. Finally, I developed a list of requirements related to each of the activities. The list of requirements is based upon my thirty years of project management experience and experience evaluating project management tools for clients. When I come across novel functionality in the software I’m evaluating I add it to the requirements list. Of course, I’m sure I missed some requirements and welcome any suggestions.

I gave all processes and requirements equal weights, but you can adjust the scoring weights in the Excel spreadsheet to suit your needs. Each requirement was rated as either:

  • Yes – As Is – Meaning, the requirement is met with out-of-the-box functionality. This rating is awarded four points.
  • Yes – With Configuration – Meaning the requirement can be met with minimal configuration or no-code updates. Since, Salesforce is highly configurable I used this rating for simple things like changing picklist values, adding a field to an existing data object, creating a report, etc. This rating is awarded two points.
  • No – Not Available or Requires Customization – Meaning the requirement cannot be met without significant investment of time or money. I assigned this rating if custom coding would be required, or a new custom data object, or a new custom flow. This rating is awarded zero points.

For Resource Hero, I only evaluated the Resource Management process and a few resource-related requirements in other processes. Therefore, I only included the overall score for Resource Management. The score is artificially low, because I had to assign ‘Yes – With Configuration’ to most requirements, because using Resource Hero with projects will require several hours of configuration. You can confirm my scoring by installing the free trial into a sandbox.

Here are some links to help you research the app:

Download Resource Hero Evaluation Spreadsheet

Click here to download the Resource Hero Excel spreadsheet.

Resource Management

To use Resource Hero for project management you would configure it to assign resources to projects. This will allow you to assign hours, a cost rate and billing rate for that person for that specific project. A timesheet will then allow you to capture actuals hours and costs. Resource Hero then has standard reports and dashboards which will show the forecasted hours, costs, income and margins for the project over time.

Resource Hero would be ideal for a company’s internal PMO to track resource assignments and forecast internal and external labor costs. You can assign a resource to multiple projects using a hours per week, and then review total allocations across all projects. You can also assign external resources and then forecast total costs per month.

Strength: Assign People at the Project Level

Most PSA tools sum labor from the individual task assignments to the total project. This is usually very impractical. Resource Hero allows you to simply assign X hours per week of a resource’s time to a project. You can also define a resource to an external resource, so you can estimate people which aren’t Salesforce users or contacts.

Strength: Project-Specific Rates and Forecasts

When assigning a resource to the project, you enter a specific cost and billing rate for the assignment. This is similar to a project-specific rate card. Allows forecasting of labor costs, labor revenue, utilization and profit margins.

Weakness: Can’t Manage at the Task Level

If you are a professional services company that wants to assign tasks with specific labor hours and then total the hours to the resource level, then Resource Hero is not the tool for you. It could be setup to rollup the task assignments to the project or resource, but this would require duplicating the hours assignment for the task in Resource Hero for every task.

Weakness: Can’t Approve Timesheets and Expenses

Resource Hero doesn’t support tracking people’s expenses or approving their timesheets and expenses. You will need a separate tool for expenses. You could create a custom approval or reports to serve the purpose of approving timesheets.

In Conclusion

If you have an internal PMO, and are looking for a resource management tool to supplement the rest of your project management solution, then you should take a close look at Resource Hero. If you are searching for a PSA tool, you should probably consider one of the more expensive tools that supports a much wider range of functionality like: invoicing and project planning.



Additional References

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