The core role of Retain is to manage resources. It primarily achieves this by means of a “booking” system - i.e. where a “resource” is allocated to a “job” for a specific period. In turn Retain can analyze the use of resources and provide management information. It allows a great deal of flexibility in setting up these elements.

Resources can be anything from staff to assets such as cars, conference rooms and overhead projectors. Each resource can be given classifications, groupings and/or attributes which can be used in the allocation process and for producing reports. For example, you may classify staff by grades, group them by departments and skills.

Retain is used for several purposes including:

• Staff planning is the most popular use for Retain. For example, many professional businesses (such as accountancy, law and consultancy firms and financial institutions) use it to plan and manage the distribution of client matters among their professional staff. Also it can be used to monitor the type and amount of staff training.
• Facilities management is another use ranging from conference rooms and operating theatres to fleets of cars. For example, the availability of beds in hospital wards can be planned taking account of differing features and equipment usable at particular beds.
• Both - Indeed, it is possible to combine both. For example, schools can work out schedules for teachers, pupils and classes at the same time as the classrooms.

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