Subcategory · AI Citation Index
Resource Planning
The resource planning category is dominated by adaptable work management platforms (Smartsheet, monday.dev, Asana) that achieve 56-66% shortlist rates alongside purpose-built professional services automation tools (Built, Forecast, Mavenlink) at similar rates. This convergence suggests buyers prioritize flexible resource allocation over rigid ERP approaches, evidenced by NetSuite's comparatively lower 40% shortlist rate. The uniform model_diversity=5 across all top brands indicates evaluators consider these tools across varied use cases, reflecting resource planning's cross-functional nature.
176 discovery queries · 400 head-to-heads · refreshed Jun 29, 2026
Discovery stage
The shortlist
Across 176 buyer-style "Resource Planning" queries
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Signal by intent
By topic
Top 5 most-cited brands per intent cluster. Brands with zero citations in a topic are not shown.
Evaluation stage
Head-to-head
How often AI cites each brand across uniform category evaluation prompts · median 9/100
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Each brand's score is the share of category evaluation prompts where AI cited them across all four engines — the same prompt pool for every brand. Brands above the median citation rate have stronger presence in evaluation-stage queries.
Brands to know
In this category
Smartsheet
Leads shortlist rate at 66%, demonstrating that flexible spreadsheet-database hybrids effectively address resource allocation without purpose-built PSA complexity.
Read brand profile →Built
Achieves 61% shortlist rate as a specialized solution, proving dedicated resource planning tools remain competitive against general work platforms.
Read brand profile →Netsuite
Trails at 40% shortlist rate despite ERP breadth, suggesting resource planning buyers favor agility over comprehensive financial integration.
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