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The best capacity planning software gives clear insights into team availability, prevents overallocation, and predicts future resource needs to help you meet deadlines and avoid team burnout.

With over 20 years in project management, I understand how disconnected spreadsheets and unclear task assignments can lead to schedule conflicts, hidden bottlenecks, and uneven workloads. The right software helps you track resource availability, balance workloads across projects, and anticipate demand before reaching capacity limits.

After reviewing and testing over 20 capacity planning tools since 2012 as a software reviewer, I have identified the most effective solutions that help you plan confidently, allocate work accurately, and keep projects on track.

Why Trust Our Capacity Planning Software Reviews

We’ve been testing and reviewing resource management software since 2012. As project managers ourselves, we know how critical and difficult it is to make the right decision when selecting software.

We invest in deep research to help our audience make better software purchasing decisions. We’ve tested more than 2,000 tools for different project management use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent & our review methodology.

The Best Capacity Planning Software Comparison Chart

Here is a table where you can compare all the tools we just covered in the overviews.

Best Capacity Planning Software Reviews

Here’s a brief description of each capacity planning app to showcase each tool’s best use case, some noteworthy features, and screenshots to give a snapshot of the user interface.

Best for intuitive scheduling and live forecasting

  • 30-day free trial available
  • From $7/scheduled user/month
Visit Website
Rating: 4.3/5

Float is a resource management software designed for professional services teams to plan projects, track capacity, and manage team workloads. You can break work down into phases, include budgets, and assign tasks based on real-time availability. As Emily Feliciano, Senior Global Operations Manager at Atlassian, puts it: “Float has been my go-to for 10 years because it's simple, nimble, and budget-friendly compared to other tools.”

One of the great things about this tool is its visual scheduling and live reporting. You can monitor team utilization, cost, and billable rates at the project or person level. It also helps you manage several projects simultaneously by offering clear visibility into task dependencies and timelines—so you can measure demand capacity and make data-backed resourcing decisions.

You can set custom notifications, schedule upcoming tasks, and track team availability (including time off) to prevent burnout. Float is especially helpful for professional services teams that want powerful capacity planning without the overhead of full PSA systems.

Integrations: JIRA, Trello, Asana, Zapier, Outlook, Slack, and more.

Float costs from $6/user/month. A 30-day free trial is available.

New Product Updates from Float

Enhance Your Workflow with Float's Project Stages
Float's new project stages feature.
September 28 2025
Enhance Your Workflow with Float's Project Stages

Float has introduced custom project stages, letting teams tailor workflow labels to match their unique processes—from proposals through to payment—while controlling how projects show up on schedules and trigger notifications. These stages enhance visibility, filtering, and reporting, making project tracking more flexible and predictable. For more information, visit Float's official site.

Best for customization

  • 14-day free trial + free plan available
  • From $8/user/month (billed annually)
Visit Website
Rating: 4.6/5

monday is an open platform that enables team leaders to create their own capacity planning solution. The tool’s visual interface allows you to pick and choose the modules and integrations you need to use to create the perfect management software for your business. For example, Jason Fiore, SEO Content Writer & Digital Marketing Strategist at Earth Ragz, shared how monday reshaped the way his team approaches time tracking: “What I appreciate the most about monday.com for tracking time is its ability to flip project management on its head. Rather than solely tracking hours, it prompts us to consider the quality of time spent on each task. Its ability to break tasks into smaller tasks also helps us identify not only where a bottleneck occurs but where time is wasted in unnecessary work. This is going to give us a path to focus on continuous improvement, not just completion, which makes time tracking more meaningful.”

With monday, you can project roadmaps, assign available resources, assess your team’s capacity, and automate workflows. The great thing about this solution is that it’s adaptable, so you can tailor it to your organization’s needs.

The tool’s time projection ability enables you to estimate how long it would take to complete a project with the resources at your disposal. You can also see how long it takes to deliver different projects, which can help with pricing your work.

Thanks to its project management and forecasting functionalities, monday enables you to determine your team’s current and future capacity with a high degree of accuracy.

monday integrates with dozens of apps, including Outlook, Microsoft Teams, Slack, Zoom, Google Calendar, Google Drive, Zapier, Jira, and more.

monday costs from $6/user/month. The platform offers a free-forever version for up to two users. You can also try out the pro version for free for 14 days.

New Product Updates from monday.com

monday.com Launches Autopilot Hub
The Health tab in monday.com’s Autopilot Hub displays automation performance metrics.
November 9 2025
monday.com Launches Autopilot Hub

monday.com introduces the Autopilot Hub, a centralized space to view, manage, and troubleshoot all automations and workflows across your organization. This enhances visibility, reduces downtime, and helps teams maintain smoother, error-free automation processes. For more information, visit monday.com's official site.

Best for agile capacity planning

  • 14-day free trial available
  • From $19.9/user/month (billed annually)
Visit Website
Rating: 4.5/5

Scoro is an all-in-one work management platform that offers capacity planning solutions designed to help businesses manage their resources and workload effectively.

The tool includes an agile Gantt chart feature that provides real-time updates for capacity planning. You can view live overviews of your team's workload and schedule tasks accordingly. When dependencies are created between tasks, Scoro automatically updates timelines and workloads, helping you avoid manual entry and overbooking scenarios.

One standout feature is that Scoro goes beyond capacity planning and integrates multiple business functions within a single platform. These include project management, sales and pipeline management, CRM, quoting and billing, reporting, and customizable dashboards.

Scoro integrates with Dropbox, PayPal, Expensify, Stripe, Google Calendar, Jira, Slack, Xero, QuickBooks, Sage Intacct, Microsoft Exchange, Asana, and more.

Pricing starts from $19.9/user/month with a free trial available.

New Product Updates from Scoro

Scoro Enhancements for Invoicing and Work Management
Scoro lets you link time entries to existing invoices in just a few clicks.
November 16 2025
Scoro Enhancements for Invoicing and Work Management

Scoro improves invoicing and work management by allowing allocation of time and costs to invoices and customizing project task views. For more information, visit Scoro's official site.

Best real-time capacity planning and forecasting

  • 60-day free trial
  • Pricing upon request
Visit Website
Rating: 5/5

Saviom is a highly configurable and scalable resource capacity planning software built to address resourcing challenges across all industries. It helps align resource capacity to changing demands for current and future projects in the pipeline. You can allocate the right resources to every project at the right time and cost to boost operational efficiency and improve project delivery.

Some of the advanced features of Saviom include demand management, real-time optimization, pipeline management, bench management, real-time project financial forecasting, and BI-powered reports/dashboards.

What really stands out is the tool's new and improved all-in-one resource planner, which offers a comprehensive suite of advanced functionalities such as multi-dimensional analysis, embedded capacity planning, heat mapping, intelligent matchmaking, early warning, and KPI forecaster. All these features collectively help boost billable utilization of every resource, bridge skills gaps proactively, eliminate burnout, and minimize hiring/firing costs.

Saviom integrates with your everyday business applications such as Salesforce, MS Excel, SAP, and more.

Best for resource planning with financial insights

  • 14-day free trial
  • From $9/month (billed annually)
Visit Website
Rating: 4.7/5

Productive is a complete workforce management software designed primarily for agencies and other service-based industries. The software's resource planning module helps make the most of every team member's time and keep workload capacities in check. Users can access visual representations of team members’ workload and availability, and use this information to assign tasks and distribute work. Employees can also be grouped by skill sets and departments to enable better resource allocation.

The software's time tracking tool is directly connected to its capacity planning functionality, because employees can log the time they're spending on various tasks and projects. This information feeds into the resource planning tools, supporting smarter scheduling through forecasting and predictive insights. Project managers can use previous project data to forecast future work requirements accurately, including estimated time ranges to complete a tasks and what-if scenarios.

Budgeting and financial planning are also included in the feature set. This can be tied to the capacity and workload planning tools, ensuring teams don't go over budget on projects. Other functionalities included in the software are project management, document management, billing, and reporting tools.

Teams can connect the software with their other SaaS tools like Dropbox, Jira, Outlook, Microsoft Calendar, Slack, QuickBooks, and Xero. A Zapier integration is also available for configuring additional integrations.

New Product Updates from Productive

Productive Improves Invoicing Features
Updatg invoice line items in Productive for more flexible billing management.
November 9 2025
Productive Improves Invoicing Features

Productive introduces new invoicing updates to streamline billing workflows and improve financial accuracy. Users can now edit line items and generate automatic drafts for recurring budgets, making invoice management faster and more adaptable. For more information, visit Productive's official site.

Best for work-in-progress management

  • Free plan available
  • $14/user/month
Visit Website
Rating: 4.6/5

VOGSY is an all-in-one CRM and ERP solution designed for global project teams. It helps businesses manage their people, projects, and finances across multiple countries and currencies from a single platform.

I picked VOGSY for its resource management capabilities that help you anticipate future resource needs and track team utilization. This feature ensures that you can make informed staffing decisions and allocate resources optimally. Additionally, VOGSY's work-in-progress management helps you keep unbilled hours in check, providing a clear picture of project accounting.

Another reason VOGSY stands out is its ability to forecast revenue and margins based on resource planning. This feature allows you to align your financial goals with strategic objectives, providing a more accurate understanding of your business performance. Plus, the platform offers detailed project setup and budgeting, giving you the tools you need to manage projects from start to finish.

Features include the ability to track billability across departments and employees, which ensures that your team is working efficiently toward your business goals. The platform also supports global and multinational operations, allowing you to manage multiple companies and multi-currency transactions. Additionally, VOGSY offers flexible revenue recognition and accounts receivable monitoring, which helps you maintain a steady cash flow.

Integrations include QuickBooks, Deltek, Xero, Sage, Certinia, Oracle Netsuite, Exact, PHC-GO, Tally, Wave, ABSS, and Omie.

Save time when planning a new project

  • 30-day free trial available
  • From $9/user/month (billed annually)
Visit Website
Rating: 4.4/5

Smartsheet is a project management software that enables your team leaders to collaborate, assign tasks, share documents, and create workflows. The tool’s navigation is simple, and its interface is easy to understand, especially if your team has previous experience working with spreadsheets.

Smartsheet helps your project managers to create dynamic plans, track tasks and KPIs, and organize the data in detailed reports. They can schedule tasks ahead of time to make sure they’re completed, and set up custom notifications to check on the project’s progress.

The software allows you to create and save templates, so you can save time when rolling out a new project.

Smartsheets integrates with a lot of apps, including Zapier, Outlook, Salesforce, Microsoft Teams, Slack, Webex, and more.

Smartsheet costs from $7/user/month. You can access a free 30-day trial.

Best for visual resource management

  • 14-day free trial + free demo available
  • From $7/user/month
Visit Website
Rating: 4.2/5

Hub Planner is a modern, cloud-based resource management and scheduling platform that serves team-based businesses of any size or industry. It offers a wide variety of products besides resource management, including vacation and leave management, timesheets and approval, reporting and analytics, and skills matching. The platform’s main function is to aid project managers when it comes to the management, capacity planning, and monitoring of projects and resources within a central location.

Hub Planner provides a modern resource scheduling and management module that enables project managers to effectively conduct resource capacity planning and scheduling using a simple drag-and-drop mechanism. This makes the process of scheduling teams and allocating resources easier and more efficient Their project and resource planning feature allows managers to set their budgets so they don’t overspend or overextend valuable resources. They can plan their budget in hours and budget in cash. A currency feature is also available, allowing teams to set the proper currency for international projects.

Hub Planner includes a natively optimized mobile application and doesn’t require users to download any additional apps. They log in through any browser or device to access multiple dashboard views that contain all the information they might need, including project and task progress, schedules, as well as resource availability and utilization data.

Hub Planner costs from $7/resource/month and offers a 14-day free trial with unlimited projects and resources; all modules are available for users to pick and install. Businesses can customize their Hub Planner deployment and pay only for the products that they’ve implemented from the main platform. Premium Hub Planner extensions are also available, ranging from smart groups, custom fields, and approval workflows to task checklist creation and task management.

Best for people-centric resourcing

  • Free demo available
  • Pricing upon request
Visit Website
Rating: 4.1/5

Kantata is a work and resource management platform designed for professional services teams. It helps you match people’s skills and availability to project demand with clarity and precision.

With Kantata, you can forecast resourcing needs across your portfolio. Real-time visibility shows where workloads are unbalanced. Automated alerts flag overbooked or underutilized staff. Scenario planning lets you test different staffing models before making changes.

The platform also maintains a detailed skills inventory for your team. You can align talent to projects based on expertise, role requirements, and custom criteria. This ensures every consultant, designer, or specialist is placed where they add the most value. It also highlights skill gaps so you can plan training and development.

Kantata goes beyond scheduling to focus on the people behind the work. By balancing workloads and surfacing growth opportunities, it helps prevent burnout while improving retention. For professional services firms, this people-first approach ensures both your team and your clients see stronger outcomes.

Integrations are available with several other workplace tools, including Slack, Sage, QuickBooks, Expensify, BambooHR, NetSuite, Jira, Salesforce, Xero, and Google Workspace.

Best for visual capacity planning & forecasting

  • 30-day free trial
  • From $4.16/user/month (billed annually)
Visit Website
Rating: 4.7/5

Resource Guru is a capacity planning tool that lets you manage people, equipment, and meeting rooms in one place. Its unified resource pool helps you see availability at a glance, assign tasks efficiently, and keep workloads balanced across your team.

I picked Resource Guru because its project forecasting reports help you anticipate resource needs before scheduling conflicts happen. You can view upcoming workloads, spot potential overbooking, and make adjustments early—helping projects stay on track and teams work at a sustainable pace. Its heatmap view also gives you an instant, color-coded snapshot of team capacity, making it easy to spot bottlenecks and redistribute tasks before issues arise. I also like that it includes built-in time tracking, so you can compare planned hours against actual time spent and identify where resources are being over- or under-utilized.

Leave management to track absences and prevent scheduling surprises, resource utilization metrics to compare billable vs. non-billable time, team engagement tools that help reduce stress and improve productivity, management of both people and equipment in a single platform, and interactive heatmaps to visualize workloads and avoid overload.

Google Calendar, Microsoft Outlook Calendar, Apple Calendar, Calendly, Fantastical, Zapier, Slack, Salesforce, Microsoft Teams, Jira Software Cloud, Google Sheets, and Smartsheet.

Keep track of your project’s progress in real-time

  • Free plan available
  • From $10/user/month (billed annually)
Visit Website
Rating: 4.2/5

Wrike is a work management platform that lets you plug into 400+ integrations and customize your workflows, dashboards, and request forms. This tool offers all-in-one capacity planning software where users can monitor projects, fill required gaps in workloads, capitalize on resources, and lean on a variety of templates to accelerate common projects and tasks.

Chris Sorensen, CEO of PhoneBurner, shared how Wrike supported his team’s efforts: “I have used Wrike to manage cross-functional marketing as well as product projects. I would say the thing that stood out most was its timeline visibility and task ownership clarity. It really helped us balance team workloads more effectively by making resource conflicts easier to spot early on.”

Wrike has a user-friendly interface with advanced customization capabilities. For example, you can organize, see, and manage project timelines using Kanban boards, drag-and-drop Gantt charts, and detailed dashboards. Additionally, you have access to advanced insights with a suite of analytics, resource management, and performance-reporting features.

Wrike offers native pre-built integrations with more than 400 popular platforms, including Microsoft, Google, and Dropbox, along with sales and marketing software from Salesforce and Marketo.

Best for enterprise governance

  • 14-day free trial
  • Pricing upon request
Visit Website
Rating: 4.7/5

Acuity PPM is an enterprise-class capacity planning software that helps project managers gain global visibility into resource utilization.

Users can easily visualize their team’s current workloads, track changes over time, identify potential risks or bottlenecks, and make informed decisions about how best to allocate resources. Acuity PPM offers an easy-to-use resource scheduling and capacity planning module with a powerful drag-and-drop interface that makes it simple to allocate resources quickly, ensuring that even complex projects are manageable. The module also helps identify potential conflicts between resources, so users can easily resolve them before they become a problem.

Acuity PPM simplifies the capacity planning process by providing powerful analytics and reporting capabilities that enable users to quickly identify trends in their teams’ resource utilization. Users can view detailed reports about individual team members’ workloads or aggregated ones that show overall utilization trends across an entire department or organization. The software allows users to create customized views of resource utilization to drill down into specific areas of interest or focus on areas that may require additional resources. Additionally, users can access real-time data from any device with an internet connection, allowing them to easily monitor their teams’ performance even when they are away from the office.

Project managers have access to various forecasting and reporting tools, making it simpler to get an accurate picture of how projects are progressing and how much progress is made toward completing them on time and within budget. Acuity PPM's portfolio optimization feature takes into account all relevant data when making decisions about resource allocation, ensuring that decisions are based on reliable data rather than hunches or guesswork—resulting in more effective resource utilization across multiple projects simultaneously. 


Best for visual collaboration & innovation

  • Free plan available
  • From $8/user/month (billed annually)
Visit Website
Rating: 4.8/5

Miro is a visual workspace tool that facilitates collaboration and innovation, offering features such as visual project management, diagramming, process mapping, and content visualization. Its unique selling point lies in its ability to facilitate visual collaboration and innovation, making it the best choice for large-scale collaboration and innovation.

I chose Miro because it offers a comprehensive set of tools and templates that facilitate efficient project management and strategic planning. Its capacity to visually communicate complex projects and enable collaborative work makes it a standout choice for teams looking to manage their capacity planning effectively.

What makes Miro different is its intuitive color-coding functionality, flexibility, and the ability to streamline the planning process. The platform's integration with tools like Jira and Azure DevOps, along with features for reducing friction and increasing visibility during planning exercises, positions Miro as a unique solution for visual collaboration and innovation.

I believe Miro is best for visual collaboration and innovation because it not only provides a centralized space for planning and tracking but also enhances team alignment and communication. The ability to create engaging presentations with live dashboards and diagrams, as well as the option to facilitate strategic sessions inclusively, makes Miro an exceptional tool for teams aiming to innovate and collaborate visually.

Features include real-time collaboration tools, such as sticky notes and comments, an infinite canvas, custom frames and shapes, presentation mode, TalkTrack to record process explanation videos, Miro Assist AI, document and image embedding, voting and polling features, mind mapping tools, screen sharing, timeline and roadmap planning, access control and permissions management.

Integrations include Zoom, Figma, Asana, Microsoft Teams, Jira, Slack, Monday.com, Confluence, Google Drive, Box, Airtable, Notion, Azure, and Webex.

Pricing starts at $10/user/month, and a free plan is available.

Best for agency resourcing and forecasting

  • 7-day free trial
  • From $9/user/month (billed annually)
Visit Website
Rating: 4.4/5

Bonsai is a comprehensive business management software that integrates various aspects of running a business, such as project management, invoicing, and client communication. This ability to centralize all business operations makes it an ideal tool for agencies, consultancies, and professional services firms.

The platform offers a real-time workload chart view that allows you to see your team's capacity, schedule tasks across projects based on availability, set daily capacity limits, and block time off for individuals. This comprehensive capacity planning tool helps avoid overbooking or under-utilizing your talent.

For me, the standout feature of Bonsai is its utilization reporting capabilities. This feature tracks time spent on projects and factors in capacity limits so you can understand how planned capacity compares with actual utilization. This feature can then help you optimize your team's schedule and plan for future projects.

Bonsai integrates with Gmail, Google Calendar, Zapier, Google Sheets, Xero, HubSpot, Slack, QuickBooks Online, Calendly, ClickUp, Trello, Google Drive, and more.

A free trial is available for seven days with full access to Bonsai's features.

Best for financial planning

  • 30-day free trial + free plan available
  • From $9/user/month (billed annually)
Visit Website
Rating: 4.6/5

Toggl is a time tracking, project planning, and hiring software with features that let you track your teams capacity and quickly make decisions.

Why I picked Toggl Plan: It’s a very complete tool that has features that let you track work and turn that information into budgets, billing, and invoicing. Toggl’s simple drag-and-drop timelines let you create effective work schedules, get visibility into your team's availability and workload, and easily follow up on tasks.

Additionally, you can use the tool on any platform you want, as they have a mobile app, desktop app, browser plugins, and online tool.

Toggl Plan Standout Features & Integrations

Features include time tracking, reporting, project tracking, revenue tracking, and team scheduling.

Integrations are already at 100+ and include Asana, Jira, Notion, Salesforce, Slack, Trello, Airtable, Adobe Creative Suite, and Zapier.

Toggl Plan Plans & Pricing

The free version is available for up to 5 users. There are three plans and pricing starts at $10/user/month.

Best for its role-based resource allocation prior to staffing

  • 30-day free trial
  • From $600/month
Visit Website
Rating: 4.8/5

Meisterplan is a cloud-based portfolio-level resource management software designed to help businesses create outcome-oriented portfolios. It features a highly visualized platform that enables project portfolio and resource managers to make data-driven, portfolio-level decisions on resource allocations, timing, priorities, and capacities.

Meisterplan’s resource management solution provides the tools and capabilities necessary for realistic resource and capacity planning. Among its main features is the team planner, designed to ensure the appropriate employees are assigned to a task or work that matches their skill sets, without being overbooked or overworked.

You can view resource availability and utilization through the Meisterplan team planner and heatmap. Knowing which resources are overallocated can help you realistically assign tasks to people who can take on them and create a balanced workload across the team.

Meisterplan also offers more flexible resource allocations, allowing you to efficiently allocate resources to the required level, whenever necessary. The process begins with role-based allocations, and then you can add and classify team members by their roles, skill sets, and availability. The tool allows you to allocate any person by the hour or their full-time equivalent (FTE) according to requirements and suitability.

The browser-based solution offers customizable allocation view options, including weekly, monthly, and quarterly views in both grid and flexible modes. You can also use the software to estimate and adjust the work required for new demands for more efficient role-based planning. Also, you can allocate resource capacity to specific roles for planning purposes.

Meisterplan’s basic plan has a starting price of $713 per month and includes 50 resources. This package includes features tailored for multi-team resource management.

Assess project progression with ease

  • 30-day free trial
  • From $14/user/month (billed annually)
Visit Website
Rating: 4.4/5

ProjectManager is a project management solution with good resource management and project planning features. The tool has a clean interface that’s easy to learn and its collaboration features help your team members coordinate their efforts.

This software makes it easy to check what your employees are doing. Its dashboards organize the data in neat reports, so you can see how a project is going and assess your employees’ workload with ease.

One of the good things about using this tool is that it enables you to measure how much your organization can achieve in any timeframe. This helps with capacity management, project planning, and forecasting.

Projectmanager integrates with a variety of tools, including JIRA, Slack, Trello, Microsoft Excel, Zapier, and more.

Projectmanager costs from $11.50/user/month. You can access a free 30-day trial. The platform also offers a free-forever plan for up to three users.

Best for professional services companies

  • Free demo available
  • From $9/user/month (billed annually)
Visit Website
Rating: 4.2/5

Birdview PSA is a resource management, planning, and scheduling software with resource management features that will help you with your capacity planning.

Why I picked BirdviewPSA. This tool has everything you need to support your projects through its resource planning center. It allows you to access 3 main views. The first one is planning. This view gives you the option to book resources in advance and ensure your capacity meets the demands. Birdview PSA displays your team's skills and other useful information that will help you make informed decisions.

Then, you have the workflow view. This view shows current projects and resource allocations in real time. The system will automatically color-code for you those resources that are over or under-allocated and allow you to address conflicts with a simple drag-and-drop.

The last view is simulation. In this view you can assess the viability of working on a new project, run scenarios to inform your resource hiring, and see allocation projections per resource.

Integrations include 2000+ pre-built connectors, including MS Teams, Jira, Adobe, Hubspot, Salesforce, Slack, Zoom, Olark, TimeCamp, Xero, and Invision. Additionally, you can connect to 5000+ apps using Zapier and Workato. Both of these need you to have a paid plan with them.

Best for AI-powered task allocation

  • 14-day free trial + 30-day money back guarantee
  • From $8.50/user/month (billed annually)
Visit Website
Rating: 4.4/5

awork is a project and capacity planning platform designed for agencies and project-based teams. It provides real-time visibility into workloads, helping managers balance resources while improving collaboration and planning accuracy.

I picked awork because of its AI-driven project assistant and real-time resource management features, which make it especially effective for capacity planning. The platform analyzes project data to suggest task distribution and automatically reschedules work based on priorities, deadlines, and team availability. This helps managers avoid overloading individuals while ensuring that projects move forward smoothly.

Additionally, awork integrates automated time tracking, giving you insights into team utilization and project efficiency. With the ability to view capacity across multiple projects, you can plan ahead with confidence and make informed resourcing decisions.

awork offers project templates for consistent workflows, an AI scheduler that adjusts tasks dynamically, and real-time tracking of budgets and hours to keep projects on scope. It also supports seamless collaboration by allowing agencies to work with both internal teams and external freelancers.

Integrations include n8n, Zapier, Xero, sevdesk, Personio, Slack, Microsoft Teams, MOCO, and helloHQ.

Best for digital agencies and software development firms

  • Free demo available
  • Pricing upon request
Visit Website
Rating: 4.8/5

Parallax is a service operations software with resource management, sales and pricing, project financials, and business intelligence functions. The software helps project managers better understand their current and future resource needs, track business financials, and monitor business performance and efficiency. All of this supports informed capacity planning and management.

This software solution is particularly suited to professional service providers, digital agencies, and software development firms. It tracks the availability of resources across different teams over time and provides an overview of upcoming tasks and projects, helping project managers plan ahead rather than react to immediate needs. Users can assign tasks with confidence as they can see which team members have the most available time at any given moment. For organizations juggling multiple projects, deadlines, stakeholders, and clients, this software can be a great solution for keeping everything on track.

The financial features of the product help users manage budgets across projects and resources. Features like service offer templates and project financial tracking and forecasting support more consistency in costs, profit, and budgets. Users can also track performance and finances using the business intelligence features.

The platform has native integrations for Asana, Harvest, Hubspot, Jira, Microsoft Teams, Oracle NetSuite, Salesforce, and Tempo. Book a free demo through the site and receive a quote for your use case.

Other Capacity Planning Software

Here are a few more that didn’t make the top list but are worth your consideration.

  1. ClickTime

    For balancing workloads and allocating staff in real time

  2. Runn

    For forecasting & planning

  3. eResource Scheduler

    For time tracking, scheduling, financials, and reports

  4. Revcast

    For AI-driven revenue forecasting

  5. Skedulo

    Productivity software designed to help companies that collaborate with international freelancers to keep their projects on track.

  6. Connecteam

    Workforce management tool that enables project managers to automate recurring tasks and create shifts for their employees.

  7. Planful

    Financial planning and analysis platform that helps with capacity planning and delivers actionable insights based on your company’s data.

If you still haven't found what you're looking for here, check out these other related tools that we've tested and evaluated: 

Selection Criteria for Capacity Planning Software

When selecting the best capacity planning software to include on this list, I considered common buyer needs and pain points like accurately forecasting resource demands and preventing overallocation. I also used the following framework to keep my evaluation structured and fair:

Core Functionality (25% of total score)
To be considered for inclusion on this list, each solution had to fulfill these common use cases:

  • Tracking resource availability and allocation
  • Forecasting capacity based on project demand
  • Managing workload distribution across teams
  • Generating capacity and utilization reports
  • Integrating with project management and scheduling tools

Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:

  • AI-driven demand forecasting
  • Scenario planning for resource allocation
  • Customizable dashboards and KPIs
  • Real-time integration with financial data
  • Automated alerts for capacity thresholds

Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:

  • Ease of navigation through dashboards and menus
  • Simplicity of creating and updating capacity plans
  • Availability of drag and drop scheduling tools
  • An intuitive interface for both managers and team members
  • Mobile accessibility for on-the-go resource management

Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:

  • Availability of step-by-step product tours
  • Access to video tutorials and knowledge bases
  • Presence of pre-built templates for quick setup
  • Interactive webinars or live training sessions
  • Chatbot or live support during the initial setup phase

Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:

  • Availability of 24/7 support channels
  • Response times for resolving issues
  • Access to dedicated account managers
  • Quality of self-service resources
  • Active community forums or user groups

Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:

  • Transparent pricing with no hidden fees
  • Availability of tiered pricing plans
  • Inclusion of core features in entry-level plans
  • Flexibility to scale pricing as usage grows
  • Comparison of cost to similar tools in the market

Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:

  • User satisfaction with feature updates and improvements
  • Reports of ease of use and intuitive design
  • Feedback on reliability and performance
  • Opinions on the quality of customer support
  • Insights on return on investment and cost-effectiveness

How to Choose Capacity Planning Software

It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:

FactorWhat to Consider
ScalabilityCan the software handle more projects and resources as your team grows? Look for tools that support higher user counts or data volumes without needing a big upgrade.
IntegrationsDoes the tool connect smoothly with your project management, HR, or finance tools? Avoid tools that require lots of manual workarounds or duplicate data entry.
CustomizabilityCan you adjust fields, workflows, and reports to match how your team works? Overly rigid tools often force you to change your process to fit the software.
Ease of useWill your team pick the software up quickly? Look for simple interfaces, drag-and-drop scheduling, and clear dashboards that don’t require hours of training.
Implementation and onboardingHow long will the software take to get up and running? Check if they offer templates, training sessions, or migration support so you’re not figuring it out alone.
CostDoes pricing fit your budget over time? Factor in hidden costs like premium support, add-on features, or per-user pricing that can balloon as you grow.
Security safeguardsDoes the tool have safeguards like role-based access, encryption, and audit logs? You need to keep sensitive resource data safe, especially if you’re managing contractors or external partners.
Support availabilityWhen will you get help if something breaks? Look for fast response times, live chat, or dedicated account managers.

In my research, I sourced countless product updates, press releases, and release logs from different capacity planning software vendors. Here are some of the emerging trends I’m keeping an eye on:

  • Predictive Analytics for Demand Forecasting: Tools are incorporating machine learning algorithms to predict future resource requirements and enhance the accuracy of capacity planning.
  • AI-driven Resource Allocation: Some platforms now leverage AI resource management to automate the allocation of resources, significantly reducing manual effort.
  • Seamless ERP and Project Management Integration: The ability to integrate with ERP systems and project management tools is growing, enabling real-time data exchange and better visibility across all resources.
  • Real-time Collaboration Tools: Some capacity planning software is introducing real-time collaboration features that enable teams to plan and adjust resource allocations dynamically.
  • Environmental Impact Analysis: Many platforms now allow users to assess the environmental impact of project resource utilization.

What is Capacity Planning Software?

Capacity planning software is a tool that helps teams forecast resources, allocate workloads, and track availability.

It provides visibility into capacity across projects, which enables better scheduling, balanced workloads, and on-time delivery. Project managers, resource managers, and team leads use it to optimize resource utilization, prevent overbooking, and align staffing with project demand.

Features of Capacity Planning Software

When selecting capacity planning software, keep an eye out for the following key features:

  • Resource forecasting: Predict future resource needs based on project timelines and workloads to avoid bottlenecks and overallocation.
  • Workload management: Balance tasks across team members to ensure workloads are evenly distributed and sustainable.
  • Scenario planning: Model different project or staffing scenarios to see how changes impact capacity before making decisions.
  • Real-time reporting: Access up-to-date capacity and utilization data to make informed resource allocation choices quickly.
  • Integration capabilities: Connect seamlessly with project management, ERP, and HR tools for accurate and centralized data.
  • Custom dashboards: Create tailored views of capacity metrics to monitor the most relevant KPIs for your team.
  • Role-based access control: Manage permissions so team members can only see and edit information relevant to their roles.
  • Automated alerts: Receive notifications when resources are overallocated or nearing capacity thresholds.
  • Time tracking integration: Link actual hours worked to planned capacity for more accurate future forecasting.
  • Multi-project visibility: View capacity across multiple projects to ensure resources are allocated efficiently company-wide.

Benefits of Capacity Planning Software

Implementing capacity planning software can provide several benefits for your team and your business, including:

  • Better resource allocation: See who’s available and assign work based on real-time capacity data to prevent overloading your team.
  • Improved project forecasting: Use resource forecasting tools to predict future needs and plan for upcoming projects with confidence.
  • Reduced bottlenecks: Spot overbooked resources early with automated alerts and adjust workloads before they slow down progress.
  • Increased visibility: Get a clear view of capacity across all projects with dashboards that show utilization and availability at a glance.
  • Faster decision-making: Use real-time reports to quickly adjust staffing or schedules without waiting for manual updates.
  • Cost savings: Avoid last-minute hiring or overtime expenses by planning capacity accurately with forecasting and tracking features.
  • Higher team satisfaction: Balance workloads fairly with workload management tools that prevent burnout and improve overall morale.

Costs & Pricing for Capacity Planning Software

Selecting capacity planning software requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in {keyword} solutions:

Plan Comparison Table for Capacity Planning Software

Plan TypeAverage PriceCommon Features
Free$0Basic resource planning, limited projects, standard reporting, community support
Basic$10-20/user/monthEnhanced resource planning, unlimited projects, advanced reporting, email support
Professional$20-40/user/monthAll Basic features, plus resource forecasting, integration capabilities, priority support
EnterpriseCustomAll Professional features, plus custom integrations, dedicated account manager, 24/7 support, advanced security

Capacity Planning Software Frequently Asked Questions

Here are some answers to commonly asked questions about capacity planning software.

capacity planning software logos list

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Ben Aston
By Ben Aston

I’m Ben Aston, a digital project manager and founder of thedpm.com. I've been in the industry for more than 20 years working in the UK at London’s top digital agencies including Dare, Wunderman, Lowe and DDB. I’ve delivered everything from film to CMS', games to advertising and eCRM to eCommerce sites. I’ve been fortunate enough to work across a wide range of great clients; automotive brands including Land Rover, Volkswagen and Honda; Utility brands including BT, British Gas and Exxon, FMCG brands such as Unilever, and consumer electronics brands including Sony. I'm a Certified Scrum Master, PRINCE2 Practitioner and productivity nut!

Contact me here to get your product reviewed.