feature-anchor-pipeline

Create a clear picture of
staffing demands

Visualize your staffing needs for the next week, month, or quarter. Map out your upcoming projects against your team’s capacity. Plan scenarios to pinpoint the time and resources required to deliver great work.

Visualize long-term team capacity

long-term-capacity

Plan scenarios with placeholders

placeholders-v2

Add milestones to highlight key deadlines

create-milestones
01-build-timelines

Effortlessly build project timelines

Use click and drag controls to quickly build your project timelines. Add placeholder projects to anticipate staffing needs before you schedule.
02-plan

Plan by day, week, or month

Assess weekly availability for specific projects, or build monthly views that allow you to know when you can take on more work and when you need to hire.
03-estimate

Create clear and reliable proposals

Back your proposals with estimates grounded in team availability. Determine the resources and time required for every project.
betty-chan@2x-1
“Forecast has helped us better manage our team’s availability. We no longer have to guess or say “I think our developer is available.” It allows us to look further ahead, and that enables us to better staff our team and ease workload. Doesn’t hurt that the layout is easy to follow and update!”

Betty Chan — Producer at Barrel

feature-anchor-schedule

Scheduling made simple

Forecast makes it easy to assign the right individuals for the job. See at a glance who’s available and who has too much on their plate, allowing you to create schedules that leverage your team's availability.

See your team’s schedule at a glance

schedule-at-a-glance

Add assignments based on availability

add-edit-assignments-1

Manage time off and non-work days

time-off
04-visualize-schedules

Visualize schedules by project or team

Drill into a specific project, or take stock of how your team is scheduled across a portfolio of work.
05-filter-highlight

Create tailored views to dig deeper

Use filters to focus on specific people, roles, or clients when scheduling. Assign color labels or custom tags to highlight project owner, status, phase, and more.
06-context

Equip your team with the must-know details

Add notes to each assignment to surface important information that guides your team. Include to-dos or link to relevant documents. 
josh-robbins
“I used to spend so much time each day trying to get organized, but with Forecast, it takes maybe 30 minutes a day, if that. So I’m able to focus on the stuff that actually makes me money.”

Josh Robbins — Founder of Work RM

feature-utilization

Balance workloads to improve utilization and prevent burnout

Forecast tracks your team’s capacity, allowing you to adjust plans with confidence. Spot opportunities to rebalance work, keeping your projects on track and on budget. Redistribute workloads to protect against burnout.

Adjust assignments and shift timelines

shift-project-timelines-1

Spot and fix scheduling conflicts

capacity-context-v2

Identify over-utilized teammates

overutilized
07-adjust-1

Adjust schedules as plans change

Keep your team aligned with a single source of truth that’s always up-to-date. Edit assignments in a few clicks. Split assignments to rearrange your team’s time.
08-digest

Stay in the know with a weekly digest

Receive a weekly digest email for an overview of your team’s scheduled workload. Check in on overall capacity, identify overbooked teammates, and get alerted when new projects are set to begin.
09-analysis

Conduct deeper analysis

Export summaries of your Forecast data into CSV files. Create custom reports and analyze your data for greater insights.