Planning intelligence inside Resource Planner
Turn your live project schedule into a practical forecast of hours, expected revenue, project budget progress and team workload—without rebuilding the plan in a spreadsheet.
No credit card required. Build the plan first, then read the forecast.
A full-year forecast generated from a fictional agency plan
Interactive sample dataSwitch between hours and revenue to see when work is concentrated, which projects shape each month and how the outlook changes from planned work to date to work planned ahead.
Project budget reporting
Compare each project's hour budget with planned work to date, work planned ahead and the remaining hours. Progress bars make a projected overrun visible before the work is complete.
The Northstar Platform sample intentionally exceeds its budget to demonstrate the projected-overrun state.
Monthly project reporting
The project-by-month table explains the portfolio chart. Review hours for delivery planning or switch to expected revenue to understand the commercial mix behind each month.
| Project | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Jan | Feb | Mar | Apr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Atlas Rebrand | 120 | 140 | 160 | 140 | 80 | 40 | – | – | – | – | – | – |
| Northstar Platform | – | – | 80 | 120 | 180 | 220 | 240 | 220 | 160 | 80 | – | – |
| Cedar Retainer | 64 | 64 | 64 | 64 | 64 | 64 | 64 | 64 | 64 | 64 | 64 | 64 |
| Studio Operations | 32 | 32 | 40 | 40 | 48 | 48 | 56 | 56 | 48 | 40 | 32 | 24 |
| All projects | 216 | 236 | 344 | 364 | 372 | 372 | 360 | 340 | 272 | 184 | 96 | 88 |
Internal work can carry a zero rate: it still consumes planned capacity without inflating expected revenue.
Team workload reporting
Review planned hours for every person across the year, then expand a member to see the projects creating that workload. This makes staffing conversations specific instead of relying on portfolio totals alone.
Select a team member row to reveal the project-level split.
From schedule to forecast
Resource Planner calculates the view from information your delivery team already maintains, so reporting changes when the schedule changes.
Step 1
Schedule people on projects across their working days and record time off in the same workspace.
Step 2
Add a project hour budget and hourly rate, with optional person-specific rate overrides.
Step 3
Compare hours, expected revenue, budget progress, project mix and team workload for the year.
Step 4
Move assignments, rebalance staffing or revisit scope, then return to an updated forecast.
A forecast, not an invoice
This is a resource-driven forecast: it translates scheduled delivery work into a forward-looking operational and commercial view.
Frequently asked questions
Clear answers about the calculations, report detail and limits of a schedule-based forecast.
Resource forecasting uses the current project schedule to estimate future workload, staffing demand and—in a rate-based model—expected revenue. It connects the people available to the work the business expects to deliver.
For each scheduled working day, Resource Planner multiplies planned hours by the applicable hourly rate. A person-specific project rate overrides the project's default rate when one is configured.
Yes. Recorded Time Off assignments and days outside a person's configured working week are excluded from the planned hours and expected revenue calculation.
Yes. The forecast includes a portfolio chart, project budget progress, a project-by-month breakdown and a person-by-month workload table with expandable project detail.
Planned to date is scheduled work before today. Planned ahead is scheduled work from today onward. Both describe the resource plan rather than completed time entries.
No. It is a planning forecast derived from scheduled hours and rates. It does not represent invoices, cash collected or revenue recognized under accounting rules.
Workspace administrators can see financial information. Managers can see it only when that permission is enabled; members and customer roles do not receive financial access.
Bring schedules, capacity, project budgets and expected revenue into one focused Resource Planner workspace.
No credit card required.