Resource Forecasting for Better Workload Management
Resource Forecasting leverages sales pipeline data to anticipate future workloads, enabling strategic resource allocation, proactive issue identification through specialized filters and forecast projects in TaskRay, and ultimately improving project outcomes and operational efficiency as endorsed by multiple business leaders.
Future-Proof Your Projects with Resource Forecasting
Using Data to Plan for the Future
Resource Forecasting sharpens your foresight by anticipating future workloads based on your sales pipeline. With this insight, you can strategically allocate resources, swiftly adapt to changing demands, and tackle potential issues before they escalate.
Preemptive Action = Better Project Outcomes
Resource Forecasting makes it easy to be proactive with both your immediate and long-term resource utilization, ensuring you have the resources you need, whenever you need them.
Identify Issues Before They Arise
- Out-of-the-box flows for creating forecast projects
- A new filter in Resource Planner for forecast projects
- A filter in Resource Analytics to leverage forecast projects
One of TaskRay’s biggest strengths is its flexibility—it adapts to our workflows rather than forcing us to change how we operate. If you’re looking for a project management solution that scales with your business and delivers real results, TaskRay is the way to go!
Melanie Duke, Director of Business Process Development at TurnKey Marketing
TaskRay has streamlined our project management and operations, boosting efficiency and collaboration. Integrating TaskRay with tools like Formstack and FilePulse 360 has further simplified client onboarding and improved team coordination.
Marissa Lambrecht, Operations Team Lead at Appluent
TaskRay has played a key role in the growth of our Marketing Team. As our team really evolved, the tool evolved with us. It's setup in such a way where the changes were easy to make and quick to roll out. And if there was ever a question, the support is second to none.
Heather Shafland, Business Process Manager at CyberPower Systems USA, Inc.
Frequently Asked Questions
How does Resource Forecasting work and what time‑horizon does it support?
- Resource Forecasting helps predict future workload and capacity by analyzing upcoming projects and planned work. It supports short- and long-term planning, allowing teams to forecast resource needs weeks or months in advance.
Can I forecast resource demand based on upcoming projects and backlog?
- Yes, Resource Forecasting uses upcoming projects and backlog data to estimate future resource demand. This helps teams plan ahead, avoid shortages, and make informed staffing decisions.
Does the tool support scenario modeling?
- Yes, the tool supports scenario modeling so you can explore different planning options before committing resources. This helps teams compare outcomes and choose the best approach based on reminders, capacity, and priorities.
How accurate is forecasting and does the system learn from historical deviations?
- Forecasting accuracy improves as more historical data becomes available. The system uses past trends and deviations to refine future forecasts, helping teams make more reliable planning decisions over time.
Resource Forecasting Simplified
Best for
- Resource Managers
- People Managers
- Executives
Easy to Use
Out-of-the-box forecast flows make it easy to benefit from resource forecasting–no training required.
Predict the Future
Uncover patterns and trends in resource utilization for strategic planning to improve long-term resource management.
Better Project Outcomes
With adequate resource utilization, you’ll start projects quicker, prevent false starts, and realize revenue faster.
Be Proactive, not Reactive
By identifying trends and potential issues using future data, you can take preemptive action.
Reduce Admin Burden
With out-of-the-box reporting–plus no need for ongoing maintenance.
Relevant Resources
Get to Know TaskRay’s Resource Management Features
Resource management involves a lot of moving parts. As a result, we’ve been hard at work creating the kinds of resource management features that will make your job easier.
August 2024 Release: Resource Analytics and Forecasting
The August 2024 Release introduces Resource Analytics and Forecasting which deliver valuable out-of-the-box insights, giving you a comprehensive view of your resource utilization.
Visit Our Knowledgebase
Our help documentation is a great resource for getting to know TaskRay features.