Workload Forecasting & Scheduling System
Our workload forecasting system puts you in the driver’s seat of scheduling people for upcoming projects and assignments. People indicate how busy they are and forecast their upcoming availability to take on work. Dashboards show you a color-coded view of everyone and how busy they are. This is ideal any organization that must put skilled people on projects or assignments.
Setup your ideal workload forecasting process
Each department can have their own settings and options. Track forecasted availability at daily, weekly or bi-weekly intervals. Track by percentage of time or hours available. Customize color codes to visually picture how busy people are.
People complete their availability forecasts
The entire process takes less than 5 minutes for people to complete. An email is automatically sent out from the system and people click the link and update their availability. People forecast their days in the office, scheduled absences, and percentage / hours of time available on a daily, weekly or bi-weekly basis.
View reports and make work assignment decisions
View your entire department in one report – see who is most/least available to take on work. See the upcoming scheduled absences. View a color-coded list of availability by office, department or any other criteria.
Utilize Full Feature List
Professional Services Firms
- Best practice configurations for different practice groups
- Accounting system integration – we import projects/matters so that people can indicate estimated projects they are working on
- Specific workflows built-in for professional services firms
- Billable hour integration – we bring in billable hours so you can compare a person’s forecast with what they are actually billing
- Prebuilt reports for professional services firms
- Completely customize the system for your workflows
- Each department can have their own configuration – hours/percentage of time available, etc.
- Track either daily or weekly availability
- Short-term and long-term absence functionality built in
- Create custom fields to track forecasting your way
- Create your own color-coded system
- Email templates drive the process – each day or week emails are sent out to people to indicate their availability to take on work