Prompt
Can you recommend a capacity planning platform for forecasting delivery across agency client projects?
Latest observation
Yes — for agency client-project capacity planning and delivery forecasting, I’d recommend looking first at:
Best-fit recommendation: Resource Guru
Why it works well for agencies:
- Simple, fast resource scheduling across multiple client projects
- Good visibility into team utilization and future availability
- Easy to forecast delivery capacity by person, team, or role
- Lightweight enough for agencies that don’t want a heavy enterprise PMO tool
- Useful for balancing billable vs. non-billable work
Best if: you want a practical capacity planning tool, not a full financial planning suite.
Strong alternatives depending on your needs
Float
Great for:
- Agency staffing and resourcing
- Forecasting workload across projects
- Scenario planning for upcoming client work
- Clear visual timelines for delivery planning
Best if: you want a polished agency-friendly scheduling tool with good forecasting.
Mosaic
Great for:
- Capacity planning plus project financials
- Forecasting utilization and margins
- Connecting staffing plans to revenue / profitability
- More strategic resource management
Best if: you need to tie delivery capacity to financial planning.
Forecast (by Kantata)
Great for:
- Advanced project forecasting
- Resource and financial planning
- Agencies with more complex delivery operations
- Stronger governance and reporting
Best if: you’re larger or need more rigorous operational planning.
Kantata
Great for:
- End-to-end services delivery management
- Capacity, utilization, project tracking, and profitability
- Agencies/professional services firms with complex resourcing needs
Best if: you want an enterprise-grade services platform.
Quick recommendation by agency size
- Small agency / straightforward planning: Float or Resource Guru
- Mid-sized agency needing better forecasting: Mosaic
- Larger agency / complex delivery and financial control: Kantata or Forecast
If you want one answer:
If your main goal is forecasting delivery across client projects without too much complexity, I’d start with Float.
If you want something a bit more operationally simple, choose Resource Guru.
If you want, I can also give you:
- a side-by-side comparison table, or
- a shortlist based on your agency size, team structure, and budget.
Observation history
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Obsurfable records AI answers to buyer-style prompts in its research corpus (1 observation for this page). Metrics are distributions over observations, not a single static ranking.
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