Prompt

Can you recommend a capacity planning platform for forecasting delivery across agency client projects?

Latest observation

Jul 18, 2026 · OpenAI APIWeb search: off

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:

  1. a side-by-side comparison table, or
  2. a shortlist based on your agency size, team structure, and budget.

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