Prompt

Can you recommend a capacity planning platform for utilization tracking and project scheduling in a consulting practice?

Latest observation

Jul 27, 2026 · OpenAI APIWeb search: off

Yes — for a consulting practice, the best capacity planning platform is usually one that combines:

  • resource utilization tracking
  • project scheduling / staffing
  • forecasting future demand
  • time tracking / actuals vs plan
  • simple reporting for billable vs non-billable work

Strong recommendations

1) Float

Best if you want something intuitive and built specifically for consulting/service teams.

Why it stands out

  • Very easy to see who is over/under allocated
  • Strong project scheduling and scenario planning
  • Good utilization tracking
  • Clean UI, quick adoption
  • Works well for agencies, consultancies, and professional services

Best for

  • Small to mid-sized consulting firms
  • Teams that need fast scheduling and lightweight capacity planning

Limitations

  • Less robust for complex financial planning
  • Not a full PSA suite

2) Kantata

Best if you need a more complete professional services automation platform.

Why it stands out

  • Strong resource planning and utilization management
  • Project scheduling, staffing, and forecasting
  • Better for larger consulting organizations
  • Includes time, project, and financial visibility

Best for

  • Mid-market to enterprise consulting firms
  • Teams needing deeper operational control

Limitations

  • More complex to implement
  • Higher cost and longer onboarding

3) Silverbucket

Best if capacity planning is the main priority.

Why it stands out

  • Excellent resource management and utilization forecasting
  • Strong visual planning across people and projects
  • Designed for service organizations and consultancies
  • Easy to understand demand vs capacity

Best for

  • Firms focused heavily on staffing and utilization accuracy
  • Consulting practices that need a dedicated planning tool

Limitations

  • Not as broad as a full PSA platform
  • You may need integrations for time tracking or CRM

4) Resource Guru

Best for simpler scheduling and team visibility.

Why it stands out

  • Fast to implement
  • Clear scheduling interface
  • Good for tracking availability and allocations
  • Useful for smaller consulting teams

Best for

  • Small consultancies
  • Teams that need straightforward scheduling without heavy process

Limitations

  • Less advanced forecasting and utilization analysis than Float/Kantata

My shortlist by use case

  • Best overall for many consultancies: Float
  • Best for enterprise-grade planning: Kantata
  • Best for dedicated capacity forecasting: Silverbucket
  • Best simple scheduler: Resource Guru

What to look for when choosing

Make sure the platform supports:

  • Utilization by person, team, and role
  • Billable vs non-billable tracking
  • Soft bookings vs confirmed bookings
  • Forecasting by project pipeline
  • Time tracking or integration with your time system
  • Reporting by client, practice, and resource type
  • Permissions for managers vs team leads

My practical recommendation

If you’re a consulting practice and want the best balance of usability and capability, start with:

  1. Float if you want fast adoption and strong scheduling
  2. Kantata if you need a more comprehensive PSA system
  3. Silverbucket if capacity planning is your biggest pain point

If you want, I can also give you:

  • a feature comparison table
  • recommendations by firm size
  • or a shortlist based on your current stack, like Microsoft 365, Jira, Salesforce, or Google Workspace.

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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