Prompt
Can you recommend a capacity planning platform for utilization tracking and project scheduling in a consulting practice?
Latest observation
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:
- Float if you want fast adoption and strong scheduling
- Kantata if you need a more comprehensive PSA system
- 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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