How do you forecast capacity and workload for pending projects?

I’d like to ask the community what their process is for workload and capacity planning, especially on work that is getting to the end of the sales funnel

We use Wrike mainly to manage current projects and track milestones and billing.

One thing we don’t use to its full capacity (pun intended) is the Workload feature as I find it becomes really complicated to forecast the workload for the projects in the funnel

We plan out several months’ worth of tasks at a time for our dozen or so staff

When a project gets to a certain point, we build a project framework in a “Pending” folder in Wrike so we can start looking at the timelines and a rough idea of the number of hours and staff needed.

The challenge is that something in the funnel will go from estimate to kick off very quickly and it would be great to have a view of best case / worst case scenarios if work hits.

How do others plot out work like this for their staff? Thanks for your feedback!

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Thank you for bringing it up Jeffrey Veffer! I hope that our Community members would be able to advise you. 

Our Product team is also researching how to improve capacity planning in Wrike, by the way 🙂

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Hi Jeffrey Veffer, I haven't explored it fully yet but there is a bookings functionality available in accounts with Wrike Resource and Wrike for Professional Services. Read more about it here: https://help.wrike.com/hc/en-us/articles/1500000601601-Bookings

I'm yet to use the functionality myself but hope this helps.

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Hi Liam McGuigan - thanks for the comment - we are looking at the Bookings functionality, but from what I understand, it is more intended for individual projects than Capacity planning at the portfolio level.  

Perhaps Lisa would know more?

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Hey Jeffrey Veffer! I'm going to ask your account's Customer Success Manager to reach out to you to discuss this 👍 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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