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Writer's picturePrachi Shah

USING PRECURSIVE FOR CAPACITY FORECASTING

Updated: Apr 25, 2023

| Feature Focus |

Suddenly finding that some of your resources are booked beyond their working capacity? Your team's overall capacity for projects can be seen and managed easily with only a couple of clicks with Precursive RCO.


HOW PRECURSIVE CAN HELP WITH SOFTWARE CAPACITY PLANNING


Learn how to use our resource management software to aid with capacity forecasting, allowing you to effectively manage your team capacity with expert advice from a Precursive team member.


This walk-through video shows you how to manage your team capacity across multiple projects and time frames. By learning how to use our software you can ensure that your objectives are completed on time and that your team is properly organized.


To find out more about how our project and resource management software works, head over to our resource management page.

CHAPTERS

0:00 - Introduction

0:14 - Viewing your Team Capacity

0:59 - Viewing a Specific Person's Capacity

1:41 - Managing A Specific Person's Capacity

2:16 - Reassigning Capacity

3:14 - Summary



LEVERAGE CAPACITY FORECASTING TODAY

Missed our webinar with the Precursive Spring update? Watch it again here.

 

You can find more information in our success hub here or if you have any questions email us at support@precursive.com.

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BY SOLUTION.

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PROFESSIONAL SERVICES AUTOMATION

Manage people, projects and revenues in one place

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RESOURCE MANAGEMENT

Staff projects faster with resource planning

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PROJECT MANAGEMENT

Improve your implementation experience

IT & Professional Services 

Professional Services / Services Delivery

Organize work and collaborate with customers

Project Manager

Easily manage timelines and dependencies

Implementation Teams

Organize work & collaborate with customers

Resource Manager

Forecast demand and avoid capacity crunches

Find out more about the people and company. You can learn more about what makes us tick. 

 

We are passionate about changing the game for the world’s best services teams. 

 

Our mission is to help you improve time-to-value and make every customer a success story.

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WHY PRECURSIVE.

About Us

Find out more about us including our mission, values and get to know the team

Salesforce Native

Give sales, services, support and customer success teams a single, shared view of the customer

Find the right consultants, integrations and solutions for your business.

Customers

Hear from customers on why they prefer Precursive to help them scale and grow their business

Professional Services Delivery

Our services team provides expertise in how the best companies improve services delivery

Support & Success Hub

Find the answer you need at our success-hub where you will find a mix of documentation, video assets and training materials

The Precursive Platform is 100% native to the Salesforce platform. Our solutions can be tailored to your needs and support a range of use cases.

 

Learn how we take the pain out of complex service delivery activities. 

 

Do the work, not the admin! 

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Professional Services Automation

Increase operational efficiency with predictable services delivery and insights on performance

Project Management

Powerful project management capability designed to support high-velocity services delivery

Resource Management

Quickly mobilize your project teams, manage demand and avoid capacity crunches

Customer Workspace

An interactive community portal to collaborate, share dependencies and updates in real-time

Services Billing

Easily manage accurate professional services billing, raise invoices and track payments

Revenue Management

Recognize and forecast revenue with ease and accuracy

Precursive AI ✨

Leverage AI capabilities for better project management and boosting customer success. 

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Get actionable tips and insight on customer onboarding, resource management and professional services automation via podcasts, blogs, whitepapers, product guide videos and our on-demand webinars.

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