Future-Proof Your Projects with Resource Forecasting

Using Data to Plan for the Future
Resource Forecasting sharpens your foresight by anticipating future workloads based on your sales pipeline. With this insight, you can strategically allocate resources, swiftly adapt to changing demands, and tackle potential issues before they escalate.
Available with
Premium
Plans
Resource Forecasting

Preemptive Action = Better Project Outcomes

Resource Forecasting makes it easy to be proactive with both your immediate and long-term resource utilization, ensuring you have the resources you need, whenever you need them.

Identify Issues Before They Arise

  • Out-of-the-box flows for creating forecast projects
  • A new filter in Resource Planner for forecast projects
  • A filter in Resource Analytics to leverage forecast projects
aylin guven
I have been a TaskRay customer since 2016 and through different organizations. At each company, TaskRay met our needs and provided our teams with a fantastic project management solution. What sets TaskRay apart from other options is the fact that it is built into the Salesforce platform and the top-notch support.
Aylin Guven
Systems Administrator - Salesforce at Cardinal Group
adam d. segal
Seamless integration with SalesForce. Super customizable. Great Customer Service. Very easy to build templates and course-correct on the fly.
Adam D. Segal
Director of Customer Solution Consulting at Namogoo
kirk reinzuch
I've used TaskRay personally and installed it on many client orgs. This is one of the best project management tools available for the Salesforce Platform. Along side with being my top choice, the TaskRay support team is always available to help out and has been outstanding with quickly resolving issues.
Kirk Reinzuch
Sr. Consultant at Veltig

Resource Forecasting Simplified

Best for

Resource Managers
People Managers
Executives

Easy to Use

Out-of-the-box forecast flows make it easy to benefit from resource forecasting–no training required

Predict the Future

Uncover patterns and trends in resource utilization for strategic planning to improve long-term resource management

Better Project Outcomes

With adequate resource utilization, you’ll start projects quicker, prevent false starts, and realize revenue faster

Be Proactive, not Reactive

By identifying trends and potential issues using future data, you can take preemptive action

Reduce Admin Burden

With out-of-the-box reporting–plus no need for ongoing maintenance

Relevant Resources

Visit Our Knowledgebase

Our help documentation is a great resource for getting to know TaskRay features. 
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