Capacity Planning Software

Plan smarter, balance workloads, and forecast future demand with confidence. Smartsheet helps enterprises align people, skills, and schedules by bringing capacity planning, resource management, and operational visibility into one intelligent, secure, scalable platform.

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Why use Smartsheet for capacity planning?

Smartsheet gives large organizations the clarity and control needed to manage resource capacity across complex portfolios. By unifying people, project schedules, and demand signals in a single platform, teams can track utilization in real time, forecast future staffing needs, and allocate work with precision. Leaders gain visibility into workload distribution, skill gaps, and upcoming constraints. With automation, integrations, and enterprise-grade governance, Smartsheet empowers businesses to optimize resources, improve operational efficiency, and deliver work on schedule, even as priorities shift.

Resource Management forecasting report screen

Optimize resources across your portfolio

Real-time clarity into capacity and demand

  • Track utilization rates across teams, roles, and departments to prevent overload
  • Model staffing scenarios to forecast future resourcing needs
  • Prioritize work by aligning availability, skill sets, and business goals

Improve operational efficiency at scale

Streamlined capacity planning for complex organizations

  • Centralize schedules, timelines, and workloads into a unified planning framework
  • Eliminate manual reconciliation across spreadsheets, systems, and teams
  • Reduce bottlenecks with automated updates, alerts, and shared dashboards
PPM

Forecast with confidence

Accurate capacity and demand modeling

  • Use historical data and time tracking to improve future estimates
  • Forecast bandwidth for upcoming projects, programs, and initiatives
  • Identify gaps early for supporting hiring, vendor planning, or timeline adjustments

Key features for capacity planning in Smartsheet

PM Integrations Transparent Logos

Integrations

Connect capacity data across your enterprise ecosystem

Smartsheet integrates seamlessly with Microsoft 365, Google Workspace, Jira, Workday, Salesforce, and more, ensuring your resource, demand, and project data stays consistent across systems. APIs and bi-directional integrations eliminate silos and provide a unified source of truth for operational planning.

Capacity planning in action

Learn how organizations use Smartsheet to forecast demand, balance workloads, and scale resource planning across hundreds of projects. See how visibility, automation, and predictive insights help teams deliver work more effectively.

Watch a full demo of Smartsheet

Caravel accelerates project delivery and staffing efficiency with Smartsheet

25%

increase in utilization and 4 weeks faster project staffing

Caravel, a global technology services organization, uses Smartsheet and Resource Management to streamline software implementations and scale operations. By unifying project tracking, resource allocation, and dashboards in one automated platform, the team replaced fragmented tools with a standardized framework that supports more than 175 concurrent implementations. Real-time visibility into capacity and workload helps Caravel staff projects four weeks faster, boost utilization by 25%, and reduce more than 1,400 hours of manual work each week, allowing consultants to focus on strategic delivery while the business scales efficiently.

With Resource Management by Smartsheet, we have a tool for reviewing our team’s resource allocation to understand where we might be overstaffed or understaffed, so we can understand if we need to do cross training or make other adjustments. That has helped us reduce our timeline to staff new projects by about four weeks, which ultimately leads to more work and revenue and happier customers.

Evan Jackson

Senior Director of PMO, Caravel

Smartsheet for different types of capacity planning

Pre-built capacity planning template solutions

Jump-start more efficient capacity planning with ready-to-use templates for workload tracking, resource forecasting, project scheduling, and utilization reporting. Customize once and scale across teams with ease.

Smartsheet vs. Excel

Which platform is built for capacity planning?

Features

Smartsheet

Microsoft Excel

Resource managementReal-time workload views, utilization tracking, and capacity forecastingManual tracking, high risk of outdated data
Project schedulingConnected timelines, dependencies, and automated updatesStatic schedules requiring manual maintenance
Workload managementHeatmaps and alerts for over/under-allocationRequires manual formulas and conditional formatting
Portfolio visibilityDashboards roll up resource data across teamsNo automatic roll up across files
ScalabilityDesigned for enterprise resource planning at scalePerformance drops as files grow

Capacity Planning FAQs

Capacity planning helps teams ensure they have the right people and resources available to meet project demand. Smartsheet supports capacity planning with real-time workload tracking, utilization reporting, resource forecasting, and integrated scheduling. These features provide organizations with a single source of truth for current and future capacity.

Smartsheet provides workload heatmaps, availability indicators, and automated alerts that flag over-allocation before it becomes a problem. Leaders can redistribute work, adjust timelines, or shift priorities to keep workloads balanced and sustainable.

Yes. Smartsheet forecasts for future staffing needs by using historical data and forecasting tools to help teams model for upcoming demand. It helps to identify skill gaps, and project hiring or vendor needs to support future initiatives.

Yes. Smartsheet supports capacity planning for people, equipment, tools, and other shared assets. This ensures all critical resources are accounted for in your project plans.

Smartsheet enables teams to compare multiple staffing or scheduling scenarios, model the impact of new projects, and evaluate different resource strategies. This allows organizations to choose the best path before committing.