Resource LWC - BETA - Resource Forecasting

Last Modified On: October 9, 2025

The new Resource Forecasting feature helps Resource and Project Managers plan ahead with greater accuracy. You can now capture future resource demand directly from opportunities and compare it against role-based capacity defined in Resource Profiles — enabling smarter staffing decisions before projects are even created.

Previously, resource planning was only possible within confirmed projects, making it difficult to anticipate upcoming demand. With this enhancement, you can now:

• Record planned demand by Role or Named Resource directly on Opportunities.

• View upcoming Resource Demand and Project/Task allocations side by side within the Resource Management module.

• Use the new Forecast sub-tab to quickly identify potential over-allocation risks.

• See color-coded rollups (Green or Red) at the Role level for instant visibility into capacity status.

This feature gives managers a proactive view of workload and staffing needs — helping teams balance resources, prevent bottlenecks, and make confident resourcing decisions early in the sales-to-delivery process.

Please note:

To use the Resource Forecasting feature in Inspire Planner, please have your Salesforce System Administrator complete the steps in the Admin Guide - Resource LWC - BETA - Resource Forecasting.
 

Create Resource Profiles for Roles

Create Resource Profiles for Roles to help manage team capacity and availability. You can define how many resources are available for a role and how many hours per day they are expected to work.

1. Go to the Resource Profile tab and click on New.
   
   
    
2. Select a Role, and populate the following:
   
   Number of resources - The total number of resources/team members represented by this Role Resource Profile.
   
   Working Hours per Day - Indicates how many hours per day each team member in this Role is available to work.
   
   In the example below, we are creating a Resource Profile for the Business Analyst role. There are 2 team members available, each working 7 hours per day, resulting in a total capacity of 14 hours per day for the Business Analyst role (7 hours × 2 resources).
   
   
    
3. Click on Save when finished. Repeat this process for other Roles.

Create Resource Demands

The Resource Forecasting tab displays resource demand records created from opportunities. 

1. Go to an opportunity. Click on New in the Resource Demands related list.
   
   
    
2. Fill in the details of the planned demand.
   
   User or Contact or Role (Required) Select either a named resource (User or Contact) or create a resource demand for a Role. When selecting a Role, leave the User and Contact fields blank.
   
   Start Date and Finish Date (Required) - the planned date range the resource will be needed.
   
   Hours or % Allocation (Optional) - choose one 
   
   % Allocation - specify % allocation of the resource's working hours per day. For example, if the Resource's working hours per day is set to "8" hours ,and you set % allocation to "75%". Then, the resource's planned allocation would plot at 75% of 8 hours which is 6 hours per day.
   
   Hours - specify total assignment hours for the resource for the project. For example, if you set Hours to 20, it will be divided over the period between the Start and Finish Date. If the Start and Finish Date is from Feb 3, 2025 to Feb 7, 2025, this would give us 5 working days in between, so it will be plotted as 4 hours per day for 5 days.
   
   If both Hours and % Allocation are left blank - it will plot according to the Resource's working hours per day. For example, if the resource's working hours per day is 7.5, then, it will display 7.5 hours per day from the Start Date to the Finish Date.
   
   Project (Optional) - Allows you to link the planned demand to an existing project. When a resource demand is linked to a project, it will no longer appear in Resource Forecasting and will instead display only in Utilization.
   
   Click on Save when finished.
   
   
   
3. Repeat the steps above to create additional resource demand records if needed.

View Resource Demands in Resource Forecasting

Planned resource demands can be viewed in the Forecasting tab in Resource Management.

1. Go to Resource Management.
   
   
    
2. Click on the Forecast tab.
   
   
    
3. You can search for resources by Role or Resource Name.
   
   
    

4. When you select a Role, the system displays the corresponding Resource Profile record for that Role, along with any resources (Users or Contacts) assigned a matching role attribute.

    

   For example, searching for Business Analyst will return:
   - the Resource Profile for the Business Analyst role, and
   - any resource tagged with the Business Analyst attribute

   
   Click on the expand icon to the left of the role to see resources.
   
   

5. To the right of the Role, you will see all Resource Demand records created for that Role.

    

   To the right of each resource listed under the Role, you will see the total effort allocated across all assigned tasks and Resource Demand records for each day.

    

   In both cases:
   -  If the total allocated effort exceeds the Role or resource's Working Hours per Day, the value is highlighted in red to indicate overallocation.
   - If the total allocated effort is within or equal to the daily capacity, the value is highlighted in green.

    
   
   
   
   If you’re using project allocations, switching the allocation model to Projects displays each resource’s total allocated effort per day, combining all project allocations and resource demand records. For more information on project allocations, please see Resource LWC - BETA - Project Allocations.
   
   

6. Depending on the selected allocation model, expanding a resource shows different details:
   
   Task Allocations: Displays all tasks assigned to the resource, grouped by project.
   Project Allocations: Displays the resource’s project-level allocations.
   
   In both views, Resource Demand records appear together under a separate Resource Demands section.
   
   
    

7. Resource Demand records display the associated Opportunity, and their allocations are highlighted in blue for easy identification.
   
   

Creating Resource Demands in Resource Forecasting

Planned resource demands can also be created in the Forecasting tab in Resource Management.

1. Begin by searching for resources either by role or by name.
   
   
    
2. Click on the Create Resource Demand icon beside the resource's name.
   
   
    
3. Fill in the details of the planned resource demand.
   
   Opportunity (Required) - select the opportunity that the planned demand is associated with.
   Start Date and Finish Date (Required) - the planned date range the resource will be needed
   Hours or % Allocation (Optional) - choose one
   
   % Allocation - specify % allocation of the resource's working hours per day. For example, if the Resource's working hours per day is set to "8" hours ,and you set % allocation to "75%". Then, the resource's planned allocation would plot at 75% of 8 hours which is 6 hours per day.
   
   Hours - specify total assignment hours for the resource for the project. For example, if you set Hours to 20, it will be divided over the period between the Start and Finish Date. If the Start and Finish Date is from Feb 3, 2025 to Feb 7, 2025, this would give us 5 working days in between, so it will be plotted as 4 hours per day for 5 days.
   
   If both Hours and % Allocation are left blank - it will plot according to the Resource's working hours per day. For example, if the resource's working hours per day is 7.5, then, it will display 7.5 hours per day from the Start Date to the Finish Date.
   
   Project (Optional) - allows you to link the planned demand to an existing project.
   
   Click on Save when finished.
   
   
    
4. Repeat the steps above to create additional resource demand records if needed. 

Editing or Deleting Resource Demands in Resource Forecasting

Planned resource demands can be edited or deleted from the Forecasting tab in Resource Management.
 

1. To edit a resource demand, click on the Edit icon to the left of the opportunity.
   
   
    
2. Make your changes and click on save when finished.
   
   
    
3. To delete a planned demand, click on the Delete icon beside the opportunity.
   
   
    
4. To confirm, click on Delete. To cancel, click on Cancel.