Last Modified On: June 12, 2026
The 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.
You can 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.
The Resource Forecasting tab displays resource demand records created from opportunities.
Hours or % Allocation (Optional – specify one)
% Allocation — Enter the percentage of the resource's working hours per day that will be allocated to this demand. For example, if the resource's Working Hours per Day is 8 and % Allocation is set to 75%, the demand will be forecasted as 6 hours per day (75% of 8 hours) across the specified date range.
Hours — Enter the total number of hours required for the demand. The hours will be distributed evenly across the working days between the Start Date and Finish Date. For example, if Hours is set to 20 and the date range spans 5 working days (February 3–7, 2025), the demand will be forecasted as 4 hours per day for each of the 5 days.
If both Hours and % Allocation are left blank — The demand will be forecasted using the resource's Working Hours per Day value. For example, if the resource's working hours per day is 7.5, the forecast will display 7.5 hours per day for each working day between the Start Date and Finish Date.
Planned resource demands can be viewed in the Forecasting tab in Resource Management.
You can search using Role, Resource Name, Attribute, or any combination of these filters.
Role — When you select a Role, the system returns:
* Role Resource Profile records that match the selected role, and/or * Resources tagged with an Attribute that matches the selected role, where the Attribute Type is Role.
For example, selecting Business Analyst will return:
* The Role Resource Profile for Business Analyst, and * Any resources tagged with the Business Analyst role attribute.
Resource Name — Search for a specific resource by name. The system returns matching Users and Contacts.
Attribute — Filter resources by one or more attributes. The system returns resources (Users or Contacts) that have the selected attribute(s), excluding attributes where the Attribute Type is Role. Role attributes are intentionally excluded because Role-based filtering is handled separately through the Role filter. This prevents resources from appearing multiple times when filtering by both Role and Attribute.
Results are grouped by Role. Click the expand icon to the left of a Role to view the associated resources and their details.
To the right of each Role group, the Forecast view displays the total effort for all Role Resource Profiles and resources contained within that group.
For each Resource and Role Resource Profile listed under a Role, the grid displays the total effort allocated across all assigned project tasks and Resource Demand records for each day.
Color coding is used to indicate capacity status:
-Red– The total allocated effort exceeds the resource's or role's Working Hours per Day, indicating an overallocation. - Green– The total allocated effort is less than or equal to the resource's or role's Working Hours per Day, indicating that the allocation is within available capacity.
This allows resource managers to quickly identify capacity constraints and potential staffing issues across both current project assignments and future resource demand.
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.
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.
Resource Demand records display the associated Opportunity, and their allocations are highlighted in blue for easy identification.
Planned resource demands can also be created in the Forecasting tab in Resource Management.
Begin by searching for Role Profiles and Resources using Role, Resource Name, Attribute, or any combination of these filters.
Fill in the details of the planned demand.User, Contact, or Role (Required)— Specify the resource needed for the demand by selecting either a named resource (User or Contact) or a Role. If you are creating demand for a specific role rather than an individual resource, select the Role and leave the User and Contact fields blank.Start Date and Finish Date (Required) — Specify the planned date range during which the resource or role will be required. The Start Date must be on or before 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.
Planned resource demands can be edited or deleted from the Forecasting tab in Resource Management.